5 Best CRM with WhatsApp Integration for SMEs & Startups

March 15, 2024

15 mins read

best crm with whatsapp integration
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Unable to segment and prioritise WhatsApp leads effectively?

Struggling to keep up with the influx of customer messages on WhatsApp?

Frustrated by the manual effort needed to sync WhatsApp conversations with your CRM (Customer Relationship Management) system?

Using the WhatsApp Business App already but aren’t able to scale your conversations because of limited functionality?

If any of these pain points sound familiar, it’s time you got a CRM with WhatsApp integration. Such a system lets you:

  • Manage all your WhatsApp leads from one central hub

  • Automate repetitive messaging tasks and reduce manual work

  • Track how effective your sales reps are in converting WhatsApp leads into customers

Continue reading to find out more about what a WhatsApp CRM is equipped to do and how it can help you grow your business. We’ve also compiled a list of the best CRMs with WhatsApp integration available in the market, along with their pricing.

What can a CRM with WhatsApp integration do?

A CRM with WhatsApp integration or a WhatsApp CRM is a software that combines the best of both worlds: the lead management capabilities of a CRM plus the ease and reach of WhatsApp messaging. It lets you manage your interaction with all your WhatsApp leads and customers from one central hub.

Yes, you can send messages, follow up on leads, run message automation and update customer info quickly and efficiently, right from your CRM. It’s especially handy if you use WhatsApp to communicate with leads and customers and are looking to streamline your customer communication and sales processes.

Why choose a CRM with WhatsApp integration over a normal CRM?

If most (or even a few, for that matter) of your lead and customer interactions take place on WhatsApp, you should immediately swap your existing CRM with the one that integrates with WhatsApp.

Why? Because with a WhatsApp CRM:

  • You no longer have to switch between WhatsApp and CRM to update lead information.

  • All your customer chats on WhatsApp are automatically migrated to your CRM. This means you can manage conversations, track chat history and follow up with a lead right from your CRM.

  • Manual repetitive work will be reduced considerably. You can automate greetings, follow-ups and answers to frequently asked questions with WhatsApp chatbot, not only saving time but also ensuring the happiness of your leads and customers.

  • You can run custom marketing campaigns on WhatsApp to send offers and discounts to multiple prospects simultaneously.

How to choose the right CRM with WhatsApp integration for your business

Choosing the right CRM is easier said than done. Keep these things in mind to make the right decision.

Understand your needs

First, clearly define why you need a CRM with WhatsApp integration. Are you looking to leverage its advanced automation capabilities and make use of powerful analytics features? Or is a hassle-free way to manage your WhatsApp conversations all you care about? 

Having a firm understanding of your specific requirements will help you narrow down your options easily.

Check for automation features

Chatbots and automation are some of the biggest advantages of WhatsApp CRM. Make sure the CRM you end up choosing can automate messages like greetings, follow-ups and answers to commonly asked questions. This will save you a lot of time and keep your leads and customers engaged even when you or your team are not around.

Assess analytics and reporting

Choose a CRM that offers detailed and timely reports on message delivery, customer data and deal closures. This way, you can refine your strategies, improve communication and increase customer satisfaction.

Don’t neglect the user interface

A user-friendly interface is a must for any CRM system since your team will be using the software daily. A complicated or cluttered interface can slow down your workflow and lead to frustration.

Look at pricing and scalability

Finally, consider the cost of the CRM and how well it can scale with your growing business. Some CRMs offer a basic level of WhatsApp integration for free, while others may charge a premium for more advanced features.

Choose a solution that fits your budget in addition to meeting both your current and your future needs.

5 Best CRM with WhatsApp integration that small businesses use

1. Telecrm

Telecrm is a cloud-based WhatsApp CRM designed for sales teams in small and medium-sized companies. It combines telecalling, WhatsApp, automation and lead management features to form a comprehensive CRM that streamlines sales processes, boosting sales and revenue.

WhatsApp CRM features in TeleCRM:

Lead management 

Capture all WhatsApp leads directly into Telecrm and manage them from one central hub: update lead status, design custom pipelines, track entire lead interaction history and much more!

Lead management in TeleCRM's WhatsApp CRM
Telesales management: 

Manage all your telecalling activities with the following:

  • Auto-dialer to call a lead or customer without having to type their number manually.

  • Click-to-call from web to call a lead directly from WhatsApp Web. (Once you click on call, you’ll immediately be redirected to your phone’s dialer.)

  • Follow-up reminders to get notified on WhatsApp whenever it’s time to call a lead or customer. This way, you’ll never miss out on a deal or an opportunity. You can even track how many follow-ups were scheduled (and how many of them were missed) by your team members to accurately track their performance.

click-to-call from WhatsApp web, follow up,and auto dialer feature of TeleCRM's WhatsApp CRM
Chat sync:

Capture all your team members’ WhatsApp chats in one central hub and track every WhatsApp interaction from one location to assess how well your team is dealing with your leads and customers.

WhatsApp chat sync- WhatsApp integration feature of TeleCRM
Automation:

With TeleCRM’s WhatsApp Business API integration, you can create a WhatsApp chatbot to answer common repetitive queries any time of the day. But that’s not all, you can even design unique workflows and automate greetings, send bulk messages on WhatsApp, distribute leads to your team members automatically, etc., without lifting a finger!

TeleCRM's automation and WhatsApp cloud API
Customization:

Whether you have multiple pipelines or multiple customer-facing teams, you can easily design and implement sales processes that align with your style of doing business.

Detailed analytics:

With TeleCRM’s WhatsApp CRM integration, you can generate comprehensive reports on how your WhatsApp marketing campaigns are performing, the volume of calls made by your sales team in a given time period, number of deals won and lost, etc.

Detailed WhatsApp lead and customer analytics- TeleCRM
Team management:

You can assign and re-assign leads to your agents and define each team member’s responsibilities based on their role without having to manually direct any team member — all from one dashboard. This way, you can perform all the delegation within TeleCRM, and your team members get notified about their tasks directly on WhatsApp.

You can even assign user permissions on the CRM. For example, a ‘Caller’ will only have access to leads assigned to them, whereas, a ‘Manager’ will have access to all the sales teams’ leads, while the ‘Admin’ will have complete access to the workspace.

Pricing

Unlike other CRMs, TeleCRM offers a single plan with all the features, and is available at an affordable cost:

  • Quarterly: ₹1049/user/month

  • Annual: ₹749/user/month

NOTE: WhatsApp platform charges a separate fee for providing WhatsApp API and follows a conversation-based pricing model. So apart from the price of the provider, you’ll also have to pay WhatsApp platform charges.

Who is it for?

TeleCRM is one of the best CRM with WhatsApp integration and is ideal for small and medium businesses with a sales team:

Simple user interface: TeleCRM is designed for non-tech savvy sales teams so that they can get used to it without going through any training modules as is often required with other CRMs.

Responsive customer support: TeleCRM provides complete support via zoom meetings, phone calls, and WhatsApp- from onboarding to setting up WhatsApp API. So if you’re looking to scale your business by integrating WhatsApp API, TeleCRM should be the go-to option for you.

Mobile application: TeleCRM mobile application has all the core CRM features and allows you to work from anywhere. You can track your team members, make calls, see reports, interact with leads on WhatsApp, and much more!

2. Bitrix 24

Bitrix24- 2nd best CRM with WhatsApp integration

Bitrix24 is a comprehensive collaboration platform that integrates various features like CRM, and document, time and project management. It makes collaboration between multiple departments easier. And because of its focus on social media, you can easily connect with others and share content.

Top features in Bitrix24

Bitrix24 integrates with Twillo, a Business Service Provider that provides integration with WhatsApp Business API. So, you’ll have access to all Bitrix CRM features plus the WhatsApp Business API features plus the features offered by Twillo::

Instant WhatsApp: You can set up a chatbot instantly on WhatsApp to customer support on WhatsApp 24/7. This feature ensures that inquiries are handled promptly, even outside business hours.

Lead history tracking: Bitrix24’s CRM keeps a comprehensive record of each interaction with your leads and customers on WhatsApp. This feature allows you to track an entire conversation history so that you can easily track follow-ups and improve customer relationships.

One central hub: With Bitrix24, you can manage all your WhatsApp conversations from within the CRM itself.

Bitrix24 instant WhatsApp messaging feature

Automation: You can automate various tasks like sending messages, follow-ups and lead assignment. You can even set these automations on WhatsApp to ensure that you connect with your leads and customers in a timely manner.

Complete collaboration tool: Apart from WhatsApp, you can even manage your email, Instagram and Facebook conversations from one place. So, if you run a business that’s active on multiple channels like emails, social media and WhatsApp then Bitrix24 is a perfect solution as it’s highly scalable.

Pricing

Bitrix24 has five plans. The basic plan makes the most sense for small and medium businesses that use WhatsApp for communication. 

The Free plan doesn’t have WhatsApp integration and plans above the Basic plan are quite comprehensive and expensive.

  • Free plan: No WhatsApp CRM functionalities

  • Basic: ₹1590/month/billed annually for 5 users

  • Standard: ₹3990/month/billed annually for 50 users

  • Professional: ₹7990/month/billed annually for 100 users

  • Enterprise: ₹15990/month/billed annually for 250 users

Who is it for?

If you run a business where you have to constantly interact with your leads and customers via emails, Instagram, Facebook and most importantly WhatsApp, you should consider Bitrix24.

Bitrix24 also has additional features like a website builder, cloud storage, task management, etc. If you’re looking for a comprehensive solution and a tech-savvy interface does not scare you, Bitrix24 would be a good choice for you.

3. HubSpot CRM

Hubspot CRM- 3rd best CRM With WhatsApp integration

HubSpot is a cloud-based CRM that offers businesses a suite of tools designed to help with marketing, sales, content management and customer service. Its  an all-in-one solution to attract leads, convert them into customers and keep them engaged over time.

HubSpot offers features like email marketing, lead management, analytics, SEO tools, social media marketing, content management systems (CMS) and customer service features like ticketing and feedback surveys.

Top features in Hubspot

Direct 1:1 WhatsApp messaging: Send personal messages to your contacts directly from within HubSpot (text, images, URLs) to maintain a personal touch without needing to switch between the CRM and WhatsApp.

Comprehensive chat logging: All WhatsApp chats are automatically logged in the HubSpot contact timeline. This feature ensures that new WhatsApp conversations are captured even when you are logged out or your computer is turned off.

Hubspot's CRM WhatsApp integration

Template messages: Create and send predefined message templates for quick responses and streamlined communication.

WhatsApp triggers for workflows: Use WhatsApp messages as triggers in HubSpot workflows to automate sales processes and customer engagement — like sending an automatic greeting message and creating agent reminders about follow-ups, etc.

Sales rep performance insights: The integration provides a dashboard within the app to view conversations and measure messaging performance for individual sales representatives, offering valuable insights into sales activities and their effectiveness.

Pricing

To avail WhatsApp integration through HubSpot, you can opt for either the Professional or Enterprise plan. Both have the same CRM functionalities. 

The enterprise plan is ideal for large businesses with a presence in multiple countries. On the other hand, the professional plan is best suited for small and medium businesses. The pricing is as follows:

  • Professional: $1600/month/billed annually or ₹1.2 lakh

  • Enterprise: $5000/month/billed annually or ₹4.1 lakh 

Who is it for?

HubSpot is primarily designed for larger teams with diverse use cases. So, if you want a CRM with WhatsApp integration plus a hub for marketing, automation, website building, social media management, and the price tag does not scare you — HubSpot should be the go-to option for you.

4. Zoho CRM

Zoho CRM is an Indian cloud-based platform that unifies sales, marketing and customer service activities for businesses of all sizes. It is customizable for various business sizes and types, including B2B and B2C sectors, SMBs and large enterprises.

Top features in Zoho

Zoho is an official BSP for WhatsApp Business API. So, you’ll need to have a WhatsApp Business API account to access Zoho’s WhatsApp features.

Custom templates: With Zoho and WhatsApp, you can create personalised templates for various types of messages, including utility and marketing messages. This feature allows for quick configuration and automation of your business processes, ensuring that you can send out welcome messages, transaction details and other notifications efficiently.

Automated notifications: Zoho enables the setting up of automated notifications through workflow rules, Blueprints and CommandCenter within Zoho CRM. This means you can schedule messages on WhatsApp, and automate reminders to keep your customers informed and engaged.

One central hub: Manage all your WhatsApp chats from within Zoho CRM. This makes it easier to keep track of conversations, ensuring you don’t miss out on important messages.

Chatbot integration: With Zoho SalesIQ’s WhatsApp chat integration, you can deploy custom chatbots to handle first-level chats. This integration uses a codeless chatbot builder and an AI-driven knowledge base chatbot to create automated responses.

Pricing

Though Zoho CRM has a free version, WhatsApp integration is only offered in the paid versions:

  • Standard: ₹800/user/month

  • Professional: ₹1400/user/month

  • Enterprise: ₹2400/user/month

  • Ultimate: ₹2600/user/month

Who is it for?

Zoho CRM is designed in a manner that even non-tech-savvy teams would easily be able to use. It is an all-in-one CRM providing you with a wide range of features such as automation, lead and contact management, and integration with social media and email along with WhatsApp.

5. Kommo

Kommo is a CRM and messaging platform that integrates communication channels like WhatsApp, Gmail and Dropbox into a single system, allowing businesses to manage sales, marketing and customer service more effectively.

It provides tools for automating workflows, tracking and analyzing customer interactions to enhance engagement and drive sales growth.

Top features in Kommo

WhatsApp lead capture: With Kommo, you can capture and transfer all your WhatsApp leads to your sales pipeline in real time.

Order processing: You can connect Stripe to send invoices through WhatsApp chat to your customers. This streamlines the payment and invoicing processes so you won’t have to worry about switching between multiple apps.

Lead history tracking: With Kommo, you can view all your WhatsApp leads and their conversation history in your sales pipeline from within the CRM. All you have to do is open up any profile to view all past interactions.

Salesbot: Kommo’s Salesbot — a WhatsApp chatbot — can answer repetitive queries when your sales team is not available.

Centralised WhatsApp: You can interact with all your prospects and customers from one centralised hub.

Performance tracking: With Kommo, you can generate real-time reports to track your team’s speed and response rate, set and track sales teams’ goals, and even compare the conversation rates of each communication channel.

Pricing

Kommo CRM has three pricing plans. The Base plan offers WhatsApp integration but does not have chatbot or bulk messaging features. While both the other plans have these features:

Base: ₹1243/per user/month

Advanced: ₹2072/per user/month

Enterprise: ₹3730/per user/month

Who is it for?

Kommo is a platform that focuses heavily on channels like email and WhatsApp. So, if you’re part of a small or medium business and are interested in features like web form builder, calling, task management, automation, etc., then Kommo is a no-brainer.

The Base plan is not as feature-rich, and the Enterprise plan is designed for relatively larger businesses and offers additional features. The Advanced plan provides core CRM functionalities plus WhatsApp lead management.

Conclusion

In this blog, we covered:

  • What makes a CRM with WhatsApp integration different from a regular CRM

  • Why a WhatsApp CRM is important for your business and how to choose the best

  • The 5 best CRM with WhatsApp integration available in the market

Most of the CRMs in the list offer comprehensive WhatsApp lead management features but are different in terms of their pricing, features and the market they cater to.

Now that you know all this, it’s time for you to take action. Scout the available options on the basis of your requirements, take free demos and trials, and then decide on a suitable CRM with WhatsApp integration. 

And if you’d like more information about TeleCRM’s WhatsApp CRM, sign up for a FREE DEMO today!

Article Author

Zaid is a content writer and a marketing executive at Telecrm with a specialization in writing technical blogs, website landing pages, and on-page SEO. He's an MBA student and a national-level debater having represented Aligarh Muslim University at various competitions.