Personal WhatsApp
Works for 1–2 reps. No team inbox, no deal context, no way for owners to audit follow-ups.
WHATSAPP CRM · BUILT FOR INDIA
WhatsApp CRM for Indian Sales Teams
Manage WhatsApp conversations, calls, follow-ups, and sales pipeline in one place.
Leads are scattered. Follow-ups are missed.
- Leads come from ads, websites, referrals, and WhatsApp — across many inboxes.
- Conversations get scattered across reps' phones — no single team view.
- Owners can't see which leads got followed up and which didn't.
- Good leads are lost because response time and follow-up are inconsistent.
Capture → Sell → Follow up → Close — all in one pipeline
- 1
Capture lead
from WhatsApp, website, ads, or bulk upload
- 2
Assign to rep
automatically or by rule
- 3
Call or WhatsApp
from inside Salesmax, not from a personal phone
- 4
Set follow-up
timed reminders and callback queues
- 5
Move deal stage
pipeline reflects real activity
- 6
Owner tracks team activity
live dashboard of who did what
OFFICIAL CLOUD API
WhatsApp Cloud API, set up for you
Teams can manage business WhatsApp conversations without relying on individual reps' personal WhatsApp accounts.
- Approved business sender
- Template messages for routine follow-ups
- Official WhatsApp Cloud API setup guidance
SHARED TEAM VISIBILITY
One WhatsApp view across the whole team
Every message tied to a lead and a deal. Managers see the full history without asking reps for screenshots.
- All conversations attached to the right deal
- Role-based access for reps and managers
- Complete chat history preserved
TEMPLATES & FOLLOW-UPS
Follow-ups that actually go out
Pre-approved templates for the messages you send every day — quotes, reminders, no-response nudges.
- Template library with approval status
- One-click send from any deal
- Scheduled follow-up reminders
CHAT-TO-DEAL
Chat history attached to every deal
Open a deal and see the full WhatsApp thread alongside calls, notes, and pipeline stage.
- Unified timeline: WhatsApp + calls + notes
- Searchable conversation history
- No data trapped on a rep's phone
How this compares to what teams usually try
Spreadsheet + WhatsApp
Lead data sits in Sheets. Chat history sits on reps' phones. Nothing is joined up.
Generic CRM
Built for email-first sales in the US or EU. WhatsApp is usually a paid add-on, often without team-visible conversations.
Teams already running on Salesmax-style WhatsApp workflows
Education / admissions
Admissions teams answering WhatsApp enquiries from parents and students.
Real estate
Brokers following up on property enquiries across portals and referrals.
Loans / financial services
Loan and policy teams qualifying leads over WhatsApp and calls.
Travel
Travel counsellors sending itineraries and quotes on WhatsApp.
Manufacturing
B2B teams handling IndiaMART and JustDial enquiries with long cycles.
WhatsApp CRM — frequently asked questions
See Salesmax WhatsApp CRM in action
15-minute guided walkthrough. We'll map it to your sales workflow.