WhatsApp CRM for small businesses

A WhatsApp CRM for a small business is one place that turns every WhatsApp chat into a customer record — name, tags, notes, deals and follow-up tasks — so nothing depends on one person’s phone or memory. Repli adds this to your WhatsApp Business number through Meta’s official Cloud API.

Why teams choose Repli

What you get

Contact records

Each number becomes a contact with name, tags, notes, stage and the conversation history. Filter by stage, tag or how recently they messaged.

Deals pipeline

A board shows every open enquiry with a stage and value, linked to its contact, so you can see what is moving and what is stuck.

Tasks and follow-ups

Add a call-back, payment reminder or quote follow-up with a due date on the contact. Overdue tasks are shown first.

Saved segments

Save a contact filter — stage, tag, last message — and reuse it as the audience for a template campaign.

WhatsApp inbox

Incoming WhatsApp messages land in Repli, where you reply and keep context on the contact record.

Template campaigns

Send Meta-approved WhatsApp templates to a segment. Outside the 24-hour window, Meta only allows templates — Repli checks this before sending.

Optional AI replies

AI replies with human takeover are available, but use AI credit. Growth includes no AI credit — you buy it separately, or choose Pro+ which adds ₹499 credit each month.

Official Cloud API

Connected through Meta’s WhatsApp Cloud API with approved templates and the 24-hour rule respected.

Use cases

Local shop taking orders on WhatsApp

Tag each chat as enquiry, ordered or paid, add a deal with the order value, and set a task to confirm delivery. At the end of the week, filter “ordered, not paid” and follow up.

Clinic, salon or studio

Keep each client’s notes on their contact, add a follow-up task for the next visit, and send an approved reminder template to a saved segment.

Coaching or tuition centre

Tag enquiries by course, move them through stages on the deals board, and message a segment when a new batch opens.

Service business with quotes

Log each quote as a deal with its value, set a task to follow up in three days, and see at a glance which quotes are still open.

What is a WhatsApp CRM for a small business?

It is a customer list built from your WhatsApp conversations. Instead of scrolling a phone to remember who asked for a price, who paid and who needs a reminder, each customer has a record with their chats, tags, notes, deals and tasks.

For a small business the point is simple: the customer relationship stops living in one person’s head or one handset, and follow-ups stop being forgotten.

Who this is for

Owners and small teams who already get most enquiries on WhatsApp — shops, clinics, salons, tutors, agencies and service providers — and are losing track of follow-ups. If you only get a handful of messages a week, the free WhatsApp Business app with labels may be enough.

How Repli fits your workflow

Repli connects your WhatsApp Business number through the official Cloud API. Messages arrive in Repli, each sender becomes a contact, and you work from contacts, deals, tasks and segments instead of a chat list.

When you need to reach people again after the 24-hour reply window, you send a Meta-approved template to a saved segment. Repli checks the window and template status before sending, so you see a reason instead of a silent failure.

WhatsApp CRM vs Instagram automation

They are separate products inside Repli. Instagram automation (Creator ₹249 and Pro ₹499) handles comment-to-DM, DM replies and lead collection on Instagram — it does not include WhatsApp or the WhatsApp CRM. WhatsApp CRM starts on Growth at ₹999/month, which also includes Instagram automation and Email Automation in the same workspace.

Limitations to know before you start

Meta charges its own WhatsApp conversation fees, billed to your WhatsApp Business account — these are not part of the Repli price. Messages outside the 24-hour window must use approved templates, and only to people who opted in.

Growth includes no AI credit, so AI replies need purchased credit. Growth covers 1 WhatsApp number; Pro+ and Commerce cover 2. Shopify integration is only on the Commerce plan (₹1,999/month).

What to check before choosing a WhatsApp CRM

Check that it uses the official WhatsApp Business Platform rather than an unofficial phone bridge, whether Meta conversation fees are passed through or marked up, how many numbers and team members are included, whether AI is included or charged separately, and whether you can export or keep your contact data. Ask these of any vendor, including us.

Frequently asked questions

What can a small business manage with a WhatsApp CRM?

Contacts with tags, notes and stages, a deals board with values, follow-up tasks with due dates, and saved segments you can send approved template campaigns to — all built from your WhatsApp conversations.

How is it different from the WhatsApp Business app?

The Business app runs on a phone with labels and quick replies. A WhatsApp CRM like Repli runs on Meta’s Cloud API and adds structured contact records, deals, tasks, segments and template campaigns.

Which Repli plan unlocks WhatsApp CRM?

The Growth plan at ₹999/month. Pro+ (₹1,499) and Commerce (₹1,999) include it too. Creator and Pro are Instagram-only and do not include WhatsApp CRM.

What should a business verify before connecting WhatsApp?

That you have a Meta business account, a phone number that can be registered on the WhatsApp Cloud API, opt-in from the people you will message, and an understanding of Meta’s own conversation fees.

Is WhatsApp CRM free?

No. It is a paid feature that unlocks on Growth at ₹999/month. Meta’s WhatsApp conversation fees are separate.

Does Growth include AI credit?

No. AI replies use AI credit, which you can buy separately on Growth. Pro+ and Commerce add ₹499 of AI credit every paid month.

Can I keep using Instagram automation too?

Yes. Growth includes Instagram automation and Email Automation in the same workspace.

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