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.
Works on your existing WhatsApp Business number. No new app for your team to learn.
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.
Leads sit inside one salesperson's personal phone, and leave with them if they quit.
Nobody can tell you which enquiries turned into sales, and which just went cold.
Follow-ups depend on someone remembering to scroll back up. Most don't.
Your team abandoned the last CRM because updating it felt like homework after every call.
Managers find out a deal died weeks after it happened, too late to save it.
Your reps text. The CRM types. In three steps.
No forms, no new app, no "CRM training day".
Link your WhatsApp number
Connect your existing WhatsApp Business number and add your team. Each rep chats with the CRM from their own phone.
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.
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.
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.
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 |
Built for any team that sells on relationships and follow-ups
Real Estate
Retail & D2C
Clinics & Healthcare
Coaching & Education
Agencies
Home Services
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 Up to 3 users ยท 500 leads
- โ Full WhatsApp assistant: leads, notes, status by chat
- โ Guided 6-step lead capture
- โ Daily morning follow-up reminders
- โ Web dashboard with pipeline & deal values
- โ Email support
Growth
For growing teams that need manager visibility.
- โ Up to 10 users ยท 2,000 leads
- โ Everything in Starter
- โ Photo & document attachments from chat
- โ Manager role: team-wide pipeline & activity view
- โ Deal-value reporting by stage
- โ Priority support
Pro
For larger teams and multi-branch operations.
- โ Unlimited users & leads
- โ Everything in Growth
- โ Multiple WhatsApp numbers for branches
- โ Dedicated onboarding & success manager
- โ Custom integrations & SLA
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.
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 โน0.12 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 โน2,100 to โน12,000+ per user. Zublox is the CRM itself, driven from chat, so the data actually gets entered, at โน999 to โน1,499 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.