WhatsApp CRM
Your team already sells on WhatsApp. Almost none of it gets recorded.
A WhatsApp CRM captures those conversations against a contact instead of leaving them on one rep’s phone. But three very different products are sold under that name in India, and picking the wrong one is the reason most of these projects quietly die.
What is a WhatsApp CRM?
A WhatsApp CRM is customer relationship management software that captures WhatsApp conversations against a contact record — so enquiries, replies and follow-ups are stored and tracked by the business rather than living in one salesperson’s phone. The practical test is simple: when a rep leaves, does the conversation history leave with them?
Three products, one name
Search “WhatsApp CRM” and you will be shown all three without anyone telling you they solve different problems.
The WhatsApp Web extension
Chrome extensions that bolt a sidebar onto web.whatsapp.com
- Good for
- One person, low volume, nearly free. Labels and notes on the chats you already have.
- Where it breaks
- It lives in one browser on one laptop. Nothing is captured when the rep replies on their phone, and nothing survives them leaving.
The WhatsApp Business API broadcast tool
The WABA platforms — bulk campaigns, template messages, chatbot flows
- Good for
- Sending to thousands at once, and running automated flows on an official WhatsApp Business number.
- Where it breaks
- Built for outbound campaigns to a list. Your reps’ actual conversations and their phone calls sit outside it, so the pipeline is only ever half the story.
The CRM that captures WhatsApp
Where Sahay sitsWhatsApp, calls and web enquiries against one contact record
- Good for
- WhatsApp is treated as one input among several. Messages, calls and website enquiries land against the same contact, so a lead has one history rather than three.
- Where it breaks
- Overkill if all you need is to blast a template to 5,000 numbers on Diwali. Buy a broadcast tool for that.
WhatsApp is one input, not the whole system
A lead who messages on WhatsApp, then rings, then fills in a form on your site is one person. In most stacks they become three records in three tools and nobody sees the whole thread.
WhatsApp messages
Every enquiry logged against a contact, with an AI reply in about two seconds so nobody waits.
Phone calls
Calls your reps make from their own SIM are recorded, transcribed and summarised — no virtual number, no change to how they already work.
Website visitors
Chat enquiries from your site arrive as leads in the same pipeline, not a separate inbox somebody forgets to check.
What happens next
The AI reads the conversation, pulls out the commitment — send a quote, call Friday — and books the follow-up against the right rep.
See what this looks like in practice in the customer stories, with numbers from the customers’ own accounts.
When Sahay is the wrong choice
- You mainly need to broadcast template messages to a large list. That is what the WhatsApp Business API platforms are built for, and they do it better.
- You want a free sidebar on WhatsApp Web for one person. A Chrome extension is cheaper and enough.
- Your sales happen entirely inside a marketplace or a channel Sahay does not capture. Half a picture is worse than knowing you have none.
Common questions
What is a WhatsApp CRM?
A WhatsApp CRM is customer relationship management software that captures WhatsApp conversations against a contact record, so enquiries, replies and follow-ups are stored and tracked rather than living in an individual rep’s phone. In India the term is used for three quite different products — a browser extension, a bulk-messaging platform built on the WhatsApp Business API, and a CRM that ingests WhatsApp alongside other channels.
Do I need the WhatsApp Business API?
For bulk campaigns and template messages, yes — that is what the API exists for. For capturing the conversations your team is already having, no. Which route you need depends on whether your problem is sending at volume or losing track of replies.
Does it work if reps reply from their own phones?
That is the case Sahay is built for. Indian sales teams overwhelmingly run on personal handsets and their own SIMs, so anything that requires reps to change how they call or message tends to get quietly abandoned in week two.
Is WhatsApp all it does?
No, and that is the point. WhatsApp is one input. Calls and website enquiries feed the same contact record, which is what stops the same lead existing as three separate half-histories in three separate tools.
What does it cost?
Current plans are on the pricing page. There is a 14-day trial of the full platform with no card required.
Find out how much your team is already losing on WhatsApp
Fourteen days of the full platform. No card, and it takes about ten minutes to set up.