WhatsApp CRM
WhatsApp CRM — manage leads, pipeline, and conversations at scale
Stop treating WhatsApp as a siloed messaging app. Turbodev turns your WhatsApp Business API number into a full revenue inbox — with lead capture, pipeline tracking, AI qualification, CRM sync, and automated follow-ups built in.
What is a WhatsApp CRM?
A WhatsApp CRM combines the reach of WhatsApp Business API with the structure of a sales CRM. Instead of managing conversations in WhatsApp and deals in a separate tool, a WhatsApp CRM keeps both in sync — so every lead is captured, assigned, tracked, and followed up without manual data entry.
Turbodev's WhatsApp CRM is built on top of the WhatsApp Business API, which means it supports the full range of message types — interactive buttons, product catalogs, payment links, and rich media — not just text messages.
WhatsApp CRM features
Lead capture from every source
Automatically capture leads from Click-to-WhatsApp ads, web forms, QR codes, and inbound messages. Every lead lands in your CRM pipeline with source attribution intact.
Intelligent lead routing
Route conversations to the right rep using round-robin assignment, territory rules, or skill-based routing. Leads never sit unassigned.
AI-powered lead qualification
Deploy AI agents that ask qualification questions, score leads against your criteria, and escalate only sales-ready conversations to human reps.
Pipeline stage tracking
Move contacts through custom pipeline stages — New Lead, Qualified, Demo Scheduled, Proposal Sent, Closed — directly from the WhatsApp inbox.
CRM sync without manual entry
Every conversation, note, and stage change syncs automatically to HubSpot, Zoho CRM, or Salesforce. No copy-pasting between tools.
Automated follow-up sequences
Set up drip sequences that send follow-up messages at defined intervals — re-engage cold leads, send reminders, and nurture prospects without manual effort.
Contact tags and segmentation
Tag contacts by industry, intent, product interest, or any custom attribute. Use tags to trigger automations or segment broadcast campaigns.
Supervisor QA and audit trail
Every conversation is logged and searchable. Supervisors can sample conversations, add internal notes, and review rep performance from a single dashboard.
Managing your sales pipeline on WhatsApp
Turbodev's pipeline view lets sales managers see every active lead, their current stage, assigned rep, and last interaction — all from a single dashboard. Pipeline stages are fully customisable to match your sales process.
Reps can move leads between stages directly from the conversation view, add notes visible to the whole team, set follow-up reminders, and log call outcomes — without switching to a separate CRM tab.
For teams using AI agents, the pipeline is populated automatically: the agent qualifies the lead, assigns a stage based on responses, and creates the CRM record — so reps walk into a pre-qualified pipeline every morning.
WhatsApp CRM workflow examples
Click-to-WhatsApp ad lead flow
- User clicks a Facebook or Instagram ad and opens WhatsApp
- AI agent greets the lead and asks qualification questions
- Lead is scored and tagged based on responses
- Qualified leads are assigned to a sales rep with full context
- Rep receives a notification and picks up the conversation
- Deal is created in HubSpot or Zoho CRM automatically
Inbound support-to-sales handoff
- Customer messages for support; AI agent resolves common queries
- Agent detects upsell intent and tags the conversation
- Conversation is routed to a sales rep with the support context
- Rep sends a product recommendation or payment link
- Payment is collected inside WhatsApp via Razorpay or UPI
- Deal is logged in CRM and follow-up sequence is triggered
Re-engagement campaign
- Export cold leads from CRM that have not responded in 30 days
- Import segment into Turbodev and create a broadcast campaign
- Send personalised re-engagement message with a clear CTA
- Replies are routed to available reps automatically
- Engaged leads are moved to active pipeline stage
- Non-responders are tagged for a follow-up sequence
CRM and tool integrations
Turbodev connects to your existing tech stack so WhatsApp data flows into the tools your team already uses. See the full integrations page for the complete list.
HubSpot
Sync contacts, deals, and conversation history. Trigger HubSpot workflows from WhatsApp events.
Zoho CRM
Create and update leads, contacts, and deals. Map WhatsApp conversation stages to Zoho pipeline stages.
Salesforce
Sync WhatsApp leads and activities to Salesforce objects. Available on Pro and Enterprise plans.
Google Sheets
Export lead data and conversation logs to Sheets for reporting or custom workflows.
Zapier & Make
Connect Turbodev to 5,000+ apps via Zapier or Make for custom CRM and workflow integrations.
REST API & Webhooks
Build custom integrations with any CRM or internal system using Turbodev's REST API and real-time webhooks.
AI-powered lead qualification
Turbodev's AI agents act as the first layer of your sales funnel. When a lead messages your WhatsApp number — from an ad, a QR code, or a web form — the agent responds immediately, asks your qualification questions, and scores the lead based on their answers.
Only leads that meet your criteria are escalated to human reps. Unqualified leads are tagged and placed into a nurture sequence automatically. This means your sales team spends time only on conversations that are likely to convert.
AI qualification works 24/7 — so leads generated by Click-to-WhatsApp ads running overnight or on weekends are captured and qualified before your team starts the next working day.
Frequently asked questions about WhatsApp CRM
What is a WhatsApp CRM?
A WhatsApp CRM is a platform that combines WhatsApp Business API messaging with CRM capabilities — lead capture, pipeline tracking, contact management, and sales automation — in a single interface. Instead of managing WhatsApp conversations in one app and your CRM in another, a WhatsApp CRM keeps everything connected so leads never fall through the cracks.
How does Turbodev work as a WhatsApp CRM?
Turbodev captures leads from WhatsApp Business API conversations, assigns them to reps using routing rules, tracks them through pipeline stages, and syncs all data to your existing CRM (HubSpot, Zoho, Salesforce). AI agents handle initial qualification so reps only engage with sales-ready leads. Every conversation is logged and auditable.
Can Turbodev sync with my existing CRM?
Yes. Turbodev integrates natively with HubSpot, Zoho CRM, and Salesforce. Contacts, deals, and conversation history sync automatically. For other CRMs, the REST API and webhooks on paid plans support custom integrations, and Zapier or Make can connect Turbodev to thousands of additional tools.
How does lead routing work in Turbodev?
Turbodev supports round-robin assignment (distributing leads evenly across available reps), rules-based routing (assigning based on lead attributes like location, product interest, or source), and skill-based routing (matching leads to reps with relevant expertise). Routing rules are configured in the dashboard without coding.
Can AI agents qualify leads before a human rep takes over?
Yes. Turbodev's AI agents can ask qualification questions, score leads against your criteria, and escalate only sales-ready conversations to human reps. This reduces the time reps spend on unqualified leads and ensures every inbound lead gets an immediate response — even outside business hours.
Is Turbodev WhatsApp CRM suitable for small businesses?
Yes. Turbodev's Basic plan starts at ₹1,299/month and includes lead capture, contact management, and WhatsApp Business API access. Small businesses can start with manual assignment and simple automation, then add AI agents and CRM integrations as they scale.
How is a WhatsApp CRM different from a regular CRM?
A regular CRM stores contact and deal data but requires manual data entry from WhatsApp conversations. A WhatsApp CRM like Turbodev captures conversation data automatically, enables reps to manage the full sales cycle inside WhatsApp, and syncs everything to your CRM in real time — eliminating the gap between where conversations happen and where data lives.