The WhatsApp CRM built for teams that sell in chat
Your leads live on WhatsApp — your CRM shouldn't live somewhere else. Sandeshly turns WhatsApp conversations into a pipeline: every chat captured, assigned, tracked by status and source, and followed up on time.
Official Meta WhatsApp Cloud API · free demo workspace · no credit card
Shared team inbox
Your whole team on one WhatsApp number — assignment, internal notes, read/unread per agent, and saved replies.
Lead pipeline
Every conversation becomes a lead with status, owner, and source. See exactly where each deal stands.
Reminders & follow-ups
Set follow-up reminders per lead so nothing slips — or let drip sequences do the nudging automatically.
Source attribution
Know which ad, portal, or campaign each lead came from, and which sources actually convert.
Campaign-linked replies
Replies auto-link to the broadcast that triggered them, so sales sees the full context.
Audit-ready history
Every message, status change, and consent is logged and exportable.
What is a WhatsApp CRM?
A WhatsApp CRM manages your customer relationships where the conversations actually happen — inside WhatsApp. Instead of copying chats into a separate CRM (or losing them on agents' personal phones), leads, statuses, notes, and follow-ups live directly on the conversation, on a business number your whole team shares.
One number, whole team, zero lost leads
The free WhatsApp Business app allows one device at a time. Sandeshly's shared inbox puts every agent on the same number with chat assignment, internal notes, and saved replies — so response times drop and no enquiry sits unanswered.
Leads flow in automatically from click-to-WhatsApp ads, Meta lead forms, IndiaMART, missed calls, and email parsers — routed to the right agent the moment they arrive.
From first reply to closed deal
Track each lead's stage, set reminders, and measure response time, source performance, and conversion in the analytics. When a lead goes quiet, an automated follow-up sequence re-engages them — without an agent lifting a finger.
WhatsApp CRM — frequently asked questions
What is a WhatsApp CRM? +
A CRM built around WhatsApp conversations: a shared team inbox on one business number, plus lead statuses, owners, sources, notes, reminders, and analytics attached directly to each chat.
Can my whole team use one WhatsApp number? +
Yes — that's the core of Sandeshly's shared inbox. Multiple agents work the same number simultaneously with assignment and internal notes, which the free WhatsApp Business app can't do.
Can it capture leads from my ads and portals? +
Yes. Sandeshly captures leads from click-to-WhatsApp ads, Meta lead forms, IndiaMART, missed calls (Exotel), and email lead parsers — each with its source recorded for attribution.
Do I still need a separate CRM? +
For WhatsApp-first sales teams, Sandeshly's built-in pipeline — status, owner, source, reminders, analytics — is usually enough. It's deliberately lightweight: a CRM your team will actually keep updated, because it lives where they already work.
Explore more
Try Sandeshly free today
Explore the full product in a ready-made demo workspace — no setup, no card.