Every enquiry that reaches your WhatsApp number becomes a tagged, staged contact your team can qualify, follow up and move through a pipeline to a close — instead of a message that gets buried in a chat thread.
Any number that messages you, or clicks a "Send Message" ad into WhatsApp, becomes a contact record automatically — no manual entry required.
An AI-led sequence asks for name, requirement and budget one question at a time, and stores each answer directly on the contact.
Tag leads by where they came from — ad, referral, website — and by what they are interested in, so segments are ready when you need them.
A visual board moves each lead through stages such as new, contacted, qualified, proposal sent, won or lost, with value attached to each deal.
Assign a lead to a specific salesperson so ownership is clear and two people are never following up on the same enquiry.
Create a task with a due date to call back, send a quote or check in — overdue tasks surface at the top so leads do not go cold.
Save a filter such as "qualified, not contacted in 3 days" as a segment, ready to message again in one campaign.
Re-engage a segment with an approved WhatsApp template, with each contact’s name and details filled in from a sheet or your CRM stage.
Because every lead is a contact with a stage, you can see how many moved from new to qualified to won, and where they tend to stall.
Capture enquiries from property portals or ads, qualify budget and requirement automatically, and hand qualified leads straight to an agent.
Tag enquiries by course interest, ask qualifying questions automatically, and follow up batches with a template campaign closer to enrolment dates.
Route qualified leads to the right salesperson, track deal value on the pipeline, and set follow-up tasks so nothing goes cold after the first reply.
Answer product questions automatically, tag genuine buying intent, and re-engage undecided leads with an approved offer template.
Leads typically reach a WhatsApp number from a "click to WhatsApp" ad, a website widget, a QR code on packaging or signage, a referral, or a customer replying to a broadcast. Whichever the source, the important thing for lead management is that the very first message creates a contact record, so nothing depends on someone manually copying a number into a spreadsheet.
Tagging a lead by source at capture — "meta-ad", "website", "referral" — is worth doing immediately, because it is far easier to tag at arrival than to reconstruct later which channel actually produced a sale.
A short, automated sequence of questions — name, what they are looking for, timeline, budget — filters serious enquiries from casual ones before a salesperson spends time on the call. Each answer is written to the contact record as it comes in, so nobody has to re-ask what the lead already said.
The [WhatsApp CRM](/whatsapp-crm) behind this stores every answer against the contact permanently, alongside the rest of the conversation, so a salesperson picking up a qualified lead can see exactly how it was qualified.
Tags describe attributes that do not change often — source, interest, product line. Stages describe where a lead is in its journey — new, contacted, qualified, proposal, won, lost — and move as the conversation progresses. Together they replace the columns of a lead spreadsheet with something that updates itself as messages come in.
Assigning a lead to a specific salesperson the moment it is captured avoids the common failure of two people following up on the same person, or nobody following up at all because everyone assumed someone else had it. Assignment works alongside the [shared inbox](/whatsapp-shared-inbox), so the owning salesperson sees the thread while the rest of the team can still see it exists.
A task with a due date attached to the contact — "call back Thursday", "send updated quote" — turns a follow-up intention into something the system tracks, rather than something one person has to remember. Overdue tasks are surfaced, so a lead that has gone quiet for too long gets noticed before it goes cold entirely.
A kanban-style pipeline shows every lead as a card with a value and a stage, moving from first contact toward won or lost. Because every deal is linked to its underlying WhatsApp contact and conversation, a salesperson can open any deal and see the entire history that led to it — no separate note-taking required.
Conversion tracking falls out of the same structure: counting how many contacts reached each stage, and how long they typically sat there, shows where leads stall — often the qualification step or the first follow-up — without needing separate analytics software.
Nurturing a lead who has gone quiet means re-engaging with an approved [WhatsApp message template](/whatsapp-message-templates), since Meta requires a template for any message sent more than 24 hours after the lead last wrote in. A segment of leads tagged "qualified, not contacted in 5 days" can be sent a relevant template — a new offer, an answer to a common objection, a simple check-in — and any reply reopens the 24-hour window for a normal conversation.
Nurturing only works, and only stays compliant, when the lead opted in to being contacted in the first place. Messaging numbers that never messaged you or never opted in through an ad risks account restrictions and is not something to build a lead process around.
A prospect clicks a "Send Message on WhatsApp" property ad and writes: "Hi, is the 2BHK in Koramangala still available?" The contact is created and tagged "meta-ad" and "koramangala". The automated sequence replies: "Thanks for reaching out! Could you share your budget range and preferred move-in timeline?" The prospect answers "80L-90L, looking to move in within 2 months." Both answers are stored on the contact, which is staged to "qualified" and assigned to the agent covering that area. The agent receives the assignment, opens the full thread, and replies personally to schedule a viewing.
A lead messages "What are your fees for the UPSC batch?" from an Instagram bio link that opens WhatsApp. The AI agent answers with fee details and asks "Would you like to know about the next batch start date?" The lead replies "yes" and is tagged "upsc-interest" and staged "contacted." Three days pass with no further reply, so a task is created for the counsellor: "Follow up on UPSC lead — batch starts in 10 days." The counsellor calls, the lead enrols, and the deal is moved to "won" with the enrolment value recorded.
A retail customer asked about a product a week ago, received an answer, and went quiet — tagged "product-enquiry" and staged "contacted." The lead is now outside the 24-hour window, so a saved segment of everyone in that stage older than 5 days is sent an approved template: "Hi {{1}}, just checking in on the {{2}} you asked about — it’s back in stock with free shipping this week. Want us to hold one for you?" The customer replies "yes please," reopening the conversation window, and the deal moves to "proposal sent" while a salesperson finalises the order in the same thread.
The process of capturing every WhatsApp enquiry as a contact, qualifying it, organising it with tags and stages, following up on schedule and tracking it through to a won or lost deal.
Any number that messages your WhatsApp Business number, including through a click-to-WhatsApp ad, creates a contact record automatically, with source tagged where the origin is known.
Yes. An automated sequence can ask for name, requirement, budget or timeline one question at a time, storing each answer on the contact record as it arrives.
Tags capture attributes like source and interest, and stages track where a lead is in its journey — both live on the contact record and update as the conversation progresses.
Yes. Assigning a lead to an owner avoids duplicate follow-up and makes clear who is responsible for moving it forward.
Yes. A kanban-style pipeline shows each lead as a deal with a stage and value, linked back to the full WhatsApp conversation it came from.
Set a task with a due date on the contact, or send an approved WhatsApp message template to a saved segment of leads that have not replied recently.
Only within 24 hours of their last message. After that, Meta requires an approved template, and only for leads who opted in to being contacted.
Yes. Because each lead is a staged contact, you can see how many reach each stage and where they typically stall, without separate reporting tools.
Yes. Lead conversations sit in the same shared inbox as support, so any team member can see history and status while the assigned owner drives follow-up.
WhatsApp features including contact records, tags, pipeline and tasks are available from the Pro plan (₹499 / US$6 per month). The AI qualification agent is part of Pro+ (₹1,499 / US$18 per month).
Not if you only message people who opted in and use approved templates outside the 24-hour window. Repli runs on the official WhatsApp Cloud API and enforces these limits automatically.
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