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WhatsApp CRM for Indian businesses: leads, pipeline and orders
The pipeline lives where the conversation happens.
The pipeline lives inside the conversation instead of a separate tab: every deal, order and booking carries its WhatsApp conversation history attached to the record, so a rep never has to reconstruct context from another tool.
Contacts, CRM and commerce, in detail
Contacts and consent ledger
Import/export, tags, custom fields, de-duplication, owners, lifecycle stages, source tracking and a full consent ledger.
Sales pipelines
Deals, stages, tasks and owners, with conversation history attached to every record.
Catalog and orders
Product catalog with stock sync, carts, orders, payment links and abandoned- cart recovery.
Booking and documents
Calendar availability, booking and reschedule flows, automated reminders, and secure file collection with OCR extraction.
What is a WhatsApp CRM?
A WhatsApp CRM connects a contact and sales record to the conversation with that customer. Your team can see who owns the lead, where it sits in the pipeline, what was promised in chat and which task comes next. This avoids copying messages into a separate spreadsheet or losing context between agents.
BotPulsar uses the official WhatsApp API, so the CRM works with a shared inbox, automated handoffs and campaigns. Contacts carry tags, custom fields, source, lifecycle stage and consent history.
From a WhatsApp enquiry to an order
A customer starts a chat through your website, an ad or your WhatsApp number. The inbox records the conversation and assigns an owner. The rep adds a deal, moves it through the sales stages and sets a follow-up task. If the customer buys, the catalog, cart, order and payment link stay attached to the same record.
This is useful when several people handle the same account. A manager can inspect the pipeline without reading every chat, and the next agent can pick up the conversation with its history.
Which BotPulsar plan includes WhatsApp CRM?
Starter and Growth include contact records and the consent ledger. The sales pipeline, deals, tasks, catalog and orders are included from Pro at ₹1,999 per month. Business adds enterprise governance and reseller controls. Meta message charges are separate from the platform fee.
Contacts, CRM and commerce: common questions
Can I sell a product catalog directly on WhatsApp?
Yes. The product catalog syncs stock, and customers can build a cart, place an order and pay through a payment link inside the chat, with abandoned-cart recovery for carts that stall.
Does BotPulsar track consent for marketing messages?
Yes, a full consent ledger sits on every contact record alongside tags, custom fields, owners, lifecycle stage and source, with de-duplication on import.
Can customers book appointments through WhatsApp?
Yes. Booking flows check calendar availability, handle reschedules, send automated reminders, and can collect documents with OCR extraction where the booking needs paperwork.
What happens when a customer adds items to a cart but doesn't pay?
Abandoned-cart recovery follows up automatically on carts that stall before checkout, using the same payment link flow as a completed order.
Does BotPulsar deduplicate contacts on import?
Yes. Contact import/export runs de-duplication alongside tags, custom fields, owners, lifecycle stage and source tracking, so bulk-importing a list does not create duplicate records.
Which plans include the sales CRM and catalog?
Sales pipelines, the product catalog with orders and payment links, and booking flows are included on Pro and Business. Starter and Growth include the contact database and consent ledger without the pipeline and commerce layer.
Can a sales rep see the WhatsApp conversation behind a deal?
Yes. Every deal, order and booking record carries its WhatsApp conversation history attached to it, so a rep does not have to reconstruct context by switching to another tool.
Check plans and competing platforms
Compare feature availability, team costs and current vendor details before choosing a plan.
The rest of the BotPulsar platform
WhatsApp Business Platform
Official API access with Meta Embedded Signup, so you own the WABA and the number — not your vendor.
Shared team inbox
One inbox for the whole team, with unlimited seats on every plan.
WhatsApp marketing and campaigns
Opt-in broadcasts, drip sequences and a visual workflow builder — no code.
No-code chatbot builder
Drag-and-drop WhatsApp chatbots with menus, questions, branches and handoff to an AI agent or a person.
AI agents and copilot
WhatsApp AI answers from your knowledge base, with human handoff controls.
Analytics, API and governance
Reporting, integrations and the controls enterprise buyers ask for.