Turn a sales enquiry into a documented next step: a contact note, a deal stage and a due task. Use shared customer context while respecting the permissions of the agent handling the conversation.
WhatsApp CRM and Marketing start on Growth: US$12/month · ₹999/month in India. AI credit, purchased team seats and Meta/provider message charges are separate. Email and Store remain admin-only beta; Commerce is not a new purchasable plan.
After a customer asks for a quote, record the requirement, link a deal and set a due task for the next action. Move the deal after a real update rather than treating a sent message as a won sale.
At the next shift, the authorized teammate reviews available history and the task. A due task does not itself send a message. Check the customer-service window or use an appropriate approved template with consent for a later follow-up.
The deal board is the stage-management tool; this page covers the team’s working process. Do not assume salesperson round-robin assignment, forecasting, collision prevention or a guaranteed completed follow-up.
Define the stages and next actions your team actually uses.
Create a linked deal and due task after a real enquiry.
Invite eligible agents within purchased capacity and review access before sharing work.
WhatsApp CRM and Marketing start on Growth: US$12/month · ₹999/month in India. AI credit, purchased team seats and Meta/provider message charges are separate. Email and Store remain admin-only beta; Commerce is not a new purchasable plan.
No. Meta/provider messaging charges, AI usage and team seats are separate from the software subscription. Check current account terms and invoices.
No. Meta controls template approval, account restrictions and delivery. Check consent, current policy and actual send results.
WhatsApp Business Platform pricing — Delivered-message billing depends on recipient market and category; consult the current rate card and account invoice.
Cloud API getting started — Account and number prerequisites; Meta controls availability and approval.
WhatsApp Business Messaging Policy — Consent, acceptable use and messaging restrictions still apply.