WA CRM — WhatsApp Business CRM

2,847

Messages Sent Today

↑ 12% vs yesterday

1,234

Active Contacts

↑ 8% this week

68.4%

Open Rate

↑ 3.2% vs last week

4.2 min

Avg. Response Time

↓ 18 sec faster

Recent Conversations

AK

Amit Kumar

Yes, please send me the invoice for last month's order

2m

3

PS

Priya Singh

Thank you so much! I'll check and confirm

15m

RM

Ravi Mehta

When will my order be delivered?

42m

1

SJ

Sara Jain

I'd like to reschedule my appointment

1h

NP

Neha Patel

Okay got it. See you on Thursday!

2h

Message Volume

Last 7 days

Mon

720

Tue

880

Wed

640

Thu

950

Fri

800

Sat

450

Sun

380

Template performance

Order Confirmation82% open

Appointment Reminder75% open

Follow-up Offer58% open

All

Open

Pending

Resolved

AK

Amit Kumar

2m

Yes, please send me the invoice

3

PS

Priya Singh

15m

Thank you so much! I'll check

RM

Ravi Mehta

42m

When will my order be delivered?

1

SJ

Sara Jain

1h

I'd like to reschedule my appointment

NP

Neha Patel

2h

Okay got it. See you on Thursday!

DR

Deepak Rao

3h

Can I get a refund for my order?

Hi, I placed an order last week. Order #4521. Can I get an invoice?

Amit Kumar · 10:04 AM

Hello Amit! 👋 Of course, let me pull up your order right away.

You · 10:06 AM ✓✓

Thank you! Also, can you confirm whether the items have been dispatched?

Amit Kumar · 10:07 AM

Yes! Your order #4521 has been dispatched on June 14th via BlueDart. Tracking: BD8234567. Estimated delivery is June 17th.

You · 10:09 AM ✓✓

Yes, please send me the invoice for last month's order

Amit Kumar · 10:12 AM

AK

Amit Kumar

+91 98765 43210

Customer VIP

Contact Info

Phone+91 98765 43210

Emailamit@email.com

CityAhmedabad

JoinedFeb 2024

Recent Orders

#4521Shipped

#4102Delivered

#3876Delivered

Total Templates

24

Approved

21

Pending Review

2

Rejected

1

Order Confirmation

Transactional · Utility

Approved

Hello {{1}}, your order #{{2}} has been placed successfully! 🎉 Total: ₹{{3}}. We'll notify you when it ships.

Appointment Reminder

Reminder · Utility

Approved

Hi {{1}}! 👋 Just a reminder that your appointment is scheduled for {{2}} at {{3}}. Reply CONFIRM to confirm or RESCHEDULE to change.

Follow-up Offer

Marketing · Promotional

Pending

Hey {{1}}, we miss you! 💌 It's been a while since your last purchase. Here's an exclusive 15% off on your next order: *{{2}}*. Valid till {{3}}.

Delivery Update

Transactional · Utility

Approved

Great news, {{1}}! 🚚 Your order #{{2}} is out for delivery today. Expected arrival: {{3}}. Track here: {{4}}

Payment Receipt

Transactional · Finance

Approved

Hi {{1}}, we've received your payment of ₹{{2}} for invoice #{{3}}. 🧾 Thank you! Your receipt has been emailed to {{4}}.

Welcome Message

Onboarding · Marketing

Rejected

Welcome to {{1}}, {{2}}! 🎊 We're thrilled to have you. Explore our offerings and reach out anytime for help. Your first order gets 10% off!

Name	Phone	Tag	Last Message	Status	Actions
AK Amit Kumar amit@email.com	+91 98765 43210	VIP Customer	2 min ago	● Active	Message · View
PS Priya Singh priya@mail.com	+91 99887 76655	Customer	15 min ago	● Active	Message · View
RM Ravi Mehta ravi@business.in	+91 90123 45678	Lead	42 min ago	● Pending	Message · View
SJ Sara Jain sara@gmail.com	+91 87654 32109	Customer	1 hr ago	● Active	Message · View
NP Neha Patel neha@shop.com	+91 78901 23456	VIP	2 hrs ago	● Active	Message · View
DR Deepak Rao deepak@corp.io	+91 70012 34567	Lead	3 hrs ago	● Inactive	Message · View

Showing 1–6 of 1,234 contacts

8

Total Groups

1,234

Total Members

24

Broadcasts Sent

68%

Avg. Open Rate

💎

VIP Customers

High-value clients with repeat purchases

VIP

AK

NP

SJ

+

325 members

72% open rate

🔥

New Leads

Prospects added in the last 30 days

Lead

RM

DR

+

187 members

58% open rate

🛍️

Active Customers

Customers with a purchase in last 90 days

Customer

PS

SJ

NP

+

512 members

74% open rate

🎉

Diwali Campaign

Seasonal festive offers & promotions

Campaign

AK

RM

+

248 members

81% open rate

❄️

Cold Leads

Inactive prospects — re-engagement targets

Lead

DR

+

93 members

31% open rate

📧

Newsletter Subscribers

Opted-in for weekly updates & news

Customer

PS

AK

+

156 members

65% open rate

🏭

Wholesale Buyers

Bulk order clients & B2B partners

VIP

AK

RM

44 members

88% open rate

☀️

Summer Sale 2026

Seasonal discounts campaign — June 2026

Campaign

NP

SJ

PS

+

310 members

76% open rate

Intents & Keywords

Conversation Flow Builder

Automated Rules & Intents

Set up predefined answers based on user intent keywords.

Default Fallback

The message sent when the bot does not understand the query.

Interactive Flowchart

Trigger: User Messages

Matches greeting: hi, hello, menu, start

Action: Send Welcome Menu

Message text:

"Hello! Welcome to WA CRM. 🤖 How can we help you today? Please reply with a number or click below:"

1. Pricing View Cost Plans

2. Contact Support Open Support Ticket

3. Transfer to Agent Chat with human

Action: Branching & Rules Response

Branch 1: Reply "1" or "pricing"

Returns custom keyword pricing details.

Branch 2: Reply "2" or "support"

Returns contact options details.

Branch 3: Reply "3" or "agent"

Initiates human live support handover.

🤖

CRM Bot Simulator

● Bot Active

Hi, I am your CRM AI Assistant. Send 'hi' or click any option below to test the automated chat flow!

10:00 AM

Say Hi 👋 1. Pricing 💳 2. Support 🛠️ 3. Human Agent 👤

Short Text

Long Text

Email

Phone Number

Dropdown

Multiple Choice

Checkbox

Date Picker

File Upload

Lead Capture Form

Feedback Survey

Appointment Booking

Customer Lead Form

Fill in your details and we'll get back to you on WhatsApp within 24 hours.

Full Name *

WhatsApp Number *

Email Address

How did you hear about us? *

Form Settings

Form title

Description

After submit

Auto-reply template

Share

https://wacrm.app/f/lead-2024

Workspace

Business Info

WhatsApp API

Team Members

Messaging

Automation

Business Hours

Notifications

Account

Billing & Plan

Security

Danger Zone

Business Info

This information appears in your WhatsApp Business profile.

Business Profile

How customers see you on WhatsApp

RS

JPG or PNG, max 5MB

Business Name

Industry

Phone Number

Email

Business Description

Website

Address

Optional — shown on your WhatsApp Business profile

City

State

PIN Code

Country

WhatsApp API

Connect and manage your WhatsApp Business API credentials.

API Connection

Your WhatsApp Business API details

Connected — WhatsApp Business API is active

Phone Number ID

WhatsApp Business Account ID

Access Token

Webhook URL

Set this URL in your Meta developer dashboard

Rate Limits

Current usage this month

48,210

Messages sent

48% of 100k limit

1,234

Unique recipients

24% of 5k limit

99.8%

Delivery rate

Excellent

Team Members

Invite agents and assign roles to manage conversations.

Team (4 members)

Member	Role	Status	Action
RS Riya Shah riya@riyashah.co	Owner	● Active	You
MK Meera Kapoor meera@riyashah.co	Admin	● Active	Remove
VT Varun Thakkar varun@riyashah.co	Agent	● Active	Remove
PN Pooja Nair pooja@riyashah.co	Agent	● Away	Remove

Automation

Configure auto-replies, bots, and workflow triggers.

Auto-Reply Rules

Automatically respond to common messages

Greeting message

Sent when a new contact messages for the first time

Out-of-hours auto-reply

Reply when team is outside business hours

Away message

When all agents are set to Away

Keyword triggers

Reply to specific keywords like "price" or "refund"

Follow-up bot

Auto follow-up if no response after 24 hours

Greeting Message

Sent to new contacts who message your number

Business Hours

Set when your team is available. Auto-reply activates outside these hours.

Operating Hours

Timezone: IST (UTC+5:30)

${['Monday','Tuesday','Wednesday','Thursday','Friday','Saturday','Sunday'].map((d,i)=>`

${d}

to

`).join('')}

Notifications

Control how and when you receive alerts.

In-App Notifications

New message received

Notify when a contact sends a new message

Conversation assigned to me

Alert when a chat is assigned to your account

Template approved / rejected

WhatsApp review status updates

Broadcast completed

Summary when a broadcast finishes sending

Email Notifications

Weekly summary report

Sent every Monday at 9 AM

Billing alerts

Renewals, failed payments, usage limits

New team member joined

When someone accepts your invitation

Billing & Plan

Manage your subscription and payment details.

Pro Plan

Renews on July 16, 2026

₹2,499/mo

Active

100k

Messages/month

10

Team members

Unlimited

Contacts

Payment Method

Used for automatic renewals

VISA

•••• •••• •••• 4242

Expires 08/27

Security

Protect your account with strong authentication settings.

Two-Factor Authentication

Add an extra layer of security to your login

Authenticator app (TOTP)

Use Google Authenticator or Authy

SMS backup code

Receive OTP via +91 98765 00001

Password

Last changed 45 days ago

Current password

New password

Confirm new password

Active Sessions

Devices currently logged into your account

Chrome · MacBook Pro

Ahmedabad, IN · Current session

Active now

Safari · iPhone 15

Ahmedabad, IN · 2 hours ago

Revoke

Danger Zone

These actions are permanent and cannot be undone.

Export all data

Download a full export of all contacts, conversations, and templates.

Delete all contacts

Permanently delete all 1,234 contacts and their conversation history.

Delete workspace

Permanently delete your entire workspace including all data, templates, and integrations. This cannot be reversed.

RS

Riya Shah

Workspace Owner · Riya Shah & Co.

Owner Pro Plan Verified

2,847

Messages today

1,234

Contacts

24

Templates

4

Team members

Online

Personal Info

Preferences

Activity

Basic Details

Your name and contact info visible to your team

First name

Last name

Display name

Email address

Phone

Bio

Role & Department

Your position within the workspace

Job title

Department

Location

Timezone

Account Status

Member sinceFeb 2024

PlanPro

Conversations6,412

Avg response4.2 min

2FAEnabled

Quick Actions

Notification Summary

Today

New messages12

Assigned to you4

Unread chats7