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Connect your personal Web WhatsApp or official Meta WhatsApp Business API directly into a visual sales pipeline. Track conversations, automate check-ins, route chats, and follow up in one click.
A WhatsApp CRM is a customer relationship management platform that directly integrates WhatsApp chats with sales pipelines. Unlike generic CRMs that rely on emails, a WhatsApp CRM matches the follow-up habits of modern businesses by logging chats, automating templates, and organizing deals directly within a chat-first timeline. It ensures sales agents follow up in seconds, store contact records dynamically, and scale from single chat conversations to multi-agent team routing and official automated broadcast campaigns without data silos.
OmniFlow WhatsApp CRM operates as the core workflow layer, allowing you to sync personal Web WhatsApp for zero cost or plug in your official Meta CPaaS credentials directly with no markup fees.
See how OmniFlow replaces disconnected chat sheets and personal phone silos with team-wide tracking.
Connect your existing WhatsApp account in seconds using a QR scan. Log chats and assign leads to owners instantly without any API setup.
Scale outreach with official Meta API triggers. Manage template approvals, green tick verifications, and high-volume broadcast campaigns.
Use ready-made WhatsApp templates with one-click triggers to send brochures, price lists, or calendar booking links instantly.
Trigger automated WhatsApp follow-ups based on deal stages, form submissions, or calendar appointments to keep prospects engaged.
Assign chats dynamically across team members, track agent performance logs, and maintain follow-up continuity.
Connect your own Meta developer accounts. Pay Meta directly for templates, keeping your OmniFlow subscription completely flat.
See how leading industries automate lead qualification, bookings, and customer alerts.
Facebook property leads are left uncalled for hours, going cold before the first contact is made.
Trigger automated property WhatsApp drips with brochures and walk-through videos in 30 seconds.
Facebook leads integration, WhatsApp templates, automated triggers
98% first-contact rate and 40% reduction in lead-to-visit time.
Advisors get overwhelmed manually sending syllabus lists and fee structures to students.
Automatically route queries to advisors and send course brochures with calendar booking links.
QR Forms, automated brochure send, appointment scheduling
70% reduction in admin load and zero missed query follow-ups.
No-shows on therapy consultations waste doctors time and reduce treatment adherence.
Scheduled confirmation messages, clinic map links, and check-ins sent automatically.
Appointment Calendars, SMS/WhatsApp Reminders, CRM Pipeline
85% reduction in booking no-shows and highly improved patient satisfaction.
Compare the flat rate of OmniFlow with paying for separate CRM and broadcast databases.
| Business Need | Separate Industry Tools | OmniFlow Platform |
|---|---|---|
| WhatsApp Broadcasting | Wati / Interakt (Rs. 1,999 - 4,999/mo) | Included in OmniFlow |
| Pipeline CRM | HubSpot / Salesforce (Rs. 2,500/mo/user) | Included in OmniFlow |
| API Setup Fees | Separate setup costs (Rs. 5,000+) | Zero setup fees |
| BYOK Direct Billing | Usage markups by intermediate APIs | No markups (Pay Meta directly) |
| Support Helpdesk | Separate ticketing software | Included in OmniFlow |
Everything you need to know about setting up WhatsApp CRM on personal and official channels.
Yes! OmniFlow supports Web WhatsApp synchronization. You can connect your regular WhatsApp or Business WhatsApp app in seconds by scanning a QR code, just like WhatsApp Web. This allows you to log chats and trigger templates without paying for the official Meta API.
OmniFlow has native support for the official Meta Cloud API. You can register your business phone number, request template approvals, and send automated transactional or broadcast messages directly from lead timelines. Meta usage charges are billed directly to your own Facebook developer account, meaning zero markup fees from OmniFlow.
Absolutely. OmniFlow's automation engine allows you to set up rules like: 'When a deal moves to Qualified, send the WhatsApp Template A'. You can also schedule multi-day drip campaigns that stop automatically once the prospect replies, preventing spam.
With Web WhatsApp or official APIs, chats are synced to the central OmniFlow CRM. You can assign lead ownership to different sales agents. Each agent sees their own assigned leads, while admins can monitor all conversations, response times, and timeline activities.
Meta template approval takes under 5 minutes inside your Facebook developer console. OmniFlow provides pre-built templates for common use cases (greetings, payment links, reminders, audits) and supports rich media attachments (images, PDFs, documents) with call-to-action buttons.
Yes. You can trigger automated post-sale WhatsApp campaigns containing your custom Google Review link, allowing clients to tap and rate your service. Clinics, salons, and agencies using this workflow have seen up to 3x ratings growth.
Start free with the digital business card and CRM. Upgrade when you are ready to scale with WhatsApp broadcasts, campaign automation, team workspaces, or white-label reseller support.
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Need a custom plan? Contact sales for enterprise-grade features and custom user, card, or client limits.
Stop losing leads in scattered mobile chats. Sync your WhatsApp account, map your pipeline, and build an automated outreach engine in under 10 minutes.
