Create a deal when a conversation represents a real opportunity. Link it to the contact, record its value and stage, and set a due task for the next action rather than equating a reply with a sale.
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.
The deal board groups opportunities into new lead, contacted, quoted, won and lost stages. Create and update a deal after a real business change; the team controls stage movement and the value recorded.
A contact can hold notes and tasks beside the conversation. Give the next action a due date and review overdue work. A dated task is a reminder for your team, not an automatically delivered WhatsApp message.
Deal stage and contact stage are distinct records. Audience filters use contact fields; do not assume moving a quoted deal creates the equivalent segment membership. A stage-change event can feed a configured journey, but it does not automatically move all related records or complete the follow-up.
Obtain explicit permission for the WhatsApp messages the recipient expects and honor opt-outs. The customer-service window opens or resets with each user message and lasts 24 hours. Outside it, use an appropriate approved template; template approval does not replace consent or guarantee delivery.
No forecasting, automatic win detection, numeric lead scoring or guaranteed completed follow-up is claimed. Recorded deal values are your entries, not verified payment totals. Later outbound follow-up still needs consent and message eligibility.
No forecasting, automatic win detection, numeric lead scoring or guaranteed completed follow-up is claimed. Recorded deal values are your entries, not verified payment totals. Later outbound follow-up still needs consent and message eligibility.
Create the deal and link the correct contact.
Record the current stage/value and add a dated next task.
Update after real progress and review outbound eligibility before following up.
No. A CRM task records work for a teammate. A separate configured messaging workflow must meet its own consent, window and template requirements.
Obtain explicit permission for the WhatsApp messages the recipient expects and honor opt-outs. The customer-service window opens or resets with each user message and lasts 24 hours. Outside it, use an appropriate approved template; template approval does not replace consent or guarantee delivery.
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.
WhatsApp audience segmentation
WhatsApp opt-in and consent records
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.