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WayCRM

Features

Everything your team needs to sell on WhatsApp.

Seventeen modules that work together — from the shared WhatsApp inbox to payments, renewals and the executive mobile app.

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Module A

WhatsApp Team Inbox

Run every customer conversation from one shared inbox on the official Meta WhatsApp Cloud API. Assign chats, send templates and media, and keep each salesperson focused on their own leads.

  • Live two-way WhatsApp chat over the official Meta WhatsApp Cloud API
  • Connect your business number with Meta Embedded Signup — guided, no developer needed
  • Conversation list with search, live-chat filters and open / resolved status
  • Admins assign any conversation to a team member
  • Send text, images, documents, video, audio, approved templates and interactive messages
  • Bulk WhatsApp broadcasts to many contacts using your approved templates
  • Message delivery and read status
  • Contact side panel inside the chat with lead details, notes and history
  • Staff see only the conversations of their own leads
  • One-tap WhatsApp deep links (Personal or Company WhatsApp) from the executive app
Module B

Leads & Contacts

Keep every lead in one central database with a complete 360° profile. See activity, calls, follow-ups, meetings, deals and payments for a contact on a single screen.

  • 360° profile with tabs: Overview, Activity, Call Log, Follow-up, Meeting, Deal, Payment
  • All Leads list with advanced filters, assign, bulk-assign and call disposition logging
  • Notes, labels and tags on every lead, with per-lead label persistence
  • Lead history and activity timeline — every change is logged
  • Product tagging on leads
  • Lead transfer: move a departing salesperson's leads, payments and meetings to a teammate in one step
  • Email a lead directly from the CRM
Module C

Lead Board & Lead Status

See your whole pipeline at a glance on a Kanban board. Move leads from New to Converted with a drag, and track finer detail with your own statuses inside each stage.

  • Kanban board with fixed stages: New, Aware, Opportunity, Decision, Converted, Rejected
  • Custom statuses under each stage
  • A default status for every stage
  • Drag and drop leads across stages
Module D

Campaigns (Lead Routing)

Group leads into sales campaigns, each with its own team of agents. Distribute leads automatically by mode and priority, or let agents claim them.

  • Create lead campaigns, each with its own agents
  • Distribution modes and priorities to route leads automatically
  • Upload leads into a campaign from CSV
  • Agents can claim leads
  • Admins allot and move leads, and see agent distribution and a tag summary
  • Sales-pipeline campaigns for routing leads, separate from WhatsApp broadcasts
Module E

Follow-ups

Schedule a follow-up against any lead and get reminded before it is due. Every follow-up carries a status, so nothing falls through the cracks.

  • Schedule follow-ups against any lead
  • A status for each follow-up
  • Automatic push-notification reminder 15 minutes before
Module F

Meetings & Scheduling

Share a booking link and let customers pick a time that works. Manage meetings, bookings and availability in one hub, with reminders sent automatically.

  • Meetings hub with tabs: Meetings, Bookings, Booking Links, Availability
  • Meeting lifecycle: scheduled, completed, cancelled, rescheduled or transferred to a teammate
  • Multiple attendees per meeting
  • Automatic client reminder emails 24 hours and 1 hour before
  • Public booking pages with availability schedules, weekly rules and date overrides
  • Event types with custom booking questions, and multiple hosts
  • Customer self-service cancel and reschedule through a secure link
  • Calendar invite (.ics) and confirmation emails
  • Google Calendar sync
  • Staff can book on behalf of a lead and record the meeting outcome
Module G

Tasks

Turn every next step into a task with a type, priority and deadline. Link it to a contact or a meeting, and get reminded before it is due.

  • Task types: quotation, call, demo, documents, payment collection, other
  • Priority and deadline on every task
  • Link a task to a contact and a meeting
  • Reminders 30 and 15 minutes before the deadline
Module H

Deals, Payments & Products

Follow each deal through to payment. Record payments against contacts and keep a product catalog with categories, taxes and discounts.

  • Deal tracking with status
  • Payments recorded against contacts
  • Product catalog with categories, taxes, status and discount types
Module I

Subscriptions & Renewals

Know who is due to renew, who renewed and who you lost. Sales create subscriptions, and renewal reminders go out automatically.

  • Tabs: Expiring, Active, Expired, Renewed, Lost, Cancelled
  • Add, renew, cancel, or mark as lost with a reason
  • Automatic renewal reminders
  • Subscriptions are created only from sales, so your records stay consistent
Module J

Targets & Performance

Set a sales target for each team member and track progress against money actually received. See the big picture on a dashboard with summary cards and subscriber growth.

  • Sales targets per staff member
  • Per-staff target detail page — progress counts money actually received
  • Dashboard with summary cards and subscriber growth
Module K

Support Tickets

Handle customer issues in a support desk that sits next to your sales data. Organise tickets by type, category and product, and accept tickets from your own website or app.

  • Ticket types, categories and products, managed by admins
  • Comments and file attachments
  • Public ticket API so tickets can come from your own website or app
Module L

Team Chat

Talk to your team without leaving the CRM. Every channel is a project, with file sharing and live updates.

  • Slack-style internal chat — each channel is a project
  • Admins create, rename and archive channels and manage members
  • File attachments
  • Live, real-time updates
Module M

Automation

Reply instantly to common questions, manage your approved WhatsApp templates and send the right email when something happens in the CRM.

  • Keyword auto-replies — actions can apply labels, add to lists or groups, notify users or call a webhook
  • Visual flow builder with a drag-and-drop canvas
  • Message templates: create, submit to Meta for approval and sync approved templates
  • Template buttons: CTA, quick-reply and mixed, with media upload
  • Email automations: pick an event, attach a template, choose the recipient (customer, assignee, creator, admins or a fixed address)
  • Reminders for follow-ups, meetings, tasks and subscriptions
Module N

Email (ZeptoMail)

Connect your own ZeptoMail account to send single, test and bulk emails from the CRM, with a full log of everything sent.

  • Connect your own ZeptoMail account
  • Single send and test send
  • Full email log
  • Bulk email to up to 500 recipients per batch, with retry of failures
  • Template mapping
Module O

Lead Capture & Integrations

Bring leads in automatically from Facebook Lead Ads, your website or any system that can call an API — and push CRM events back out with webhooks.

  • Facebook Lead Ads: connect pages and leads flow in automatically
  • Public Lead API: REST endpoint with API keys, duplicate protection by external ID and rate limiting
  • Default routing of API leads to a campaign, status and staff member
  • Outbound webhooks to push CRM events to any other system
  • Google Calendar and Google Sheets connections
  • Meta WhatsApp Cloud API
  • Push notifications (Firebase) to staff devices
  • Built-in API explorer and API docs for developers
See all integrations
Module P

Roles, Permissions & Security

Control exactly who can view, add, edit and delete in each part of the CRM. Staff only see the records assigned to them.

  • Admin and staff roles, plus custom roles
  • Permission grid per feature (View / Add / Edit / Delete) for leads, contacts, lead campaigns, templates, bots and custom emails
  • Row-level data isolation: staff see only what is assigned to them
  • Session-based login with hashed tokens; integration tokens stored encrypted
  • Multi-business support with a business switcher; Business and Agency account types
  • Activity log of lead changes
Read about security
Module Q

Executive Mobile App

Give your field and calling executives an Android app built for their day — calling, follow-ups, meetings and WhatsApp, all tied back to the CRM.

  • Built for sales and calling executives (Android)
  • Home, Campaigns & Lead Calling, Contacts, Inbox, Follow-ups, Call Logs, Deals, Meetings, Subscriptions, Tasks, Tickets, Target and Payments
  • Native call logging and automatic call-recording folder pickup
  • Push notifications and local reminders
  • One-tap WhatsApp (Personal or Company) and email from a lead
See the executive app
Coming soon

On the roadmap

These features are in development and are not available yet. We list them so you know what is coming.

View the roadmap

  • Visual bot flow execution

    Run the flows you design in the visual flow builder end to end as automated bots.

  • AI Assistant

    An assistant inside the CRM to help your team work faster.

  • Website chat widget

    Add a web chat to your website so visitors can reach your team from the same inbox.

  • Follow-up sequences

    Plan a series of follow-ups for a lead in advance instead of scheduling them one at a time.

  • Cross-contact Activity Log

    One page showing activity across all contacts, not just one lead at a time.

Ready when you are

Try every feature free for 7 days.

Start a 7-day free trial and connect your number, or message us on WhatsApp with any questions.

Start free trial Chat on WhatsApp (opens WhatsApp in a new tab)
  • Official Meta WhatsApp Cloud API
  • Guided number setup
  • Web CRM + Android app