WhatsApp Bots · Inside Your CRM

    Your team can't reply at 2am. Your bot can.

    Build a WhatsApp bot that qualifies leads, collects their details, and adds them straight into your CRM — while your team is busy, sleeping, or on another call.

    Does any of this sound familiar?

    A lead WhatsApps 'Hi' at 9pm and you reply the next morning — they've already moved on

    Your team spends half the day answering 'what's the price?' and 'do you cover my area?'

    Leads come in on WhatsApp but never make it into your CRM — they just get lost in chat

    You have hundreds of old contacts going cold and no bandwidth to follow up with all of them

    A WhatsApp bot built into your CRM fixes all of this — automatically.

    Every lead gets a reply in seconds — not hours

    The moment someone messages your WhatsApp number, your bot responds. It doesn't matter if it's a Sunday evening or 3am — no lead waits, no lead feels ignored, no lead walks away to a competitor who replied faster.

    You set the keywords that trigger the bot ("hi", "pricing", "demo") or activate it for any inbound message. Your team picks up from where the bot left off — with a warm, qualified lead already in the CRM.

    Hi, I'd like to know more about pricing

    9:47 PM

    👋 Hi! Thanks for reaching out to us.

    What are you looking for?

    PricingDemoSupport

    9:47 PM ✓✓

    Replied in under 2 seconds. No human involved.


    Bot qualifying a lead — in real time
    What's your name?
    Rahul Sharma
    What's your budget range?
    ₹50L – ₹80L
    Which city are you looking in?
    Pune
    ✅ Great! Our team will call you shortly.

    Lead created in CRM ✓

    Rahul Sharma · Pune · ₹50–80L · WhatsApp Bot

    Your team only talks to leads who are already qualified

    Instead of your salesperson spending 10 minutes figuring out if someone is serious — the bot does it first. It asks the questions you'd ask: budget, location, timeline, requirement.

    By the time your team picks up the phone, they already know who they're talking to and what the person needs. Every call becomes a better conversation.


    Every WhatsApp conversation lands in your CRM — automatically

    No more "I'll add it to the CRM later" that never happens. The moment a bot conversation ends, a lead is created. Name, phone, email, budget — whatever the bot collected — mapped to the right fields without anyone touching it.

    It works for new contacts and existing ones. Your whole database is in one place, every interaction logged.

    Phone → Phone field
    Email → Email field
    Location → City field
    Zero manual mapping

    CRM Lead Record — auto-created

    NamePriya Mehta
    Phone+91 98765 43210
    Emailpriya@example.com
    Budget₹1Cr – ₹1.5Cr
    SourceWhatsApp Bot
    StatusNew Lead
    ✓ Created automatically · No manual entry

    Re-engagement bot sent to 340 cold leads

    Delivered340
    Responded187
    Qualified64
    Meetings booked28

    28 meetings from a database that was collecting dust.

    Bring your cold contacts back to life — without calling each one

    You have a database of people who enquired 6 months ago and went silent. Your team doesn't have time to call all of them. The bot does.

    Set the bot to reach out to a list of existing contacts, ask if they're still interested, collect updated details, and hand the warm ones straight back to your team — with a fresh lead record and a follow-up task already created.

    Built into your CRM

    Bot ends. CRM takes over. Automatically.

    The moment a bot conversation completes, your CRM can trigger whatever needs to happen next — without anyone pressing a button.

    Bot completes

    Lead created in CRM

    Automation fires

    Assign a follow-up task

    The right salesperson gets a task to call the lead — created and assigned automatically the moment the bot finishes.

    Send a confirmation email

    Automatically send the lead a confirmation, a brochure, or a calendar link — while they're still thinking about you.

    Push to any external tool

    Fire a webhook to Zapier, your own system, or any third-party app that needs to know about the new lead.

    Schedule a delayed action

    Set a follow-up for 24 hours later — a WhatsApp check-in, a reminder, or a second email — timed perfectly.

    The difference it makes

    Without WhatsApp Bots

    • Lead messages at 9pm, you reply at 9am — they're gone
    • Team spends hours answering the same 5 questions every day
    • Conversations happen on WhatsApp, data lives nowhere
    • Cold database sits unused — no bandwidth to follow up
    • Salesperson calls a lead with zero context on who they are

    With WhatsApp Bots

    • Bot replies in 2 seconds, qualifies the lead, logs it to CRM — while you sleep
    • Team only handles conversations the bot couldn't close
    • Every WhatsApp conversation becomes a structured CRM lead
    • Bot re-engages 500 cold contacts overnight, hands back 60 warm ones
    • Salesperson calls knowing the name, budget, location, and requirement already

    What our customers say

    "We used to lose 30% of leads just because we replied too late. The bot changed that overnight — we now respond to every single enquiry instantly."

    Ajay Rathod

    Real Estate Developer, Pune

    "Our team was spending 3 hours a day answering WhatsApp messages. Now the bot handles 80% of them and our salespeople focus only on the serious buyers."

    Sunita Verma

    Education Consultancy, Mumbai

    "We ran a re-engagement bot on 600 old contacts. 90 responded, 22 booked a site visit. That's from a list we'd completely written off."

    Rakesh Nair

    Property Group, Bangalore

    Common questions

    Stop losing leads to slow replies.

    Let the bot qualify them, capture them, and add them to your CRM — so your team wakes up to a list of warm leads ready to work.

    Part of 3Sigma CRM · No separate tools · Everything in one place