Sattvic Solutions
Cinematic customer communication and connected CRM workflow environment with WhatsApp Business conversations, shared team inbox and sales pipeline on dual monitors in warm amber-gold and deep forest-green lighting
WHATSAPP CRM SETUP

Turn everyday conversations into a clear customer journey.

Connect WhatsApp with your central CRM so incoming chats, ad leads and enquiry forms trigger instant responses, route to the right sales rep and never slip through the cracks.

WHATSAPP CRM SETUP ENQUIRY

Map your conversation workflow.

Tell us how your team handles incoming chats. We'll design an automated WhatsApp conversation system.

BUILT FOR PRACTICAL GROWTH
Sales TeamsService BusinessesReal Estate & ClinicsHigh-inquiry Brands
WHY CONVERSATIONAL CRM

Why Connected WhatsApp CRM Matters for Your Business.

Indian buyers prefer WhatsApp over email, phone calls and web chat. But without a connected CRM, chats remain locked on personal phones with zero tracking, slow response times and forgotten follow-ups.

Cinematic WhatsApp Business CRM conversation dashboard on dual monitors, showing lead qualification bot flows, shared team inbox and sales pipeline stages in warm amber-gold and deep forest-green lighting
THE CONVERSATION ADVANTAGE
Speed to reply decides who wins the deal.
98% open rates5-minute SLACentralized records
01 / RESPONSE

Instant lead acknowledgement

Enquiries from Meta Ads, website forms or Google are instantly messaged within 60 seconds.

02 / VISIBILITY

Team-wide visibility

All customer conversations are stored inside your CRM pipeline instead of isolated staff phones.

03 / AUTOMATION

Smart qualification bots

Interactive chat menus collect customer intent, location and budget before handing off to human reps.

04 / RETENTION

Automated follow-up drip

Pre-scheduled reminder messages keep cold prospects warm and re-engage dormant enquiries.

OUR SERVICES

Everything needed to connect WhatsApp with your sales engine.

From official Meta API verification and CRM pipeline architecture to qualification bots, shared inbox and analytics—every part keeps conversations moving and leads tracked.

01/INFRASTRUCTURE

Official Meta API & Verification

Meta Business Manager verification, green tick assistance and official Cloud API onboarding.

02/INTEGRATION

CRM Pipeline Architecture

Map lead stages, contact custom fields, deal values and multi-channel attribution.

03/CHATBOTS

Interactive Lead Qualification Bots

Automated menu flows to capture budget, service requirement and schedule meetings.

04/TEAM INBOX

Multi-Agent Shared Team Inbox

Allow multiple sales and support reps to chat from one single business number with role permissions.

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05/BROADCASTS

Compliant Template Broadcasts

Design and submit Meta-approved marketing and utility templates with opt-out compliance.

06/ANALYTICS

Conversation Analytics & SLAs

Track first-response time, agent resolution speed, chat volume and closed revenue.

WHY CHOOSE SATTVIC

A practical CRM setup designed around real conversations.

We combine daily-use workflows, paid-ad integration and Meta policy compliance so WhatsApp becomes a connected sales engine your team actually adopts.

01 / PRACTICAL

Built for Daily Use

Workflows shaped around how your team naturally operates, not theoretical software features.

02 / CONNECTED

Unified with Paid Ads

Click-to-WhatsApp Meta Ads flow straight into custom qualification bots with attribution.

03 / COMPLIANCE

Meta Policy Compliance

Strict adherence to WhatsApp messaging rules and 24-hour service window guidelines.

04 / ADOPTION
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Team Onboarding & SOPs

Clear training and operating procedures so your front-desk and sales reps adopt the tool seamlessly.

OUR PROCESS

A structured setup from conversation audit to team adoption.

Five stages keep conversation audit, bot flows, API setup and team training aligned—then SLA monitoring keeps response times and conversions improving.

01
DISCOVER

Conversation & Pipeline Audit

Map current customer journey, enquiry channels, hand-off points and response delays.

02
PLAN

Bot Flows & Pipeline Mapping

Design decision trees, template copy, routing rules and custom CRM field mappings.

BUILD

API Setup & Workflow Build

Verify Meta API, build automated qualification triggers and connect ad lead webhooks.

04
LAUNCH

Team Training & Pilot Launch

Train sales reps on the shared inbox, test live enquiry routes and go live.

05
IMPROVE

Optimization & SLA Monitoring

Review agent response times, drop-off points in bot menus and conversion rates.

HELPFUL ANSWERS

WhatsApp CRM & Automation FAQs.

Everything you need to know about official WhatsApp API, shared inboxes and CRM automation.

CRM specialist mapping WhatsApp automation bot flows, lead qualification decision trees and pipeline stages on a planning board with conversation analytics on a monitor in a dim forest-green studio with warm amber-gold rim lighting

Clear answers.
Practical production.

Yes. With the official WhatsApp Business API, multiple team members can simultaneously access and reply from one single business number through a shared desktop and mobile inbox.

READY TO GROW?