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The Top 10 WhatsApp CRM Platforms to Effortlessly Manage Customer Relations

WhatsApp has revolutionized business-customer communications. With over 2 billion users globally, it has become the messaging app of choice for people to connect with brands.

Companies are increasingly adopting WhatsApp CRM platforms to streamline customer interactions over WhatsApp. The benefits are plentiful – quicker response times, more contextual conversations and seamless hand-offs between departments.

This guide will introduce you to the top 10 WhatsApp CRM solutions available today. We have compared their features, integration capabilities, use cases and more to help you determine which one is best suited for your business needs. Let‘s get started!

What is a WhatsApp CRM and Why Does Your Business Need One?

A WhatsApp CRM integrates the popular messaging app WhatsApp into your existing CRM workflow. It enables businesses to chat with customers directly over WhatsApp while accessing their previous interaction history seamlessly.

Here are some key benefits of using a WhatsApp CRM for your business:

  • Faster response times – Respond to customer queries in minutes through a familiar channel
  • Improved customer experience – Address issues quicker and in a contextual manner
  • Higher conversion rates – Send personalized offers/updates and drive sales
  • Streamlined workflows – Manage WhatsApp conversations efficiently alongside existing business systems
  • Richer customer insights – Understand customer behavior better through chat analysis

Clearly, as customer expectations for quick and contextual support over messaging apps rises, having a dedicated WhatsApp CRM strategy is no longer optional.

Let‘s now look at some of the best platforms that allow you to achieve WhatsApp CRM integration with ease.

Top 10 WhatsApp CRM Solutions Compared

1. HubSpot

HubSpot CRM is arguably the most popular CRM platform currently with over 120,000 users worldwide. It offers robust WhatsApp integration via the HubSpot messaging app.

Key Features

  • Pre-built templates for event reminders, shipping updates etc.
  • Automated workflows to send WhatsApp messages to contacts when they hit certain criteria
  • Single unified inbox to manage WhatsApp alongside other communication channels
  • Integration with HubSpot‘s email marketing, analytics for unified reporting

As an enterprise-grade CRM, HubSpot offers a whole suite of sales, marketing and service tools that interoperate smoothly. Powerful segmentation capabilities allow you to personalize WhatsApp communication at scale.

Pricing starts from $45/month for the basic CRM plan. Overall HubSpot is a great choice for large businesses looking for an end-to-end platform with WhatsApp capabilities.


  • Complete view of customer interactions
  • Mature product with strong integration capabilities
  • Great segmentation features for personalization


  • Can get complex and costly for smaller teams

2. Freshdesk

Freshdesk is a leading customer support software known for its ease of use and affordable pricing. It offers dedicated WhatsApp integration to capture conversations happening over the messaging platform.

Key Features

  • Mobile-ready agent interface to respond over WhatsApp swiftly
  • Customer satisfaction surveys can be sent via WhatsApp
  • Skill-based WhatsApp message routing
  • Quick access to order history, profile data while responding

For customer service teams looking to provide messaging-based support, Freshdesk offers a streamlined solution. The ability to integrate data from your existing systems while engaging over WhatsApp is extremely useful.

Pricing starts from the $15/agent/month for the basic plan. Overall, Freshdesk is great for service teams that want to incorporate WhatsApp customer support within their workflows.


  • User-friendly UI, easy to get started
  • Omnichannel support with unified conversations
  • Skill-based routing helps specialize engagements


  • Light on advanced segmentation capabilities
  • Additional charges for bots/automation

3. Chatvia

Chatvia is a Made in India product focused squarely on enabling WhatsApp for business use. It offers easy CRM integration, chatbot builders and broadcast messaging capabilities.

Key Features

  • Pre-approved WhatsApp Business API access
  • Automated chatbot builder with drag-and-drop editing
  • Multi-channel messaging via SMS/Email/Push etc.
  • Labels and tags for organizing WhatsApp conversations
  • Customizable reports on chat metrics

For medium businesses looking to effectively manage high WhatsApp message volumes, Chatvia provides a purpose-built solution. Integration with platforms like Saleforce CRM, Zoho CRM is seamless.

They offer a 15-day free trial with pricing starting from ₹3000/month for the Starter plan. Overall, Chatvia offers all core capabilities expected from a WhatsApp CRM at affordable pricing.


  • Easy bot builder to automate conversations
  • Local support and customized solutions
  • Omnichannel messaging integration


  • More suited for small/medium businesses, not enterprises
  • Additional charges apply for voice/video capabilities

4. SamhiAI

SamhiAI touts itself as an AI-first customer engagement suite for messaging apps and voice assistants. Alongside deep WhatsApp integration, it offers chatbots, process automation capabilities and more.

Key Features

  • Pre-approved WhatsApp Business API access
  • AI-powered chatbots for automated engagements
  • Omnichannel messaging via 21+ platforms
  • Conversation analytics dashboard
  • Easy agent handovers for complex queries

For customer support teams looking to streamline WhatsApp customer engagements, SamhiAI provides an integrated solution. The AI-powered bots allow you to easily manage high volumes over WhatsApp.

Pricing is custom based on your business needs. Overall SamhiAI is a great choice for sophisticated automation of WhatsApp workflows – be it for sales or support use cases.


  • Powerful bot builder to manage conversations
  • Omnichannel message management
  • Strong analytics capabilities


  • Requires technical expertise to set up complex automations
  • Steep learning curve for non-tech users

5. Chatwoot

Chatwoot brands itself as the "open-source alternative to Intercom & Zendesk". It focuses on offering an affordable yet full-featured customer engagement suite.

Key Features

  • Mobile-ready live chat, email and WhatsApp support
  • Automation workflows based on rules/schedules
  • Macros to send quick responses
  • Contact profiles with past interaction history
  • Self-hosting possible with on-prem version

For high volume community engagement, Chatwoot provides a complete toolset. The open-source stack allows unlimited customizations for your unique use case as well.

They offer a free community version with paid plans starting from $29/month. Overall, Chatwoot is great for developers/companies wanting to build customized engagement flows across multiple channels.


  • Open-source platform allows unlimited customization
  • All engagement channels in one place
  • API integrations possible to sync data across tools


  • Self-hosted version involves DevOps overhead
  • More focused on community engagement

6. Sarv AI

Sarv AI offers a no-code bot builder platform tailored for WhatsApp business needs. Using their visual interface, you can build WhatsApp chatbots with ease and connect it with your CRM data.

Key Features

  • User-friendly bot designer with pre-built templates
  • Omnichannel support across 10+ platforms
  • Bot performance analytics dashboard
  • Easy publishing to WhatsApp Business platform
  • HIPAA and SOC 2 compliant

For non-technical teams looking to build their first automated WhatsApp bot, Sarv AI offers the perfect solution. Their bot designer enables creation of sophisticated dialog flows without coding.

They provide a free trial with paid plans starting at $99/month for the Startup plan. Overall, Sarv AI excels at enabling automation for customer engagement over WhatsApp and other messaging channels without technical complexity.


  • Easy-to-use bot designer, no coding skills required
  • Quick time-to-value with pre-built templates
  • HIPAA and SOC 2 compliance for regulated industries


  • Less flexibility compared to open-source alternatives
  • Limited reporting capabilities


Channels brands itself as the #1 live chat software for cellphone customer support. With deep integrations across messengers like WhatsApp, it aims to help mobile-first businesses streamline their engagements.

Key Features

  • Omnichannel customer messaging via 9 platforms
  • Automation rules to route conversations smartly
  • Real-time analytics for agent performance
  • Unified inbox across websites/apps/phone
  • Click to call support from agent console

For ecommerce retailers who prefer cellphone messaging support, Channels provides the perfect solution. It is designed ground-up to enable messaging-based customer service vs other players who focus more on live chat.

They offer 14-day free trial with paid plans starting at $15 per month per agent. Overall, Channels excels at smartphone-centric customer engagement – making it a great fit for mobile native consumer businesses.


  • Specialized for mobile-first customer engagement
  • Unified messaging across 9 platforms
  • Click to call support speeds issue resolution


  • Mobile focus makes it less suitable for complex workflows
  • Additional charges for bots and automation

8. Chatbase

Chatbase by Area120 (Google‘s workshop for experimental products) offers AI-powered analytics for conversational interfaces like WhatsApp. While not a full-fledged CRM, it complements platforms like HubSpot with deeper analysis of chat conversations.

Key Features

  • AI to categorize WhatsApp conversations at scale
  • Analyze auth rates, resolutions times, sentiment
  • Insights on high level metrics like CSAT, NPS
  • Share reports with wider teams
  • Flexible integration via APIs

For larger enterprises aiming to optimize WhatsApp support experience, Chatbase fills an important gap. The platform analyzes thousands of chat conversations using NLP/ML and provides actionable insights.

They offer 14-day free trial with paid plans starting at $12 per month for 1-2 analysts. It offers great complementarity if integrated with full-featured CRM tools like HubSpot, Zendesk.


  • Powerful AI to understand conversations at scale
  • Quantifiable metrics for optimizing workflows
  • Easy integration with multiple CRM tools


  • Analytics-only, not a standalone CRM
  • Conversational metrics focus, less on business KPIs

9. Smooch

Smooch offers an omnichannel messaging platform tailored to streamline business-to-consumer conversations. With broad integration capabilities and developer-centric extensibility, it aims to cater to unconventional use cases beyond traditional CRM.

Key Features

  • Unified messaging across 10+ platforms incl. WhatsApp
  • Flexible APIs for custom integration
  • Conversation routing with automation
  • CRM data access within messaging window
  • Option to self-host or cloud-host

Smooch stands out with its API-first architecture that enables seamless embedding of messaging into existing environments. For product teams wanting to enable in-app messaging with CRM data access, Smooch is a great choice.

They provide a free developer trial with paid plans that are custom quoted based on needs. Overall, Smooch excels at enabling messaging for specialized environments with its embeddable framework and API-first approach.


  • API access drives seamless integration
  • Self-hosting provides data privacy
  • Ideal for complex custom environments


  • Overkill for simpler WhatsApp support needs
  • Deployment can get complex for non-developers

10. Chatdisp

Chatdisp is a recently launched product focused exclusively on enabling businesses to leverage WhatsApp. Using their dashboard you can broadcast messages, drive payments and automate conversations via AI chatbots.

Key Features

  • Bulk WhatsApp messages broadcasting
  • Accept payments over WhatsApp directly
  • AI Bot builder with easy customization
  • Analytics on messages performance
  • API integration with CRM and support tools

For startups looking to build conversational interfaces on WhatsApp on a budget, Chatdisp provides a nifty solution. Their pre-made templates and bots can accelerate your automation strategy around the messaging platform.

They offer a forever free version for small teams with paid upgrades starting at $15 per month. Overall, Chatdisp lowers the barrier to leveraging WhatsApp for key business scenarios through automation and AI.


  • Affordable DIY toolbox for WhatsApp
  • Easy bot builder needs no coding skills
  • Bulk broadcasting included in free plan


  • More focused on WhatsApp vs omnichannel support
  • Limited advanced CRM capabilities

So there you have it – the top 10 WhatsApp business automation tools compared across key aspects. Each platform has its own unique strengths making it suitable for certain business use cases over others.

Make sure you take stock of your requirements around metrics like team size, workflow complexity, integration needs etc. Doing so will help you pick the right WhatsApp CRM match for your specific customer engagement needs.

Key Factors to Consider When Choosing a WhatsApp Business Platform

Though functionality and pricing are important, they are not the only factors that dictate WhatsApp CRM success. Here are some key considerations to keep in mind:

Compliance – Opting for tools like Chatvia or Sarv AI that are pre-approved WhatsApp Business API providers ensures continued access. DIY integration around private APIs often breaks when WhatsApp upgrades.

Security – Data privacy is paramount when managing consumer conversations. Prioritize tools that offer encryption assurance through compliance like HIPAA, SOC 2.

Analytics – The metrics that dictate workflow efficiency for you might differ based on business function – whether sales, service or marketing. Choose tools like Chatbase that reveal insights tailored to your key objectives.

Integration – The ability to embed WhatsApp channels within existing software like Shopify, Github, Intercom etc is key for some use cases. Here Smooch shines with its API-driven integrations.

Scalability – For high volume use cases, tools like HubSpot prove better equipped to manage thousands of conversations daily without disruption.

Think along these lines when reviewing various products. Identify the 3-4 factors most critical for you and use them to zero in on the right WhatsApp CRM platform for your needs.

Final Thoughts

WhatsApp CRM solutions have evolved from being plain broadcasting tools to sophisticated sales and support suites akin to enterprise-grade CRMs. As business adoption of WhatsApp matures further, the depth of capabilities is only going to increase.

Now is the time to capitalize on the customer engagement potential of WhatsApp. Hopefully, this guide has provided clarity on the various route options available and how to pick one aligned to your requirements.

What factors are you prioritizing as you evaluate WhatsApp CRM tools for your business? Share them in the comments!