All You Need to Know about WhatsApp CRM in 2025

Originally published May 14, 2025, updated July 01, 2025

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

66% of customers prefer messaging a business than reaching out via email or phone calls.

Yeap, instant messaging is the future of sales, and WhatsApp is leading the charge.

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

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

What is WhatsApp CRM?

WhatsApp CRM is a customer relationship management system that has a native or third-party integration with WhatsApp to help you capture more leads and nurture those WhatsApp contacts into loyal customers later.

Such a tool combines the power of WhatsApp Business API with the functionality of a CRM and allows businesses to:

• 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 WhatsApp CRM
• Analyze WhatsApp customer behavior and customer engagement

Later, we’ll talk more about the benefits of a WhatsApp-integrated CRM. Meanwhile, let’s focus on the top

Best WhatsApp CRM, compared

Here are the top CRM with WhatsApp integration options on the current market to choose from depending on features and CRM software focus.

Features of NetHunt WhatsApp CRM system

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 simplify communication with WhatsApp leads and make it easy and efficient.

NetHunt offers native WhatsApp CRM integration

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 or add-ons and compromise your data accuracy and security.

WhatsApp CRM contact & lead management

Sales, marketing, and even customer support teams can use NetHunt CRM integration with WhatsApp to manage conversations and engage with leads directly from the CRM.

Diverse lead capture, WhatsApp chats included

NetHunt CRM captures leads automatically from WhatsApp chats and other multiple channels, such as:

• Web forms
• Email
• Social media (Facebook, Instagram, etc.)
• Messengers
• Professional networks
• VoiP services

Automatic customer record creation

You don’t have to manually transfer customer data from the WhatsApp business app to the CRM. Once a lead enters the system, the latter would automatically create in seconds a neat customer record filled with the publicly available lead-related data.

Plus, NetHunt CRM prevents duplicates, which means you’ll never find two or more of the same custom profiles in your system.

Customer record enrichment with up-to-date lead details

NetHunt CRM natively integrates with data enrichment tools like Apollo and Hunter, which means you can look for verified contact data in other sources and update your customer record based on it.

360-degree customer data view

With NetHunt WhatsApp CRM integration, you get a unified view of your WhatsApp lead journey. A customer record turns into a repository where you can automatically log, store, and manage the entire WhatsApp conversation history and everything related to the particular lead or customer, such as manager’s notes, email exchanges, signed documents, and more.

Link chats to customer records

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.

Communicate with WhatsApp business leads right within the CRM

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.

WhatsApp CRM sales automation

You can set up various WhatsApp-related sales automations, in which the act of receiving a WhatsApp message would be a trigger that launches the automation. This way, you can build unique WhatsApp workflows, whether it’s assigning leads to managers, updating deal stages, or sending follow-up emails.

Ultra-customizable pipelines

Create multiple sales pipelines with ultra-customizable elements. NetHunt helps you visualize your sales process in a clear, intuitive Kanban-style view.

You can:

• Drag-and-drop deals manually or set an automation for that to happen;
• Add an unlimited number of custom stages and fields;
• Sort and filter your pipeline view based on various criteria like deal value, close date, assigned sales rep, and more.

Unlike some other CRM providers, we don’t limit you to only one sales pipeline. You can create as many pipelines as you need for different products, services, and sales channels.

Multi-channel lead nurturing

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 (Telegram, Viber), social media platforms (Facebook, Instagram), and professional networks. And yes, you can have seamless communication with all leads right within NetHunt CRM.

Automated lead assignment

Assign leads by a round-robin algorithm or to specific sales reps (for instance, you want some of your team members to work only with specific lead types) to ensure new leads from WhatsApp and other channels are fairly and efficiently distributed among your team members.

Conditional alerts & notifications

You can set up triggers based on almost any change or event in your CRM, such as record creation, field value changes, date- and activity-inactivity based triggers. For instance, when a deal's stage changes to "Won," send a celebratory message to a general Slack channel. The same goes for customer renewal reminders and assignment notifications.

Sales forecasting

Effortlessly forecast future sales based on deals in your pipeline to see your potential revenue and adjust your strategic planning and resource allocation.

WhatsApp CRM for team management & collaboration

Foster effective teamwork and increase productivity with the functionality below.

Automated task assignment

Automatically assign tasks to team members directly from a CRM record, your Gmail inbox, or via Workflow automations based on the changes within the pipeline.

Let’s say a new lead enters your pipeline. You can assign the lead to a specific sales rep along with a ‘Follow-up call’ task. Or a deal moves to the ‘Won’ stage. Here, you can set up an automation that’ll assign an ‘Onboarding’ task to the success manager.

In-CRM mentions

Mention team members in task notes or comments to bring their attention to a specific assignment.

Granular permissions and roles

Define user permissions to control access to sensitive data and features and ensure everyone adheres to their specific role within the company.

Share customer communication history

With WhatsApp 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? 😯

NetHunt reporting & analytics

Gain valuable insights into your sales performance and team productivity with comprehensive reporting.

Custom dashboards

NetHunt CRM integrates with Looker Studio, which means you can create interactive dashboards, see the CRM data in real time, and share the dashboards with your team.

Custom reports

With NetHunt’s custom reports, you can get an overview of deals in each stage and see potential bottlenecks. You can:

• Identify the most effective lead generation channels;
• Accurately forecast sales;
• See revenue generated by each sales person;
• Understand why deals are lost;
• Discover how long deals typically spend in each stage;
• Analyze team sales performance.

NetHunt ultra-customization

Tailor NetHunt CRM to perfectly fit your unique business needs and processes with ultra-customizable elements.

Ultra-custom fields

Create unlimited custom fields for contacts, companies, deals, and other records to store and effortlessly manage the data specific to your business.

Ultra-custom pipeline stages

Design and modify pipeline stages to get an accurate visual representation of your marketing and sales processes.

Flexible workflows & automations

Build custom automation rules and workflows to ensure the system adapts to your unique operational requirements and optimizes your business management.

Ultra-custom record structure

Adapt the layout and type of information displayed on records to prioritize what matters most to your team.

NetHunt Mobile app

Access your CRM data, send emails, and manage WhatsApp conversations directly from the mobile app from anywhere, at any time, via your mobile device.

NetHunt Security

The system employs measures to protect your data from leaks or prying eyes, with proper access management protocols in place.

Also, as a Google CRM, NetHunt undergoes annual Google Security Assessments, confirming its adherence to Google's stringent security policies for user data protection.

NetHunt WhatsApp CRM for different industries

NetHunt CRM isn’t a one-size-fits-all solution. We know that every business has its own rhythm, whether we mean booking dream vacations, closing real estate deals, or scaling up production lines.

That’s why NetHunt adapts to the specific needs of each industry with deep WhatsApp CRM integration and flexible workflows.

WhatsApp CRM for travel agent

Bon Vivant, a travel services agency, needed a smart travel agent CRM to increase repeat sales, automate their operations, and personalize their services.

Here is how NetHunt helps Bon Vivant:

• Captures client details and trip requests from email, phone, and WhatsApp
• Organizes bookings in a clear, visual pipeline that reflects stages of the entire travel booking process
• Automates follow-ups and pre-/post-trip messages
• Flags inactive clients for timely re-engagement

WhatsApp CRM for marketing agency

Manual follow-ups, scattered data, and zero visibility into performance reports were slowing Recom, a prospecting agency looking for a CRM marketing solution, until they switched to NetHunt:

• Recom got 5x more clients, +25 high-quality leads per month, and 2 hours saved per employee weekly
• Lead activity tracking (opens, clicks, replies) for better outreach
• Fully automated prospecting workflows from first touch to follow-up
• An ability to create reusable systems for every client with easy duplication of folders and workflows
• Looker Studio integration for clear, custom performance reports daily

WhatsApp CRM for construction

NetHunt CRM for construction helped 100systems get a 30% increase in sales and start processing 40 invoices per day, which is twice as much as the competition.

• Gmail and Google Workspace integration for centralized communication
• Automated workflows for timely task creation and deal tracking
• Email campaigns and webforms for lead generation
• Customized implementation without external help
• Detailed reporting via Looker Studio integration

WhatsApp CRM for startups

HURMA, a tech developer of modern HRM solutions, needed a flexibleGmail-integrated CRM for startups to support its growing international operations. Pipedrive couldn’t meet their demands, and that’s why they turned to NetHunt CRM:

• Seamless migration from Pipedrive
• Automated lead routing by region and company size
• Custom folders and fields for region-specific sales processes
• Required fields for data accuracy and completeness
• Integration with messengers and VoIP tools

WhatsApp CRM for SaaS

Epom, an ad-tech company offering white-label ad servers and DSPs, needed a CRM for SaaS that could optimize multi-team workflows and automate sales & marketing from inside Gmail.

Here’s what they got with NetHunt CRM:

• Gmail-native interface with instant adoption and time savings
• +45% increase in MQLs with automated lead nurturing
• 80% of billing tasks automated
• Full database collaboration with tasks, mentions, and role-based access
• Email marketing with segmentation, HTML templates, and analytics
• Shared pipelines for sales, marketing, and partnerships
• Built-in reporting for campaign and channel ROI

✅ 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.

NetHunt WhatsApp CRM Pricing

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.

⚡Tips to make the most of NetHunt WhatsApp CRM 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. WhatsApp for business integration with CRM can significantly boost your company's sales efficacy and customer satisfaction due to the following reasons.

• Faster response time. According to Lead Connect's research, 78% of customers tend to purchase from the brand that answers first. When you integrate WhatsApp with CRM, your team can ensure quick and consistent replies via instant messaging. Here, they can also save time with message templates and automated messages.
• Higher customer engagement rates. Messages sent via WhatsApp typically achieve a 60% customer engagement rate. This shows that a WhatsApp CRM platform is an effective unified platform your team can use to increase lead generation, ensure personalized interactions (for instance, send personalized messages or offer a personalized demo), engage in real-time customer conversations, and, hence,  ensure high customer satisfaction scores.
• WhatsApp's appeal to younger audiences. A significant portion of younger demographics prefer instant messaging over calling. Their comfort with instant messaging makes the WhatsApp Business API a must-have tool. A WhatsApp sales CRM helps you easily connect with your WhatsApp contacts and ensure highly personalized interactions with all audience segments.
• Keeping up with customer expectations. 71% of consumers now expect immediate and constant interaction with businesses. The good news is that the best CRM with WhatsApp integration successfully saves you time and effort with automated messages, appointment reminders, and follow-ups.
• Creating a relaxed and personalized dialogue. Using WhatsApp CRM tools allows for a more relaxed, personalized approach, aligning with the 81% of customers who prefer tailored brand interactions. One-on-one conversations via instant messaging build trust and make customers feel valued and understood.

Final Thoughts

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 WhatsApp CRM integration! 💬📈🤝

WhatsApp CRM: FAQ

Table of Contents