WhatsApp CRM for Teams That Sell on WhatsApp
Put your business WhatsApp number in one shared inbox. Every chat is saved against the lead, new numbers become leads on their own, and nothing is lost when a salesperson leaves.
Available on Pro and Max · 14-day free trial, no card · Official WhatsApp Cloud API
In short
Salesvora’s WhatsApp CRM connects your business WhatsApp number through Meta’s official Cloud API and turns it into a shared team inbox. Every conversation is saved on the lead’s record, messages from new numbers create leads automatically, and you can send approved template campaigns and compare which message wins orders. It is part of the Pro plan (₹499/month for up to 5 people) and the Max plan (₹999/month for up to 15), alongside call tracking, so calls and chats sit on the same lead timeline.
What breaks when WhatsApp lives on personal phones
One phone, one bottleneck
Chats are not linked to anything
Leads leave with the salesperson
Shared inbox
One business number, the whole team answering from it
Customer chats on your business number arrive in Salesvora’s Conversations inbox. Each row is a lead, with the latest message, the unread count and who is handling the chat: a salesperson or the AI agent.
Owners see every conversation. Team members see the chats for leads assigned to them, so a new salesperson only sees their own customers.
- Reply from the web dashboard or the mobile app
- Filter by All, AI, Human and Campaigns
- Take over a chat from the AI in one tap, hand it back when done
- Images, PDFs and quotes saved on the lead
- SP
Shree Packaging
AmitNeed 2,000 cartons, 3 ply. What's your rate?
11:422 - DM
Dr. Mehta Clinic
AI agentIs the 5 HP model available this week?
11:30 - PV
Pooja Verma
NehaOkay, I will visit on Saturday
10:12 - BH
Balaji Hardware
AI agentPlease share the catalogue
09:471
Saved on the lead
Every chat on the lead record, next to the calls
A WhatsApp conversation is not a separate silo. It sits on the lead’s timeline with the calls the Android app captured, the notes from each call and the next follow-up. Open a lead and you can read what was quoted, when the buyer last replied and who promised what.
- Chat history, calls and notes on one timeline
- Your existing WhatsApp contacts can be imported when you connect
- Conversations belong to the company, not a phone
- Reassign a lead and its chat history moves with it
Shree Packaging
Assigned to Amit · Quotation Sent
Amit
Sharing the quote in 10 minutes. Delivery to Pune?11:44Amit
Quote attached. Called you to confirm freight.12:05Automatic capture
New numbers become leads, and get a reply in seconds
When someone messages your number for the first time, Salesvora creates the lead, tags the source as WhatsApp and assigns it to a salesperson, either by hand or shared out in rotation. Leads that arrive from your website form, Meta ads or IndiaMART can get an automatic WhatsApp welcome, and a missed call can get a WhatsApp reply too.
- Lead created and assigned on the first message
- Automatic welcome for form, ad and IndiaMART leads
- Automatic WhatsApp reply to missed calls
- Round-robin distribution across your team
Balaji Hardware
09:47"Please share the catalogue"
WhatsAppAssigned to RohitAnjali Singh
09:31Website form · "Weekend batch fees?"
Website FormAssigned to NehaGupta Enterprises
09:05Meta lead form · Diwali offer campaign
Facebook Lead AdsAssigned to Amit
Campaigns
Send one WhatsApp message to the right list, then see what worked
Pick an approved template, choose who should get it, and send. Filter leads by stage, source, city, service interest, when they came in or how long they have been quiet, or upload a contact list of people who are not leads yet. Leads in a Junk stage are left out automatically, and people who opt out are not messaged again.
- Approved templates with image or video headers
- Schedule a campaign for later
- Replies come back into the inbox as leads
- Compare templates on delivered, read, replied and converted
Pro: 15 templates and 4 campaigns a month. Max: unlimited.
Festive offer · Campaign
Sent to 412 leads · 96% delivered · 61% read
Template
Hi Rakesh, our Diwali rates on bulk orders are live until 3 Nov. Reply YES for the price list.10:00Neha
Thanks Rakesh! Sending the list now. Which items do you need?10:16WhatsApp Business app vs Salesvora WhatsApp CRM
The free WhatsApp Business app is built for one person on one phone. Salesvora is built for a team that sells on WhatsApp.
| WhatsApp Business app | Salesvora WhatsApp CRM | |
|---|---|---|
| Who can reply | Whoever holds the phone (plus linked devices) | Your whole team, each seeing their own leads |
| Where chats are saved | On the phone | On the lead record, in the company account |
| New enquiries | A new chat you must remember | A new lead, assigned to a salesperson |
| Follow-ups | Labels and memory | Scheduled follow-ups with reminders |
| Bulk messages | Broadcast lists of up to 256 saved contacts | Template campaigns with filters and results |
| Calls | Not connected to chats | Calls captured on the same lead timeline |
| After hours | Away message | AI agent that answers questions and books appointments |
Connect your number in one popup
Most businesses never touch a developer console. Salesvora uses Meta's Embedded Signup.
- 1
Open Settings → WhatsApp and click Connect with Facebook
Log in with the Facebook account that owns your business. Meta's secure popup does the rest. - 2
Pick your business portfolio and number
Select an existing WhatsApp number or add a new one, approve the permissions and verify it with the OTP Meta sends. - 3
Choose whether to keep the WhatsApp Business app
Tick Share messaging history to use coexistence mode and keep the app on your phone while the team uses Salesvora. - 4
Start replying
Salesvora is connected as soon as the popup closes. If Embedded Signup is not available for your account, the manual setup guide walks through it step by step.
What WhatsApp messages actually cost
Salesvora does not charge per message. Meta charges for certain WhatsApp messages and bills them to the card on your own WhatsApp Business account, so you pay Meta’s rate with no markup from us.
- Messages a customer sends you are always free, and each one opens a 24-hour window.
- Normal replies inside that window are free for the first 1,000 each month on each number.
- Utility templates (order updates, reminders) cost a few paise each.
- Marketing templates, such as offers and campaigns, cost under ₹1 each in India, paid to Meta.
The WhatsApp message charges guide has worked examples and a calculator.
Frequently Asked Questions
What is a WhatsApp CRM?
A WhatsApp CRM connects your business WhatsApp number to your customer records. Every chat is saved against the lead it belongs to, several team members can answer from one number, and you can see who replied, who is waiting and what was promised, instead of all of it living in one person's phone.
Does Salesvora use the official WhatsApp Business API?
Yes. Salesvora connects through Meta's official WhatsApp Cloud API using Embedded Signup, a single Connect with Facebook popup. There is no unofficial web automation, so your number is not at risk of being banned for using Salesvora.
Can I keep using the WhatsApp Business app on my phone?
Yes, in most cases. If you tick Share messaging history during the connect popup, Meta's coexistence mode lets you keep the WhatsApp Business app on your phone while Salesvora handles the same number for the team. Without coexistence, the number has to be removed from the app first.
Which Salesvora plans include WhatsApp?
WhatsApp is available on Pro (₹499/month for up to 5 team members) and Max (₹999/month for up to 15). Pro includes 15 message templates and 4 campaigns a month; Max has no template or campaign limit. Both plans have a 14-day free trial with no card required.
Who pays for WhatsApp messages?
Meta charges for some WhatsApp messages and bills the card on your own WhatsApp Business account, so Salesvora adds no markup. Messages customers send you are free, and replies inside the 24-hour customer service window are free for the first 1,000 a month on each number. Marketing templates cost under ₹1 each in India, paid to Meta.
Can more than one salesperson reply from the same number?
Yes. That is the point of the shared inbox. Owners see every conversation; team members see the chats for leads assigned to them. Every reply is saved on the lead, so anyone who picks it up next can read the whole history.
What happens when someone new messages our number?
A new lead is created automatically with the source WhatsApp, assigned by your routing rules, and the chat appears in the inbox. On plans with the AI agent, it can greet and qualify the person straight away.
Can I send bulk WhatsApp messages from Salesvora?
Yes, through campaigns. Pick an approved template, filter your leads by stage, source, city, interest or inactivity, or upload a contact list, and send. Replies come back into the inbox, and the Performance tab compares templates on delivery, read, reply and conversion rates.
Give your team one WhatsApp number that never forgets
Try Pro or Max free for 14 days. No card required. Call tracking stays free on every plan.