Power Your Business with WhatsApp CRM
Automate conversations, manage leads, broadcast messages, and build customer relationships — all inside one powerful dashboard.
10K+
Businesses onboarded
4.9/5
User satisfaction
1M+
Messages processed
Powerful Features for Modern Teams
Explore the tools designed to streamline your workflow, increase productivity, and help your business grow faster with AI-powered automation.
Unified WhatsApp CRM Inbox
Handle every WhatsApp conversation, customer profile, and ticket in one CRM-style inbox.
- • Centralized inbox for all WhatsApp numbers
- • Customer 360° profile with tags & notes
- • Assign chats to agents
- • Track SLAs & response time
Smart Automations & AI Flows
Automate onboarding, FAQ support, routing, and follow-ups using AI-driven workflows.
- • AI + human hybrid support
- • Lead qualification automations
- • Triggers based on customer behavior
- • Broadcast & drip campaigns
Advanced Team Collaboration
Collaborate instantly within WhatsApp conversations.
- • Internal team notes
- • Real-time indicators
- • Role-based access control
- • Threaded comments
WhatsApp Sales & Funnels
Convert conversations into revenue with built-in sales tools.
- • Share catalog items
- • Track customer journey & deals
- • Send payment links
- • Automated follow-up reminders
Analytics & Insights
Measure performance, productivity, and engagement.
- • Agent & message analytics
- • Chat volume data
- • AI sentiment & quality scoring
- • Exportable reports
Unified WhatsApp CRM Inbox
Handle every WhatsApp conversation, customer profile, and ticket in one CRM-style inbox.
- ✓Centralized inbox for all WhatsApp numbers
- ✓Customer 360° profile with tags & notes
- ✓Assign chats to agents
- ✓Track SLAs & response time
What is a WhatsApp CRM?
A WhatsApp CRM helps businesses manage customer conversations, automate follow-ups, track leads, and streamline the entire sales journey — all inside WhatsApp. It replaces manual replying with powerful tools like: automation, smart routing, contact management, analytics,and multi-agent support.
- Automate follow-ups, greetings & broadcasts
- Track leads, customer activity & interactions
- Let multiple agents respond from one number
- Send templates, catalogs, quick replies & more
Why Integrate a WhatsApp CRM?
Combining WhatsApp with a CRM helps businesses automate engagement, streamline communication, and build stronger customer relationships.
- Automate customer conversations 24/7
- Handle leads efficiently with a centralized inbox
- Improve response time using instant notifications
- Track customer interactions & analytics easily
- Reduce manual workload with smart automation
- Scale customer support effortlessly
Seamless WhatsApp CRM Integration
Follow this guided setup to integrate WhatsApp into your business workflow — fully automated and optimized for modern teams.
Connect WhatsApp API
Activate your official WhatsApp API to unlock automation, multi-agent access, and faster customer communication.
Configure CRM Settings
Set up message templates, routing rules, automation workflows, and team assignment inside the CRM.
Sync Contacts & Data
Automatically sync your leads, segments, tags, pipeline stages, and chat history in one dashboard.
Go Live & Automate
Enable chatbots, auto-replies, broadcast campaigns, and instant alerts to scale effortlessly.
Frequently Asked Questions
Everything you need to know about our WhatsApp CRM.
What is TrioChat WhatsApp CRM?
+
Do I need WhatsApp Business API to use TrioChat?
+
Can multiple agents manage WhatsApp chats?
+
Does TrioChat support automation or chatbots?
+
Can I send bulk or broadcast messages?
+
Ready to Put This Into Practice?
See how Triochat makes it easy to implement what you've learned. Book a demo to explore our platform with your specific use case.