Messages become leads automatically
New WhatsApp messages automatically become leads, with no manual entry.
WHATSAPP CRM
The CRM Built Around WhatsApp —Not Bolted Onto It
Your customers already message you on WhatsApp. TracktCRM is a WhatsApp CRM that captures every enquiry, replies automatically, and tracks the full deal — without you or your team ever switching apps.
No credit card requiredFree 1 month trialWorks with WhatsApp Business API
THE WHATSAPP PROBLEM
Most CRMs treat WhatsApp as an afterthought
Plenty of CRMs offer a WhatsApp "integration" — a basic connector bolted onto software built for email and forms. That's not the same as a CRM designed around how WhatsApp conversations actually work:
- 01
Leads message from personal numbers, at all hours
A generic CRM misses context when your team is switching in and out of chat.
- 02
Conversations happen fast and informally
Most CRMs weren't built to log and organize that kind of thread.
- 03
Teams juggle WhatsApp Web and the CRM
One tab for chat, another for the CRM — with copy-paste between the two.
- 04
Follow-ups get missed when chats go quiet
Nothing nudges a rep back into a conversation that stopped mid-deal.
WHATSAPP CRM SOFTWARE
What makes a CRM a genuine WhatsApp CRM?
A WhatsApp CRM is customer relationship management software built around WhatsApp as a primary channel — not just connected to it as an add-on. TracktCRM is built around this definition from the ground up — WhatsApp isn't a plug-in, it's the core channel. Pair it with our AI sales assistant or see how real estate teams use WhatsApp for site-visit follow-ups.
Reply from the CRM
Replies can be sent directly from the CRM — no switching to WhatsApp Web.
Automated & templated responses
Automated and templated responses are available for common enquiries.
Threads stay on the deal
Every conversation thread stays attached to the lead or deal record permanently.
WhatsApp-based follow-ups
Follow-up reminders are based on WhatsApp activity, not just email or call logs.
FEATURES
Everything you need to sell over WhatsApp
Automatic Lead Capture from WhatsApp
Every new WhatsApp message creates or updates a lead automatically — no rep has to manually add a contact.
Reply Without Leaving TracktCRM
Send and receive WhatsApp messages directly inside the CRM, fully synced with the customer's real WhatsApp thread.
Templated & Automated Responses
Set up quick-reply templates for common questions, or let TracktCRM's AI respond instantly to first-touch enquiries.
Conversation History on Every Deal
The full WhatsApp thread stays attached to the lead record — any rep can pick up a conversation with complete context, not a blank chat.
WhatsApp-Based Follow-Up Reminders
If a chat goes quiet, TracktCRM flags it for follow-up — so leads don't go cold just because no one replied.
Team Inbox for Shared Numbers
If multiple reps work off one WhatsApp Business number, TracktCRM assigns and routes conversations so nothing gets answered twice or missed entirely.
HOW IT WORKS
How a WhatsApp conversation becomes a tracked deal
Message arrives
A customer messages your WhatsApp Business number; TracktCRM captures it as a new lead instantly.
Auto-response goes out
A templated or AI-generated first reply is sent within seconds, so no enquiry sits unanswered.
Conversation continues in TracktCRM
Reps reply directly from the CRM; every message logs automatically against the lead.
Deal moves through your pipeline
Stage, notes and next steps update alongside the WhatsApp thread, in one view.
Follow-up reminders trigger
If a chat goes quiet, TracktCRM nudges the rep before the lead is lost.
Deal closes
The full conversation history stays attached to the record for reference, reporting, or handoff.
BUYER'S GUIDE
What to look for in a WhatsApp CRM
Not every "WhatsApp Business CRM" is built the same. Here is what actually matters when you evaluate WhatsApp CRM software and CRM with WhatsApp integration:
Native, not bolted-on
Check whether WhatsApp is a core part of the product or a third-party plug-in with limited functionality.
Two-way messaging inside the CRM
You should be able to reply from the CRM itself — not just view messages and have to switch to WhatsApp Web to respond.
Official WhatsApp Business API support
Make sure the CRM works with WhatsApp's official API, not an unofficial workaround that risks your number getting banned.
Automation that doesn't feel robotic
Templated and AI responses should be easy to customize so conversations still feel personal.
Team routing for shared numbers
If more than one person replies from the same WhatsApp number, the CRM needs to prevent duplicate or missed replies.
WhatsApp, and everything around it
Start Free Trial
Don't see your tool? Let us know — we'll integrate it for you
SEE IT IN ACTION
WhatsApp lead management next to your pipeline
A live conversation thread beside the lead's deal stage and notes — so WhatsApp lead management stays inside the CRM, not in a separate phone inbox.
SOCIAL PROOF
Teams that stopped losing WhatsApp leads
“We used to lose leads in WhatsApp Web tabs. Now every conversation is logged and nothing falls through.”
Sales lead, mid-market team
“Our reply time dropped massively once we stopped switching between WhatsApp and our old CRM.”
Founder, agency business
FAQ
Frequently asked questions
Is this the official WhatsApp Business API, or an unofficial workaround?
TracktCRM connects through the official WhatsApp Business API, so your number stays compliant and safe from being banned.
Can multiple team members reply from the same WhatsApp number?
Yes. TracktCRM routes and assigns conversations so multiple reps can work off one shared WhatsApp Business number without duplicate replies.
Do I need a separate WhatsApp Business app?
No. Once connected, you can send and receive WhatsApp messages directly from TracktCRM — no need to also run the WhatsApp Business app.
Can I automate replies to common questions?
Yes. You can set up templated quick replies, or let TracktCRM's AI handle first-touch responses automatically.
Does this work with my existing WhatsApp number?
In most cases, yes — your existing number can be migrated to the WhatsApp Business API and connected to TracktCRM.
Will customers know they're chatting with a business, not a person?
WhatsApp Business API numbers can carry a verified business name and badge, so customers see who they're messaging.
Can I try this before committing?
Yes, TracktCRM offers a free 1 month trial with no credit card required.
Turn your WhatsApp into a real sales pipeline
Start a free 1 month trial and connect your WhatsApp Business number in minutes — or book a demo to see it with your own conversations.