User Guide
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  • Official Meta WhatsApp Business API partner

The Best WhatsApp CRM for Teams Who Sell on Chat

Turn your WhatsApp Business number into a shared inbox, sales tracker, and broadcast engine, all in one dashboard. No more chats lost in personal phones.
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  • 14-day free trial
  • No credit card
  • Setup in 5 min

D2C Brands

E-commerce

B2B SaaS

EdTech

Healthcare

Real Estate

Agencies

Clinics

Finance

The problem

Too Many Chats? Too Many Missed Follow-Ups?
Struggling with Repeat Customers?

Scattered WhatsApp chats, missed follow-ups, and manual store management lead to lost sales and fewer repeat customers. Your business needs one system to manage the entire customer journey.

WhatsApp Commerce

Problem
  • Customer inquiries are scattered across multiple WhatsApp numbers.
  • Leads are missed because replies are delayed.
  • No easy way to convert WhatsApp chats into sales.
Solution
Manage all WhatsApp conversations in one place, automate replies, and convert more chats into customers.

Sales CRM

Problem

  • Customer details are stored in Excel or notebooks.
  • Sales follow-ups are missed.
  • No clear view of the sales pipeline or team performance.
Solution
Track every lead, automate follow-ups, and close more deals with an easy-to-use Sales CRM.

Store Management

Problem
  • Managing inventory, orders, and customers takes too much time.
  • Stock updates are not accurate.
  • Business reports are difficult to track.
Solution
Manage inventory, orders, billing, and business reports from one simple dashboard.

The problem

Still running your business on
manual WhatsApp?

Agents on personal numbers. Chats lost when someone leaves. No way to track campaigns. No visibility for managers. Sound familiar?

Chats lost in personal phones

When an agent quits, every customer conversation walks out the door with them.

No broadcasts, no compliance

Sending the same offer to 200 contacts manually? Or risking your number getting banned by Meta?

Zero visibility for managers

No idea who said what, how leads are progressing, or where deals are stuck.

Tools that don't talk to each other

Excel for contacts, WhatsApp for chats, Gmail for follow-ups. Five tabs, zero context.

Everything in one platform

A full WhatsApp CRM
not a glorified blaster.

Built from scratch for sales teams who need a shared inbox, real CRM features, and broadcast tools all in one place.
No broadcasts, no compliance
Sending the same offer to 200 contacts manually? Or risking your number getting banned by Meta?
Assignment & ownership

Assign chats to specific agents or teams. Round-robin or rule-based your choice.

Internal notes
Add private notes visible only to your team. Hand off conversations without losing context.
Live 24h window timer
Always know when you can reply free-form vs. when you need an approved template.
Bulk campaigns to thousands
Send pre-approved templates to your entire contact list or filtered segments in one click.
Delivery & read tracking
See exactly who got it, who read it, who replied. Per-recipient status, not aggregate guesswork.
Schedule & time-zone aware
Set campaigns to fire at the right time for your audience 11am vs 9pm vs the weekend.
Meta-compliant templates
Template creation + approval workflow built in. No risk of your number being flagged.
Tags & smart filters
Color-coded tags for lead status, source, region. Save filters as views for one-click access.
Unlimited custom fields
Track deal size, vehicle interest, course preference whatever your business needs.
CSV import & export
Bring your existing contacts in. Export any time, no lock-in. Your data is your data.
Full conversation history
Every message, every note, every interaction pinned to the contact’s profile forever.
Multi-level role hierarchy
BDM sees Junior BD’s chats, but Junior BD doesn’t see peers’. Real org-chart visibility.
Peer privacy toggle
Per role, decide if same-level agents can see each other’s deals. Default: private.
Workspace isolation
Multi-tenant agencies can manage multiple client workspaces from one login.
Audit-ready
Every action logged message sends, contact edits, role changes. Export logs anytime.

See wapnotify in Action

Watch how our platform simplifies complex compliance workflows into a clear, manageable dashboard.
  • INDUSTRIES WE SERVE

Real Businesses.
Real Results.

J.K.D. Enterprises
Wholesale & Distribution
Equitysoft Technologies

IT Services

Fittingo

Hardware Solutions

10,000+
Leads Managed
3X
Engagement Growth
5M+

Messages Automated

24/7
Customer Engagement

Built for your industry

Up & running in 4 simple steps.

From signup to your first message under 10 minutes.

D2C & E-commerce

Abandoned cart recovery, order confirmations, festival campaigns.

Connect WhatsApp

We guide you through Meta Business Manager setup step by step.

Import contacts

Upload your CSV or sync from your existing tools. Tag and segment.

Start selling

Send your first broadcast, assign chats, and close deals on WhatsApp.

Built for your industry

Your industry. Your workflow.
Automated.

Whether you sell sarees on Instagram or SaaS to enterprises, WapNotify adapts to how you work.

D2C & E-commerce

Abandoned cart recovery, order confirmations, festival campaigns.

EdTech

Lead nurturing, demo bookings, course updates, batch reminders.

Real Estate

Site visit scheduling, property updates, broker network management.

Healthcare

Appointment reminders, prescription refills, follow-up care.

B2B SaaS

Lead qualification, demo follow-ups, customer success outreach.

Agencies

Multi-workspace management for clients. White-label ready (soon).

Insights & Resources

Expert tips, guides, and updates to help you sell smarter, automate better, and grow faster with WhatsApp.
WhatsApp Conversations into Sales

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Learn more

Why WapNotify

WhatsApp + CRM.
Finally, together.

Most tools give you one. Many give you neither, properly. We give you both, designed to work together from day one.
Official Meta Cloud API. No BSP middleman.
We’re a direct Meta partner. No reseller markups, no third-party platform between you and WhatsApp. Apply for green-tick verification. Pay Meta’s standard rates with no platform commission on messages.
0%
Message markup
99.9%
Webhook uptime
24h
Avg approval
Built in India, hosted in India
Your data stays within Indian jurisdiction. DPDP compliant. Support team that understands GST invoicing, Indian banking, and your customers’ messaging habits.
Real product, real CRM
Not a bulk-sender with extra screens. Custom fields, role hierarchy, peer-privacy, tagging, internal notes features that actually serve a sales team.

Simple pricing

All plans are free for 14 days.

No card details required.

Free Forever

Best for: Small businesses & solo founders

₹0 /month

Get started free

What's included

  • Free WhatsApp API
  • Unlimited Free Service Conversations
  • Manage Contacts (up to 500)
  • 10 Tags + Template Messages
  • Live Chat Dashboard

Starter

Best for: Small teams starting to scale

₹1,299 /month

Get started free
  • 20% OFF on Annual Plan

Everything in Free, plus:

  • 1 Owner + 5 Agents (+₹500/agent/mo)
  • Broadcasting & Retargeting
  • Unlimited Tags + Custom Fields
  • Shared Team Inbox + Quick Replies
  • Agent Transfer & Manager Monitoring
  • Chatbot + Omnichannel (QR, widget)
  • Shopify & WooCommerce Integration
  • most recommended

Business

Best for: Growing teams & modern brands

₹2,999 /month

Get started free
  • 20% OFF on Annual Plan

Everything in Starter, plus:

  • Campaign Scheduler + Click Tracking + Budget Analytics
  • CSV Campaign Scheduler + Carousel Tracking
  • Engagement + User Access Control
  • Auto Retry + Smart Agent Routing
  • E-Commerce Suite: Catalog, Orders, Invoicing, Stock
  • CRM Suite: Pipeline, Workflows, Forecasting
  • Project APIs + Downloadable Reports
  • 1 Owner + 5 Agents (+₹500/agent/mo)

Enterprise

Best for: Large brands, agencies & resellers

Custom

Contact sales

Everything in Business, plus:

  • Dedicated Account Manager
  • Priority Customer Support
  • Custom Marketing Message Pricing
  • Higher Messaging Speed (4K/min+)
  • White-label options (for agencies)
  • Custom AI/ML integrations
  • Migration assistance + SLA-backed support

TRUSTED BY GLOBAL SALES TEAMS

Loved by sales teams
around the world.

wapnotify has transformed how we connect with our leads. Our response time is faster, and conversions are way up!
Rahul Sharma
Sales Director
The shared inbox and automation features are a game-changer. It keeps our team organized and our customers happy.
Priya Patel
Head of Sales
Broadcast campaigns on WhatsAppify helped us reach thousands instantly. It’s now an essential part of our sales stack.
Amit Verma
Growth Manager
An intuitive platform with powerful features. Our team loves using WhatsAppify every single day for communication.
Neha Shah
Business Development Lead

The shared inbox and quick templates save us hours every day. Our team is more productive and our customers are happier.

Anjali Gupta
Head of Sales

Frequently Asked Questions

You’ll need a phone number for the WhatsApp Business API — but it can be an existing one (as long as you haven’t used it with the regular WhatsApp Business app in the last 30 days) or a fresh number. We guide you through the entire Meta setup.

Most businesses are approved within 24-48 hours. Business verification (for higher limits and green tick) typically takes 3-5 business days. We help you prepare documents to avoid common rejection reasons.
Yes — 14 days free, no credit card required. After the trial, your inbox keeps working (you can still receive and reply to messages within the 24h window), but broadcasts, templates, and other paid features pause until you upgrade. Cancel anytime.
Meta only allows free-form replies within 24 hours of a customer’s last inbound message. Outside that window, you must use a pre-approved template. WapNotify shows a live countdown on every conversation and auto-switches to template mode when the window closes.
All conversations flow through Meta’s end-to-end encrypted WhatsApp infrastructure. Our servers are hosted in India with TLS encryption in transit and AES-256 at rest. We never share your data with third parties and we’re DPDP-compliant.
Yes. You can export contacts, conversations, and templates as CSV any time — even after canceling. No lock-in.
No. We charge a flat monthly platform fee. WhatsApp conversation charges are billed directly by Meta at their standard rates — we don’t mark them up.
We’re building integrations with Shopify, Zoho, HubSpot, and major payment gateways. Need a specific integration? Email us — we prioritize based on customer demand.

The best CRM for WhatsApp is one built on the official Meta Cloud API rather than an unofficial gateway. This protects your number from bans and keeps message delivery reliable. WapNotify is one such platform, offering a shared inbox, broadcast messaging, automation, and CRM features using the official WhatsApp Business API.

Look for three things:

  • Official Meta API access (not a third-party reseller)
  • A shared team inbox so multiple agents can reply from one number
  • Delivery/read tracking for compliance and performance

WapNotify connects the official WhatsApp Business API to CRM pipelines, shared team inboxes, and project workflows, so client conversations and deal progress stay linked instead of scattered across personal phones. For teams already on Asana or Trello, connectors like Whatsana or Appy Pie let WhatsApp messages trigger task updates without switching apps.

Plutio and Scoro combine invoicing, branded client portals, and team collaboration in a single platform, so billing and client visibility stay connected to project status. WapNotify covers the invoicing and team collaboration side, with an e-commerce suite for orders and stock plus role-based team access, but it doesn’t currently offer a dedicated client portal.

Plutio is the strongest all-in-one pick for freelancers: tasks, time tracking, proposals, and invoicing run through one $19/month subscription, with tracked hours flowing straight into invoices. Bonsai is a solid alternative with built-in tax prep, though its invoicing feature requires the $25/month Essentials plan.

Stop juggling personal phones.
Start closing on WhatsApp.

14 days free. No credit card. Setup in 5 minutes.
Start your free trial
Email us with questions