WhatsApp CRM for sales teams

A WhatsApp CRM for sales teams turns each WhatsApp enquiry into a contact with tags and notes, a deal on a pipeline board, and a follow-up task with a due date — so the next step on every lead is written down, not remembered. Repli adds this to your WhatsApp Business number through Meta’s official Cloud API.

Why teams choose Repli

What you get

Contact records for every lead

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

Deals pipeline

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

Follow-up tasks

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

WhatsApp inbox

Incoming WhatsApp messages land in Repli, where the team replies with the contact’s history, deals and tasks alongside.

Saved segments

Save a contact filter — stage, tag, last message — and reuse it as the audience for a template campaign, such as “quoted, not closed”.

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

A verified daily workflow

A new WhatsApp enquiry arrives and becomes a contact. The rep tags it, adds a deal with the quoted value, and sets a follow-up task for two days later. When the lead replies, the conversation continues in the inbox with the deal and notes on screen. If the lead goes quiet past the 24-hour window, the rep sends an approved template to the “quoted, not closed” segment.

Handovers between reps

Because tags, notes, deals and tasks live on the contact — not in one rep’s phone — another team member can pick up the conversation with the full context visible.

Weekly pipeline review

Open the deals board to see every open opportunity by stage and value, and check the overdue task list for follow-ups that slipped.

What is a WhatsApp CRM for sales teams?

It is a sales pipeline built from your WhatsApp conversations. Instead of each rep keeping leads in their own phone and memory, every enquiry becomes a shared contact record with the chat history, tags, notes, a deal with a stage and value, and follow-up tasks with due dates.

For a sales team the point is accountability: the next step on every lead is a dated task on a shared record, so follow-ups stop depending on one person remembering.

Who this page is for

Small sales teams — roughly two to ten people — who already get most of their enquiries on WhatsApp and are losing track of follow-ups across reps. If a single person handles a handful of messages a week, the free WhatsApp Business app with labels may be enough.

What Repli supports today

Contact records with tags, notes and stages; a deals board with stage and value per deal; follow-up tasks with due dates; saved segments; a WhatsApp inbox for replying with context; and Meta-approved template campaigns to segments. Optional AI replies with human takeover use AI credit.

These are the features you can use in the product now — the page describes nothing beyond them.

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. Repli does not include a built-in phone dialer, email sequencing or forecasting — it is a WhatsApp-first CRM, not a full sales suite.

WhatsApp CRM vs a general sales CRM

A general sales CRM centres on email, calls and long B2B cycles. A WhatsApp CRM centres on the chat thread itself: the conversation is the record, and deals, tasks and segments hang off it. If your buyers talk to you on WhatsApp, working where the conversation already happens removes the copy-paste step between the chat app and the CRM.

Frequently asked questions

How do sales teams use a WhatsApp CRM?

Each enquiry becomes a contact with tags and notes, the rep adds a deal with a stage and value, and every next step becomes a follow-up task with a due date. Quiet leads are re-contacted with approved templates sent to a saved segment.

What conversation and follow-up features does Repli support?

A WhatsApp inbox for replying with contact context, contact records with tags, notes and stages, a deals board, follow-up tasks with due dates, saved segments, and Meta-approved template campaigns. Optional AI replies with human takeover use AI credit.

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 setup is required?

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 the Growth plan or higher. Connecting the number is done through Meta’s official flow inside Repli.

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 several reps work the same WhatsApp number?

Yes. Messages arrive in Repli’s shared inbox and contact records, deals and tasks are shared across the workspace, so any rep can pick up a conversation with full context.

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