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 🙂
- Open NetHunt CRM and navigate to Settings > Chats.
- Click on Connect Chat and select WhatsApp (Personal) from the options.
- 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.
- 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
Does WhatsApp have a CRM?
No, WhatsApp itself does not have a built-in CRM. Some CRM systems like NetHunt offer native WhatsApp integration. However, you’ll need a third-party connector like Zapier to integrate a standard CRM with WhatsApp.
How to integrate WhatsApp with CRM?
To integrate WhatsApp with CRM, you typically need to use a native integration or a third-party tool like Zapier. Some CRM systems, like NetHunt, offer native WhatsApp integration, meaning you can connect your CRM to WhatsApp directly within the system in just a few simple steps. Once integrated, you can:
- Enjoy instant messaging with your customers;
- Capture leads without switching between apps;
- Effortlessly manage WhatsApp chats;
- Track current and past interactions and save them in the customer record;
- Automate responses;
- Send appointment reminders;
- Create & store message templates, and more.
As for third-party integrations (whether with WhatsApp web version or WhatsApp mobile one), you risk compromising data accuracy and security. Plus, the whole process might come with added costs.
Is there a CRM for WhatsApp?
Yes, several CRM systems offer WhatsApp integration to help businesses manage customer communication in one place. NetHunt CRM, for example, lets you receive and reply to WhatsApp messages directly from the CRM, create new records from incoming chats, and view the full message history on each customer’s timeline. This integration brings WhatsApp, email, and online chat into a single, centralized customer profile—making follow-ups easier, faster, and more personalized.
Can I integrate NetHunt CRM with WhatsApp?
Yes, NetHunt CRM integrates natively with WhatsApp for instant messaging. This WhatsApp CRM integration allows businesses to capture leads, manage WhatsApp chats, and store customer data without switching platforms or relying on third-party tools. Send and receive messages from within the system, create CRM records from messages, effortlessly manage your WhatsApp chats, and track the entire communication history, all in one place.
What are the best tools for CRM WhatsApp integration?
The best tools for CRM WhatsApp integration include CRM systems with native WhatsApp integration like NetHunt CRM (no need for third-party connectors), communication management platforms that partially act like CRMs, and any CRM that requires integration with WhatsApp via third-party connectors.
Here are the advantages and disadvantages of each option:
- CRM systems with native WhatsApp integration. No need for third-party connectors like Zapier, which simplifies setup and reduces costs. CRM systems like NetHunt CRM come with built-in WhatsApp management functionality, which means you can manage all your WhatsApp communication and send/receive messages right within the Gmail inbox.
- Communication management platforms. These are solutions like Wati and Respond.io, built primarily to manage multi-channel messaging (including WhatsApp). They often include lightweight CRM features; however, such semi-CRMs often lack the deep functionalities of a traditional CRM like complex sales pipeline and contact management.
- CRM tools + third-party integrators. These are CRMs like Salesforce or Pipedrive that connect to WhatsApp via platforms like Twilio, 360dialog, or Zapier. Sure, they might offer customization and scalability, but the WhatsApp integration setup is more technical and may involve extra subscription costs or developer resources.
Our advice? Choose a CRM tool if you're looking for a solution that covers all aspects of your business and scales with you.
How does WhatsApp Business CRM integration improve customer communication?
WhatsApp Business CRM integration improves customer communication in multiple ways. Here is exactly how:
- You can communicate with your leads and customers in real time. For instance, with a solution like NetHunt CRM, you can send and receive WhatsApp messages right within your Gmail inbox — no need to switch tabs;
- Centralize all customer details in one secure place, including past chats, interactions, and purchase history, This way, your sales and customer support teams can answer queries faster and offer personalized experience, hence, improve customer satisfaction;
- Ensure timely follow-ups. Since every conversation is logged in the CRM, it's easy to schedule timely follow-ups and set reminders;
- Get actionable insights. Businesses can track WhatsApp message engagement and customer behavior and improve their messaging strategies with time.
What is the best WhatsApp CRM for sales and support teams?
The "best WhatsApp CRM for sales and support teams" depends on your team's size, use case, and budget. Oftentimes, companies offer two separate CRM products for different teams, which might be costly. That’s why we strongly advise you to choose an ultra-customizable solution that you can use to build a CRM system that reflects all your business processes — a solution like NetHunt CRM.
Anyway, the best WhatsApp CRM for sales and support teams would include the essential features like lead management, pipeline tracking, automated outreach, and personalized messaging for sales teams and shared inbox, automated responses, ticket management, and performance analytics for customer support.
Among the top three picks for sales team CRM are:
- NetHunt CRM with WhatsApp native integration;
- HubSpot + WhatsApp;
- Zoho CRM + WhatsApp.
Meanwhile, the the top three picks for customer support team CRM are:
- NetHunt CRM;
- Freshdesk CRM;
- Zendesk CRM.
Can I use WhatsApp for Business CRM to manage leads and clients?
Absolutely! WhatsApp for Business CRM tools help you manage the entire customer journey:
- Capture leads. A WhatsApp CRM like NetHunt CRM automatically captures leads from WhatsApp and stores customer data in sleek customer records, which your sales team can access any time.
- Nurture lead. Send personalized follow-ups, reminders, and drip campaigns right within the CRM.
- Track and qualify. Tag, segment, and score leads based on behavior and interactions.
- Close deals. Share quotes, answer objections, and schedule demos in real time to boost conversion rates.
- After-sales support. Engage with clients through support tickets, satisfaction surveys, and renewal reminders.
Which platform offers the best CRM with WhatsApp integration?
NetHunt offers the best CRM with WhatsApp integration. The integration is native, which means you don’t have to pay for third-part connectors on expensive add-ons.
With NetHunt as the best WhatsApp CRM, you can:
- Communicate with your WhatsApp leads right within the CRM;
- Automatically capture them and store their data in sleek customer records;
- Share the communication history with your team;
- Use the data for actionable insights and data-driven decisions.
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