Track Every Lead. Close More Deals. Never Follow Up Manually Again.

A WhatsApp CRM is a customer relationship management system built specifically for WhatsApp conversations. Unlike traditional CRMs that require data to be entered manually, a WhatsApp CRM automatically captures every inbound message, logs the full conversation history, and tracks leads through a sales pipeline — all without your team switching between apps. BetaXLab's WhatsApp CRM gives every contact a 360° view: their messages, stage, custom fields, tags, and follow-up schedule, all in one place.

A regular CRM like HubSpot or Salesforce requires your team to manually log calls, paste in messages, and update fields after every interaction. A WhatsApp CRM captures all of that automatically — every message is logged, every button tap updates a field, and leads move through the pipeline in real time. The key difference is zero data entry. Your sales team sees the full context the moment they open a contact, without having done any manual work to get it there.

Yes. BetaXLab's WhatsApp CRM includes a visual Kanban-style pipeline with stages like New Lead, Contacted, Qualified, Demo Booked, Proposal Sent, and Won/Lost. When the chatbot qualifies a lead or an agent updates a stage, the contact card moves automatically. You can see your entire pipeline at a glance, filter by stage, assigned agent, or tag, and take actions directly from the pipeline view.

When a lead enters a specific pipeline stage — for example, "Demo Booked" — BetaXLab triggers an automated follow-up sequence. On Day 1, the lead receives a confirmation message. On Day 3, a reminder. On Day 7, a re-engagement if they haven't responded. Each message is a personalised WhatsApp template using the lead's name and any custom fields you set. The sequence fires automatically — your sales team never needs to remember to follow up again.

Yes. BetaXLab supports multi-agent access to the shared WhatsApp CRM. You can assign leads to specific agents, set up routing rules (for example, all real estate leads go to Agent A, all education leads go to Agent B), and monitor each agent's pipeline performance from a manager dashboard. Agents see only their assigned leads; managers see all leads and team-level analytics.

Yes. BetaXLab syncs with HubSpot, Salesforce, Freshworks, and Google Sheets via real-time webhooks. When a lead is created or updated in the WhatsApp CRM, a corresponding record is created or updated in your existing CRM automatically. This means your sales managers can continue using HubSpot for reporting while the WhatsApp-native interaction layer runs on BetaXLab — the two systems stay perfectly in sync.

Yes. Every WhatsApp message — inbound and outbound — is stored against the contact record forever. When an agent opens a contact in the CRM, they can scroll the full conversation history, including images, documents, and voice notes. This means any agent can pick up a conversation with full context, even if they've never spoken to that contact before. No more "let me check my chats" before a call.

You can tag leads by any attribute — interest area, location, source (ad, organic, referral), budget range, product category, and more. Once tagged, you can filter your contact list or pipeline by any combination of tags. You can also trigger targeted broadcast campaigns to specific segments — for example, sending a property brochure only to leads tagged "Mumbai" and "3BHK".

Yes. BetaXLab's WhatsApp CRM is fully responsive and designed to be used on mobile. Sales agents in the field can check their pipeline, reply to leads, update stages, and send follow-ups from any smartphone browser — no app install required. Since the conversations happen on WhatsApp anyway, the CRM interface simply provides the context layer on top.

BetaXLab's WhatsApp CRM is included in all plans. Pricing starts at ₹599/month and includes pipeline management, full conversation history, auto follow-ups, contact tagging, and CRM integrations. A 14-day free trial is available with no credit card required. Message us on WhatsApp for a custom quote based on your team size and lead volume.