Get the feel of a full CRM right inside your messaging platform. We support comprehensive CSV imports for contacts, tags, labels, stages, and rules to keep your data organized.
Migrating from another tool or updating your list? Import contacts with custom attributes, apply tags, and update pipeline stages seamlessly using CSV imports.
Keep your conversations organized. Group customers into segments to trigger targeted campaigns, or track them through a sales pipeline.
Speed up agent response times with an extensive library of canned responses and dynamic rules that fire based on customer profiles.
A WhatsApp CRM is contact management that lives where the conversation happens. Each contact carries their attributes, tags, lead stage and complete message history, so the person answering can see who they are talking to without opening another system.
It differs from a general CRM in what it is organised around. A traditional CRM is built around deals and pipeline stages, updated by a salesperson after the fact. A WhatsApp CRM is built around the thread, and it updates itself as the conversation happens. For businesses whose sales and support genuinely run on WhatsApp, that is the difference between a record that is current and one that is somebody's Friday admin task.
Import contacts by CSV, with the columns mapped to your attributes. Contacts also arrive automatically from inbound conversations, from your connected systems, and from Google Sheets where a sheet is the real system of record, which it more often is than anyone admits.
Export works the same way in reverse. Your contact data is yours, and you can take it out in a standard format whenever you want. It is worth checking that any platform you evaluate will say that plainly.
Any combination of tags, attributes and lead stage defines a segment, and a segment is what a broadcast sends to. In practice the segments that make money are unglamorous: bought in the last ninety days, replied but never converted, cart abandoned this week, renewal due next month, one city, one product line.
The discipline is sending to the segment rather than the list. A smaller, better-chosen audience protects your quality rating, costs less per campaign, and converts better. Every broadcast to everyone is a small withdrawal from your number's health.
Connect Google Sheets and supported integrations to your Weflux workspace. See the feature overview for available integrations, or contact us about your requirements.
Contact data is customer personal data, and it is treated that way. Data is encrypted in transit and at rest, and deletion requests can be honoured for individual contacts or the whole workspace. The security page covers the controls, and data deletion explains the process.
Both label a contact and people use them interchangeably, then wonder why segmentation gets unwieldy. The distinction that holds up:
An attribute is a field with a value. City is Bengaluru. Plan is Pro. Order count is four. There is one answer, it can change, and you often want to compare it (order count above three, renewal date this month).
A tag is a flag that is either present or not. Attended the webinar. Requested a demo. VIP. A contact can carry many, and you rarely compare them, you just filter on presence.
The failure mode is putting values into tags: tags named "city-bengaluru", "city-mumbai", "city-pune" and so on. It works for a while, then you have four hundred tags and no way to ask "everyone outside Karnataka". If a label has a value, make it an attribute.
A lead stage is where someone sits in your funnel, and it drives both inbox priority and campaign segmentation. Two things make stages useful rather than decorative.
Keep them few. Five or six stages that everyone applies the same way beat fifteen that each person interprets differently. If your team hesitates about which stage something is in, you have too many.
Make them move by themselves where you can. A stage that depends on someone remembering to update it after a call is a stage that is wrong by Thursday. Automations can advance a stage on a reply, a button tap, or a supported store integration, which is how the record stays current without anyone doing admin.
Contact quality is what determines your delivery rate, your cost per campaign and eventually your quality rating. Some of this is unglamorous maintenance:
The reason a WhatsApp CRM stays current is that it is fed by the thing your team already does all day. An inbound message creates or matches a contact. An agent applies a tag while replying. A flow advances the stage when a button is tapped. A supported store integration can update order information. Nobody sits down to update the CRM, because updating it is a side effect of the work.
That is also its limit, and worth saying plainly. If a meaningful part of your sales happens on calls or email, those interactions will not appear here. In that case keep your main CRM as the system of record and connect the two, so the WhatsApp history flows into it rather than living in a second place nobody checks.
They solve overlapping problems and the right answer depends on where your customer conversations actually happen.
| WhatsApp CRM | General CRM | |
|---|---|---|
| Organised around | The conversation thread | Deals and pipeline |
| Updated by | The conversation itself, and automations | A person, after the fact |
| Strongest at | High-volume inbound messaging | Long, multi-touch outbound sales |
| Message history | Complete and native | Usually via an integration, often partial |
| Sends WhatsApp | Directly, on approved templates | Through a connector, if at all |
| Reporting depth | Conversation and campaign level | Forecasting, quotas, attribution |
The short version: if your customers reach you on WhatsApp and your team answers there all day, a WhatsApp CRM keeps itself current and a general CRM will always lag behind what was actually said. If you run a considered outbound sale across calls, email and meetings, keep your CRM as the system of record and connect Weflux to it, so conversation history flows in rather than forming a second unchecked source of truth.
Running both without connecting them is the outcome to avoid. Two half-current records is worse than either one alone, because now nobody trusts the answer.
