--- title: "WhatsApp CRM – Pipelines, Deals, Tickets & Automation | ConvoBox" description: "A CRM built around WhatsApp chats: pipelines, deals, tickets, tasks and notes, plus drip campaigns that message a lead the moment it changes stage." url: https://www.convobox.in/whatsapp-crm/ publisher: ConvoBox Inc --- ConvoBox · WhatsApp CRM # WhatsApp CRM with pipelines, deals and tickets Every WhatsApp contact gets an owner, a pipeline stage, notes, tasks, deals and tickets. Automations move them forward as they reply, so nothing waits in someone's phone. ## What is a WhatsApp CRM? A WhatsApp CRM is a customer relationship manager where each record is tied to a WhatsApp conversation. ### Read the full explanation ## A pipeline that fills itself from WhatsApp Every card is a WhatsApp contact. Open it and you see the chat, the deal, the tickets and the tasks together. ## A drip campaign for every CRM stage Attach a drip to any stage. The moment a lead moves into that stage, the first message goes out instantly, the rest follow on schedule, and the drip stops if the lead moves on. Stage: Quoted · drip attached 1. Instant**Quote sent**“Hi Rahul, here is your quote for 200 boxes. Shall we confirm Monday's delivery?”Sent the moment the stage changes 2. +1 day**Gentle reminder**“Just checking in on the quote. Any questions on pricing or delivery?”Scheduled 3. +3 days**Offer nudge**“Confirm this week and we will include free delivery.”Scheduled 4. Stop**Lead replies or changes stage**The drip stops and the next stage's drip takes over.Automatic ## CRM automations that keep the pipeline current Set these once in the workflow builder. Contacts move on their own as customers reply. - When**A new contact messages from an ad**Then**Create the contact, stage New lead, owner by round robin** - When**A lead is moved to any stage**Then**Send that stage's message instantly, then its drip** - When**A Meta Lead Ads form is submitted**Then**Create the contact with mapped fields, stage New lead** - When**A lead reaches Qualified or Won**Then**Send the signal back to Meta to find lookalike leads** - When**The customer taps "Accept quote"**Then**Move the deal to Won and notify the owner** - When**A quoted deal has no reply for 3 days**Then**Create a follow-up task for the owner** - When**A support ticket is closed**Then**Send the feedback template** - When**A Shopify order is delivered**Then**Move the contact to Customer and tag repeat-buyer** - When**The contact unsubscribes**Then**Remove them from marketing segments** ## CRM features inside every chat Your sales and support records live next to the conversation that created them. - Pipelines and stagesCreate pipelines for sales, support or onboarding with your own stages. - DealsTrack deal value and status, and see open pipeline value at a glance. - TicketsOpen support tickets from a chat and close them when resolved. - TasksAssign follow-up tasks with due times; agents get reminders. - NotesPrivate notes on the contact, visible to the team but never to the customer. - Contact ownerEach contact has an owner responsible for the relationship. - Agent assignmentAssign contacts to agents or teams manually or by automation. - Stage automationMove stages from workflow replies, Shopify events or button taps. - Stage drip campaignsWhen a lead changes stage, a message goes instantly, then a timed drip follows. - Meta Lead Ads formsLead form entries from Meta ads arrive as contacts at the right stage. - Tags and attributesCustom fields and tags for segmentation and broadcasts. ## How to set up the WhatsApp CRM The real steps to turn chats into a pipeline. 1. 01 Create a pipeline and its stagesName the pipeline and add stages in order, such as New lead, Quoted, Negotiation, Won and Lost.Several pipelines for sales and supportRename or reorder stages any time 2. 02 Decide owners and teamsChoose who owns new contacts: a fixed agent, a team or round robin.Owner shown on every chatAccess control per team 3. 03 Add custom fields and tagsTrack what matters to you, such as GST number, city, order size or source.Fields fill from chatbot answersTags drive broadcast segments 4. 04 Automate stage changesIn the workflow builder, add "Move CRM stage" where a button reply or event changes the status.Button replies, Shopify events, webhooksTasks created automatically 5. 05 Work deals from the chatAgents open deals, tickets and tasks from the side panel of the inbox, next to the conversation.Deal value and stageTickets with priorityTasks with due times ## Watch a lead move through the pipeline A wholesale supplier gets a bulk enquiry on WhatsApp. The CRM records each step automatically. ## How teams use the WhatsApp CRM The pipeline changes by trade; the habit of never losing a lead stays the same. Wholesale ### Bulk order pipeline Quote for 200 boxes attached. Shall we confirm Monday's delivery? **Result:** Accepted quotes move to Won and create a delivery task. Travel agency ### Holiday package enquiries Your Kerala 5N/6D itinerary is ready. Want us to hold the dates? **Result:** Each enquiry tracked from Enquiry to Booked to Travelled. SaaS / agency ### Demo to customer Thanks for the demo today. Here is the proposal and next steps. **Result:** Demo, Proposal, Negotiation and Won stages with deal value. Service business ### Service ticket Ticket #482 created. Our technician will visit tomorrow between 10 and 12. **Result:** Tickets close when the customer confirms the fix. Education ### Admission funnel Your counselling call is booked for 5 PM. Here is the fee structure. **Result:** Counsellors see who to call next by stage. Retail ### VIP customer owners Hi Meera, your personal stylist Kavya here. New arrivals in your size are in. **Result:** Top customers keep one owner and one conversation. ## Why a WhatsApp-first CRM - **1**Screen for chat and CRMNo copying chats from phones into spreadsheets. - **0**Leads lost in personal phonesEvery conversation belongs to the business, with an owner. - **Live**Pipeline valueSee open deals and stage counts as customers reply. - **Auto**Stage updatesButton replies and store events move contacts for you. ## WhatsApp CRM questions Short, direct answers. Still unsure? [Message the team on WhatsApp](https://wa.me/917338519445?text=Hi%20ConvoBox%20team%2C%20I%27d%20like%20to%20know%20more%20about%20ConvoBox.). ### What is a WhatsApp CRM? A WhatsApp CRM stores customer records, deals, tickets and tasks alongside the WhatsApp conversation. ConvoBox adds pipelines and automation so contacts move between stages as they reply. ### Can I create more than one pipeline? Yes. Create separate pipelines for sales, support, onboarding or any process, each with its own stages. ### What is the difference between a deal and a ticket? A deal tracks a sales opportunity with a value. A ticket tracks a support issue until it is resolved. A contact can have both. ### Can contacts move stages automatically? Yes. Add a "Move CRM stage" node in a workflow, or trigger it from a button reply or Shopify event. ### Who can see a contact's notes? Notes are internal. Agents with access to the contact can see them; the customer never does. ### Can I import my existing contacts? Yes. Import a CSV or Excel file, or sync from Google Sheets or Shopify, with tags and custom fields. ### Can I see the WhatsApp chat inside a deal? Yes. Every deal, ticket and task belongs to a contact, and the contact's full WhatsApp conversation sits next to it in the inbox. ### Can a message go out automatically when a lead changes stage? Yes. Attach a drip campaign to any CRM stage. When a lead moves into that stage, the first message is sent instantly and the rest follow on the delays you set. The drip stops when the lead replies or moves to another stage. ### Can Meta Lead Ads leads come into the CRM? Yes. With the [Meta Ads integration](https://www.convobox.in/meta-ads/), lead form entries are created as CRM contacts with mapped fields, and CRM stage changes can be sent back to Meta as conversion signals. ### Does the CRM work without a chatbot? Yes. Agents can create deals, tickets and tasks by hand from any chat. Automations are optional. ## Works together with the rest of ConvoBox - [**WhatsApp Broadcast**Send approved templates to thousands, schedule them and retry failed numbers.](https://www.convobox.in/whatsapp-broadcast/) - [**Chatbot & Workflow Builder**Trigger-based chatbots with conditions, delays, buttons, lists and forms.](https://www.convobox.in/whatsapp-chatbot-workflow/) - [**Shared Team Inbox**One WhatsApp number for the whole team, with assignment and notes.](https://www.convobox.in/team-inbox/) - [**WhatsApp Commerce**Catalog, orders, payments and delivery tracking inside the chat.](https://www.convobox.in/whatsapp-ecommerce/) - [**Shopify WhatsApp App**Order updates, COD confirmation, abandoned cart recovery and revenue tracking.](https://www.convobox.in/shopify-whatsapp/) - [**Templates & WhatsApp Flows**Marketing, utility, carousel and Flow templates, plus native WhatsApp forms.](https://www.convobox.in/whatsapp-templates-flows/) - [**AI Agents**AI agents that answer, qualify and hand over on WhatsApp. Voice agent in development.](https://www.convobox.in/whatsapp-ai-agent/) - [**ConvoBox MCP for Claude**Connect Claude to ConvoBox and work with contacts, chats and campaigns in plain English.](https://www.convobox.in/claude-mcp/) - [**Meta Ads Integration**Auto-tag click-to-WhatsApp leads, sync Lead Ads forms to the CRM and send CRM signals back to Meta.](https://www.convobox.in/meta-ads/) - [**Android Team Inbox App**The full shared team inbox on Android, with admin and agent login.](https://www.convobox.in/android-app/) Get started today ## Put every WhatsApp lead in a pipeline Connect your number to the official WhatsApp Business API and launch your first broadcast, chatbot or Shopify automation the same day. - 7-day free trial - No credit card - Official Meta Tech Partner - Hand-held onboarding --- Source: https://www.convobox.in/whatsapp-crm/ · © ConvoBox Inc