WhatsApp CRM for sales teams · 5+
Three tools. Three bills.
One broken sales history.
SalesMax puts WhatsApp, calls, follow-ups, and deals in one sales CRM—with no per-user WhatsApp seat fee and no message markup.
Meta messaging charges apply
Full SalesMax CRM included
- Lead capture
- Calling
- Next actions
- Sales pipeline
- Manager view
The whole sale, on one screen.
WhatsApp · calls · owner · follow-up · deal stage
- 700+businesses using SalesMax
- 6,000+paid users
- 2.5 lakhcalls logged daily
- 1 lakhnew leads added daily
The separate-tool tax
Why pay for WhatsApp and CRM separately?
Today
- CRM
- Bill 1 · per user
- WhatsApp-only tool
- Bill 2 · per seat
- Calling tool
- Bill 3
- Fragmented history
- The real cost
With SalesMax
WhatsApp + Calls + CRM.
One sales system.
- No per-user WhatsApp seat fee
- No message markup
- One customer history across the team
Why should adding a salesperson increase your WhatsApp tool bill?
WhatsApp features inside SalesMax
Everything your sales team needs on WhatsApp.
Work as one team, respond faster, and keep managers informed without adding another disconnected WhatsApp-only tool.
- 01Team inbox
Let multiple reps work WhatsApp enquiries with a visible owner and shared customer context.
- 02WhatsApp broadcasts
Send approved templates to CRM segments, then keep every reply with the right lead.
- 03Auto replies
Acknowledge new enquiries immediately and route them into the right sales workflow.
- 04AI chatbot + actions
Qualify leads, answer questions, and trigger configured CRM actions before human hand-off.
- 05WhatsApp coexistence
Reps can keep using the WhatsApp Business app where supported while managers gain visibility.
The chat ends. The sale doesn’t.
Customer replies → rep calls → callback scheduled → deal moves → manager sees it
A WhatsApp conversation should move the sale forward.WhatsApp coexistence
Keep using WhatsApp.
Keep the sales context too.
Your reps already sell on WhatsApp. SalesMax organizes that work while the team can continue using the WhatsApp Business app where the selected setup supports it.
- Chats stay with the lead timeline, not in a silo
- Team conversations have visible owners
- Calls and follow-ups stay beside the chat
CRM-led broadcasts
Your old leads are still on WhatsApp.
Go back to them.
Re-engage CRM segments based on lead stage, source, and last activity—not a random contacts dump. Replies return to the same lead history.
- Went cold after pricing
- New-price campaign
- Demo no-shows
- Reschedule nudge
- Closed-lost · 6 months
- Win-back offer
AI chatbot · optional add-on
Let AI handle the first conversation
& Take Actions
- Instant responseNew enquiries are answered even when reps are busy.
- QualificationCollect need, location, budget, and other configured answers.
- Lead capture + routingCreate the CRM lead and assign an owner.
- Human hand-offThe rep starts with the full conversation context.
Manager view · real SalesMax product
One customer history. One team view.
See unattended work, calls, follow-ups, hot leads, deal movement, and what is stuck—without collecting screenshots or end-of-day updates.
Lead sources → one sales history
Your leads are already waiting. We bring them into the same workflow.
No downloading enquiries, uploading sheets, or deciding who should own the next follow-up.
- Meta Ads
- IndiaMART
- JustDial
- Website
- Integrations
A clear fit
Built for a sales team—not another WhatsApp sender.
SalesMax is built for
- Sales teams of 5+ using WhatsApp to move deals
- Teams that also call prospects and customers
- Businesses tired of separate CRM, WhatsApp, and calling tools
- Managers who need one customer history and accountable next actions
Probably not for you if
- A solo user who only needs WhatsApp on one phone
- Pure bulk messaging without a managed sales workflow
- A support desk whose primary requirement is ticketing
Bring one real WhatsApp sales workflow
Three tools. Three bills.
One broken sales history.
We will map one real enquiry—from the first WhatsApp message to the call, follow-up, deal, and manager view.
WhatsApp + Calls + CRM → One sales system