Start 7-day trial
CRMFeature

WhatsApp CRM for Lead Follow-Up, Built for Indian Sales Teams

Open a WhatsApp chat with any enquiry in one tap, with the greeting already typed, and let the owner see which leads were contacted, by whom and when.

Start Free Book a Demo
The short answer

Can a CRM help my team follow up leads on WhatsApp?

Yes, and AliveCRM keeps it simple. Every lead has a WhatsApp button. Tap it and a wa.me chat link opens WhatsApp on the phone or WhatsApp Web, addressed to that lead, with a greeting that names your company and the product, project or service they asked about. Your executive reads it, edits it if needed and presses send. The tap is logged on the lead. It is included on selected paid plans.

In India most buyers reply to WhatsApp before they pick up a call. The trouble for an owner is not the message itself. It is that the chats sit on ten personal phones, and nobody can say which enquiry got a hello, which got nothing, and who was supposed to do it. This is WhatsApp follow-up inside a CRM, not the WhatsApp Business API.

What goes wrong when WhatsApp lives outside the CRM

  • Executives copy numbers from an Excel sheet into their phone one by one.
  • The owner has no way to check if a new enquiry was messaged today.
  • Two people message the same buyer, or nobody does.
  • When an employee leaves, the follow-up history leaves with their phone.
How It Works

From Website Enquiry to WhatsApp Chat

A person sends every message. AliveCRM opens the chat and records that it happened.

  1. 01Enquiry Arrives
  2. 02Tap WhatsApp
  3. 03Greeting Opens
  4. 04Executive Sends
  5. 05Contact Logged
Tap to Chat

A wa.me Chat Link With the Greeting Typed

The WhatsApp button sits beside the phone number on each lead, on the web and in the Android app. It opens a chat with a line such as "Hi Rohan, this is Skyline Realty, thanks for your interest in Green Park Residency". Nothing is sent until your executive presses send in their own WhatsApp, so the tone stays personal and they can switch to Hindi or a regional language before sending. Saved message templates in the Android app fill in the lead's details for common replies.

See lead follow-up reminders
  • Button next to every phone number
  • Lead name and item filled in
  • Your executive sends, not a bot
Visibility

Every WhatsApp Tap Saved on the Lead

Each WhatsApp or call tap goes into the lead's Contact History with the employee's name and the time, and the lead's last contact date updates. An owner in Pune can open any enquiry and see that the Nashik executive messaged the buyer at 10:40 and called again at 4. AliveCRM records that contact was made. It does not read the chat, so add a short note with the outcome.

See call tracking on Android
  • Contact History on every lead
  • Calls and WhatsApp in one log
  • Last contact date kept current
Speed

See Which Enquiries Are Still Waiting

A new lead shows a timer from the moment it lands. The first call or WhatsApp tap stops it. For a coaching institute running ads in admission season, that shows straight away which parents were answered in five minutes and which have waited since morning, and response time also appears in rep reports so you can coach the team.

See CRM reports
  • Timer on every new lead
  • Stopped by the first contact
  • Response time in rep reports
Next Step

Follow Every Chat With a Reminder

After the chat, set the next follow-up and move the lead to its new status. The reminder reaches the executive as an in-app and mobile push notification, and on plans that include it, as an SMS to your own team member. The dashboard counts overdue reminders, so a buyer who went quiet after "will confirm tomorrow" still gets a second message.

See CRM notifications
  • Reminder after every chat
  • Push alerts to your team
  • Overdue count on the dashboard
Who It Is For

Indian Teams That Sell on WhatsApp

Real estate brokers

Send the project details the buyer asked about, then line up the site visit, with each chat logged on the lead.

Coaching and education institutes

Reply to course and fee enquiries on the app parents actually read, and see who still needs a call.

Interior designers

Say hello to a new enquiry within minutes and ask for floor plans before the first meeting.

Travel agents

Answer package enquiries quickly in WhatsApp and set a reminder to send the final itinerary.

Honest limits

What WhatsApp Follow-Up Does Not Do

AliveCRM uses a wa.me tap-to-chat link. It is not connected to the WhatsApp Business API, so it does not send messages on its own, run broadcasts, bulk messages or campaigns, host a chatbot or give you a shared team inbox. Replies stay in WhatsApp and are not copied into the CRM. The link is built for Indian mobile numbers and adds +91 when a number has no country code. If you need automated WhatsApp campaigns, use a Business API provider alongside AliveCRM.

FAQ

Frequently Asked Questions

Is this the WhatsApp Business API?

No. AliveCRM opens a wa.me chat link from the lead with a greeting already typed, and your executive sends it from their own WhatsApp or WhatsApp Business app. There is no API connection, so there are no automatic messages, broadcasts, campaigns or chatbots. A person always sends the message, which keeps every conversation personal.

Can I send bulk WhatsApp messages to all my leads?

No. There is no bulk or broadcast sending in AliveCRM. Each chat is opened from one lead and sent by one person. If you need to message large lists at once, use an approved WhatsApp Business API provider for that and keep AliveCRM for tracking the enquiries and follow-ups.

Can the owner see who messaged a lead?

Yes. Every WhatsApp tap is saved in the lead's Contact History with the employee and the time, next to calls. The owner sees that contact was made and by whom. AliveCRM cannot read the chat itself, so ask executives to add a quick note with what the buyer said.

Does it work with WhatsApp Business and WhatsApp Web?

Yes. The button opens whichever WhatsApp the executive uses on that device, including the WhatsApp Business app on Android and WhatsApp Web on a laptop. Each person keeps the number customers already know, and the tap is still logged on the lead in AliveCRM.

Do I need to add +91 to every number?

No. If a stored number does not start with 91, the link adds India's +91 code for you, so numbers saved as ten digits from a form or a CSV import work as they are. The same rule means numbers from other countries may not open correctly, so use tap-to-call for those.

Is WhatsApp follow-up included on every plan?

It is included on selected paid plans. Where your plan does not include it, the button shows as locked so the team knows it is there. Tap-to-call and the call Contact History work on every plan. All plans are priced in INR, and new accounts start with a 7-day trial.

Keep Exploring

Related Pages

Features

Sales Follow-Up Software That Keeps Every Callback on Time

Learn more Features

Call Tracking CRM for Android That Logs Every Lead Call

Learn more Features

Mobile CRM App India for Sales Executives on the Move

Learn more Features

Lead Alerts and CRM Notifications That Reach the Right Employee

Learn more

Bring Your WhatsApp Follow-Ups Into One Place

Start a 7-day trial with no card needed, then switch on WhatsApp follow-up with a paid plan that includes it, paid in rupees.

Start FreeBook a Demo

Book a demo

See forms, leads and follow-ups set up for your team on a live call. Leave your details and we will reach out to pick a time.