WhatsApp CRM setup in Thane. Every chat gets an owner.
Every WhatsApp enquiry gets a label, a named owner and a reminder.
Every WhatsApp enquiry gets a label, a named owner and a reminder. Then it connects to your CRM, where the platforms allow it.
First lead audit is free. Or call +91 77108 94943Sound familiar.
The same four chats. On the left, how they sit today. On the right, after the setup.
No labels, no owner, no reminder.
Every chat labelled, owned and due.
Sound familiar.
No labels, no owner, no reminder.
Every chat labelled, owned and due.
From a WhatsApp message to a follow-up that happens.
- 01Someone finds youSite, listing or shared number
- 02They tap WhatsAppOne number, sometimes two
- 03They send an enquiryQuote request or price check
- 04First replyGoes out quickly
- 05Someone owns the chatNobody knows who has it
- 06Follow-upNo reminder to write again
From a WhatsApp message to a follow-up that happens.
- 01Someone finds youSite, listing or shared number
- 02They tap WhatsAppOne number, sometimes two
- 03They send an enquiryQuote request or price check
- 04First replyGoes out quickly
- 05Someone owns the chatNobody knows who has it
- 06Follow-upNo reminder to write again
Seven steps, in this order.
WhatsApp first. The CRM only after it works.
- 01I send an enquiry like a customer
- 02Scope and cost, written first
- 03A label for every stage
- 04One named owner per chat
- 05Greeting and away messages
- 06One reminder per open chat
- 07Connect WhatsApp Business to your CRM
Seven steps, in this order.
WhatsApp first. The CRM only after it works.
- 01I send an enquiry like a customer
- 02Scope and cost, written first
- 03A label for every stage
- 04One named owner per chat
- 05Greeting and away messages
- 06One reminder per open chat
- 07Connect WhatsApp Business to your CRM
What you get.
Set up on the WhatsApp you already use, and handed over to your team.
- A written auditI follow one enquiry, then write scope and cost.
- Stage labelsNew, Quoted, Waiting, Closed. Or your own.
- Named ownersThe team sees who has each chat.
- Greeting and away messagesIn your words, set to your hours.
- RemindersOne per open chat, with a due day.
- Your CRM, connectedStages match your labels, where platforms allow.
- Every route testedA prefilled link per source, each one tested.
- One page to checkA short note of what is set up and who owns what.
What you get.
- A written auditI follow one enquiry, then write scope and cost.
- Stage labelsNew, Quoted, Waiting, Closed. Or your own.
- Named ownersThe team sees who has each chat.
- Greeting and away messagesIn your words, set to your hours.
- RemindersOne per open chat, with a due day.
- Your CRM, connectedStages match your labels, where platforms allow.
- Every route testedA prefilled link per source, each one tested.
Built for service businesses in Thane.
You deal with me, start to finish.
- 01I send an enquiry, like your customer.
- 02I show you where it stops. If nothing is broken, I say so.
- 03You decide. I set it up and test every route.
Built for service businesses in Thane.
- 01I send an enquiry, like your customer.
- 02I show you where it stops. If nothing is broken, I say so.
- 03You decide. I set it up and test every route.
Questions.
Still unsure? Call +91 77108 94943
What is WhatsApp CRM setup?
I set up WhatsApp Business so every enquiry gets a label, one named owner and a reminder. Where the platforms allow it, I connect it to your CRM. If you are not sure this is your problem, start here: Why WhatsApp enquiries go without a follow-up.
Is the free WhatsApp Business app enough?
For a small team, it can be all you need. API setup is a separate, paid route with stricter rules on messaging people who have not written first. I suggest it only when the app cannot do the job.
Can you connect WhatsApp Business to my CRM?
Yes, where the platforms allow it. I use the CRM you already have, or a simple one, and match its pipeline stages to your labels. If you are not sure you need a CRM, read this first: Do I actually need a CRM for a small business?
What does it cost?
The first lead audit is free. After it, I write down what I will set up, what it costs and what I will leave alone, before any work starts.
How long does it take?
It depends on your starting point and which part gets fixed first. WhatsApp Business goes first, and nothing is connected to the CRM until it works.
Do you guarantee leads or sales?
No. I set up the labels, owners, reminders and the connection, and I test every route. What I share is recorded evidence of what changed, not confirmed sales, bookings or qualified leads.
Is this for sending broadcasts?
No. This is follow-up on enquiries people send you, not broadcasts. I do not sell leads or run paid ads.
When don’t I need you?
Not yet, if you are one or two people who can say what happened to every enquiry this month. If calls, forms and email need the same pipeline, start here: Lead management and CRM setup.
Do you work outside Thane?
Yes. I’m based in Thane, working with businesses across Thane, Navi Mumbai and Mumbai.
Answer fast. No enquiry left on read.
Send your website. I’ll follow one enquiry into your WhatsApp and show you where it stops.
Monday to Saturday, 10:00 to 19:00.Send me your website. I’ll follow one enquiry into your WhatsApp.
Fields marked * are required.Enquiry received.
Got it. I'll call or WhatsApp you within 5 minutes (Mon to Sat, 10 to 7). Outside those hours, by 10:30 the next working morning.
Need it sooner? Call +91 77108 94943.
Message on WhatsApp ↗First lead audit is free. Details used only to reply. Privacy
Answer fast. No enquiry left on read.
Send me your website. I’ll follow one enquiry into your WhatsApp.
Enquiry received.
Got it. I'll call or WhatsApp you within 5 minutes (Mon to Sat, 10 to 7). Outside those hours, by 10:30 the next working morning.
Need it sooner? Call +91 77108 94943.
Message on WhatsApp ↗First lead audit is free. Details used only to reply. Privacy
Monday to Saturday, 10:00 to 19:00.