Contacts & CRM

WhatsApp CRM software that lives next to your chats

Keep every customer, their history and their deals in the same place you talk to them, so your team sells from WhatsApp without switching tools.

Why WhatsApp CRM software belongs next to the chat

If your sales happen on WhatsApp, a separate CRM means copying names, numbers and deal notes from one window to another, and it never quite stays up to date. ReploChat is WhatsApp CRM software built into the same workspace as your team inbox: every customer who messages you becomes a contact, every label and stage change is recorded on their timeline, and your deals move across a pipeline board without anyone retyping anything.

The CRM is included on every plan. How many contacts you can store depends on the plan.

WhatsApp CRM tools

Contacts, fields, labels and history in one place

Under Contacts you'll find five tabs: All, Import, Duplicates, Fields and Pipeline.

Contact list

Search and filter everyone who has messaged you or been imported, across all your numbers.

Custom fields

Add text, number or date fields like City, Budget, Order count or Birthday.

Labels

Tag contacts for segmenting campaigns, filtering the inbox and triggering follow-ups.

Activity timeline

Each contact profile records labels added or removed, pipeline moves, opt-outs, merges, imports and reminders sent.

Opt-in status

See who is subscribed and who opted out. Opted-out contacts are skipped by campaigns.

Export

Download your contact list whenever you need it. Your data stays yours.

New lead

Sara K.
2-bed, DHA
Imran R.

Quote sent

Nadia A.
Rs 180,000

Won

Hamza T.
Rs 95,000

Example board. You name the stages yourself.

Sales pipeline

A Kanban pipeline for WhatsApp deals

The Pipeline is a board of stages you name yourself, such as New lead, Quote sent, Negotiating and Won. Drag a contact from one column to the next as the deal moves, add an optional deal value, and remove them when it's done.

Each move is written to the contact's timeline, so anyone opening the chat can see where the deal stands. Add a label as the deal moves and a follow-up sequence can start automatically.

CSV or XLSX upload
Map columns to fields
Default country code
Error report for bad rows

Import & merge

Import wizard and duplicate merge

Upload a CSV or XLSX export from your old system or phone. The import wizard shows your columns and lets you map each one to phone number, name, labels or any custom field, or skip it. Set a country code for numbers that don't have one, so 0300 1234567 becomes +92 300 1234567, and choose whether existing contacts are skipped or updated. Rows that fail come back in an error report you can fix and re-upload.

The Duplicates tab finds contacts saved more than once on the same WhatsApp number. Pick the record to keep and the rest are merged into it, with the merge noted on the timeline.

How the WhatsApp CRM connects to everything else

  • Inbox: the contact side panel shows fields, labels and history while you chat.
  • Campaigns: send broadcasts to contacts by label.
  • Date reminders: a Birthday or Renewal date field powers yearly messages.
  • Chatbot: an Add label step tags leads automatically as they answer.
  • Store orders: customers from the Shopify and WooCommerce integrations get their order messages in the same inbox, alongside their chat history.

Who it's for

  • Real estate agents tracking buyers from enquiry to site visit to deal.
  • B2B and wholesale sellers who quote on WhatsApp and need to see what's pending.
  • Online stores segmenting repeat buyers, COD refusers and VIPs. See WhatsApp for ecommerce.

ReploChat has its own built-in CRM and does not sync with HubSpot, Salesforce or Google Sheets. Contacts can be imported from and exported to CSV/XLSX at any time.

Get started

How to set up your WhatsApp CRM in ReploChat

01

Add fields

Create the custom fields you need. Guide

02

Import contacts

Upload, map columns, review errors. Guide

03

Merge duplicates

Clean up repeated contacts.

04

Build your pipeline

Name stages and drag deals. Guide

FAQ

Frequently asked questions

A WhatsApp CRM keeps customer records, notes, labels and deals connected to WhatsApp conversations, so the person answering a chat can see who the customer is and where they are in the sales process.
Open Contacts, then Import, upload a CSV or XLSX file, map each column to a contact field, and run it. Rows that could not be imported come back in an error report.
Yes. The Duplicates tab finds contacts saved more than once on the same WhatsApp number and lets you choose which record to keep, merging the rest into it.
Yes. The Pipeline is a Kanban board where you drag deals through your stages, from new lead to won.
No. ReploChat has its own built-in CRM. Its integrations are Shopify, WooCommerce and a store events API for custom stores.
Yes, the contact list can be exported, so your data is never locked in.

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