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Features · WhatsApp

WhatsApp Cloud capabilities.
Enterprise-grade, without the complexity.

telecrm integrates natively with WhatsApp Cloud API — so your reps can message leads, send follow-ups, and run broadcast campaigns from within telecrm. Every message logged. Every conversation visible.

Lead & Conversation Management

WhatsApp-powered lead capture.
Every conversation. Zero manual work.

WhatsApp lead creation

When an unknown number messages you on WhatsApp, telecrm automatically creates a new lead record — name, number, source — without any manual data entry. No lead slips through because no one remembered to log it.

New lead created
Auto-captured
Phone+91 98765 43210
SourceWhatsApp inbound
Assigned toPriya M.
WhatsApp chat pop-ups

When a lead sends a WhatsApp message, the rep gets an instant pop-up inside telecrm — showing who messaged, what they said, and the lead record context. Reply directly. Never miss an incoming message again.

New WhatsApp message
Rahul Sharma
"Hi, I was looking at your pricing..."
Reply
View lead
WhatsApp Chat Sync

telecrm syncs each rep's WhatsApp activity — messages sent and received — directly into the CRM. Managers get full visibility into how reps are engaging leads on WhatsApp, not just on calls.

Rahul Sharma · WhatsApp Sync
WA sent: "Hi Rahul, thanks for your time!"
11:44 AM
WA received: "Interested in knowing more"
10:15 AM
WhatsApp conversation timeline tracking

Every WhatsApp message — sent and received — appears in the lead's timeline alongside calls, notes, and stage changes. Any rep picking up the lead sees the full story. No context lost. No re-introductions.

Sneha R. · WhatsApp Timeline
WA sent: "Hi Sneha, sharing the details now!"
2:10 PM
WA received: "Got it, I'll check and revert"
2:05 PM
WA API message: Demo reminder sent
10:00 AM
WA received: "Yes, confirm my slot" · Button reply
10:03 AM

Messaging & Outreach

WhatsApp-led outreach.
Personal at scale.

From one-click messages to personalised templates, telecrm makes it effortless for reps to reach leads on WhatsApp — fast, consistent, and without leaving the CRM.

WhatsApp messaging features diagram Purple WhatsApp icon on the left with angular purple lines connecting to 4 feature icons on the right, each with title and bullet points 1-click messaging Send a WhatsApp message to any lead directly from their record Lead number pre-filled — no app switching, no manual typing Pre-saved templates Team-wide shared library — reps pick and send in seconds Dynamic placeholders personalise each message automatically Bulk messaging Filter leads by stage, source, or any field — send in one action Powered by WhatsApp Cloud API — every message logged to the lead Interactive messages Quick-reply buttons and list menus — leads tap instead of typing Works without a verified business account — button replies auto-logged

Automation & Campaigns

WhatsApp-driven automation.
Follow-ups that send themselves.

Set rules once and telecrm handles the rest — welcome messages, reminders, drip campaigns, and notifications. Every lead gets the right message at the right time without any manual effort from your team.

Automated welcome messages

The moment a new lead comes in, telecrm sends an automated WhatsApp welcome — introducing your brand before your rep picks up the phone.

Hi Rahul! 👋 Welcome to telecrm. A member of our team will reach out shortly. Feel free to ask us anything here!
Sent automatically ✓✓
Meeting & follow-up reminders

Schedule reminders to fire automatically — morning of a demo, after a missed call, or at any custom interval. Leads stay engaged. Reps stay focused.

Scheduled reminder
Tomorrow 9AM
Hi Rahul, just a reminder — we have a demo scheduled today at 11AM. Looking forward to speaking with you!
Drip marketing campaigns

Multi-step WhatsApp sequences over days or weeks — nurturing cold leads back to life without rep intervention. Right message, right time, automatically.

Campaign: Cold lead nurture
1
Day 1 · Welcome + introSent
2
Day 3 · Case study shareSent
3
Day 7 · Demo inviteScheduled
Auto notifications

Trigger automatic notifications for payments due, appointment confirmations, delivery updates, or any custom event — keeping leads informed without lifting a finger.

Your demo is confirmed for Friday 11AM. 📅
Auto ✓✓
Payment of ₹15,000 is due tomorrow.
Auto ✓✓

WhatsApp Cloud API

The full power of WhatsApp Cloud.
Built into telecrm.

telecrm's WhatsApp Cloud API integration unlocks advanced features — chatbots, flows, segmentation, and message scheduling — giving your team the power of a full WhatsApp Business Platform without the engineering overhead.

Chatbots
  • Qualify leads automatically before a rep steps in
  • Answer FAQs around the clock — no human needed
  • Route conversations to the right rep based on intent
WhatsApp Flows
  • Build multi-step forms and surveys inside WhatsApp
  • Run onboarding journeys entirely within WhatsApp — no external links
  • Deliver structured conversations that feel native to WhatsApp
Contact list segmentation
  • Slice your lead database by stage, source, or any custom field
  • Send targeted campaigns to each segment independently
  • Never blast the wrong audience with the wrong message again
Message scheduling
  • Schedule single or bulk messages for any time of day
  • Choose morning, evening, or any time that works for your audience
  • Set it once, runs automatically — no manual follow-through needed
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FAQ

Your questions, answered plainly.

What can I do with WhatsApp inside telecrm?

Send messages, automate follow-ups, and track every conversation from within your CRM — no switching apps.

Is this the official WhatsApp?

Yes — it's the full power of WhatsApp Cloud, enterprise-grade, built into telecrm without the complexity.

Can follow-ups be sent automatically?

Yes — WhatsApp-driven automation sends follow-ups for you, personal at scale.

Does WhatsApp help capture leads?

Yes — WhatsApp-powered lead capture brings every conversation in with zero manual work.