WhatsApp CRM: your whole team, one business number
A WhatsApp CRM is a customer relationship management system with WhatsApp built in as a core channel, using the official WhatsApp Cloud API. Your team shares one inbox on your business number, every chat is saved on the lead record, and messages, broadcasts and follow-ups happen inside the CRM instead of on personal phones.
- Priya Sharma9:41Yes, Thursday works for the demo
- Ravi Kumar9:12Please share the fee details
- Asha RaoYesterdayThank you, received the proposal
Yes, Thursday works for the demo. What time?
9:41
Booked for 11 am, Priya. I have shared the location and a reminder is set.
9:42
Greeter sent the first reply, 2 minutes after this lead arrived
What the shared inbox does
Every conversation lands in one team inbox, tied to the lead it belongs to. Chats can be assigned to a team member, and the full history stays on the lead record: the chat, the pipeline stage, tasks and payments on one screen.
Your number, your account, no middleman
Vaalo connects directly to Meta's WhatsApp Cloud API. There is no third-party BSP or aggregator between Vaalo and Meta. You connect your own WhatsApp Business account, and the number your customers see is yours.
The Greeter agent answers first
When a new lead arrives, the Greeter agent can send a first WhatsApp reply at once, so the enquiry is acknowledged even outside working hours. A teammate can take over at any point, and everything the agent sent is written on the lead record.
The 24-hour window, handled properly
WhatsApp allows free-form replies within 24 hours of a customer's last message. Outside that window, the reliable path is an approved template message, which is also how broadcasts work in Vaalo. The thread shows the window state, so your team always knows which kind of message will land.
Consent is checked before broadcasts
Before a marketing broadcast is sent, Vaalo checks the consent ledger. If a person has withdrawn consent, the message to them is blocked at send time, with the reason shown.
Questions, answered plainly
What is a WhatsApp CRM?
A WhatsApp CRM is a customer relationship management system with WhatsApp built in as a core channel, using the official WhatsApp Cloud API. Your team shares one inbox on your business number, every chat is saved on the lead record, and messages, broadcasts and follow-ups happen inside the CRM instead of on personal phones. In Vaalo, the WhatsApp inbox is part of the CRM itself: a chat, the lead's pipeline stage, tasks and payments all live on one record.
Does Vaalo use the official WhatsApp API?
Yes. Vaalo connects directly to Meta's WhatsApp Cloud API. There is no third-party BSP or aggregator between Vaalo and Meta. You connect your own WhatsApp Business account, and your team works from a shared inbox on your business number inside Vaalo.
Can my whole team use one WhatsApp number?
Yes. Vaalo's inbox is a shared team inbox. Multiple team members can work on the same business number, conversations can be assigned, and the full chat history stays on the lead record, visible to the team instead of locked on one person's phone.
Can I send WhatsApp broadcasts from Vaalo?
Yes. Vaalo sends template-based broadcasts and campaigns to your lead lists. Before a marketing broadcast is sent, Vaalo checks the consent ledger: if a person has withdrawn consent, the message to them is blocked at send time.
New to the idea? What is a WhatsApp CRM? And for the flows that feed the inbox: lead capture and lead management and workflow automations.
See Vaalo on your own leads
Tell us where your leads come from and how your team follows up today. We will show you Vaalo set up for your business type, scope what you need, and give you a fixed quote.