WhatsApp CRM
Every Chat Becomes a Lead Your Team Can Follow Up
A sales CRM built into your WhatsApp inbox, on every plan. Each person who messages your number becomes a lead with a stage, an owner and a next follow-up, and your team works them from a table, a pipeline board or a chart.
What's included
Everything Included
- Every WhatsApp contact becomes a lead, with its source recorded
- Your own pipeline stages, and a lost reason for every lost deal
- Owner, star rating, deal value, tags and custom fields on each lead
- Table, drag-and-drop board and chart views, with saved views
- Follow-up tasks with due times, priorities and push reminders
- Routing rules that share new leads round-robin or by weight
- Calling lists dealt out round-robin across your team
- Leads from website forms, IndiaMART, JustDial and CSV or Excel files
- When–then automations, including ones that run on a timetable
- Razorpay payment links from your own account, sent from the lead
- Sales dashboard, team leaderboard and per-member reports
- AI lead score and handoff brief on Pro and above
| Name | Stage | Owner | Rating | Source | Next follow-up |
|---|---|---|---|---|---|
Priya Sharma +91 98••• ••210 | New lead | RRiya | CTWA ad | — | |
Rahul Mehta +91 99••• ••187 | Contacted | AArjun | Website | Today, 4 pm | |
Ananya Iyer +91 97••• ••532 | Interested | RRiya | IndiaMART | Tomorrow | |
Kabir Khan +91 90••• ••904 | Won | AArjun | — | ||
Sneha Das +91 81••• ••376 | New lead | Unassigned | JustDial | — | |
Vivek Nair +91 96••• ••641 | Contacted | RRiya | Website | Fri, 10 am |
Getting started
How It Works
- 01
Shape Your Pipeline
Start from the default stages, New lead through to Won or Lost, or rename, recolour and reorder your own. Add routing rules for who gets each new lead.
- 02
Let Leads Arrive
Chats become leads on their own. Add your website form link, IndiaMART or JustDial, or import a CSV or Excel file. A number you already have is updated, not duplicated.
- 03
Work It Every Day
Drag leads across the board, book follow-ups, hand out calling lists and send payment links. The dashboard shows what was won, what was lost and what is overdue.
Who it’s for
Built for These Industries
Questions
Frequently Asked Questions
What is a WhatsApp CRM?
It is a sales pipeline that lives next to your WhatsApp conversations. 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, logged calls, tasks and payments for that lead sit on one timeline.
Is the CRM included on the Free plan?
Yes. The CRM, lead capture, CSV import and export, and automations work on every plan, Free included. Plan limits still apply, because every lead is a contact: 100 contacts on Free, 5,000 on Basic and unlimited on Pro, with 1 seat on Free and 6 on Basic and Pro. The AI lead score and brief need Pro or Enterprise.
How are new leads assigned to my team?
By routing rules you set. Each rule can match lead sources and hands new leads to the teammates you pick, in turn or in proportion to the weight you give each one. A lead no rule matches falls back to inbox auto-assign, if you have it on. You can also reassign leads by hand, one at a time or in bulk, and choose whether agents see every lead or only their own.
Can I bring in leads from IndiaMART, JustDial or my website?
Yes. Lead capture gives you a private link that website forms, WordPress, Zapier, Make, Pabbly and Google Sheets can send leads to, with presets for IndiaMART, JustDial, Housing.com, 99acres, MagicBricks and Sulekha. The portals set their own terms: IndiaMART’s Push API needs a paid seller account with its Leads API add-on, and JustDial connects it through your account manager. You can also import a CSV or Excel file. A number already in the CRM is updated, never duplicated.
Can I send a WhatsApp message to many leads at once?
Yes, with an approved template. Admins and owners can select leads in the table and send them a template. It goes out as a broadcast, so opted-out contacts are skipped and your plan’s broadcast allowance applies: none on Free, 10 a month on Basic, unlimited on Pro. Free-form messages can only be sent inside a customer’s 24-hour window.
What does the AI add to the CRM?
On Pro and above, the AI sales agent keeps a 0–100 score on each lead it has talked to, banded hot, warm or cold, with the reasons behind it. It can write a short handoff brief when a lead changes stage or owner, copy what the customer said (a budget, a timeline) onto the lead, and book the follow-ups a customer asks for. Each of these can be switched off, and briefs are paid per use from the prepaid AI wallet.
Can I collect payment from a lead?
Yes, through your own Razorpay account. Connect your Razorpay keys in the CRM settings, then send a payment link from a lead or from an automation. It goes out on WhatsApp when the customer’s 24-hour window is open and is always recorded on the lead’s timeline. Paid, expired and cancelled status comes back to the lead, and a payment can move the lead to Won.