A WhatsApp CRM is software that keeps each customer's WhatsApp chats inside their customer record, so the whole team can read and continue the conversation. Telodial puts the call history in that same record and sends the message a caller promised as soon as the call ends.
Messages go out in the background through your own WhatsApp Business API provider, or open in WhatsApp ready to send. Quiet hours and a per-number cooldown keep the automation polite.
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A WhatsApp CRM is a customer database that stores WhatsApp conversations on each contact's record, so chats belong to the business rather than one phone.
Telodial is a WhatsApp CRM built around the phone call: chats, calls, remarks and reminders share one record.
Telodial is a WhatsApp CRM and telecalling app for teams that call customers and then follow up in chat. When a call ends, is missed or moves a lead to a new status, Telodial can send a WhatsApp message, with separate texts for missed, outgoing and incoming calls, either sent silently via the WhatsApp Business API or placed ready to send in an opened WhatsApp window, a choice made per trigger. Quiet hours, a per-number cooldown, an ask-before-send mode and excluded contacts keep that automation in check, and a message history shows, for every automated send, whether it went, was held back or failed, and why. The live chat handles text, photos, documents, video, audio, templates and quick-reply buttons, with read receipts and unread badges, right beside the call history. Any API provider can be connected as a named profile, and when someone leaves the company, the conversations they handled remain with the business. Since the 14 October 2026 update, every WhatsApp button also offers a voice or video call.
Most calls close with a promise to "send the details on WhatsApp". A few of those messages go out near midnight; others never leave the phone.
A message tied to the call's outcome goes out as soon as the call ends, with separate texts for missed, outgoing and incoming calls.
When the conversation sits on a caller's own WhatsApp, the business cannot read it, cannot continue it, and loses it the day that person leaves.
Chats stay in the business account beside the lead record, so a colleague picks up exactly where the last reply stopped.
A thousand identical messages fired from one number within minutes is how a WhatsApp account gets reported and restricted.
Bulk sends go one by one from your phone or as an API campaign, with a test send first, quiet hours and a never-again list.
Add any provider as a named profile and switch between profiles when you need to. Messages carry your business number, and the provider bills its message fees directly.
Approved templates sync with their category, language and a live preview, and blanks are filled before sending. Saved templates can also carry an image, a document, a video or an audio file.
Pick a message for a missed, outgoing or incoming call, for each lead status, for a sale and for a reminder. Set quiet hours and a cooldown, or switch on ask-before-send.
Replies arrive in the in-app chat with unread and unreplied badges, beside the call history and lead details, and any chat can become a lead in one tap.
Automation here has one narrow job, sending the message somebody promised, and every other control exists to keep that job from turning into spam.
| Feature | What it does | Best for |
|---|---|---|
| Message after a call | Sends the text chosen for a missed, outgoing or incoming call | Brochures and price lists promised on the call |
| Status-change message | Fires when a lead reaches a status you pick | Visit confirmations and next steps |
| Bulk campaign | Sends a template to a segment, after a test send | Offers and invitations to past enquiries |
| Campaign report | Lists sent, delivered, read, replied and failed per recipient | Checking what a campaign actually reached |
| Live chat | Holds replies with read receipts and unread badges | Teams where several people answer customers |
| Drip follow-up series | Sends a day-by-day timeline until a person takes over | Leads who need several nudges |
From the Telodial feature list of 14 October 2026. Background sending and server campaigns go through your own WhatsApp Business API provider, which bills the message fees.
Picture Sarah, who leads the front desk at a dental clinic in London, where two receptionists ring about 100 patients a day about check-ups and treatment plans. Most connected calls end with a promise to send the address and the fee list.
Before, the receptionists sent those details from their own phones when they remembered. With a message tied to the "appointment booked" status, each booked patient gets the address as soon as the status is saved, and the missed-call message reaches the 30 or so who did not pick up.
When a patient replies with a question at 7 pm, it waits in the live chat beside the call remark. Whoever opens it the next morning sees that the patient asked about a Saturday slot, and nobody answers the same question twice.
A worked illustration with round numbers, not a customer record.
If WhatsApp is your whole shop, with orders, payments and bot replies all inside the chat, a platform built for chatbots and in-chat selling will serve you better; Telodial is built around the phone call, not a chatbot builder. Background sending and server campaigns run through a WhatsApp Business API provider, so a team that stays on the free WhatsApp Business app alone gets the open-with-text-ready mode and one-by-one bulk sending, not the rest. Consent rules for business messages differ by country, so check the rules where your customers live.
Works with the rest of Telodial
For a team that sells mainly by phone and uses WhatsApp to follow up, the best WhatsApp CRM is Telodial, because messages are triggered by what happened on the call and the chat sits beside the call history. A business that sells entirely inside WhatsApp, with hardly any calls, should look at chat-first tools.
Telodial is a WhatsApp CRM and telecalling app that sends messages after calls, runs campaigns with reports, and keeps every chat in the business account beside the lead's call history.
It is included in the standard seat. Paying yearly, that seat is ₹176 per user a month (outside India, $31 per user for the year); paying every three months, ₹297 per user a month; taxes extra. WhatsApp message fees are a separate bill from your API provider, at its own rates.
Free browser extensions that label chats in WhatsApp Web exist, and they suit one person working alone. Telodial is paid per user, with a free three-day trial that includes every feature and needs no card; messages sent through an API are always billed by your provider.
For background sending and server campaigns, yes. Without it, Telodial can still open WhatsApp or WhatsApp Business with the message ready to send, and send bulk messages one by one from your own phone.
Blocks follow how recipients react, so the safeguards are about behaviour: test on one number first, keep quiet hours, send groups in batches of 240, and keep a never-again list. Sending only to people who enquired matters most.
CRM stands for customer relationship management, so a WhatsApp CRM is a customer relationship management tool that treats WhatsApp chats as part of each customer's record, next to calls, notes and follow-ups.
Yes, in one tap. The chat then sits on the new lead with its call history, status and reminders, and WhatsApp CRM contacts can be filtered into segments by custom fields and tags.
Yes. Add the number to excluded contacts, which keeps it out of all automation, or switch on ask-before-send so each message is shown before it goes.
Your business's own WhatsApp number, from the API account you connect, or the WhatsApp or WhatsApp Business app set as default when a message opens ready to send. Calls still leave from the SIM in each caller's phone, so both numbers belong to you.
Yes. A follow-up series sends WhatsApp messages on a day-by-day timeline and halts the moment someone on your team picks up the conversation.
Yes. Send a test to one number first to check variables such as {name} and {city}, then send to the segment as a server campaign through the API or one by one from your own phone.
In many small businesses a sale follows the same rhythm: a call to establish interest, a WhatsApp message with the details, some back and forth in the chat, then a short call to close. The relationship is built on the call, but the specifics live in the chat, so a CRM that stores only calls holds half the story.
The two matter most together at handover. A customer who spoke to one caller in March and writes again in July does not want to explain everything a second time. If the chat sat on a phone that has since left the company, it is gone; in the business account, the July caller reads it in seconds.
Automation is worth switching on for one reason: the message promised during a call is the one most often forgotten. Sending it when the call ends removes the need to remember, and quiet hours, the cooldown and ask-before-send keep that from becoming a nuisance.
Give the team a phone that keeps the record
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