"… We overcame the daunting task of manually sorting data and keeping follow-up contact with our customers."
Bastin Joseph
CEO, Fortune Travels
For teams selling over WhatsApp
Turn WhatsApp enquiries into sales your team can follow up.
Getlead is a WhatsApp CRM: software that turns the messages people send your business on WhatsApp into enquiries your sales team can track. When someone messages your business number, Getlead saves them as an enquiry with their details, gives it to a salesperson, and sets a time to follow up. A manager sees every WhatsApp enquiry next to those from ads, forms and calls.
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Built in Calicut, Kerala, since 2018. Used by more than 1,600 businesses in India, including Cosmos Sports, Moto Hawk, Corpride and Freshpikk. The Android app has more than 5,000 installs on Google Play and is rated 4.1 out of 5 by 32 reviewers.
At a glance
What is a WhatsApp CRM?
A WhatsApp CRM is software that keeps the sales chats your business has on WhatsApp in one shared place, instead of on one person's phone. (CRM stands for customer relationship management: software that keeps track of the people you sell to.) In Getlead, a message to your business number becomes an enquiry with the sender's number. It is given to a salesperson, gets a follow-up reminder with a due time, and moves through the same steps towards a sale as every other enquiry. It is included in every plan from $9 per user per month.
| Connection | WhatsApp directly, or through a WhatsApp Business provider you already pay, such as Gupshup, Wabis or DoubleTick |
|---|---|
| New messages | Saved as enquiries, marked as coming from WhatsApp |
| Owner | Given to a salesperson by area, by where the enquiry came from, or in turn |
| Replies | Saved WhatsApp messages your team sends with one tap |
| Reports | How many WhatsApp enquiries arrived, and how many became sales |
| Platforms | Web, Android and iOS |
Step by step
What happens when someone messages you
1
Customer messages you
A customer sends a WhatsApp message to your business number.
2
Enquiry is created
Getlead saves it as an enquiry, with their number and the message, marked as coming from WhatsApp.
3
Owner is assigned
The enquiry is given to a salesperson using your rules, with a time by which to follow up.
4
Salesperson replies
The salesperson replies, using a ready-made message if one fits, and logs what happens next.
5
Late follow-ups are flagged
If the follow-up is not done on time, it shows as overdue to the salesperson and their manager.
What you get
Three things your team gets
Capture
WhatsApp enquiries that do not stay on one phone
Connect your WhatsApp Business number once, directly or through the provider you already use. From then on, new messages arrive in Getlead as enquiries, so the whole team can see them, not only the person holding the phone.
- Direct connection, or Gupshup, Wabis, DoubleTick and other providers
- Each new enquiry marked as coming from WhatsApp
- Visible to the team on the web and in the Android and iOS apps
NameContactStatusSource
Diya Patel+91 98765 43210NewWhatsApp
Arjun Reddy+91 91234 56780NewWhatsApp
Kiran Verma+91 97654 32109NewWhatsApp
Assignment
A named person answers each message
Each WhatsApp enquiry is given to a salesperson by the same rules as every other enquiry: by area, by where it came from, or in turn. It arrives with a follow-up reminder and a due time. The salesperson is reminded before the time, and the manager sees it if it slips.
- Automatic assignment, by rules you set
- A follow-up reminder with a due time on each enquiry
- Reminders before the due time, and late follow-ups shown to the manager
StepSet to
TriggerNew enquiry created
ConditionSource is WhatsApp
ActionAssign owner
Replies and results
Replies and results in one place
Save the replies your team sends most often, such as a price list note or directions to your shop, as saved messages (Getlead calls them WhatsApp templates). A salesperson sends one with a single tap. Every WhatsApp enquiry moves through the same steps towards a sale as enquiries from ads, forms and calls, so a report shows how many WhatsApp enquiries became sales.
- Saved WhatsApp replies, sent with one tap
- The same steps towards a sale for WhatsApp as for ads, forms and calls
- A report comparing WhatsApp with ads, forms and calls
Template nameType
Price listWhatsApp
Shop directionsWhatsApp
Follow-up nudgeWhatsApp
Who it fits
Who is this for?
Businesses whose customers ask questions on WhatsApp before they buy: car dealerships, clinics, colleges and study-abroad consultancies, retailers, and loan and insurance sellers. If your team answers WhatsApp messages from one shared phone, or from several personal phones, this is the part Getlead replaces.
It is probably not for you if you only want to send bulk WhatsApp messages. Getlead's WhatsApp, SMS and email campaigns are still in development; calling campaigns are available today.
Getting started
What you need to start
- A WhatsApp Business number, used directly or through a provider such as Gupshup, Wabis or DoubleTick.
- Your assignment rules: who should get which enquiries.
- A few ready-made replies for the questions customers ask most. The help centre has step-by-step guides with screenshots, and support answers on +91 7012 266 208.
Customers
What customers say
"… The software is user-friendly and the team is readily available for support."
Aswin Pradeep
CEO, The Exodus
FAQ
WhatsApp CRM, answered plainly
Does Getlead connect to WhatsApp directly?
Yes. Getlead connects to WhatsApp directly. It also works with WhatsApp Business providers, the companies that connect a business number to software, including Gupshup, Wabis and DoubleTick. If you already use one of them, you can keep it.
What happens when a customer messages my business on WhatsApp?
Getlead saves the message as an enquiry with the customer's number, marks it as coming from WhatsApp, gives it to a salesperson using your rules, and sets a follow-up reminder with a due time.
How are WhatsApp enquiries shared among my salespeople?
By the same rules as every other enquiry: by area, by where it came from, or in turn. You set the rules once.
Can my team send WhatsApp replies from Getlead?
Yes. Save the messages you send most often, and a salesperson sends one with a single tap.
What if nobody follows up on a WhatsApp enquiry in time?
Each follow-up has an owner and a due time. The owner is reminded before it is due. If it slips, it is marked late and the manager can see it.
Can I send bulk WhatsApp messages to a list?
Not yet. Sending WhatsApp, SMS and email messages to a whole list is in development. Today, Getlead's lists are for phone calls.
How much does WhatsApp CRM cost in Getlead?
It is included in every plan, with no WhatsApp add-on from Getlead: $9 per user per month billed yearly, or $12 billed monthly. Your WhatsApp Business provider may charge its own fees. The 7-day trial needs no credit card.
Try it
Try it on one week of WhatsApp enquiries
Start the trial, connect your WhatsApp Business number, and let one salesperson work the enquiries for a week. If it does not suit your team, cancel before the 7 days end and pay nothing. Nobody will chase you.
No credit card·All 11 features included·Cancel anytime