WhatsApp CRM & Automation
WhatsApp CRM for Small Business, Built Around Your Leads
A WhatsApp CRM is a system that records every lead and conversation from WhatsApp in one place, then helps you follow up on time. Teddycubed sets up WhatsApp CRM and CRM automation for small businesses in India, so enquiries stop getting lost in chats and your team always knows who to reply to next.
Free · No obligation · Based in Chennai, working with businesses remotely
Sound familiar?
The problems we hear most
- “Leads get lost in our WhatsApp chats.”
- Enquiries arrive on personal phones, in group chats and across several numbers. Without a lead management system, nobody can say who replied, who is waiting and who went cold.
- “We forget to follow up.”
- A lead asks about price, you reply, then a busy week passes. Most sales slip away in the gap between the first message and the follow-up that never happened.
- “Every CRM looks too big for us.”
- Many tools are built for large sales teams. When you’re looking for a CRM for small business in India, you need something simple that your team will actually open every day.
- “Our data lives in five places.”
- Names in a notebook, numbers in a sheet, notes in chat. Without one record per customer, you can’t see what happened before or what should happen next.
What we build
What our whatsapp crm & automation work includes
A lead management system that fits you
One place for every lead, with its source, status, owner and notes. We set up the stages that match how you really sell, not a generic pipeline.
WhatsApp messaging on the official API
Conversations and automated messages run through the official WhatsApp Business API, so your messaging is set up the way WhatsApp intends and tied to your CRM records.
WhatsApp automation for leads
Instant first replies, qualifying questions, reminders and follow-up nudges that go out on schedule, with a handoff to a person the moment a lead is ready to talk.
CRM automation behind the scenes
Leads from your website, forms and ads land in the CRM automatically. Tasks are assigned, statuses update and your team gets alerted when something needs attention.
Connections to your existing tools
Google Sheets, email, your website forms and payment or booking tools can be linked in, so information moves by itself instead of being retyped.
Simple views for your team
A clear list of who to reply to today, which leads are stuck and what is coming up, so owners and staff can see the whole picture quickly.
Examples
What this could look like for you
- A coaching institute can capture every enquiry from its website and WhatsApp, send course details automatically, and remind counselors to call back after two days.
- A clinic can log each appointment request as a lead, confirm the slot on WhatsApp, and send a reminder before the visit.
- A real estate agent can tag buyers by budget and location, then send matching property updates to the right people instead of everyone.
- A home services business can turn missed calls and messages into tracked leads, with a quote reminder going out if a customer goes quiet.
- A boutique or online seller can keep repeat customers in one list and message them about new arrivals or restocks.
Illustrative examples — every system is designed around your business.
How it works
From first call to a working system
- 01
Free consultation on WhatsApp
Message us about how leads reach you today and where they slip away. We’ll suggest what is worth fixing first, with no obligation.
- 02
Map your lead journey
We write down the path from first message to paid customer, including who does what, and decide the stages, fields and automations you need.
- 03
Set up and connect
We configure the CRM, link your WhatsApp number through the official API, connect forms and sheets, and build the follow-up rules.
- 04
Train your team and improve
We walk your team through daily use, watch how real leads move, and refine messages and stages as you learn what works.
Who this is for
This is for small business owners and sales teams that sell over WhatsApp and phone: coaching institutes, clinics, real estate agents, home service providers and online sellers. If your leads live in chats and spreadsheets, and you want a simple WhatsApp CRM instead of an enterprise tool, this is for you.
Questions
WhatsApp CRM & Automation: frequently asked questions
What is a WhatsApp CRM?
- A WhatsApp CRM is customer relationship software that connects to WhatsApp so every lead, message and follow-up is stored in one place. It lets a team see conversation history, assign leads, set reminders and automate replies, instead of managing sales from individual phones and chat threads.
Do you already have WhatsApp CRM software?
- We’ve built a WhatsApp CRM prototype on an open-source CRM foundation, and we use that experience to design setups for small businesses. We tailor the system to your process rather than selling a one-size-fits-all product, and we explain what is ready and what needs building.
Is the WhatsApp automation for leads allowed by WhatsApp?
- We use the official WhatsApp Business API for messaging, which has its own rules around opt-in and approved message templates. We design your flows to follow those rules, and we explain them during the free consultation so you know what can be automated.
Is this a good CRM for small business in India?
- It is if you sell mostly through WhatsApp and calls and want something simple. We keep the setup focused on the few things your team will use daily: capturing leads, following up and seeing status. Anything you don’t need stays out.
What is CRM automation, and what can it do for me?
- CRM automation means the system handles routine steps for you, such as logging new leads, sending first replies, assigning owners and reminding your team to follow up. People stay in charge of conversations and decisions, while repetitive admin runs in the background.
How do I get started?
- Book the free AI consultation on WhatsApp. Tell us how leads reach you today and where they get lost. We’ll suggest a simple first setup, and you can decide afterward whether you want us to build it.
Book a free AI consultation
Tell us what’s slowing your business down. We’ll tell you honestly what to automate, build or leave alone.