WhatsApp is one of the most popular communication channels for small businesses. In fact, in many countries, it’s the best (or even the only) way to connect with consumers nowadays. Interacting with your leads or customers on WhatsApp ensures that they will view your message at their earliest convenience, increasing your chances of getting a reply.
👉 Check out our article on How write a perfect business introduction message for WhatsApp.
However, as you generate more leads and start managing more customers, you’ll find it challenging to run your sales process smoothly on your regular WhatsApp application. You may even miss out on some important clients as you have hundreds of messaging threads to maintain. Luckily, there are tools that help you manage your operations smoothly on WhatsApp. They can be productivity tools or CRMs for WhatsApp. So why not explore and find your ideal one?
In this article, we’ll provide a list of the top CRM WhatsApp for small businesses, including their pros and cons. Here’s our list.
1. Official WhatsApp Business application
Best for: Additional WhatsApp features
WhatsApp Business is basically the same as regular WhatsApp, but with a few additional features that regular WhatsApp doesn’t have.
The official WhatsApp Business application is specifically designed for businesses that prefer communicating with their customers via WhatsApp. The app offers a simple autoresponder feature, lets you label conversations, and even provides you with basic message templates. Moreover, it also allows you to provide more info in your bio and add a product catalogue.
The WhatsApp Business application is convenient. You can install it on your device for free and set it up within minutes. If you already use the regular WhatsApp application, there’s also an option to migrate to WhatsApp Business. Additionally, WhatsApp business is technically free on two conditions: (1) The app doesn’t charge you for the first 1000 conversations each month, and (2) If the conversation is initiated by the customer, you don’t have to pay for it.
However, if you’re looking for a tool to help you with scheduling follow-ups and managing leads in a more efficient manner, WhatsApp business might not be your ideal tool. It doesn’t help with follow-ups, doesn’t integrate with other systems and lead sources, and you can’t add notes or log activities outside of WhatsApp. If your business requires more advanced features like automation and integration with other systems, you’ll want to consider other WhatsApp CRM solutions.
Best for: Teams using WhatsApp Business API
If you use WhatsApp Business API and have a team handling various tasks, such as customer support and communications, check out Wati. Wati is a WhatsApp CRM designed specifically for small and medium-sized businesses that require coordination on a shared WhatsApp account across a team. It offers message templates, automated responses, and customer segmentation. The tool is built on WhatsApp’s Business API and includes features like Shared Team Inbox, No Code Chatbot Builder, Contact Management, etc. The tool also integrates with third party software such as Hubspot, Zoho, Shopify, WordPress, Salesforce, Zapier, etc.
The pricing of Wati is based on the number of contacts, starting at $25 per month for up to 500 contacts. The user-friendly interface and affordable pricing make it an attractive option for small businesses that require basic CRM features.
However, Wati’s customisation options are limited, and it lacks advanced features like lead management and integration with other systems. Additionally, it requires the WhatsApp Business API, which can be a significant investment for some businesses.
3. Zoho CRM
Best for: Desktop-based teams
Zoho CRM is a comprehensive customer relationship management system that offers various sales features, such as lead management, email marketing, and sales automation. It also integrates with WhatsApp. The CRM can be a great option for businesses that need an all-in-one CRM solution with a WhatsApp integration. Its advanced features, extensive customisation options, and scalability make it an attractive option for businesses of all sizes. Plus, its pricing is relatively affordable.
However, keep in mind that Zoho is a desktop-based application and works only with WhatsApp Business API. You may be able to view reports on your smartphone but it doesn’t allow you to contact your leads or run other sales processes from your mobile device. If you’re a small business with a small team that relies on mobile devices to contact clients and run sales processes, Zoho might not be the right CRM WhatsApp for you.
The WhatsApp integration in Zoho CRM is limited in scope and the learning curve can be steep for some users. Additionally, as your business grows, the costs associated with Zoho CRM can increase significantly.
4. HubSpot CRM
Best for: Large teams and enterprises
HubSpot CRM is a free, cloud-based customer relationship management software. It offers many useful features for its users, including lead management, sales automation, and email tracking, and it also integrates with WhatsApp. HubSpot CRM can be an excellent option for large teams looking for an affordable and easy-to-use CRM solution with WhatsApp integration.
However, HubSpot CRM’s customisation options are limited, and the potential for higher costs if your business needs more advanced features can be a disadvantage. Additionally, similar to Zoho CRM, the WhatsApp integration in HubSpot CRM is limited in scope and primarily designed for messaging only. You may also need to go through a lot of customisations before getting started.
HubSpot is an excellent tool for large scale data handling and communications. However, if you’re looking for a WhatsApp CRM that you can incorporate in your sales process right away, it might not be the best choice.
Best CRM WhatsAPP for: Mobile-based small businesses, salespeople, and solopreneurs
If you’re a small business with limited tech expertise and looking for a powerful sales tool that runs on your mobile phone, look no further than Privyr. Privyr is a mobile-first CRM specifically designed for small businesses and solopreneurs who prefer running sales process from their smartphones. It lets you connect with your new leads from your smartphone via WhatsApp in seconds.
One of the best things about Privyr is that it doesn’t require WhatsApp Business API like most other CRMs. And since it’s a mobile-first CRM, it’s pretty effective with WhatsApp compared to other CRMs that offer limited WhatsApp features. After all, WhatsApp is best experienced on mobile devices. Privyr also integrates with your lead sources and offers one-touch auto-personalised messaging, allowing you to contact new leads in seconds. What’s more? Privyr also allows lead management, content management and tracking via WhatsApp.
That being said, Privyr might not be an ideal WhatsApp CRM solution if you’re a desktop-based small business. While you can run the app on both your phone and your laptop, its features are currently best enjoyed on mobile WhatsApp applications.
Summarising the top CRM WhatsApp
You can communicate better with your customers and manage sales more efficiently by getting the right WhatsApp CRM. Your crucial tasks, such as keeping track of contacts, automating tasks, providing statistics, and working with other business tools, will be much easier with a CRM. However, picking the right CRM WhatsApp depends on your business and how you prefer to run your sales process, including the number of your team members, the devices you use, and how you interact with your leads and customers.
👉 Check this article out – “Do you need a CRM for WhatsApp?” for a clearer understanding of WhatsApp CRMs.
If you run your sales process on your smartphone, consider using Privyr. It’s a light but powerful tool that integrates seamlessly with your WhatsApp and helps you manage your sales process smoothly. It’s easy to use and doesn’t require any other extra tool, not even WhatsApp Business API.
Try Privyr for free today!