Complete 2-page guide to managing every WhatsApp lead from one dashboard — shared inbox, automation, sequences, and India portal integrations.
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Real Estate · Coaching Institutes · Logistics · Retail Distributors · Healthcare · IT Services
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PDF · 2 pages · A4 landscape · SOC 2 Type II
For most Indian small businesses, WhatsApp is where buyers actually reply. An IndiaMART enquiry that ignores three phone calls answers a WhatsApp message in minutes, and a JustDial lead would rather send a voice note than fill a form. So teams naturally sell on WhatsApp — but usually from personal numbers. That works with one salesperson and falls apart with three: nobody knows which chats were answered, quotes live on individual phones, and when a salesperson resigns, months of customer conversations walk out the door with their SIM card.
Running the business on personal WhatsApp also carries real risk. Bulk-forwarding offers from a personal number is exactly the behaviour that gets numbers restricted, and there is no audit trail when a customer disputes what was promised in chat. The official Meta Cloud API exists for this reason: a verified business number, approved message templates, opt-in based broadcasts, and message history that belongs to the company rather than to whoever happened to reply. HelloGrowthCRM connects natively through this API, so the compliance layer is built in rather than bolted on.
The bigger win is joining WhatsApp to the pipeline. When every new conversation is captured as a lead automatically, each chat has an owner in a shared team inbox, and messages sit on the same timeline as calls and deal stages, WhatsApp stops being a black hole and becomes the most measurable channel the business has. Managers see which conversations are going quiet, Day 1 / 3 / 7 sequences chase the leads no one had time to chase, and the follow-up that used to depend on memory happens on schedule. Nothing about this asks the team to sell differently — it keeps the channel buyers prefer and removes the chaos around it.
Each point on the inside list gets a practical treatment in the PDF — what the feature does, how Indian sales teams use it day to day, and what changes once it is in place.
How one verified business number serves the whole sales team, with every chat assigned to an owner, so no enquiry sits unanswered on a salesperson's personal phone.
The flow that turns portal enquiries and ad responses into CRM leads automatically, with the source tagged, instead of numbers being copied into spreadsheets by hand.
Pre-built Day 1 / 3 / 7 follow-up cadences that keep warm prospects engaged on the channel they actually read, without a telecaller remembering each message.
How ad clicks open straight into a WhatsApp conversation that is already logged in the CRM, so paid traffic becomes a tracked lead the moment someone says hello.
Sending template broadcasts to opted-in segments through the official API — new offers to old enquiries, updates to open deals — without risking a number ban.
Seeing which messages were delivered and read from inside the CRM, and answering common questions in seconds with approved quick-reply templates.
A supervision dashboard where managers review live conversations, spot stalled chats, and coach the team on real messages instead of second-hand summaries.
What Rs. 899 per user per month includes — the native WhatsApp integration, the full CRM pipeline, the built-in dialer with recording, and invoicing with GST support.
The brochure closes with a rollout plan, and it mirrors what actual WhatsApp-first teams do in their first weeks. None of it needs an IT project or a consultant on site.
Link a business number through the native Meta Cloud API. Basic setup takes 15 to 30 minutes, and the shared inbox is live the same day — no code, no third-party middleware.
Point IndiaMART, JustDial, Facebook Ads, and click-to-WhatsApp campaigns at the CRM so every new conversation is captured as a lead with its source recorded automatically.
Salespeople reply from the shared inbox with quick-reply templates, managers watch the supervision dashboard, and follow-up sequences take over the chasing. Existing chats keep flowing; they simply land in one place.
After the first week, check which sequences get replies and which chats stall, then adjust templates and cadences. This is also when the pipeline view starts showing which WhatsApp conversations turn into real deals.
Straight answers to the questions Indian SMB owners and sales managers ask most before downloading the PDF or starting a trial.
The free app ties every conversation to one phone. When a salesperson leaves, the chat history leaves with them, and there is no shared visibility or supervision. HelloGrowthCRM connects through the official Meta Cloud API, so chats belong to the business, the whole team works from one inbox, and every message is stored against the lead.
Broadcasts go through the official Meta Cloud API using approved message templates sent to opted-in contacts, which is the compliant way to message at scale. That is very different from bulk-forwarding from a personal number, which is what typically gets numbers restricted.
Pricing in India is Rs. 899 per user per month with all features included, and global teams pay $10 per user per month on annual billing. A free plan covers 1 user and 200 leads, which is enough to trial the shared inbox and sequences before committing.
Yes. Every WhatsApp message sits on the same lead timeline as calls from the built-in dialer, notes, and deal stages. Anyone opening a lead sees the full conversation history in one place, and 630+ integrations connect the rest of your tools. Data is protected under SOC 2 Type II controls.
No. The PDF is a direct download — no email address, phone number, or signup is required. Share it with your team or partners freely. If you want a live walkthrough of the shared inbox and sequences, the demo covers the same ground.