WhatsApp CRM: Every chat becomes a lead your team can follow up

A sales pipeline that lives next to your WhatsApp chats. In Fliok, everyone who messages your number becomes a lead with a stage, an owner, a deal value and a next follow-up, and the chat, notes, calls, tasks and payments sit on one timeline.

Basic, Pro and Enterprise; not Free. Every lead is a contact, so plan limits apply: 5,000 contacts on Basic and unlimited on Pro, 6 seats on Basic and 15 on Pro. If a workspace moves down to Free, its leads are kept and come back on upgrade.

By routing rules: each matches lead sources and hands new leads to the teammates you pick, in turn or by weight, and an unmatched lead falls back to inbox auto-assign. You can reassign by hand, one at a time or in bulk, and choose whether agents see every lead or only their own.

Yes. Lead capture gives you a private link for website forms, WordPress, Zapier, Make, Pabbly and Google Sheets, with presets for IndiaMART, JustDial, Housing.com, 99acres, MagicBricks and Sulekha (IndiaMART’s Push API needs a paid seller account with its Leads API add-on; JustDial connects through your account manager). A CSV or Excel import works too, and a number already in the CRM is updated, never duplicated.

Yes: admins and owners select leads and send an approved template, which goes out as a broadcast. Opted-out contacts are skipped and each message counts toward the monthly allowance (10,000 on Basic, 100,000 on Pro, no limit on Enterprise), with no cap on the number of broadcasts. Free-form messages need the customer’s 24-hour window.

On Basic and above, the AI agent keeps a 0–100 score on each lead it has talked to (hot, warm or cold, with reasons), writes a handoff brief when a lead changes stage or owner, copies facts like a budget or timeline onto the lead, and books the follow-ups customers ask for. Each can be switched off; briefs are paid per use from the prepaid AI wallet.

Yes, through your own Razorpay account: connect your keys in CRM settings and send a payment link from a lead or an automation. It goes out on WhatsApp inside the 24-hour window and always lands on the lead’s timeline; paid, expired and cancelled status comes back, and a payment can move the lead to Won. To send a bill with it, press New invoice on the lead: it goes out as a PDF with the ways to pay, and joins the same timeline.