Does your business rely heavily on WhatsApp to interact with leads, but struggling with low conversion rates? The problem might not be what you communicate but when and how often. A good CRM can help you contact leads when their interest is at its peak, follow up right on time, and ensure no opportunity slips through the cracks. Now’s the time to find the right WhatsApp CRM for you to run your sales process like a well-oiled machine.
To do that, you need a CRM built for WhatsApp, or one that seamlessly integrations and works with the WhatsApp application you use on your phone every day. You need a tool that easily streamlines your conversations, automates repetitive tasks, and frees up your time so you can focus on closing more deals. The good news is there are many CRMs just like that!
In this article, we’ll discuss the 5 best CRMs for WhatsApp to help you find the right fit for your business. We evaluated these tools based on three key factors:
- WhatsApp-specific benefits
- Mobile capability
- The unique value they bring to the WhatsApp CRM space
Here’s our list:
1. Privyr
Best for: Salespeople and sales teams of all sizes often needing to manage their sales process on mobile
Privyr is a mobile-first CRM designed for salespeople and teams looking to track their leads, follow up quickly, and manage their sales process from wherever they are. It works seamlessly with your lead sources and your preferred messaging apps like WhatsApp, allowing you to instantly access, reach, and nurture new leads from any device, including your laptop or smartphone. The CRM also makes it easy to track your sales activities progress, and performance across all leads and even team members.
Why is Privyr great for WhatsApp?
Privyr seamlessly integrates with major lead sources, enabling sales teams to instantly access and contact new leads via WhatsApp the moment someone submits interest on any form or channel. Using the fully-featured mobile app, you can easily manage leads and clients directly from your phone, with the flexibility to engage them quickly via WhatsApp, text, call, and other apps for communication any time. You can also set up your WhatsApp Auto-Respoder so Privyr automatically responds to new leads from your WhatsApp number, even when you’re offline or not available.
Here are some top benefits of Privyr that are useful for WhatsApp users:
- WhatsApp Auto-Responder to instantly send welcome messages to new leads from your own number as soon as they submit their contact details.
- One-tap WhatsApp messaging with auto-personalised templates for fast, consistent outreach
- Native integration with the regular WhatsApp or WhatsApp Business apps, enabling quick replies and seamless chat workflows.
- Advanced WhatsApp messaging and automations for your regular WhatsApp Business number – WhatsApp API setup not required. For more details, learn more about WhatsApp Coexistence here.
- Instant mobile alerts and automatic lead distribution, ensuring you (or your team member) get notified about new leads and can follow up immediately.
- Automatic follow-up reminders and tracking of lead views and follow-ups – no manual data entry required.
Mobile capabilities of Privyr:
Privyr offers a mobile app that’s just as powerful as its desktop version. Sales teams and managers can manage their pipeline, track leads, and access analytics from their smartphones, without needing to switch to the desktop app.
- Privyr is built for mobile use from the ground up
- Privyur’s mobile app seamlessly syncs with your regular WhatsApp and WhatsApp Business apps.
- Your activities are automatically logged as you engage leads via WhatsApp, text, call, and more, giving you a complete timeline for each lead – plus real-time performance analytics. Your mobile and desktop timelines are automatically synced as well.
Unique value of Privyr:
- Super fast onboarding, no complex setup needed
- WhatsApp automations, campaigns, and other advanced features for regular WhatsApp Business Account – no API needed
- No learning curve
- Designed for sales teams that primarily use WhatsApp to communicate with leads and clients
- Designed for sales teams that use multiple communication channels to engage their leads, which includes WhatsApp
2. Zoko
Best for: E-commerce brands and D2C businesses on WhatsApp
Zoko is a CRM built specifically for e-commerce and direct-to-consumer (D2C) businesses that rely on WhatsApp for business communications. This tool helps businesses turn WhatsApp into a collaborative sales, marketing, and support channel. While it’s not a complete CRM for handling different sales processes and complex integrations with various platforms, it is a specialised e-commerce tool for WhatsApp that comes with decent automation features and Shopify integration, ideal for businesses selling directly through chat.
Why is Zoko good for WhatsApp?
- Multi-agent inbox for team collaboration on WhatsApp
- Abandoned cart recovery, order updates, and payment reminders through WhatsApp
- Broadcast messages with click tracking
Mobile capabilities of Zoko
- Mobile-responsive interface for shared inbox
- Easy to assign chats and monitor conversations on the go
Unique value of Zoko
- WhatsApp Commerce (comes with integrated payments and product catalogs)
- Native Shopify integration
3. Salesmate
Best for: B2B sales professionals with long sales cycles
Salesmate helps B2B sales teams and businesses reach out to leads through multiple channels, while giving them visibility over their sales pipeline. It’s an ideal choice for B2B businesses with long sales cycles that can stretch over several months before converting a client. It offers WhatsApp integration via Twilio or 360dialog, helping users manage WhatsApp conversations alongside emails, calls, and texts.
Why is Salesmate good for WhatsApp?
- WhatsApp integration via API or WhatsApp Business Solution Providers
- Send and receive WhatsApp messages directly from contact records
- WhatsApp messaging tied to deals, tasks, and workflows
Mobile capabilities of Salesmate
- Powerful mobile app with pipeline visibility
- Send WhatsApp messages, log activities, and get reminders on the go
Unique value of Salesmate
- Sales sequences and automation that include WhatsApp messages
4. WhatsApp Business API with HubSpot
Best for: Businesses that already use HubSpot and want to include WhatsApp into their funnel
If you’re already using HubSpot, you can pair it with WhatsApp Business API via partner tools to enable WhatsApp messaging as part of your multi-channel automations. You can trigger WhatsApp messages based on user actions, sync conversations to a contact’s records, and include WhatsApp in your marketing and sales workflows.
Why is HubSpot good for WhatsApp?
- Automated WhatsApp workflows, templates, and contact syncing
- Lead scoring based on WhatsApp engagement
- Create deals and tasks triggered by WhatsApp messages
Mobile capabilities of HubSpot with WhatsApp Business API
- Access CRM and WhatsApp message logs from Hubspot’s mobile app
- Notifications and tracking on mobile
Unique value:
- Enterprise-level analytics and marketing automations
- Perfect for businesses already using HubSpot
5. Respond.io
Best for: Small businesses looking to maintain structured communication across different communication channels
Respond.io is a customer conversation platform with strong WhatsApp Business API support. The tool also integrates with other communication platforms like Facebook Messenger, Instagram DM, Telegram, and email, making it a great fit for businesses wanting WhatsApp alongside other communication channels. Respond.io allows you to manage all customer chats in one place, automate workflows, and easily connect to a full CRM and other business systems.
Why is Respond.io good for WhatsApp?
- Direct WhatsApp Business API integration
- Shared inbox with automation workflows and routing rules
- Chatbot builder
- Easy integration with full CRMs
Mobile capabilities of Respond.io:
- Manage and respond to WhatsApp chats from the mobile app
- Push notifications for new or reassigned chats
- Search and access complete conversation history from anywhere
Unique value:
- Combines WhatsApp with multiple channels in one inbox
- Deep automation and integration options for sales and support workflows
Things to look for in a great WhatsApp CRM
If WhatsApp is your primary business communication channel, the right CRM can help ensure every lead is contacted and nurtured effectively, maximising your chances of conversion.
And if you or your team are new to using a CRM, don’t worry! It doesn’t have to be complicated. There are several CRMs that support WhatsApp natively while offering simple onboarding and user-friendly interfaces. You can get started right away!
Here are a few things you may want to consider while looking for your ideal WhatsApp CRM.
1. Easy WhatsApp integration
A good WhatsApp CRM should connect to WhatsApp easily and quickly without needing third-party tools (which can sometimes result in your number getting banned on WhatsApp if you’re not careful). This ensures you can start messaging leads fast, without delays or technical headaches while being cost-effective. Look for platforms that offer:
- No-code, native integration with your regular WhatsApp or WhatsApp Business apps
- Integration through WhatsApp API partners (if you’re using WhatsApp API)
2. No-code integration with lead sources
A good WhatsApp CRM should easily integrate with lead sources like Facebook Lead Ads, Google Forms, your website, and more so it instantly notifies you when you capture a new lead on any of your sources.
This will make it easy for you to reach out to leads on WhatsApp immediately without having to visit the lead source, export the lead’s contact details, and manually save them to your phonebook. This is crucial for fast follow-ups, which increases your chances of getting a reply and initiating a meaningful conversation. Look for CRMs that:
- Support native integrations (ideally no-code integrations)
- Automatically sync lead data from your sources to all your devices
- Let you send WhatsApp messages automatically or within a few clicks the moment a lead signs up
- Offers a fully functional mobile app that’s as powerful as a desktop CRM
- Automation, tracking, and message personalisation
3. Mobile-first or powerful mobile app
As a WhatsApp-based business, your team spends most of your time on their mobile phones. Therefore, your ideal CRM must work flawlessly on smartphones. Having a mobile-first CRM is even more crucial for solopreneurs, field sales teams, and remote workers who need to act quickly, often on the go. Look for:
- Full access to view and manage leads, messages, and tasks via the mobile app
- Automatic push notifications for new leads and follow-up reminders
- A powerful mobile app that doesn’t require you to switch to a desktop for certain tasks
4. Automation, tracking, and personalisation
A good WhatsApp CRM should do much more than just store your chats and data in a central location. It should help you convert your leads by automatically distributing leads to the right sales rep and automating repetitive tasks. This will save you a significant amount of time while ensuring no lead slips through the cracks. Must-have features include:
- Automated follow-ups or drip messages via WhatsApp
- Automatic lead assignment
- One-click auto-personalised message and sales content templates
- Automatic tracking of message opens, replies, and lead activity
5. Support for multi-channel lead engagement
While WhatsApp is your main platform, not every lead will be available there, and some may even prefer to communicate somewhere else. For instance, many people from North America prefer iMessage over WhatsApp for messaging. You may also want to employ a multi-channel strategy to keep your leads warm and engaged until they’re ready to buy.
That’s why a good CRM should also support:
- Email, SMS, and even phone call logging
- Follow-up sequences that switch channels if WhatsApp goes unanswered
- Centralised records of all lead interactions, across all platforms
If you’re looking for a simple yet super powerful CRM that fully supports WhatsApp activities and automations, Privyr is definitely worth a try. It’s one of the top-rated CRMs among salespeople and teams that rely on WhatsApp to engage their leads. Our users have grown their sales by up to 300%.
