WhatsApp CRM — purpose-built for Indian SMEs on ZIVUX.AI
Run your entire sales motion on WhatsApp without losing a single lead. ZIVUX brings WhatsApp Business API natively into your CRM — shared team inbox, drip nurtures, lead capture, AI replies, all logged against the right deal.
Why WhatsApp deserves a first-class CRM
India is the largest WhatsApp market in the world. For Indian SMEs running sales out of WhatsApp groups, broadcast lists, and personal numbers, the gap between conversations and CRM data is where deals die. Reps copy-paste replies. Managers screenshot chats for handover. Compliance evaporates. ZIVUX closes that gap.
What the WhatsApp module does
- Native WhatsApp Business API — verified green tick, message templates, 24-hour session windows, fully Meta-compliant.
- Shared team inbox — all conversations in one queue. Assign by territory, product, or round-robin. SLA timer on every chat.
- Auto-reply & AI suggestions — first response in <60 seconds even when reps are away. AI drafts contextual replies using deal history.
- Drip nurtures — Day 0 thanks, Day 1 brochure, Day 3 case study, Day 7 manager nudge — runs on autopilot, branches by reply behaviour.
- Lead capture — every new WhatsApp number creates a lead, scored 0-100, routed to the right rep.
- Quote & payment links — generate Razorpay payment links inside chat. Pay-on-the-spot conversion.
- Catalogue & PDP cards — send rich product cards with image, price, CTA — clickable inside WhatsApp.
- Broadcast lists — segment-aware broadcasts (Diwali greeting to top-tier customers, festival offer to dormant leads). Built-in unsubscribe.
- Multi-number support — multiple WhatsApp Business numbers under one platform (sales, support, dispatch — separate inboxes, single CRM).
A real flow — first WhatsApp message to closed deal
- 00:00 — Customer messages sales WhatsApp number. ZIVUX detects new number → creates lead, scores intent, routes to rep.
- 00:01 — Auto-template fires: "Thanks for reaching out, our specialist [name] will respond within 30 minutes." Brochure attached.
- 00:03 — Rep sees the chat in the team inbox with full context (lead source, score, product interest). Replies inside the platform.
- 00:30 — If rep hasn't replied, supervisor gets a Slack ping. SLA breach prevented.
- Day 1 — Rep sends quote PDF + Razorpay link via template. Customer opens link, pays.
- Day 1+05min — Razorpay webhook fires → ZIVUX moves deal to "Won" → triggers onboarding workflow → finance team is notified.
FAQs
Do I need a separate WhatsApp Business API account?
No. ZIVUX provisions the WhatsApp Business API for you as part of onboarding. Verification with Meta usually takes 24-48 hours.
Can I use my existing WhatsApp number?
Yes — your existing number can be migrated to the Business API. You lose access to WhatsApp on personal phones for that number, which is the right outcome for a sales line.
Does ZIVUX support WhatsApp message templates?
Yes. We help you craft and submit templates to Meta during onboarding. Most customers go live with 8-12 approved templates covering greeting, brochure send, quote follow-up, payment reminder, AMC renewal and Diwali greeting.
How is this different from Zoho or Freshsales WhatsApp integration?
Zoho's integration is a thin layer — chats live separately from the CRM record. ZIVUX makes WhatsApp the primary surface: every message logs against the deal, automation rules run natively on WhatsApp triggers, and the team inbox is purpose-built for high-volume WhatsApp sales — not a bolt-on. Full comparison →