A simple CRM for small businesses
Keep every customer record, conversation and campaign in one place. Your team replies from one inbox while automations and an AI agent handle the routine.
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Know every customer
One record per customer
Notes, documents, custom fields and the full conversation history sit on each contact. Anyone on your team can open a profile and see the context they need to give good service.
One inbox for every channel
Your team answers WhatsApp, Instagram, Messenger, Telegram and live chat from one place, so no message goes unanswered. Assignment, notes and tags show who owns each conversation.
Follow-ups on autopilot
Automations and drip campaigns keep customers engaged without manual work. Reminders, follow-ups and onboarding messages go out on time, triggered by what each customer does.
Key features of the CRM

Customer records with full context
Keep notes, uploaded documents, letters, custom fields and every interaction on one profile, so your team always has the context to give good service. Tag contacts to segment them for targeted outreach, and keep their data protected with encryption and role-based access controls.
- Custom fields: any data your business tracks
- Documents: files and attachments on each contact
- Timeline: the full conversation and interaction history

Omnichannel team inbox
Handle every conversation from one dashboard, whether it arrives through the WhatsApp Business API, Instagram, Facebook Messenger, Telegram, TikTok or live chat on your website. Every message adds to the customer's history, so replies build on what your team already knows.
- Assign conversations to team members
- Add internal notes and tags
- Track each conversation's status

WhatsApp campaigns and drip sequences
Send personalised WhatsApp broadcasts to segments built from tags, custom fields or behaviour, and schedule them in advance so they land at the right time. Automated drip sequences then nurture leads and customers with a series of messages over time, so follow-up never depends on someone remembering to send it.

Automations and AI agent
Build no-code workflows that trigger on form submissions, bookings, payments or tags. AI chatbots answer FAQs, qualify leads, book appointments and capture customer details 24/7, then hand over to your team when a person is needed.
- Auto-assign conversations to team members
- Send reminders, follow-ups and onboarding sequences
- Update CRM records from bot conversations
- Connect other tools with webhooks

Bookings, invoices and payments
Run your day-to-day from the same customer list, without leaving the CRM:
- Bookings: online appointment and class, group and event booking with Google Calendar sync and reminders by WhatsApp, email or SMS
- Invoices: branded invoices paid through Stripe, Razorpay, MyFatoorah, Thawani Pay, Paytabs or Doku, with due-date reminders
- Subscriptions: recurring billing, plans and credits
- Products: inventory that updates as you sell, plus Shopify and WooCommerce order updates for your online store
How to set up a CRM for a small business
A CRM for a small business does not need to be complicated. Its job is to hold one accurate record per customer, show your team the history before anyone replies, and make sure follow-ups happen on time. Many growing teams start with spreadsheets and phone contacts, then lose track once several people talk to the same customers.
A practical setup order:
- Bring in your existing contacts and decide which custom fields matter, such as source, interest or renewal date.
- Connect your messaging channels so every chat attaches to the right contact in the shared team inbox.
- Add online forms to your website so new enquiries create or update contacts automatically.
- Agree on a small set of tags, for example lead, customer and VIP, and use them consistently.
Once records are clean, the CRM starts to pay off. Tags and custom fields become the audience for segmented WhatsApp broadcasts, and no-code automation workflows can send a welcome message, a reminder or a follow-up when a form is submitted or a tag is added.
This suits service businesses, training providers, retailers and non-profits where a small team handles many conversations. Start with one channel and one automation, watch how your team uses it for a week, then add more.
Works well with
Appointment scheduling
Bookings attach to the same customer record, with reminders sent automatically.
Invoices and payments
Bill customers from their CRM profile and see payment status alongside their chats.
Reports
Track how your customer base, conversations and sales grow over time.
What our customers say
We’ve been using Whautomate for the past few months and it has been an exceptional tool for automating our WhatsApp replies. It has significantly improved our customer service efficiency, saving us valuable time. We also want to highlight the service provided by Babu, the founder, who has consistently been responsive and helpful. We wholeheartedly recommend Whautomate for anyone seeking effective automated solutions.
Natalie HiongFounder, Creative Hearts
We were lucky to find Whautomate when we were looking for a razorpay integrated appointment scheduling software. Whautomate has helped us organize our client calendar effectively and send out professional communication to clients on WhatsApp. The team is responsive and customer support is great. I would highly recommend them.
ChaitraFounder, Untangle
Whautomate took the admin chaos out of running my Pilates studio, scheduling is effortless and client communication finally feels seamless. Highly recommend!
MeryemFounder, Reforma Pilates
Whautomate has helped me to reduce man hours with its automatic reminders after booking of appointments. With the appointment page, I can easily see the agenda for the day and it has the ability to sync to my Google calendar which is very useful.
JustinGeneral Manager, Espressivo Music Academy
I highly recommend Whautomate for their exceptional WhatsApp automation solution. Their team's expertise and dedication impressed me from start to finish. They seamlessly integrated their solution, improving our customer service and productivity. Trust them for reliable and effective WhatsApp automation that drives business growth.
Raghavendran RajasekaranFounder, Music Love Yoga
This platform has truly revolutionized the way I run my clinic. Managing Appointments, Billing, and Patient Records has become so effortless, and the WhatsApp automations are a real game-changer. The support team is fantastic, always there to lend a helping hand whenever I need it. If you're looking to take your clinic to the next level, I wholeheartedly recommend Whautomate!
AazamFounder, Sport-fit Physio Care
Honestly, I was a bit skeptical at first about Whautomate, but the team has been incredibly friendly, responsive, and diligent. While many other apps have their pros and cons, if you're looking for fast, reliable tech support that makes your life easier, Whautomate is the way to go. The best tech support and customer service, highly recommended!
Dr. Giri PrasetyaFounder, Spinalign Wellness
After using Whautomate for over a year, I can confidently say it has transformed the way I run my clinic. Appointment scheduling and follow-ups, which was one of the most time-consuming parts of our workflow is now fully streamlined. The WhatsApp integrations are incredibly effective, helping our patients stay engaged, informed, and consistent with their visits.
What sets Whautomate apart is not just the automation, but the team behind it. Their support is unbelievably fast, attentive, and solution-oriented, Especially Mr. Parthiban, He is Gem, Progressive and Positive Thinker, He is Kind and attentive. Any time we needed help, he responded with clarity and efficiency something we’ve rarely experienced with other software providers or any other service providers.
Dr. Abdul AzeezFounder, Pearl Kinesis Healthcare
My overall experience with Whautomate has been positive and helpful for my business. I had researched extensively for platforms that would cater to my specific needs, were quick to install and did not require heavy investments. Whautomate met all my requirements. The team is also great to work with and the CEO was personally involved in critical requirements.
LakshmiCEO, SAMA: The Calm Mind Studio
Using Whautomate for managing my yoga and sound healing classes has made the entire booking process smooth and effortless. From class scheduling to tracking credits and communication, everything feels well organised and easy to use for both me and my students. Grateful for the support and simplicity your platform brings to small wellness businesses like mine. Thank you, Whautomate team, for creating such a helpful system!
Founder, The Unalome
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