WhatsApp CRM with every call and lead beside the chat

What is a WhatsApp CRM?

A WhatsApp CRM is software that links WhatsApp conversations to customer records, so every chat, contact and follow-up sits with the lead it belongs to. AutoDial CRM is a WhatsApp CRM app inside a calling CRM, so each chat shows that person’s calls and lead details right beside it.

AutoDial CRM is WhatsApp CRM software in which live chat, phone calls and leads share one screen. Text, photos, documents, video, audio, templates, quick-reply buttons and option lists are sent and received inside the app, and each sent message carries a read receipt with the exact time. Unread and unreplied badges show at a glance which customers are still waiting for an answer. Next to every conversation sit the person’s call history and lead record, and a single tap turns an unknown chat into a lead. Conversations belong to the business account, so a salesperson who resigns does not walk away with the customers. For larger sends, any WhatsApp API provider can be connected as a named profile, approved templates sync with their category and language, and day-by-day follow-up series stop by themselves once a person takes over. Everything here matches the product feature list dated 14 October 2026. For the calling side, read the auto dialer app overview.

WhatsApp CRM benefits

• No chat left waiting

  Unread and unreplied badges show who still needs an answer.

• Calls beside chats

  Every conversation shows the call history and lead details for that number.

• Chats into leads

  One tap creates a lead from any chat, ready for a status and follow-up.

• Chats owned by the business

  Conversations stay in the company account when an employee leaves.

• Any API provider

  Connect the provider you already use, or several, as named profiles.

• Follow-ups that pace themselves

  Day-by-day WhatsApp series run until a salesperson steps in.

WhatsApp CRM live chat in the app

The chat screen works like WhatsApp itself, with the sales context added around it.

• Every message type: text, photos, documents, video, audio, templates, quick-reply buttons and option lists.
• Read receipts with the time: you see exactly when a customer read the quotation, not just two ticks.
• Badges: separate counts for unread chats and for chats you have not replied to yet.
• Context beside the chat: past calls, current status, remarks and lead fields, without leaving the conversation.
• Chat to lead: a new enquiry becomes a lead in one tap, tagged with WhatsApp as its source if you choose.
• Templates and files: saved templates can carry an image, document, video or audio file, and approved templates let you fill their blanks before sending.

From the same WhatsApp sheet you can also start a WhatsApp voice or video call to a saved contact who is on WhatsApp. For the full lead record behind each chat, see the lead management app.

WhatsApp CRM for teams: chats stay with the business

On a personal phone, a customer relationship lasts only as long as the employee does. In AutoDial CRM, chats stay in the business account when someone leaves, and WhatsApp CRM history is part of the account backup, so signing in on a new phone restores it.

Contacts can be grouped into segments by custom fields and tags, such as city, product interest or price band, which makes it simple to message only the people a topic concerns. The app’s one search covers chats along with calls, leads, remarks and reminders, so a half-remembered conversation is found in seconds. Because the same app holds the dialer, a salesperson can read the chat, call the customer and log the outcome without switching between tools, the way a CRM with dialer is meant to work.

WhatsApp CRM for small business: one app, one price per user

A small business rarely has the budget or the people to run a chat platform, a dialer and a CRM side by side. AutoDial CRM puts the WhatsApp CRM, the phone dialer, leads, follow-up alarms and paid clients in one app for Android and iPhone, billed per user with nothing to pay for the install. An API account is optional: without one, messages open in WhatsApp or WhatsApp Business ready to send by hand, and a provider can be added later for background sending and template sync. An owner and two staff can start on the phones they already carry.

WhatsApp CRM for sales: chats, calls and status messages

A WhatsApp CRM for sales has to keep pace with deals that move between chat and phone. In AutoDial CRM a salesperson reads the chat with that lead’s calls listed beside it, rings back from the dialer in the same app, and logs the outcome on the after-call sheet. Status messages handle the routine nudges: a WhatsApp can go out automatically whenever a lead’s status changes, custom statuses included, and after missed, outgoing and incoming calls. Read receipts carry the exact time, so the rep knows when a quotation was opened and can call while the price is still fresh.

WhatsApp CRM software: automatic, bulk and drip messages

Three kinds of sending run from the workspace, each with its own controls.

• Automatic messages: texts that go out after missed, outgoing and incoming calls, when a lead’s status changes, when a sale is saved and when a reminder fires. How each trigger, send mode and safety setting works is explained on the auto WhatsApp message after call page.
• Bulk sends: one message to a segment of WhatsApp CRM contacts, leads, the call log, paid clients, a Google Sheet or pasted numbers, either one by one from your own phone or as a server campaign through the API. A test send to one number comes first, and the report lists every recipient as sent, delivered, read, replied or failed.
• Follow-up series: a day-by-day WhatsApp timeline for a new lead, for example a welcome on day one and a reminder on day three, which stops as soon as a person takes over the conversation.

WhatsApp CRM features

WhatsApp CRM setup with any API provider

The app works without an API account, and connecting one adds background sending and template sync.

1. Install AutoDial CRM and sign in with your business account.
2. Pick the app that messages open in by default, WhatsApp or WhatsApp Business.
3. Add your WhatsApp API provider as a named profile, and add more profiles if you use several numbers or providers.
4. Sync your approved templates and check their category, language and preview.
5. Create the tags and custom fields you need, then build contact segments from them.
6. Set up the follow-up series and automatic messages you want, then answer your first chats from the app.

WhatsApp CRM limits

AutoDial CRM is built for sales teams that sell by calling and chatting from their phones. If you need an AI chatbot that answers thousands of support chats with no person involved, a dedicated WhatsApp support platform fits better. If your team lives in WhatsApp Web on a computer, a browser-extension CRM may suit you more than a phone app. Without an API account, messages open in WhatsApp for you to send by hand, and server campaigns and template sync are not available. WhatsApp sets its own rules for business messaging, and data protection rules differ between Nigeria, India, the EU and other places, so check what applies to you (general information, not legal advice).

WhatsApp CRM example

An illustration, not a named customer. A furniture shop in Lagos, Nigeria, gets most of its enquiries from Instagram posts that end with a WhatsApp link. Its sales lead and four staff handle about 80 new chats a day. Each morning the sales lead opens the unreplied badge, shares out the waiting chats, and turns every serious enquiry into a lead with WhatsApp as its source. Buyers who asked about sofas get a three-step follow-up series over a week, which stops the moment a salesperson replies by hand. When one staff member leaves after six months, her 300 open chats stay in the business account, and the person who takes over sees each buyer’s chats, calls and remarks on the first day.