WhatsApp Follow-Up
WhatsApp Lead Follow-Up, One Tap From Every Lead
Open a WhatsApp chat with any lead in one tap, with a greeting already written, and keep a record of every contact your team makes.
The short answer
How does WhatsApp lead follow-up work in AliveCRM?
WhatsApp lead follow-up in AliveCRM is a button on every lead. Tap it and WhatsApp opens on your phone or computer with a chat to that lead and a greeting that names your company and what they enquired about. The tap is logged on the lead. It is included on the Advance and Premium plans.
For many sales teams, especially in India, buyers answer a WhatsApp message faster than a call or an email. The problem is not sending the message. It is knowing who was messaged, when, and by whom, once the chats are spread across ten personal phones.
How It Works
From New Lead to WhatsApp Chat
Four steps, all from the leads list.
One tap
A Chat With the Greeting Already Written
The WhatsApp button sits next to the phone number on every lead. It opens a chat with a message such as "Hi Priya, this is Sunrise Homes. Thanks for your interest regarding Lake View Towers", which the rep can edit before sending.
- Button on every lead
- Company and item named
- Edit before you send
Rahul Sharma
Example Technologies
Logged
Every Contact Saved to the Lead
Each WhatsApp or call tap is saved to the lead's Contact History with the person and the time, and updates the lead's last contact. Managers can open the history to see exactly who reached out and when.
- Contact History per lead
- Calls and WhatsApp in one log
- Last contact time updated
Rahul Sharma
Example Technologies
Speed
First Response Time You Can See
Each new lead shows a timer from the moment it arrives. The first call or WhatsApp tap stops it, so the team can see which enquiries are still waiting for a first touch and which were answered within minutes.
- Timer on every new lead
- Stopped by the first contact
- Response time in rep reports
Rahul Sharma
Example Technologies
Next step
Pair Every Message With a Reminder
After the chat, set a reminder for the next follow-up and move the lead to its new status. The dashboard counts overdue reminders across the team, so a buyer who went quiet on WhatsApp still gets a second message.
- Reminder after every chat
- Status history on the lead
- Overdue count on the dashboard
Rahul Sharma
Example Technologies
Who It Is For
Teams That Follow Up on WhatsApp
Real estate sales teams
Message a buyer about the project they enquired on, then book the site visit, with every chat logged on the lead.
Coaching and admissions
Reply to course enquiries on the channel students and parents actually read, and track who has been contacted.
Service businesses
Confirm a service enquiry on WhatsApp in seconds and set a reminder to call back with the quote.
Agencies and consultants
Send a quick hello to a new enquiry before the first call, without copying numbers between apps.
Honest limits
What This Feature Does Not Do
AliveCRM opens WhatsApp from the lead and logs the contact. It does not connect to the WhatsApp Business API. That means:
- Messages are sent by your rep from their own WhatsApp or WhatsApp Business app, not by AliveCRM.
- Replies stay in WhatsApp and are not copied into the CRM.
- There are no broadcasts, bulk messages, chatbots, templates or a shared WhatsApp inbox.
- The link is built for Indian mobile numbers and adds the +91 country code if the number does not have it.
If you need automated WhatsApp campaigns, use a dedicated WhatsApp Business API provider alongside AliveCRM.
Make Every WhatsApp Follow-Up Count
Start a 7-day free trial and see how follow-up looks on Advance.
FAQ
Frequently Asked Questions
No. AliveCRM opens a WhatsApp chat with a ready greeting, and your rep sends it from their own WhatsApp. It does not use the WhatsApp Business API, so there are no automatic messages, broadcasts or chatbots.
The WhatsApp button is on the Advance and Premium plans. On Free and Basic it shows as locked with an upgrade prompt. Tap-to-call and the Contact History for calls work on every plan.
You can see who tapped the WhatsApp button and when, in the lead's Contact History. AliveCRM cannot read the chat itself, so it records that contact was made, not what was said.
Yes. The button opens whichever WhatsApp app the rep uses on that device, including the free WhatsApp Business app and WhatsApp Web on a computer.
Not reliably yet. The link adds India's +91 country code when the stored number does not start with 91, so it is built for Indian mobile numbers today.