CRM for WhatsApp: Grow Your Business with NetHunt

Originally published May 07, 2025, updated May 07, 2025

Learn how a WhatsApp CRM automates the entire lead management process and boosts sales.

Did you know that 66% of customers feel more confident messaging a business than reaching out via email or phone calls? Yep, instant messaging is the future of sales, and WhatsApp is leading the charge.

That’s where a tool like NetHunt WhatsApp CRM comes in — a tool that allows you to automatically capture WhatsApp leads, store every chat and interaction in one place, and communicate with your leads directly within the CRM.

Let’s explore how a WhatsApp CRM can revolutionize your sales strategy and help your business thrive. We’ll use NetHunt CRM as an example.

What is WhatsApp CRM and why it matters for your business success

WhatsApp CRM is a customer relationship management system that has a native or third-party integration with WhatsApp.

Such a tool combines the power of WhatsApp Business API with the functionality of a CRM and helps you capture more leads and nurture those WhatsApp contacts into loyal customers later.

With WhatsApp CRM integration, businesses can:

• Automatically capture WhatsApp leads and create customer records based on the captured data
• Store customer data, past interactions, and purchase history in one place
• Communicate via instant messaging right within the CRM (but only if you’re using NetHunt WhatsApp CRM as we don’t know any other WhatsApp marketing automation software on the market that offers this particular feature 🤔)
• Analyze WhatsApp customer behavior and customer engagement

Later, we’ll talk more about the benefits of WhatsApp integration with CRM. Meanwhile, let’s focus on NetHunt CRM software as an example of what you can expect from CRM with WhatsApp integration. 👇

This is why NetHunt is your ultimate WhatsApp CRM

NetHunt takes pride in its heavy focus on omnichannel lead capture and engagement. We understand that leads come from multiple places (and the more sources — the better). That’s why we‘ve done everything for you to streamline communication with WhatsApp leads and make it easy and efficient.

🔥 The best part? Unlike other tools on the market, NetHunt offers NATIVE CRM WhatsApp integration. This means you don’t have to pay for third-party WhatsApp Business API connectors and compromise your data accuracy and security.

Automatically capture leads and create customer records from WhatsApp chats

You don’t have to manually transfer customer data from the WhatsApp business app to the CRM. Instead, you can create neat customer records that would contain the publicly available data in seconds.

Communicate with WhatsApp business leads right within the unified platform

You no longer need to switch between the WhatsApp business app and the CRM as all messages that you have to respond to would appear in the system.

What’s even better, you can streamline communication and talk to your leads either from the Chat’s tab or the customer’s record.

Keep your customer data in one place

Every chat can be linked to the customer record in the CRM. This way, all lead and customer interactions are recorded in the timeline. The next time a sales rep interacts with that customer, they can access the customer record or chat tab to review purchase history, customer behavior, and understand past customer interactions — all to prepare for a more productive meeting.

Share customer communication history with your team

Want to close deals faster? With WhatsApp business API integration, your team can access all messages sent and received via the business profile. Everyone stays aligned and works together to seal the deal.

❗ By the way, did you know that all these things work for other communication channels as well? 😯

Other ways you can benefit from NetHunt CRM for WhatsApp

• NetHunt isn’t simply a WhatsApp CRM tool. It’s a CRM with multichannel lead nurturing at heart 😊 That’s why NetHunt natively integrates with messengers and social media platforms. And yes, you can have seamless communication with all leads right within NetHunt CRM.

• Build multiple pipelines (sales, product, marketing, etc.) with highly customizable elements to ensure the CRM system works for you, not the other way around. For instance, you can even build sales pipelines for different communication channels, such as WhatsApp, email, or social media.
• Automate task and project management. Track deals’ progress through the pipeline stages and automatically assign tasks to team members based on deal’s changes. The list of to

• Plus, NetHunt CRM doesn’t burn a hole in your pocket. Unlike Salesforce and HubSpot, you won’t need to buy separate sales and marketing automation hubs. And unlike Copper and Pipedrive, there’s no need for costly add-ons or third-party connectors. With NetHunt, what you see is what you get — no hidden costs.

✅ How to get started with NetHunt WhatsApp CRM

Connecting NetHunt CRM with your WhatsApp account is a walk in the park. Really, it just takes a few steps to take that WhatsApp API connection going 🙂

1. Open NetHunt CRM and navigate to Settings > Chats.
2. Click on Connect Chat and select WhatsApp (Personal) from the options.
3. A QR code will appear. Open WhatsApp on your mobile device, go to Settings > Linked Devices, and scan the QR code to link your account.
4. Once linked, customize your settings:

• Change the channel name for easy identification.
• Select which conversations to save in NetHunt — all conversations, approved contacts only, or exclude certain contacts.

Congrats! Now you’ve got your very own WhatsApp CRM software 😉

Now let us tell you how you can leverage NetHunt CRM with WhatsApp API to the fullest.

⚡Tips to make the most of NetHunt WhatsApp CRM integration

• Native Gmail integration. Organize your contacts. Ensure WhatsApp chats are linked to appropriate customer records in NetHunt CRM. This keeps your database clean and ensures your sales reps can find key details fast.
• Collaborate with your team. Share access to WhatsApp chats with team members based on your company's privacy settings. Ensure everyone stays aligned and works collaboratively toward closing deals without compromising sensitive information.
• Use filters to stay efficient. WhatApp chat integration is a great thing if you’re looking to increase customer engagement and customer satisfaction scores. Still, you need to learn how to prioritize your WhatsApp chats. Filter customer conversations by status — unreplied, assigned, or closed — to prioritize your responses, save time, and never miss a lead.
• Decide which chats appear in your CRM. Whether it's group or private chats, you have the flexibility to capture and save only the conversations that matter, keeping your WhatsApp based CRM organized and clutter-free.
• Tailor access levels. Integrating WhatsApp with CRM means you’ll need to work on access levels. Assign custom permissions for team members, ensuring they have just the right level of access to WhatsApp chats. This will also improve your project management as giving the right people the right visibility streamlines internal operations.

💡 Pro Tip: Add a website widget with your messengers and a web form. All lead & customer queries and requests from your website chats will automatically get saved in NetHunt CRM for even more effortless lead generation and management!

A quick recap: 5 benefits of WhatsApp integration with CRM

Using WhatsApp CRM unlocks a range of advantages. CRM for WhatsApp can significantly boost your company's sales efficacy and customer satisfaction due to the following reasons.

#1: Faster response time

According to Lead Connect's research, 78% of customers tend to purchase from the brand that answers first.

Your team can ensure quick and consistent replies via instant messaging. Here, they can also save time with message templates and automated messages.

When you integrate WhatsApp with CRM, your salespeople instantly get alerts to new messages, enabling them to respond more quickly than if they were to switch tabs or check their phone.

#2: Higher customer engagement rates

Messages sent via WhatsApp typically achieve a 60% customer engagement rate, exceeding the average 37.9% seen in traditional email communications.

With WhatsApp CRM, your team can ensure personalized interactions (for instance, send personalized messages or offer a personalized demo), engage in real-time customer conversations, and follow up with ease.

This shows that a WhatsApp CRM platform is an effective unified platform for building stronger relationships with your audience, increasing the lead generation, and ensuring high customer satisfaction scores.

#3: WhatsApp's appeal to younger audiences

Studies show that a significant portion of younger demographics prefer instant messaging over calling. Simple Texting reveals that Gen Z prefers buying through direct texts, skipping the hassle of mobile checkout.

Their comfort with instant messaging makes the WhatsApp Business API a must-have tool. Therefore, when you choose a WhatsApp sales CRM you choose a solution that helps you easily connect with your WhatsApp contacts, attract even more leads, and ensure highly personalized interactions with all audience segments (for instance, you can easily offer a personalized demo based on one’s preferences or interaction history).

#4: Keeping up with customer expectations

One of the recent research shows that 90% of customers expect immediate response from companies. The good news is that the best CRM with WhatsApp integration successfully meets this need. It saves you time and effort with automated messages, appointment reminders, and follow-ups — your sales team stays sane, and your customers are happy.

#5: Creating a relaxed and personalized dialogue

Managing your communication with WhatsApp CRM tools fosters a more relaxed and personalized approach, meeting the desires of 81% of customers who seek personalized engagement with brands. By building trust through one-on-one conversations via instant messaging, you make customers feel valued and understood.

Final Thoughts on WhatsApp CRM

We can’t blame customers for wanting company’s undivided attention aka quick responses and personalized messages. In a world of instant gratification, where people order products and receive them at their doorstep within an hour, businesses must use tools that help them stay ahead.

And yes, you’ve guessed it right — WhatsApp business API CRM is one of such tools.

If you’re looking for the best WhatsApp API CRM that is budget-friendly and offers advanced features like robust multi-channel functionality, look no further.

With NetHunt CRM, you can capture and nurture leads from multiple sources, manage communication history with ease, set up automated workflows, and generate actionable insights with smart reporting. Oh, don’t forget those ultra-customizable pipelines! They automate your sales process (yep, they help you forget about the biggest chunk of those annoying repetitive tasks) and ensure every deal moves smoothly through the stages.

Meet your customer’s expectations and exceed them with NetHunt CRM WhatsApp integration! 💬📈🤝

WhatsApp CRM: FAQ

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