Calling CRMCalling CRM: the WhatsApp CRM that sits next to every sales call
A WhatsApp CRM is a system that stores customer chats, contact details and deal status together, so conversations stop living on one employee’s handset. Calling CRM places that chat right beside each lead’s phone calls.
- Live chat inside the app
- Calls beside every chat
- Chats stay with the business
What is a WhatsApp CRM?
A WhatsApp CRM keeps business chats tied to customer records with status, tags and history. Calling CRM adds live chat beside each caller’s calls and lead details.
- Send text, photos, documents, video, audio and approved templates
- See unread and unreplied chats at a glance
- Turn any chat into a lead with one tap
WhatsApp CRM benefits for teams that also phone their customers
What a sales desk gains when chats and calls share one screen.
One thread per customer
Chat history sits on the customer record, not in a personal phone.
Call history beside chat
Before replying, see when you last called and what was said.
Chat to lead in one tap
A new enquiry on WhatsApp becomes a lead without retyping anything.
Business keeps the chats
When someone leaves, their customer conversations stay in the account.
Segments by tag and field
Group WhatsApp CRM contacts by tags and custom fields for follow-up.
Read receipts with time
Know exactly when a quote or brochure was opened.
How does WhatsApp CRM work in Calling CRM?
Three moves from the first message to a tracked customer.
Connect a WhatsApp API profile
Add your WhatsApp Business API provider in the app as a named profile.
Reply from the chat screen
Answer with text, media, templates or quick-reply buttons from inside Calling CRM.
Convert and follow up
Turn the chat into a lead, set its status and schedule the next call.
WhatsApp CRM features table
Everything the chat side of Calling CRM does today.
| Feature | What it does | Best for |
|---|---|---|
| Live chat | Text, photos, documents, video, audio, templates, quick replies and option lists | Sales replies |
| Read receipts | Shows the exact time a message was read | Chasing quotes |
| Unread and unreplied badges | Flags chats that are waiting on your team | Busy inboxes |
| Calls beside chat | Call history and lead details next to every conversation | Callers who also chat |
| Chat to lead | Creates a lead from a chat in one tap | New enquiries |
| Contact segments | Filters WhatsApp CRM contacts by custom fields and tags | Targeted follow-up |
| API provider profiles | Connect any WhatsApp API provider and switch between profiles | Multi-brand teams |
| Voice and video | WhatsApp voice or video call from the same WhatsApp sheet | Quick face-to-face |
WhatsApp CRM live chat: what a salesperson can send
The chat screen is a full messaging window, not a notification log. Replies go out through the WhatsApp Business API profile you connected, so they come from the business number.
- Plain text and approved templates, with blanks filled in before sending
- Photos, PDFs and other documents, video and audio clips
- Quick-reply buttons and option lists so the customer can answer with a tap
- Saved message templates with attachments for answers you send every day
WhatsApp CRM and phone calls on one customer screen
Most WhatsApp tools know nothing about the phone calls your team makes. Calling CRM gathers everything about one person on a tabbed history screen, so a caller can jump from yesterday’s chat to this morning’s missed call, the latest remark or a pending reminder without leaving the app.
That matters when a lead answers a brochure on WhatsApp and then rings back. The caller card shows the status and last remark, and the chat is one tap away. Calls themselves are logged by the call management CRM side of the same app.
WhatsApp CRM segments, tags and custom fields
WhatsApp CRM contacts can be filtered by tags and custom fields, for example city, budget or product interest. A segment can then feed a bulk WhatsApp campaign or a calling list for the auto dialer.
Tags come from the same tag sheet used for leads, which searches hundreds of tags and merges duplicates when you rename one, so the chat side and the calling side stay in step.
WhatsApp CRM for teams: chats that belong to the company
Employee leaves
Customer conversations remain in the business account instead of walking out on a personal phone.
New joiner starts
They read the full thread and the call log before saying a word to the customer.
Owner reviews
Unreplied badges show which chats were left waiting, so nothing quietly goes cold.
WhatsApp CRM example: a furniture showroom in Dubai
A furniture showroom in Dubai gets about 60 WhatsApp enquiries a day from Instagram ads, and 3 salespeople also phone every new contact. Before, each enquiry lived on whichever phone picked it up.
With Calling CRM, each new chat becomes a lead in one tap with the source tagged as Instagram. The salesperson sends the catalogue PDF from the chat, sees the read tick at 4:12 pm and calls at 4:20 pm with the chat open beside the call history.
When one salesperson moved to another branch, the owner reassigned her 120 open leads and every chat was still there for the next person.
WhatsApp CRM limits: when to choose something else
Calling CRM is a calling app with a WhatsApp CRM inside it. Look elsewhere if:
- You want a chatbot that answers customers on its own. Calling CRM does not build automated chat flows.
- Your team never phones customers and only needs a shared WhatsApp inbox on desktop.
- You do not have, and do not want, a WhatsApp Business API provider. Live chat needs one; without it you can still open WhatsApp with a message ready.
- You need deep e-commerce order sync inside the chat window.
WhatsApp CRM FAQ
What is CRM in WhatsApp?
CRM in WhatsApp means managing customer chats as records with a status, tags and history instead of loose conversations. Each chat is tied to a customer so the whole team can follow it.
What is the best WhatsApp CRM for people who also sell over the phone?
The best WhatsApp CRM for a calling team is one that shows calls and chats on the same customer screen. Calling CRM does that, with the live chat sitting beside each lead’s call history.
Is Calling CRM a WhatsApp CRM?
Yes. Calling CRM includes a WhatsApp CRM with live chat, templates, media, read receipts and unreplied badges, inside the same app that logs your phone calls.
What can I send from the WhatsApp CRM chat screen?
You can send text, photos, documents, video, audio, approved templates, quick-reply buttons and option lists. Template blanks are filled in before the message goes.
Does the WhatsApp CRM show when a customer read a message?
Yes. Read receipts show the exact time a message was read, which helps you time a follow-up call.
How do I spot WhatsApp CRM chats that still need a reply?
Unread and unreplied badges mark every chat waiting on your team. The owner can use them to check that no enquiry was left unanswered.
Can a WhatsApp chat be turned into a lead?
Yes, in one tap. The new lead keeps the chat, and you can add its status, source tag, products and next follow-up.
Can WhatsApp CRM contacts be grouped into segments?
Yes. Filter WhatsApp CRM contacts by custom fields and tags to build segments for a campaign or a call list.
Does the WhatsApp CRM need the WhatsApp Business API?
The live chat works through a WhatsApp Business API provider that you connect in the app. Simpler actions, such as opening WhatsApp with a message ready, work without the API.
Where can I see a customer’s calls and WhatsApp messages together?
Open the person’s history screen. Phone calls and WhatsApp messages each get a tab there, next to remarks, reminders and the lead fields.
Are WhatsApp CRM chats lost when a salesperson resigns?
No. Chats stay in the business account when an employee leaves, so the next person can read the full conversation.
Does the WhatsApp CRM support WhatsApp video calls?
Yes. Tapping any WhatsApp button opens a small sheet with message, voice and video options, as long as the contact is saved and on WhatsApp.
Related pages
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