WhatsApp CRM
That Puts Engagement
on Autopilot

Unified Customer Profiles

All WhatsApp and web interactions, purchases, and preferences appear in a single, easy-to-search profile eliminating silos and guesswork.

Auto-Import from Shopify, Meta, etc.

Connect Shopify, WooCommerce, Meta, and more. Contact and order data stays up to date, with zero manual importing.

Tagging & Custom Fields

Segment customers using tags (e.g., “VIP,” “New Lead”) and custom fields like interests or purchase frequency for precise targeting.

Lead Scoring

Prioritize sales effort with scores based on engagement and buying signals. Focus moves automatically to the most valuable prospects.

Manual Notes & Context Storage

Agents add notes or context for seamless handoffs. Every conversation’s history is easy to retrieve when it matters most.

Smart Duplicate Detection

Prevent clutter by automatically merging or flagging duplicate contacts, ensuring clean data for every campaign.

Global Search (across chats, notes, fields)

Find any contact, message, or note instantly, across chats, notes, and fields, no matter where it lives in your WhatsApp CRM.

Advanced Filtering by Tags, Dates, Stage

Filter by conversation status, lead stage, channel, campaign, journey, agents, or tags. Quickly find the exact segment or view you need in seconds.

Saved Views

Create and save custom search views for quick access to key lists like “Hot Leads” or “Pending Payments.”

Welcome & Nurture Sequences

Automate first-touch greetings and drip campaigns to educate, onboard, or re-engage new WhatsApp contacts.

Behavior-Based Workflows

Trigger targeted messages based on actions (like cart abandonment or browsing) to keep leads moving down the funnel.

Event Triggers (Cart Abandon, Birthday, No Response)

Automate messages for key events—remind about abandoned carts, wish on birthdays, or nudge silent leads.

CRM Condition-Based Routing

Send chats to the right agent or team based on CRM fields (e.g., high-value leads go to senior sales).

Time-Based Flows

Schedule follow-ups, reminders, or renewal nudges for the exact right time, reducing manual effort.

AI Decision Nodes

Use AI to analyze chat context and route or personalize replies, improving response accuracy and user experience.

Bulk WhatsApp Messaging

Send promotional, update, or informational messages to thousands of opted-in users in just a few clicks.

Smart Filters (Tags, RFM Segments)

Segment audiences by tags or purchase behavior (Recency, Frequency, Monetary) for highly targeted broadcasts.

Personalizeb vc xzsggggd Offers

Dynamically customize each message with the user’s name, past purchases, product browse history, or special deals for better engagement.

Multi-language Campaigns

Reach diverse audiences in their preferred language, boosting open and response rates.

Smart Scheduling

Send campaigns when users are most likely to respond, using smart timing based on past engagement.

Auto-retry logic

If WhatsApp delivery fails, messages are auto-retried using QuickReply’s built-in logic without any manual uploads. Every reattempt is seamless and fully automated.

Lead Qualification Bots

Collect data like budget, location, requirements, company name, and intent directly in chat. Qualified leads are instantly updated in the internal database, tagged for follow-up, and routed to the right sales team.

Product Finder Bots

Share interactive carousels and WhatsApp catalogs for personalized product recommendations based on keywords.

Order Tracking Flows

Customers get order status, updates, and live tracking links directly on WhatsApp, reducing support tickets.

Support Bots (FAQs, Ticket Gen)

Let FAQ bots answer common questions instantly and collect issue details to generate support tickets when needed.

Form Bots (Data Collection)

Collect structured information—like addresses or preferences—through simple, chat-based forms.

AI Assist Replies

Use AI to auto-suggest replies for agents, making customer interactions faster and more accurate.

Customizable Pipeline Boards

Visualize every lead’s journey with drag-and-drop boards tailored to your sales process.

Lead Assignments

Automatically assign new leads to available agents or by territory, ensuring no inquiry is missed.

Follow-up Reminders

Get automated reminders for next steps, so every lead gets timely follow-ups and nothing slips through.

Deal Progression Tracking

Monitor every deal’s status, from first chat to closed sale, with clear stage-by-stage visibility.

Revenue Forecasting

Project future revenue based on current pipeline and win rates—helpful for planning and goal-setting.

Drop-off Triggers

Spot when leads go cold and trigger re-engagement messages automatically to bring them back.

Product Catalog Import

Bring your full product list into WhatsApp CRM for quick sharing, upselling, or campaign targeting.

Abandoned Cart Tracking

Identify and follow up with users who left items in their cart, increasing recovery rates via timely nudges.

Order Status Updates via WhatsApp

Keep customers informed in real-time as their order moves from processing to delivery.

COD Confirmation Flows

Verify cash-on-delivery orders before shipping, reducing failed deliveries and returns.

Out-of-Stock/Restock Alerts

Notify interested users the moment a product is back in stock, capturing sales that might have been lost.

Order Summary & Payment Links

Send itemized order summaries and secure payment links via WhatsApp for seamless checkout experiences.

Multi-agent Shared Inbox

Collaborate on customer chats in a single inbox, so every agent stays in the loop and response times stay low.

Internal Notes

Agents can leave private notes on conversations to share context or next steps with teammates.

Conversation Handover

Easily transfer chats to specialists or managers without losing conversation history or customer context.

Tag-based Escalation

Auto-escalate chats based on tags (e.g., “urgent,” “refund request”) for faster resolution.

Team-level SLA Metrics

Track team performance against service level targets—response times, resolution rates, and more.

Role Permissions

Set clear access controls so each team member sees only what they need—boosts security and workflow clarity.

Campaign Dashboards

Get visual, real-time insights into message delivery, open rates, and conversions from every WhatsApp campaign.

Agent Performance

Analyze agent response times, resolution rates, and chat quality to identify training or hiring needs.

Lead Source Attribution

See which campaigns or channels bring the most valuable leads, so you can double down on what works.

Conversion Funnels (CTWA to Order)

Track the full funnel from ad click to purchase, spotting bottlenecks and optimizing for better results.

Response Rate & Time Analysis

Measure how quickly and how often your team responds, improving customer satisfaction and retention.

Custom Reporting Modules

Build your own reports—combine any data points for tailored insights relevant to your business goals.

Shopify/WooCommerce/Magento Sync

Auto-sync product and order data from your ecommerce platform, keeping your CRM and WhatsApp in lockstep.

Google Sheets / Zapier / Pabbly

Integrate WhatsApp CRM with spreadsheets or automation tools for seamless data flow and task automation.

HubSpot / Zoho / Salesforce

Connect with leading CRMs to unify WhatsApp conversations with sales and marketing activities.

Payment Integration (Razorpay, Stripe)

Enable instant payment links and order confirmations via WhatsApp, making purchases frictionless.

Webhook/API Support

Push or pull data in real time between WhatsApp CRM and any other system for custom workflows.

Opt-in Collection (single/double)

Capture user consent with clear opt-in flows—single or double opt-in as per regulations—keeping your campaigns compliant.

Unsubscribe Management

Let users opt out of WhatsApp messages anytime and automatically update your lists to respect their choices.

Template Approval Monitoring

Track which WhatsApp message templates are approved or pending, so you only send what’s compliant.

Audit Trails

Maintain logs of every consent, message, and action for easy audits and peace of mind.

Data Retention & Deletion Controls

Define how long data is stored and automate deletion, ensuring privacy and regulatory compliance.

Reorder Reminders

Automatically remind customers when it’s time to buy again—perfect for consumables and repeat purchases.

Birthday Campaigns

Delight users with special WhatsApp messages or offers on their birthdays, building long-term loyalty.

VIP Customer Segments

Identify and reward your best customers with exclusive deals, previews, or faster support on WhatsApp.

Repeat Purchase Nudges

Send targeted nudges based on buying patterns to encourage more frequent repeat purchases.

Review Requests via WhatsApp

Ask happy customers for reviews with a direct WhatsApp message—makes it quick and effortless to collect feedback.

Points Summary & Referral Flows

Keep users engaged with automated points balance updates and referral program invites via WhatsApp.