QezoraChat + CRM · WhatsApp CRM

The WhatsApp CRM where every chat becomes a lead

A WhatsApp CRM keeps each chat as a sales lead your team can follow up. With Qezora, every new WhatsApp or Instagram chat in QezoraChat creates a lead in QezoraCrm, tagged with its source. Chat-to-lead sync is part of QezoraChat, from ₹2,000/month; the pipeline, proposals and GST invoices are QezoraCrm features, at ₹1,299 per user per month, excl. GST.

4

messaging apps whose chats create leads: WhatsApp, Instagram, Messenger and Telegram

1

pipeline for chat, IndiaMART, Meta Lead Ads, website and imported leads

CSV/PDF

export of your customers, leads and invoices, whenever you like

Do I need a CRM for WhatsApp, or is the WhatsApp Business app enough?

If WhatsApp is where your sales start, you need a CRM. A chat app keeps the conversation; a CRM keeps the lead: where it came from, which stage it has reached, what you quoted and when someone has to follow up.

Without one, the record of a sale is spread across phones and memory. An enquiry on Instagram never reaches the person who handles WhatsApp, a promised call-back depends on someone remembering it, and when a salesperson leaves, the chats that started their deals can leave with their phone.

A WhatsApp CRM puts that record in the company's account, next to every other lead, so the follow-up doesn't depend on whose phone the customer happened to message.

How does a WhatsApp CRM work in Qezora?

QezoraChat and QezoraCrm run in the same account. When a new conversation starts, QezoraChat creates a lead in QezoraCrm tagged with the channel it came from, and your team replies to the chat right inside the CRM.

That covers every channel you connect: WhatsApp, Instagram, Messenger and Telegram chats, replies to your broadcasts, comment-to-DM conversations and chats the AI sales agent answers first.

So it's a CRM with WhatsApp built in rather than connected: there's no separate connector or browser extension to set up, because the inbox is part of the same Qezora account. Each lead then joins the pipeline, Enquiry → Follow-up → Hot → Customer, where tasks and reminders keep the next step on time.

Can WhatsApp leads sit in the same pipeline as IndiaMART and Meta Lead Ads leads?

Yes. Chat leads land on the same board as IndiaMART enquiries, Facebook and Instagram lead forms (Meta Lead Ads), estimate requests from your website and the leads you import from Excel, CSV or an old CRM.

That keeps WhatsApp lead management on one board: a buyer who fills in a lead form and a buyer who messages you are followed up the same way, and each keeps its source. The IndiaMART and Meta Lead Ads page explains how those two sources sync in. Both are part of QezoraCrm, and lead reports show how the pipeline is moving.

Can I send a quote or a GST invoice to a lead that came from WhatsApp?

Yes, in QezoraCrm. Send a proposal or estimate in rupees with tax fields, turn it into a GST invoice with tax rates like CGST and SGST once the customer accepts, and record the payment against it.

When the lead becomes a customer, everything sits on one customer profile: contacts, invoices, projects and support tickets, with the full history. Proposals, estimates and GST invoices are part of QezoraCrm, and invoices export in bulk as PDF for your accountant.

How do you keep chats as company records instead of on a salesperson's phone?

Keep them in the company's Qezora account. Chats and the leads they create stay with the business, each staff member gets a role with its own permissions, and you can export customers, leads and invoices to CSV or PDF whenever you like.

Your data belongs to you, and it's stored on secure servers with regular database backups. When someone joins or leaves the sales team, the chats and leads stay where they are, and the next person picks up from the same record.

How do you turn WhatsApp chats into CRM leads, step by step?

You set it up once, with Qezora's help during onboarding. After that, every new chat reaches the CRM without anyone copying it across.

  1. Import what you already have

    Customers and leads from Excel, CSV or your old CRM, with Qezora's help.

  2. Connect your channels

    QezoraChat runs on the official WhatsApp Business Platform, and Qezora helps you set up and verify the number.

  3. Set stages and roles

    Your lead stages, staff roles and permissions, tax rates and invoice format.

  4. Let chats create leads

    Each new chat becomes a lead with its source and starts as an Enquiry.

  5. Follow up on time

    Tasks and reminders on every lead as it moves to Follow-up and Hot.

  6. Quote, invoice, close

    A proposal or estimate, then a GST invoice and payment, and the lead becomes a Customer.

What does Qezora's WhatsApp CRM include?

Chat-to-lead sync comes with QezoraChat. The pipeline, follow-ups and billing are QezoraCrm features.

Every chat becomes a lead

Created in QezoraCrm automatically, tagged with its source channel.

Inbox inside the CRM

Your team replies to chats right inside QezoraCrm.

One pipeline for every source

Chats, IndiaMART, Meta Lead Ads, website requests and imports.

Tasks & reminders

On every lead, so no follow-up is forgotten.

Proposals & estimates

In rupees with tax fields, turned into invoices once accepted.

GST invoices & payments

Tax rates like CGST and SGST on every line, with payments recorded.

Customer profiles

Contacts, invoices, projects and tickets, with full history.

Broadcasts to leads

Approved WhatsApp templates to leads, contacts or a custom list.

How much does a WhatsApp CRM cost in India with Qezora?

Chats become CRM leads with QezoraChat, from ₹2,000/month billed monthly (₹19,200/year, or ₹1,599/month billed yearly), excl. 18% GST, and every QezoraChat plan includes CRM licenses: 1, 2 or 4 by plan. The pipeline, tasks, proposals and GST invoices are QezoraCrm features, priced per user. QezoraCrm costs ₹1,299 per user per month, ₹1,199 per user with 3 users and ₹999 per user with 5 or more users; billed yearly it's 20% less (₹1,039, ₹959 and ₹799 per user per month), excl. 18% GST. Meta's WhatsApp charges are billed separately.

Starts here

QezoraChat Starter

₹2,000/month

Billed monthly, or ₹19,200/year billed yearly (₹1,599/month). Excl. 18% GST.

  • 500 contacts
  • 1 channel
  • 1 CRM license

QezoraChat Growth

₹5,000/month

Billed monthly, or ₹47,988/year billed yearly (₹3,999/month). Excl. 18% GST.

  • 1,500 contacts
  • 2 channels
  • 2 CRM licenses
  • QezoraShop + QezoraLoya included free

QezoraChat Scale

₹10,000/month

Billed monthly, or ₹95,988/year billed yearly (₹7,499/month). Excl. 18% GST.

  • Unlimited contacts
  • 4 channels
  • 4 CRM licenses
  • QezoraShop + QezoraLoya included free

QezoraShop and QezoraLoya are included free with QezoraChat Growth and Scale. Meta's per-message charges for WhatsApp template messages are billed separately at Meta's published rates.

All prices are in Indian Rupees and exclude 18% GST. Yearly QezoraChat prices are shown on each plan. Compare every Qezora plan.

WhatsApp CRMQuestions,
answered

If your question isn't answered here, ask us during a free demo.

A CRM that saves WhatsApp conversations as leads you can follow up, quote and invoice, instead of leaving them as chats on a phone. In Qezora, QezoraChat creates a lead in QezoraCrm for every new chat, tagged with its source, and the lead moves from Enquiry to Customer.

Connect your number to QezoraChat. From then on, every new WhatsApp chat creates a lead in QezoraCrm with its source on its own, with no copying, spreadsheet or browser extension. Contacts and leads you already have can be imported from Excel or CSV during onboarding.

Yes. Every chat on a channel you connect becomes a lead, tagged with the channel it came from. QezoraChat plans include 1, 2 or 4 channels, from ₹2,000/month.

Yes, with QezoraShop. Every buyer from Shopify, WooCommerce or an in-house shop becomes a CRM lead, matched on phone number only, so two people with the same name are never mixed up. QezoraShop sends its WhatsApp messages from your QezoraChat number.

Yes, in QezoraCrm. Every lead carries its own tasks and reminders from Enquiry through Follow-up and Hot to Customer, so a promised call-back doesn't depend on someone remembering it. The pipeline and reminders are QezoraCrm features, at ₹1,299 per user per month.

For QezoraChat, yes: it connects to the official WhatsApp Business Platform, covered on the WhatsApp Business API page. QezoraCrm itself works on its own, and chats join it once you add QezoraChat.

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