WhatsApp CRM

Know every customer before you reply.

Each contact keeps their chats, tags, notes, campaign history and the ad that brought them, in one record. Anyone on your team can pick up the conversation already knowing who they are talking to.

✓ No contact limit on any plan✓ CSV import and export✓ Official WhatsApp Business API

P
Priya Sharma+91 98201 44120 · Pune
● Hot lead
Source

Instagram ad · “Yoga for beginners”

Last message

“Is the morning batch open?”

Tags and notes

YogaVIP

🔒 Prefers 7 AM, asked for a trial

Campaigns

4Sent4Read2Replied72%Engaged

Attributes

Course Hatha yoga · Branch Baner

AI score86

Opted in · 12 Sep 2026 · Added 3 Sep

Scored Hot by the AI agent
Why the phone is not a CRM

The relationship belongs to your business, not to the phone it started on.

When WhatsApp lives on one handset, so does everything you know about your customers. A teammate leaves, a phone is replaced, and the context goes with it. A WhatsApp CRM keeps it on the business account, where the whole team can use it.

Where the history lives

Phone · On the phone that took the chat

Reputoo · On the business account, for the whole team

When a teammate leaves

Phone · Their chats and context leave too

Reputoo · Chats, notes and tags stay with the business

What you know about a customer

Phone · A name and a number

Reputoo · Tags, notes, attributes, campaigns and source

Finding the right people

Phone · Scroll and remember

Reputoo · Segments by tag, source, opt-in and date

Opt-in record

Phone · Nowhere

Reputoo · Opt-in status on every contact

This is the real contacts screen.

Search, then filter by opt-in, tag, source, stage or contacts inactive for 30 days. On every plan.

The Reputoo contacts screen: a search bar, filters for opt-in, tag, source, stage and inactive 30 days, and a list of contacts with phone, opt-in status, source, score and tags
Reputoo dashboard · customer names, numbers and emails replaced
Segments

From 4,820 contacts to the 186 who should hear this.

Combine tags, opt-in status, source, country and the date a contact was added. Save it as a segment and send it a broadcast. Every plan can search and filter the contact list by tag, source and stage; saved segments are on Growth and above.

Filter conditions · tap to toggle
Contacts in this segment

186

of 4,820 contacts · example data
Inside every record

Everything you know about a customer, on one screen.

Eight parts of the record, shown one at a time. Hover or tap any of them to see it again.

Message timeline1/8

Every message to and from the contact, with sent, delivered, read and replied marks, and which ones were automatic.

Bring your customer list into one place.

Plans from ₹999 a month · Cancel anytime · Official WhatsApp Business API

Import, export, clean up

Bring your list in. Know exactly what arrived.

Upload a CSV from Excel, Google Sheets or your old CRM. Rows with a bad number or email, and numbers you already have, are skipped and listed with the reason, so nothing goes missing quietly.

  • Export any timeYour contacts are yours. Download them whenever you need.
  • Remove duplicatesGROWTHKeeps the oldest record for each number and removes the copies.
  • Bulk actionsGROWTHTag, untag, opt out or delete many contacts at once.
customers.csvExample
  • Priya Sharma+91 98201 44120
  • Arjun Mehta+91 99300 18275
  • Neha Kapoor+91 98201 44120Skipped · Duplicate phone
  • Rahul Verma+91 97690 55302
  • Sana Khan98 2Skipped · Invalid phone
  • Meera Iyer+91 90040 71188
added2 skipped, each with a reason
Contact analytics

See where your customers come from, and who has gone quiet.

Contacts by source, opt-in status, new contacts in the last 30 days and the ones inactive for more than 30. On the Pro plan. Example data below.

  • Where contacts came from
  • WhatsApp chat52%
  • Click-to-WhatsApp ads21%
  • Added by hand or CSV27%
412New in the last 30 days
4,820Opted in
940Inactive for 30+ days
Who it is for

Any business that sells or serves on WhatsApp.

01

Coaching and education

Course: NEETBatch: Morning

Tag every enquiry by course and batch, note what each parent asked, and send fee reminders or new batch launches only to the families they concern.

02

Clinics and wellness

Prefers: EveningsLast visit: Sep

Keep each patient’s chat history, preferred timings and visit notes together, so the front desk on any shift knows the person who is writing.

03

Real estate

Project: Baner HeightsBudget: ₹80L

See which ad each buyer came from, tag them by project and budget, and send new launches only to the people who asked about that kind of home.

04

Online stores

Size: MInactive 30 days

Segment buyers from browsers, keep a note of sizes and preferences, and win back the customers who have been quiet for a month.

Know every customer before you reply.

Plans from ₹999 a month · Cancel anytime · Official WhatsApp Business API

One record, used everywhere

The CRM sits under everything else you do on WhatsApp.

1,000+ businesses run on Reputoo.

  • Official WhatsApp Business API
  • Member of NVIDIA Inception
  • Payments by Razorpay
Plans

No contact limit. Pick the tools you need.

Every plan stores as many contacts as you have. Higher plans add segments, custom fields and analytics.

Starter

₹999 /month

  • No limit on contacts
  • Message timeline, tags and notes
  • Engagement score on every contact
  • Search and filter by tag, source and stage
  • CSV import and export
  • Opt-in status and STOP opt-outs
  • Ad source on click-to-WhatsApp contacts
Growth

₹2,999 /month

  • Everything in Starter
  • Segments
  • Custom attributes
  • Remove duplicates
  • Bulk tag, untag and opt-out
Pro

₹6,999 /month

  • Everything in Growth
  • Contact analytics
  • AI Sales Agent lead scoring

How to set it up

Your customer list, organised in four steps.

  1. 1Bring your contacts in

    Upload a CSV. Bad numbers and duplicates are skipped and listed with the reason, so you know exactly what came in.

  2. 2Let chats add the rest

    New customers who message you, or arrive from a click-to-WhatsApp ad, become contacts with their source recorded.

  3. 3Organise what you know

    Add tags, notes and your own attributes as you talk, so the next person has the context.

  4. 4Act on it

    Build a segment and send it a broadcast, or open any record from the team inbox before you reply.

Questions about the WhatsApp CRM

What is a WhatsApp CRM?

A WhatsApp CRM keeps your customer records around WhatsApp conversations. Each contact holds their message history, tags, notes, attributes and campaign activity, so the person replying can see who they are talking to and what has already been said.

How is this different from saving contacts on a phone?

A phone keeps a name and a number, and the chat history stays on that device. Reputoo keeps the full record on the business account, so your whole team can see it and nothing is lost when someone changes phones or leaves.

Is there a limit on how many contacts I can store?

No. Every plan, from Starter, has no limit on contacts. What you pay Meta depends on the messages you send, not on the size of your list.

Can I import contacts from Excel or another CRM?

Yes. Export a CSV from Excel, Google Sheets or your current CRM and upload it. Rows with an invalid phone or email, and numbers already in your list, are skipped, and you see the reason for each skipped row.

Can I export my contacts?

Yes. You can export your contacts at any time. Your customer data belongs to you.

What are segments?

A segment is a saved filter, such as everyone tagged Yoga who opted in and came from an Instagram ad. Segments update as contacts change, and you can send a broadcast to one in a few clicks. Segments are on the Growth plan and above.

What are custom attributes?

Fields you define yourself, such as course, city, plan or preferred branch. You can fill them for each contact and use them to build segments. Custom attributes are on the Growth plan and above.

Does the CRM record opt-in?

Yes. Every contact has an opt-in status. A contact who replies STOP to a campaign is marked opted out, and segment campaigns go to opted-in contacts by default. Sending only to people who agreed to hear from you is what keeps your WhatsApp number in good standing.

Can I see which ad a contact came from?

Yes. Contacts who start a chat from a click-to-WhatsApp ad on Facebook or Instagram keep the ad name and ad ID on their record.

How does lead scoring work?

When the AI Sales Agent talks to a lead, it scores them Hot, Warm or Cold from what they say, and the score shows on the contact. The AI Sales Agent is on the Pro plan.

Can I clean up duplicate contacts?

Yes, from the Growth plan. Remove duplicates keeps the oldest record for each number and removes the copies.

Can I change many contacts at once?

Yes, from the Growth plan. Select contacts to add or remove a tag, mark them opted out, or delete them in one go.

Does the CRM show orders and purchases?

If you connect a Shopify or WooCommerce store, its buyers come in as contacts and the record shows their recent orders and lifetime value. Store connections are in early access.

What is the engagement score?

A percentage on every contact that reflects how they respond to your messages: how many they received, read and replied to. Use it to spot your most engaged customers and the ones going quiet.

Can I search and filter contacts without building a segment?

Yes, on every plan. Search by name or number and filter the list by tag, source or stage. Saved segments, which you can reuse and send campaigns to, are on the Growth plan and above.

Can I add contacts by hand?

Yes. Add a contact with a name and phone or email at any time. New customers who message your number are added for you, with their source recorded.

Do I need the WhatsApp Business API to use the CRM?

Reputoo runs on the official WhatsApp Business API, and we help you connect your number. Your customers keep messaging the same number they already have.

Who on my team can see contacts?

Everyone you invite to your Reputoo account works from the same contact list and history, each with their own login.

Every customer. Every chat. One record.

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