Custom WhatsApp CRM Solutions

Tailored CRM systems built around WhatsApp workflows — designed to handle sales, customer support, bookings, approvals, and operations from one streamlined platform.

9:41

Quoted

Fixed scope, fixed price

9:41

4–8 wk

Typical delivery

9:41

Official

WhatsApp Business API

Key Features

What's Included

Everything you need to build your WhatsApp-powered CRM

Lead Tracking & Pipeline

Never lose a lead with automated tracking

Sales Follow-up & Scheduling

Automated appointment management

Customer Support Ticketing

Escalation workflows and issue tracking

Payment & Approval Workflows

Streamlined approval processes

Custom Dashboards

Real-time insights into operations

Pricing

Quoted per project after a free discovery call, fixed scope and fixed price; 4–8 weeks. Meta per-message fees and hosting are stated separately in the proposal.

Example: A WhatsApp AI sales agent that captures every lead into the CRM, answers from the product database, emails a PDF quote and hands over to a rep, with all rep chats monitored in one inbox.

We develop tailored CRM systems built around WhatsApp workflows — designed to handle sales, customer support, bookings, approvals, and operations from one streamlined platform. Your customers are on WhatsApp — your business should be too.

CRM Modules

Complete CRM Functionality

Contact Management

Centralised customer database with conversation history, notes, and custom fields.

Pipeline Management

Visual deal pipelines with drag-and-drop stages, automated stage transitions, and forecasting.

Task & Activity Tracking

Assign tasks, set reminders, and track activities tied to contacts and deals.

Broadcast & Campaigns

Send bulk WhatsApp messages with personalisation, scheduling, and analytics.

Reports & Analytics

Sales reports, team performance, response times, and conversion metrics.

Target Audience

Perfect For

Sales teams using WhatsApp
Service businesses with bookings
Companies needing approval workflows
Teams tracking payments and orders
Businesses wanting WhatsApp-first CRM
Client reviews

What clients say

WhatsApp AI Sales Agent "Bob"
“Bob is our WhatsApp sales agent, built by EzeMind. He answers equipment enquiries at any hour, asks the qualifying questions our reps would ask, quotes from our own product data and hands the conversation to the right branch rep with the full history attached. Our managers see every conversation, AI and human, in one inbox. Leads that used to wait until the next morning now get an answer in seconds.”
Sales team, MCM Group
Construction and agricultural equipment distributor, four branches nationwide
About WhatsApp AI Sales Agent "Bob"

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