WhatsApp at scale — run by finance, education, real estate and D2C teams

1,000+ teams on the official Business API

Shubham Housing Finance
Edelweiss Life
Dinamalar
Vikatan
Tata BlueScope
Schneider Electric
Godrej Interio
Augmont
Best Money Gold
Peps Industries
MRF
KUN Hyundai
CodeYoung
Meritshot
Grand Royal Tours
Switch Mobility
Tumbledry
Job Factory
Bantia Furnitures
Wellness Gym India
IFFAS
Bharat Petroleum
Murugappa Group
MSE Financial
GT Holidays
ProConnect Supply Chain
Shubham Housing Finance
Edelweiss Life
Dinamalar
Vikatan
Tata BlueScope
Schneider Electric
Godrej Interio
Augmont
Best Money Gold
Peps Industries
MRF
KUN Hyundai
CodeYoung
Meritshot
Grand Royal Tours
Switch Mobility
Tumbledry
Job Factory
Bantia Furnitures
Wellness Gym India
IFFAS
Bharat Petroleum
Murugappa Group
MSE Financial
GT Holidays
ProConnect Supply Chain
Shubham Housing Finance
Edelweiss Life
Dinamalar
Vikatan
Tata BlueScope
Schneider Electric
Godrej Interio
Augmont
Best Money Gold
Peps Industries
MRF
KUN Hyundai
CodeYoung
Meritshot
Grand Royal Tours
Switch Mobility
Tumbledry
Job Factory
Bantia Furnitures
Wellness Gym India
IFFAS
Bharat Petroleum
Murugappa Group
MSE Financial
GT Holidays
ProConnect Supply Chain
Shubham Housing Finance
Edelweiss Life
Dinamalar
Vikatan
Tata BlueScope
Schneider Electric
Godrej Interio
Augmont
Best Money Gold
Peps Industries
MRF
KUN Hyundai
CodeYoung
Meritshot
Grand Royal Tours
Switch Mobility
Tumbledry
Job Factory
Bantia Furnitures
Wellness Gym India
IFFAS
Bharat Petroleum
Murugappa Group
MSE Financial
GT Holidays
ProConnect Supply Chain
THE PROBLEM

WhatsApp brings you leads. But it doesn't help you manage them.

Without a system, chats get lost, follow-ups are missed, and deals fall through.

higher first-reply rate when WhatsApp lives in a team inbox vs personal phones

01
Personal WhatsApp = no control

Chats stay on Agents' phones. When they leave, your leads and history go with them.

02
Broadcasts without targeting fail

Sending the same message to everyone reduces delivery and gets numbers flagged.

03
No structured follow-ups

Replies happen, but there's no system to nurture and convert leads.

04
No connection to your CRM

Chats, calls, and lead data live in different places. No complete view of a deal.

BROADCAST

Send WhatsApp campaigns at scale — without getting blocked.

Pick your audience, choose a template, and send in minutes. Track replies in real time and follow up automatically.

Step 1 · Segment
Source = 99acresStage = NewCity = BengaluruBudget ≥ 1 Cr
1,240 matching contacts
Step 2 · Approved template
WHATSAPP PREVIEW · APPROVED
Hi {{name}}, here's the brochure for our new Whitefield 3BHK project — starting ₹1.2 Cr. Site visit this Saturday 11 AM?
View brochureBook a visit
Step 3 · Schedule
Tomorrow, 10:30 AM
IST
QUEUED
Live delivery
LIVE
DELIVERED
1,238
READ
1,18796%
CLICKED
42835%
REPLIED
14211%
FUNNEL
Delivered
1,238
Read
1,187
Clicked
428
Replied
142
Runs on the official WhatsApp Business API — reliable delivery with full tracking.
CHATBOT

Set up a WhatsApp chatbot in minutes — escalates only when needed.

Match keywords to intent, guide leads with simple menus, and update your CRM automatically.

Trigger
Keyword Match
productproductspricing
(contains)
Message
Button Message
Hi {{name}}! 👋 Thanks for your interest. What would you like to…
View ProductsGet PricingTalk to Sales
2 languages
Message
List Message
Here are our products:
3 list items — "PRODUCTS"
Message
Text Message
Sharing our latest pricing — {{owner_name}} will reach out shortly with the right plan for you.
2 languages
Action
Assign Lead
→ Rajesh Kumar
Builder
01Rule-based builder — predictable and reliable
02Trigger-based automation for replies and actions
03Respond with lists, buttons, and attachments
04Update CRM and assign chats automatically
05All conversations stay visible in one shared inbox
TEAM INBOX

One shared inbox. Every chat in the right hands.

View your entire WhatsApp queue in one place. Assign, reassign, and manage conversations without your team leaving the chat.

AGENTS
NV
Neha V.
ONLINE
12
RM
Rahul M.
AWAY
8
AK
Aisha K.
ONLINE
3
DR
Deepak R.
OFFLINE
0
AI
Chatbot
BOT
47
Open conversations
ALL · UNREAD · MINE
PS
Priya Sharma· 2BHK enquiry
Yes, please share the brochure 📎
HotSite visit
NEHA V.2
RM
Rohan Mehta· Home loan · IndiaMART
Can I get the EMI breakdown?
Callback
RAHUL M.
AK
Aisha K.· Admissions · drip Day 3
Brochure sent by chatbot
Drip
CHATBOT
KS
Karthik S.· Gold loan enquiry
Need for tomorrow
Urgent
NEHA V.
MD
Meera D.· Renewal · insurance
Thanks, renewed
Won
AISHA K.
LEAD RECORD
Rohan Mehta
SourceIndiaMART
StageQualified
Pipeline value₹45 L
RECENT TOUCHES
Last callMon · 3:42
Last message2 min ago

Where WhatsApp drives revenue — not just conversations.

Track, manage, and convert every conversation into business.

01 · INSIGHTS

See what actually converts.

Track which campaigns bring real leads and revenue — not vanity metrics.

  • Know which broadcasts generate business
  • Track replies and engagement in one place
  • Focus on what drives conversions
Response time · By day
Mon
Tue
Wed
Thu
Fri
Sat
Avg response
3m 12s
↓ 47%
Connected
2.3×
vs last mo
02 · AUTOMATION

Follow up automatically — stay human.

Send timely follow-ups and switch to manual the moment a lead replies.

  • Schedule follow-ups without manual effort
  • Auto-stop messages when a lead responds
  • Keep leads engaged until they convert
SLA timer · Rep inactivity
15:00
until SLA
0 minLead assigned
5 minFirst call
15 minSLA reminder
30 minRe-route
03 · PIPELINE

Turn chats into a sales pipeline.

Every WhatsApp conversation is linked to a lead and moves through stages.

  • Track leads from first message to deal
  • Update stages directly from WhatsApp
  • See full history — calls, chats, updates
Pipeline · This week
New42
Ravi S.
Aisha M.
Kunal D.
Qualified28
Priya N.
Arjun V.
Demo14
Simran K.
Won3
Rohit S.
04 · ROUTING

Route every chat to the right rep.

Assign conversations instantly so no lead is missed.

  • Auto-assign chats to the right rep
  • Balance distribution across the team
  • Ensure faster responses
Live routing · 0.8s avg
New lead · IndiaMART
Anjali R. · IndiaMART enquiry
Round-robin · Active
RM
Rahul M.
Available
AK
Aisha K.
On call
DR
Deepak R.
Available
NV
Neha V.
At cap · 42/40
WHY WHATSAPP

WhatsApp works. Email gets ignored.

98% opens vs ~25% on email. Show up where your customers actually respond.

RECOMMENDED
WhatsApp
OPEN RATE
98%
Avg response time< 90 sec
CTR on broadcasts35–45%
Email
OPEN RATE
25%
Avg response time~12 hours
CTR2–3%
HOW IT WORKS

From zero to first broadcast.

Four steps. Live in a day.

01

Connect

Link your WhatsApp API.

Connect your WhatsApp Business API account in minutes. Don't have one? We'll set it up for you.

02

Design

Create templates and flows.

Build message templates, chatbot flows, and routing using a simple visual builder.

03

Automate

Run campaigns and follow-ups.

Schedule broadcasts, set drip sequences, and let the chatbot handle first responses.

04

Measure

Track and improve performance.

See replies and conversions in one dashboard. Optimize campaigns week by week.

PROOF

WhatsApp numbers, not industry averages.

Across onboarded education, finance and real estate cohorts running 5,000+ broadcasts per month.

98%

open rate on approved templates

3.2×

reply rate vs email drips

< 0.1%

number-block rate on the official API

CUSTOMER STORY · D2C BEAUTY, SURAT

Three reps were running our WhatsApp from personal phones. Customers got duplicate replies, and tracking who said what was guesswork. Cratio's team inbox plus templates plus the Day-1 chatbot turned that into one shared screen — and our reply-time dropped from a day to ten minutes.

AV
Akhil Verma · Marketing Head · Stylora Beauty, Surat
RESULTS
11 minFirst-reply time
0WhatsApp on personal phones
0Duplicate replies
FAQ

WhatsApp CRM — common questions

Yes. All messages — broadcasts, follow-ups, and 1:1 chats — run through the official WhatsApp Business API. If you don't have an account yet, we handle the setup and verification during onboarding.

Explore more of Cratio

Product

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Product

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Every Android call logged and recorded. No dialer, no telephony setup, no extra cost.

Pricing

Pricing — ₹399/user, lifetime

One Pro plan. Bundles CRM, call tracking and WhatsApp. 50% off lifetime, limited time.

Compare

Cratio vs Zoho CRM

Zoho Pro is ₹1,400/user. Cratio Pro is ₹399 — and bundles WhatsApp + call tracking out of the box.

SEE IT IN ACTION

Turn WhatsApp into your main sales channel.

Broadcasts, automations, and team conversations — on the official API, inside your CRM. Live in a day.

Personalized demo with the WhatsApp playbook