WhatsApp CRM for teams that sell and support in chat

Every WhatsApp conversation, contact and order in one place. Repli gives your team a shared inbox, contact profiles with tags and notes, template campaigns, and an AI agent that answers instantly and hands over the moment a human is needed.

Why teams choose Repli

What you get

Shared team inbox

Every incoming WhatsApp message lands in one inbox your whole team can see, reply from and resolve.

Contact records

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

Deals pipeline

A visual board tracks every sale from first chat to won or lost. Each deal links to its contact and carries a value and stage, so you always know what is moving and what is stuck.

Tasks and follow-ups

Create tasks with due dates linked to a contact — a call-back, a payment reminder, a size confirmation. Overdue tasks show at the top so nothing slips.

Saved segments

Save any contact filter — stage, tag, last message — as a reusable segment, then send that exact list a campaign straight from the campaign builder.

AI agent with takeover

An AI persona trained on your products and FAQs replies instantly, then hands the chat to a person when it should.

Tags and notes

Tag contacts as lead, customer, repeat or anything you like, and leave notes on the record so the next teammate sees the context immediately.

Template campaigns

Send approved WhatsApp templates to a segment, with blanks filled per contact from a sheet, a webhook or your store.

Store and order data

Connect Shopify or WooCommerce so order number, tracking link and totals appear in the chat and in your messages.

Tracked links and analytics

Every link you send is shortened and tracked, so you see which conversation actually led to a click.

Official Cloud API

Built on Meta’s WhatsApp Cloud API with approved templates and the 24-hour window respected automatically.

Use cases

Online stores

Answer order, size and shipping questions with live order data, then recover abandoned carts with a template campaign.

Clinics and studios

Book, confirm and remind appointments on WhatsApp, with every patient’s history on the contact record.

Agencies and service teams

Route enquiries to the right person, keep notes on each account, and never lose a thread when someone is off.

Education and coaching

Capture enquiries from ads, tag by course interest, and follow up with the right batch at the right time.

What a WhatsApp CRM is

A WhatsApp CRM is a customer system where the conversation, not the ticket, is the record. Each phone number becomes a contact with its own history, tags and notes, and your team works from one shared inbox instead of one phone passed around the office.

The difference from a traditional CRM is that the channel is the same one your customers already use. There is no email to be ignored and no portal to log into — the entire relationship lives in a chat thread your team can search, tag and hand over.

How Repli’s WhatsApp CRM works

Repli connects to your WhatsApp Business number through Meta’s official Cloud API. When someone messages you, the message is matched to a contact, written to the shared inbox and passed to your automation rules. If a rule matches, the reply goes out in seconds; if nothing matches, the AI agent answers from the persona and FAQs you gave it.

Anyone on your team can step in mid-conversation. Taking over pauses the AI for that contact, so the customer never gets two answers. Notes and tags you add stay on the contact, so the next person sees the context immediately.

Outbound works the same way in reverse. Choose a segment, pick an approved template, and map each blank in it to a column in a spreadsheet, a field from your Shopify or WooCommerce store, or a response from your own webhook. Contacts with no value are skipped and reported, so nobody receives a half-filled message.

What you can automate inside it

Keyword replies handle the questions you answer a hundred times a day. Lead collection asks for name, requirement and budget one question at a time and stores the answers on the contact. Order lookups pull the live status from your connected store. Cart recovery, delivery updates and appointment reminders all run as template campaigns.

Everything respects Meta’s rules: free-form replies only inside the 24-hour window, approved templates outside it. Repli checks this before sending, so you get a clear reason instead of a silent non-delivery.

What it costs

The WhatsApp CRM is part of Pro+ at ₹1,499 per month, roughly $18. That includes the shared inbox, contact records, AI agent, campaigns, store connections and link tracking, plus Instagram automation in the same workspace.

There is no per-seat fee and no contract — it is month to month and cancels in one click. WhatsApp’s own conversation charges are billed by Meta directly to your WhatsApp Business account.

Frequently asked questions

What is a WhatsApp CRM?

A customer management system built around WhatsApp conversations. Every number becomes a contact with history, tags and notes, and your team replies from one shared inbox instead of a single phone.

How is it different from WhatsApp Business app?

The Business app runs on one phone for one person. A WhatsApp CRM runs on the Cloud API, so a whole team can work the same number at once, with automation, campaigns, contact records and analytics.

Do I need the WhatsApp Business API?

Yes. Repli connects through Meta’s official WhatsApp Cloud API. We walk you through linking your number; you do not need a developer.

Can my team take over from the AI?

Yes. One click hands the conversation to a person and pauses the AI for that contact, so the customer never receives two replies.

Can it pull order details from my store?

Yes. Connect Shopify or WooCommerce and order number, status, total, tracking link and items are available in the chat and as values inside template messages.

Can I send bulk messages to my contacts?

You can send approved WhatsApp templates to a tagged segment. Meta requires templates for anything sent outside the 24-hour reply window, and Repli checks template approval before sending.

Does it have a deals pipeline?

Yes. Every deal sits on a board with a stage and value, linked to its contact. Move deals from new to won or lost and always see what is stuck.

Can I set follow-up reminders?

Yes. Tasks with due dates link to the contact they belong to, and overdue tasks show at the top of the list so nothing is forgotten.

Can I save a filtered contact list for later?

Yes. Any filter — stage, tag, last message — can be saved as a segment, and that segment appears in the campaign builder ready to send to.

Will my number get banned?

Not when you use approved templates and message people who opted in. Repli runs entirely on the official Cloud API and enforces Meta’s messaging window for you.

How much does the WhatsApp CRM cost?

It is included in Pro+ at ₹1,499 per month, about $18, with no per-seat charge. WhatsApp conversation fees are billed separately by Meta.

Can I keep using Instagram automation too?

Yes. Instagram and WhatsApp live in the same workspace, so one subscription covers both channels.

Can I import my existing contacts?

Yes. Upload a spreadsheet of numbers with names and tags, and they become contacts you can message with approved templates.

Does it work outside India?

Yes. Repli works with WhatsApp numbers worldwide. Billing is in INR, which works out to roughly $18 per month for Pro+.

How long does setup take?

Most teams are live in under ten minutes once the WhatsApp Business number is verified with Meta.

Pricing · All features · How it works · Blog