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WhatsApp CRM by Zublox

The CRM your sales team will actually update - because it lives in WhatsApp.

Your reps add leads, log call notes, and update deals by chatting, in the app they already have open. Every morning the CRM messages them their follow-ups, with last-call context. Managers get a live pipeline dashboard. Nobody fills in forms.

14-day free trial No credit card Live in a day

Works on your existing WhatsApp Business number. No new app for your team to learn.

The problem

Your team's whole business runs on WhatsApp. Your CRM doesn't know any of it.

Salespeople live in chat and on the road. CRMs live in browser tabs nobody opens. So the pipeline in your CRM is fiction, and the truth is scattered across personal phones.

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Leads sit inside one salesperson's personal phone, and leave with them if they quit.

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Nobody can tell you which enquiries turned into sales, and which just went cold.

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Follow-ups depend on someone remembering to scroll back up. Most don't.

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Your team abandoned the last CRM because updating it felt like homework after every call.

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Managers find out a deal died weeks after it happened, too late to save it.

How it works

Your reps text. The CRM types. In three steps.

No forms, no new app, no "CRM training day".

01 - CONNECT

Link your WhatsApp number

Connect your existing WhatsApp Business number and add your team. Each rep chats with the CRM from their own phone.

02 - CHAT

Leads & notes, by message

Send new lead and answer six quick prompts: name, number, company, source, deal value, notes. Log a call with note Ravi. Update a deal with status Priya. Done in seconds, from anywhere.

03 - REMIND & CLOSE

Every morning, on time

Each rep gets their due follow-ups on WhatsApp, with the last call note attached. They reply with what happened, and the CRM logs it, updates the stage, and books the next follow-up.

Everything you need

Built for how field sales actually works

Not a chatbot bolted onto a form-filling CRM. A CRM redesigned around chat.

Add a lead in 30 seconds, from the field

Text new lead and answer six quick prompts: name, number, company, source, deal value, notes. No laptop, no form, no excuses.

Morning reminders with full context

Every day, each rep gets their due follow-ups on WhatsApp: lead name, company, and the last call note. Reply with notes and the CRM updates itself.

Understands humans, not just commands

Smart search matches partial names and companies, and asks when it is not sure. Schedule follow-ups in plain language: 3 days, 1 week, 15 Jun.

A pipeline managers can trust

The web dashboard shows every stage: New, Contacted, Qualified, Proposal, Won, with deal values, overdue alerts, and each rep's latest activity. Fed by chat, so it is actually current.

Photos & documents, filed to the lead

A site photo, a quotation PDF, a signed form: send it in the chat and it lands in that lead's file tab, stored securely and visible to the team.

Roles that match your team

Agents see their own leads, managers see the whole team, admins control users and settings, with every organization's data fully isolated.

Why not just... keep doing what you're doing?

What's actually running your sales today?

  Personal WhatsApp + Excel Generic CRM Zublox WhatsApp CRM
Where reps update the CRM They don't, it's in their heads A web form they'll skip A WhatsApp chat they already have open
Adding a lead Retyped into Excel at day's end A 2-minute form, back at a desk 30 seconds of chat, from the field
Follow-ups Memory and scrollback Reminders you set up yourself Automatic morning WhatsApp reminder, with last-call notes
Manager visibility None, one number, one phone Reports built on stale data Live dashboard fed by every chat
Price per user Free, until you count lost leads Rs 2,100 to 12,000+/user/month Rs 999 to 1,499/user/month
Who it's for

Built for any team that sells on relationships and follow-ups

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Real Estate

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Retail & D2C

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Clinics & Healthcare

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Coaching & Education

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Agencies

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Home Services

Simple, honest pricing

Plans that grow with your team

Every plan starts with a 14-day free trial, no credit card required. A real CRM at less than half the per-user price of the big ones.

Starter

For small teams getting their pipeline out of Excel.

โ‚น999 /user/month
billed annually
14-day free trial
  • โœ“ Up to 3 users ยท 500 leads
  • โœ“ Full WhatsApp assistant: leads, notes, status by chat
  • โœ“ Guided 6-step lead capture
  • โœ“ Daily morning follow-up reminders
  • โœ“ Web dashboard with pipeline & deal values
  • โœ“ Email support
Start Free Trial

Pro

For larger teams and multi-branch operations.

Custom pricing
tailored to your team
14-day free trial
  • โœ“ Unlimited users & leads
  • โœ“ Everything in Growth
  • โœ“ Multiple WhatsApp numbers for branches
  • โœ“ Dedicated onboarding & success manager
  • โœ“ Custom integrations & SLA
Talk to Sales
Small team, simpler math: get Starter as a flat โ‚น2,499/month for up to 3 users, billed annually. One bill, no per-seat counting.

WhatsApp message charges are billed transparently at cost with a small handling margin, and since your reps message the CRM first, most usage falls inside WhatsApp's free 24-hour reply window. Prices exclude GST.

Questions

Frequently asked questions

Is there a free trial?

Yes. Every plan starts with a 14-day free trial, no credit card required. Connect your WhatsApp Business number, invite your team, and try the full CRM before you pay for anything.

Do my salespeople need to learn a new app?

No. Your reps chat with the CRM on WhatsApp, the app they already use all day. They add leads, log notes, and update statuses by message. The web dashboard exists too, mainly for managers who want the full pipeline view.

How do the follow-up reminders work?

Every morning, each rep gets a WhatsApp message for every follow-up due that day, including the lead's name, company, and the last call note. The rep replies with what happened, and the CRM saves the note, marks the follow-up done, offers a status update, and books the next follow-up, all in one chat.

What can the WhatsApp assistant actually do?

Everything a rep needs day-to-day: new lead starts a guided 6-step capture (name, number, company, source, deal value, notes); note Ravi logs a call note; status Priya updates the pipeline stage; leads, today, overdue, and upcoming list what matters. It understands partial names, asks when it is unsure, and takes dates in plain language like "3 days" or "15 Jun".

Can we use our existing WhatsApp Business number?

Yes. Zublox WhatsApp CRM runs on your own WhatsApp Business number, registered to your business through the official WhatsApp Business Platform. Your number stays yours.

What do WhatsApp message charges cost?

Replies within WhatsApp's 24-hour service window are free, and since your reps message the CRM first, most day-to-day usage falls in that free window. Outbound template messages (like the morning reminders) carry WhatsApp's per-message charge (roughly โ‚น0.12 for utility messages in India), which we pass through transparently with a small handling margin, no hidden bundling.

How is this different from WhatsApp marketing tools or big CRMs?

WhatsApp marketing tools help you message customers in bulk, they don't manage your pipeline. Big CRMs manage pipeline, but live in a browser tab your reps never open, at โ‚น2,100 to โ‚น12,000+ per user. Zublox is the CRM itself, driven from chat, so the data actually gets entered, at โ‚น999 to โ‚น1,499 per user.

Is my customer data secure?

Yes. Every organization's data is isolated, and role-based access is built in: agents see only their own leads, managers see their whole team, and admins control users and settings.

What if we outgrow the plan we start on?

Move up anytime: Starter covers 3 users and 500 leads, Growth covers 10 users and 2,000 leads, and Pro is unlimited. Your leads, notes, and pipeline move with you, with no migration and no lock-in.

Give your team a CRM they'll use on day one.

Start your 14-day free trial, or see it live in a 20-minute demo: add a lead, get the reminder, close the loop.