WHATSAPP CRM

A CRM built around your WhatsApp conversations

A WhatsApp CRM keeps every contact, conversation and lead in one place, so your team knows who a customer is and what happens next. In ENTALOP, contacts collect custom fields, tags and segments automatically from chats, bots, forms and lead sources, and you can act on them with campaigns and workflows.

What problem does it solve?

When leads live in phones, spreadsheets and inboxes, follow-ups get missed and no one knows who spoke to a customer last. A WhatsApp CRM brings the conversation and the customer record together.

Core features

Contacts and super fields

Import and export contacts and store any detail you need as a custom field.

Tags and segments

Tag contacts manually or in workflows and build segments for targeted campaigns.

Boards and cards

Track deals, admissions or orders as cards on boards, and update them from drip campaigns.

CRM triggers

Start actions when a contact is created or a field changes.

Departments and teams

Route conversations by department with schedules, strategies and agent assignment.

Canned replies

Save quick replies for answers your team sends often.

How a WhatsApp chat becomes a CRM record

  1. Customer messages you

    A new WhatsApp number creates a contact automatically, with the conversation attached.

  2. The bot fills in the details

    A chatbot asks for name, city or requirement and saves each answer to a super field.

  3. Tags update as the chat goes on

    Button taps, keywords and agent actions add tags such as interested, customer or support.

  4. The next message is automatic

    Segments built from those tags receive the right campaign or workflow message.

Beyond WhatsApp leads

Leads also arrive from Facebook Lead Ads, IndiaMART, forms and other sources, and move through pipelines on boards. See the full ENTALOP CRM for lead sources, boards and departments.

Works with your other tools

Keep using Zoho CRM, Deskera or a spreadsheet if you need to. Sync through integrations, Zapier, Make, Pabbly Connect, n8n or webhooks. See WhatsApp automation for examples.

Step-by-step documentation

Frequently asked questions

What is a WhatsApp CRM?

It is a customer database linked to your WhatsApp conversations. It stores contact details, tags and history so your team can follow up and send relevant messages.

Can I import my existing contacts?

Yes. Contacts can be imported into the CRM and exported with their custom fields.

Can I send campaigns to a segment?

Yes. Build segments from tags and fields, then send a WhatsApp campaign to that segment.

Related pages

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