KelBrix CRM
WhatsApp CRM & Follow-Up

WhatsApp CRM Software with Automated Leads Sync & Pipeline Management

Connect your personal Web WhatsApp or official Meta WhatsApp Business API directly into a visual sales pipeline. Track conversations, automate check-ins, route chats, and follow up in one click.

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WhatsApp CRM Software with Automated Leads Sync & Pipeline Management

Supported Platforms & Channels

WhatsApp API / Web
Email / Brevo
Google Maps
Razorpay Payments
Stripe Payments
GEODirect Answer Summary

What is a WhatsApp CRM?

A WhatsApp CRM is a customer relationship management platform that directly integrates WhatsApp chats with sales pipelines. Unlike generic CRMs that rely on emails, a WhatsApp CRM matches the follow-up habits of modern businesses by logging chats, automating templates, and organizing deals directly within a chat-first timeline. It ensures sales agents follow up in seconds, store contact records dynamically, and scale from single chat conversations to multi-agent team routing and official automated broadcast campaigns without data silos.

  • Zero API Markup (BYOK): Connect your own official Meta WhatsApp API, Brevo, OpenAI, or Vapi keys. KelBrix charges purely for workflow orchestration—never taxing message volume or calling minutes.
  • Integrated B2B Discovery: Extract verified company emails, phone numbers, and WhatsApp indicators directly from Google Maps and web search listings.
  • Sovereign Data Control: Unlimited single-click CSV/JSON exports with zero data lock-in or per-contact penalties.
  • Reseller Architecture: Multi-tenant Agency and Enterprise White-Label tiers supporting up to 50 client companies under custom domain branding.
KelBrix WhatsApp CRM operates as the core workflow layer, allowing you to sync personal Web WhatsApp for zero cost or plug in your official Meta CPaaS credentials directly with no markup fees.

Platform Highlights & Specifications

Product Specs

Overview

What is a WhatsApp CRM?

A WhatsApp CRM is a customer relationship management platform that directly integrates WhatsApp chats with sales pipelines. Unlike generic CRMs that rely on emails, a WhatsApp CRM matches the follow-up habits of modern businesses by logging chats, automating templates, and organizing deals directly within a chat-first timeline. It ensures sales agents follow up in seconds, store contact records dynamically, and scale from single chat conversations to multi-agent team routing and official automated broadcast campaigns without data silos.

KelBrix WhatsApp CRM operates as the core workflow layer, allowing you to sync personal Web WhatsApp for zero cost or plug in your official Meta CPaaS credentials directly with no markup fees.

Key Specifications

Deployment ArchitectureAll-in-One Cloud SaaS / BYOK Options
Pricing ModelFree Plan (100 Leads) • Starter @ ₹999/mo
Key IntegrationsWhatsApp API/Web, Gemini AI, Bland, Brevo, Razorpay
Target IndustriesSalons, Real Estate, Clinics, Agencies, Coaching
Scraper Sandbox

Try Scrape Leads in Your Niche Instantly

Enter any search niche and city below to run a real-time extraction simulation and preview direct client data.

Pre-Built WhatsApp Automation Flows

Select a ready-to-use WhatsApp automation flow to install in your workspace.

1-Click Install
Instant Lead Capture Auto-Response

Trigger an instant WhatsApp welcome message with product brochure link when a new lead is created.

Trigger: Lead Created (Form / Scraper / Lead Ad)
Automated Invoice & Payment Reminder

Send automated payment reminder with direct UPI / Stripe payment link 3 days before due date.

Trigger: Invoice Due Date -3 Days
3-Day New Prospect Drip Sequence

Automate a 3-part WhatsApp sequence over 3 days educating prospects on product ROI.

Trigger: Pipeline Deal Stage -> Interested
30-Day Inactive Lead Winback

Automated re-engagement broadcast sent to leads stuck in "Uncontacted" for 30+ days.

Trigger: Lead Inactive > 30 Days
Feature breakdown

Turn Conversations into Customers with Advanced WhatsApp Tools

See how KelBrix replaces disconnected chat sheets and personal phone silos with team-wide tracking.

WhatsApp Web Sync

Connect your existing WhatsApp account in seconds using a QR scan. Log chats and assign leads to owners instantly without any API setup.

Meta Official Cloud API

Scale outreach with official Meta API triggers. Manage template approvals, green tick verifications, and high-volume broadcast campaigns.

RapidFire Follow-Ups

Use ready-made WhatsApp templates with one-click triggers to send brochures, price lists, or calendar booking links instantly.

Automated Drip Sequences

Trigger automated WhatsApp follow-ups based on deal stages, form submissions, or calendar appointments to keep prospects engaged.

Multi-Agent Routing

Assign chats dynamically across team members, track agent performance logs, and maintain follow-up continuity.

BYOK Billing Control

Connect your own Meta developer accounts. Pay Meta directly for templates, keeping your KelBrix subscription completely flat.

Target solutions

How Service Businesses Excel with WhatsApp CRM

See how leading industries automate lead qualification, bookings, and customer alerts.

Real Estate follow-up

Problem:

Facebook property leads are left uncalled for hours, going cold before the first contact is made.

Solution:

Trigger automated property WhatsApp drips with brochures and walk-through videos in 30 seconds.

Features Used:

Facebook leads integration, WhatsApp templates, automated triggers

Outcome:

98% first-contact rate and 40% reduction in lead-to-visit time.

Admissions scheduling

Problem:

Advisors get overwhelmed manually sending syllabus lists and fee structures to students.

Solution:

Automatically route queries to advisors and send course brochures with calendar booking links.

Features Used:

QR Forms, automated brochure send, appointment scheduling

Outcome:

70% reduction in admin load and zero missed query follow-ups.

Patient reminders

Problem:

No-shows on therapy consultations waste doctors time and reduce treatment adherence.

Solution:

Scheduled confirmation messages, clinic map links, and check-ins sent automatically.

Features Used:

Appointment Calendars, SMS/WhatsApp Reminders, CRM Pipeline

Outcome:

85% reduction in booking no-shows and highly improved patient satisfaction.

Value comparison

Why Use KelBrix Instead of Fragmented WhatsApp Tools?

Compare the flat rate of KelBrix with paying for separate CRM and broadcast databases.

Business NeedSeparate Industry ToolsKelBrix Platform
WhatsApp BroadcastingDedicated WhatsApp broadcast platforms (Rs. 1,999 - 4,999/mo)Included in KelBrix
Pipeline CRMEnterprise CRM subscriptions (Rs. 2,500+/mo/user)Included in KelBrix
API Setup FeesSeparate setup costs (Rs. 5,000+)Zero setup fees
BYOK Direct BillingUsage markups by intermediate APIsNo markups (Pay Meta directly)
Support HelpdeskSeparate ticketing softwareIncluded in KelBrix
Interactive Playbook

Simulate Your Outreach Automation

Click a scenario to see how KelBrix automatically routes leads and launches WhatsApp outreach campaigns.

How does it work?

Click a workflow query to simulate how KelBrix replaces manual marketing tools.

KelBrix AI Advisor

Online

Instead of copying numbers and chatting manually, KelBrix logs all conversations. You can sync your personal Web WhatsApp in 10 seconds or connect the official Meta API. Sales reps chat directly inside the shared CRM, and automations trigger follow-ups on template rules.

Outreach & Lifecycle Pipeline Flow

1. Lead Captured

Prospect scans digital visiting card or submits a form

2. Auto WhatsApp Message

Saves contact, triggers greeting brochure instantly

3. Rep Pipeline Routing

Leads automatically assigned to available sales reps

4. Systematic Follow-up

Auto-reminders trigger until prospect responds

Got questions?

WhatsApp CRM Frequently Asked Questions

Everything you need to know about setting up WhatsApp CRM on personal and official channels.

Can I use my regular personal WhatsApp account?

Yes! KelBrix supports Web WhatsApp synchronization. You can connect your regular WhatsApp or Business WhatsApp app in seconds by scanning a QR code, just like WhatsApp Web. This allows you to log chats and trigger templates without paying for the official Meta API.

How does the official WhatsApp Business API work in KelBrix?

KelBrix has native support for the official Meta Cloud API. You can register your business phone number, request template approvals, and send automated transactional or broadcast messages directly from lead timelines. Meta usage charges are billed directly to your own Facebook developer account, meaning zero markup fees from KelBrix.

Can I automate messages based on CRM stages?

Absolutely. KelBrix's automation engine allows you to set up rules like: 'When a deal moves to Qualified, send the WhatsApp Template A'. You can also schedule multi-day drip campaigns that stop automatically once the prospect replies, preventing spam.

How many team members can manage the chats?

With Web WhatsApp or official APIs, chats are synced to the central KelBrix CRM. You can assign lead ownership to different sales agents. Each agent sees their own assigned leads, while admins can monitor all conversations, response times, and timeline activities.

Are there templates limit or registration charges?

Meta template approval takes under 5 minutes inside your Facebook developer console. KelBrix provides pre-built templates for common use cases (greetings, payment links, reminders, audits) and supports rich media attachments (images, PDFs, documents) with call-to-action buttons.

Does WhatsApp CRM help with Google ratings?

Yes. You can trigger automated post-sale WhatsApp campaigns containing your custom Google Review link, allowing clients to tap and rate your service. Clinics, salons, and agencies using this workflow have seen up to 3x ratings growth.

Pricing & Plans

Simple monthly subscription with zero hidden markups

Start free with the digital business card and CRM. Upgrade when you are ready to scale with WhatsApp broadcasts, campaign automation, team workspaces, or white-label reseller support.

Zero-Markup BYOK AI Support
0% API Markup Savings
BYOK Sovereign Engine

Calculate Your BYOK Savings vs. Legacy SaaS

See how much you save by connecting your own Meta WhatsApp API and AI calling keys with zero platform markup.

Estimated Annual Savings$6,240Saved every year with KelBrix BYOK
15,000 / mo
1,00050,000100,000
1,000 mins / mo
100 mins5,000 mins10,000 mins

Monthly Communication Bill Comparison

Marked-Up Legacy Platforms$705 / mo
Includes 200%-300% SaaS per-message & per-minute markup
KelBrix BYOK (Direct Provider Cost)$185 / mo
⚡ 100% Direct billing with Meta & Vapi — Zero platform tax
Monthly Net Savings$520 / mo
Start BYOK Free →
Currency

Free entry

Free

Start with one free digital card, free CRM for the first 100 leads, and an AI Studio trial to test real demand. Printed physical NFC cards are available separately as a paid add-on.

Freeforever
1 digital card + AI Studio trial
  • 1 User
  • AI Studio trial
  • 1 Digital Card
  • 1 active AI Voice Chatbot (up to 100 leads)
  • 100 free B2B Lead Scraper credits

Included Features

WhatsApp-First Drip & Follow-up Automations
Google Maps B2B Lead Extractor
30-Day AI Social Content Calendar
AI Voice Telephony & Auto-Calling
Zero-Markup BYOK Architecture (0% API Markup)
Multi-Tenant Agency Client Portals
Custom Domain White-Label Branding

Company seat

Starter

The value seat for company users who need CRM, WhatsApp-ready follow-up, email, AI calling, attendance, automation, and AI Studio without bundled provider markups.

$15/ month
3 Team Seats Included
Customize Seats & Add-ons
Min 3
Min 1

3 users, 3 Digital Cards total.

  • 3 paid user seats selected
  • 2,000 AI Credits
  • 3 Digital Cards (1 per user)
  • 1 active AI Voice Chatbot per paid seat
  • Add-on Lead Scraper credits available

Included Features

WhatsApp-First Drip & Follow-up Automations
Google Maps B2B Lead Extractor
30-Day AI Social Content Calendar
AI Voice Telephony & Auto-Calling
Zero-Markup BYOK Architecture (0% API Markup)
Multi-Tenant Agency Client Portals
Custom Domain White-Label Branding

Pro Growth

Pro Growth

For scaling businesses needing 3 Workspaces, up to 10 Team Seats, UNLIMITED Auto-DM triggers, 1,000 B2B Google Leads/mo, and AI Voice Calling.

$39/ month
10 Seats + 3 Workspaces + Unlimited Auto-DM
Customize Seats & Add-ons
Min 10
Min 5

10 users, 50 Digital Cards total.

  • 10 paid user seats selected
  • 10,000 AI Credits
  • 50 Digital Cards (5 per user)
  • 3 active AI Voice Chatbots included
  • 1,000 B2B Lead Extractor credits/mo

Included Features

WhatsApp-First Drip & Follow-up Automations
Google Maps B2B Lead Extractor
30-Day AI Social Content Calendar
AI Voice Telephony & Auto-Calling
Zero-Markup BYOK Architecture (0% API Markup)
Multi-Tenant Agency Client Portals
Custom Domain White-Label Branding
Power Add-ons & Modular Expansion

Supercharge Your Sales Stack with Specialized Add-ons

Add modular capabilities to any plan without upgrading your core tier subscription.

WhatsApp E-Commerce Suite

Automated Catalog & Shop

High Growth

Transform Web WhatsApp & Meta Cloud API into a high-converting store. Sync product catalogs, collect payments, and automate shipping.

  • Interactive WhatsApp Catalog & In-Chat Shopping Cart
  • Instant UPI, Razorpay & Stripe Payment Links
  • Live Shiprocket Courier Dispatch & Tracking Alerts
  • Automated Abandoned Cart Drip Recovery Sequences
Monthly Add-on$29 / month
Explore Suite

B2B Lead Scraper Credits

Google Maps Discovery

Lead Booster

Extract verified business leads by city and niche on demand. Scrape phone numbers, decision maker emails, and addresses.

  • Google Maps Business Directory Lead Extraction
  • Verified GST, Phone, Email & Website Discovery
  • 1-Click Auto Sync directly into WhatsApp CRM Pipelines
  • Never-Expiring Lifetime Credit Booster Packs
Booster Packs From$10 / 1,000 leads
Extract Leads
0% Platform Markup

Direct billing with Meta & Vapi

Secure Encrypted

Razorpay & Stripe 256-bit SSL

GST Invoicing

100% Tax Credit Eligible

Cancel Anytime

No locked contracts or fees

Need a custom plan? Contact sales for enterprise-grade features and custom user, card, or client limits.

Ready to optimize?

Launch Your WhatsApp Sales Pipeline Today

Stop losing leads in scattered mobile chats. Sync your WhatsApp account, map your pipeline, and build an automated outreach engine in under 10 minutes.