A WhatsApp CRM where every chat, lead and payment lives in one place
A WhatsApp CRM with a shared team inbox, lead records, sales pipeline, quotes, payments and AI replies in one place. Built for Indian businesses. No monthly rental.
What is a WhatsApp CRM?
A WhatsApp CRM is a customer relationship management system built around WhatsApp conversations instead of email and phone logs. In AIVIO Intelligence, every chat is linked to a contact and lead record, sits in a shared team inbox, and flows into a sales pipeline, quotations, payments and invoices.
Who it’s for
- Teams sharing one business number across sales and support
- Owners who want to see every conversation and deal without asking
- Businesses moving off personal phones and spreadsheets
- Companies whose customers prefer WhatsApp to email
What it solves
When customer conversations live on individual phones, the business doesn’t own them. Nobody can see who replied, deals stall at stages no one tracks, and when a salesperson leaves, their chats and leads leave with them. A traditional CRM doesn’t help much if the actual conversation happens somewhere else.
What you can do with it
Shared team inbox
One number, many teammates, with assignments, notes, quick replies and an interface that feels like WhatsApp Web.
Shared Team InboxOne record per phone number
Every contact is matched by phone number, so the same customer never becomes three different leads.
Sales PipelineSales pipeline
Drag-and-drop stages with activity-based scoring and full chat history on every deal.
Sales PipelineQuotes, payments and invoices
Build a quote from your catalogue, send a UPI payment card and share a GST invoice from the chat.
QuotationsAI replies and copilot
The AI Employee answers routine questions; the copilot drafts replies and summarises long chats for your team.
AI CopilotRoles and routing
Permissions per module, routing rules, and switches to turn access off instantly.
Team Roles & RoutingFrom setup to results
Chats become records
Every new conversation creates or updates the contact and lead, with its source.
Route to the right person
Rules assign chats by team, source or tag.
Move deals forward
Update stages, send quotes and request payment without leaving the chat.
See the whole business
Managers see every conversation, pipeline stage and payment in one place.
Integrations
- Lead sources: Meta Lead Ads, Google Ads, IndiaMART, JustDial, TradeIndia, website forms
- Telephony: Exotel, MyOperator, Knowlarity, Servetel
- Automation platforms: Zapier, Make, Pabbly, n8n
- Cal.com for calendars
- REST API and webhooks
- Chrome extension for WhatsApp Web
Security & control
- Runs on Meta’s official WhatsApp Business Platform (Cloud API); bulk messages go out as Meta-approved templates.
- Role-based access per module, routing rules, and permission-gated data exports.
- Automations that message customers are opt-in: nothing is sent automatically until you switch it on.
How pricing works
There is no monthly or yearly rental. The CRM is free to use, and you recharge a prepaid wallet that is drawn down only when something is used: incoming and outgoing WhatsApp messages, approved template messages, AI features and Voice AI calls. Every deduction appears in your ledger, and the live rate card is visible inside your account before you spend anything.
How the wallet worksLimitations to know
- A WhatsApp CRM works best when WhatsApp is your main channel. If most deals happen on email, a traditional CRM may suit you better.
- Moving an existing number onto the WhatsApp Business Platform needs planning; we help you choose between migrating and using a new number.
Where it makes the biggest difference
Stop losing chats on personal phones
Everyone works from one shared inbox that the business owns.
Never miss a leadRun sales from quote to payment
Quotation, UPI payment, invoice and e-sign all attach to the deal.
B2B services & agenciesWin back past customers
Segment your contacts and send them personal template campaigns.
Re-engage old customersWhatsApp CRM for businesses in these cities
WhatsApp CRM: frequently asked questions
The WhatsApp Business app is designed for one or a few people on a phone. A WhatsApp CRM runs on the WhatsApp Business Platform, so many teammates can work one number, conversations become lead records, and you get pipelines, automation, broadcasts and reporting on top.
Yes. You can import contacts and connect lead sources such as Meta Lead Ads, IndiaMART and website forms. Each contact is matched by phone number to avoid duplicates.
Yes. Roles set permissions per module, routing decides which chats reach whom, exports are permission-gated, and you can switch someone’s access off immediately.
Ready to let your business answer every customer?
No monthly rental. No yearly rental. Pay only for what you use.