WhatsApp CRM for Indian businesses
Your customers already message you on WhatsApp. Sowhat turns those chats into a pipeline, quotations, GST invoices and payments — so nothing is lost in a phone, and every rupee can be traced back to a chat.
What a WhatsApp CRM does
A WhatsApp CRM keeps every customer conversation with the customer’s record: who they are, what they asked, what you quoted, what they paid. With Sowhat it runs on the official WhatsApp Business Platform, so your whole team can answer from one number, on any device, with history that stays with the business when people change.
One inbox for the team
Assign chats, leave internal notes, and see response times — no more forwarding screenshots.
Pipeline from the chat
Move a lead from enquiry to quoted to paid without leaving the conversation.
Quotation to GST invoice
Send a quotation, convert it to a tax invoice, and share the PDF on WhatsApp.
Payment in the same chat
Razorpay or UPI links that confirm themselves and mark the invoice paid.
Follow-ups that happen
Tasks, reminders and automatic chases when a lead goes quiet or an invoice is due.
Know what works
Which ad, form or source brought the customers who actually paid.
Why businesses move from the WhatsApp Business app
- More than one person can reply from the same number, with history.
- Approved templates let you message customers after 24 hours — order updates, reminders, offers.
- Leads, quotations and invoices live with the chat instead of in a notebook.
- You can keep using the WhatsApp Business app on the same number when you connect with coexistence.
Connecting your number takes minutes
Sowhat is an approved Meta Tech Provider. Connect with Meta’s own sign-up window, or paste one access token and pick your number — no IDs to copy. Read the WhatsApp Business API guide.