WhatsApp CRM for salesmen
Send your offer to hundreds of leads on WhatsApp, then know exactly who to call today. Built for loan, insurance and property agents who sell from their phone.
What is a WhatsApp CRM?
A WhatsApp CRM keeps your leads, their WhatsApp chats and your follow-ups in one place. Instead of scrolling through hundreds of chats to remember who asked for a rate card, it shows you who replied, who you promised to call, and who has gone quiet.
A salesman's day with Agniix
10:00
Send one offer to your whole list
Pick your approved template, your lead list from Excel, and send. It goes out on WhatsApp's official API, so your number stays safe and customers don't need to have saved it.
10:30
Replies come to one place
"Rate kya hai?", "Details bhejo", "Call me after 6". Everyone who wrote back is at the top of today's list, so you answer them while they are still interested.
11:00
One tap after every call
Interested, Call back later, Sold or Not interested. Pick a date for the call back and forget it: it comes back on that day.
Next morning
Your list is ready
Calls due today, follow-ups you missed and leads who went quiet are waiting. The number of calls left goes down as you work.
What you get
Offers to hundreds of leads
Hindi and English templates on the official WhatsApp Business API.
Today list
Who replied, who to call today, follow-ups missed, leads gone quiet.
Full chat with every lead
Reply, send a photo or a rate card PDF, see delivered and read ticks.
Import from Excel
Bring your lead list from a spreadsheet, keep each list separate.
Opt-outs in one tap
When a customer asks to stop, one tap takes them off your offers. Agniix never messages them on its own.
Honest reports
Delivered, read and not delivered, with the reason for each failure.
WhatsApp Business app, a big CRM, or Agniix?
Send one offer to hundreds
WhatsApp Business app: Only to people who saved your number
Big CRM: Usually through an add-on
Agniix: Yes, on the official API
Tells you who to call today
WhatsApp Business app: No
Big CRM: Yes, after setup
Agniix: Yes, from day one
Made for working from a phone
WhatsApp Business app: Yes
Big CRM: Mostly built for a desk
Agniix: Yes
Hindi
WhatsApp Business app: Yes
Big CRM: Rarely
Agniix: Yes
Price
WhatsApp Business app: Free
Big CRM: Often ₹1,000+ per user each month
Agniix: ₹500 a month, first month free
| WhatsApp Business app | Big CRM | Agniix | |
|---|---|---|---|
| Send one offer to hundreds | Only to people who saved your number | Usually through an add-on | Yes, on the official API |
| Tells you who to call today | No | Yes, after setup | Yes, from day one |
| Made for working from a phone | Yes | Mostly built for a desk | Yes |
| Hindi | Yes | Rarely | Yes |
| Price | Free | Often ₹1,000+ per user each month | ₹500 a month, first month free |
A big CRM does far more: pipelines for teams, reports, many integrations. If you run a sales team of 20, it may suit you better. Agniix does one thing: offers on WhatsApp, and following up every reply.
Who it's for
- Loan and DSA agents
- Insurance agents
- Property agents
- Distributors and small businesses that sell on WhatsApp
Not for: chatbots, online shops or support teams answering hundreds of tickets. Other tools are built for that.
What it costs
₹500 a month, first month free. WhatsApp's own message charges (about ₹1 per offer) are billed by Meta to your WhatsApp account, with nothing added by us.
See the full pricing breakdown →Frequently asked questions
What is a WhatsApp CRM?
A WhatsApp CRM keeps your leads, their WhatsApp chats and your follow-ups in one place. You send offers on WhatsApp, see who replied, mark each lead (interested, call back, sold, not interested) and get reminded who to call, instead of searching through hundreds of chats.
Is there a free WhatsApp CRM?
The WhatsApp Business app is free and has labels, but it cannot send one offer to hundreds of people who have not saved your number, and it does not remind you to follow up. Tools that do both cost money. Agniix is ₹500 a month and the first month is free; WhatsApp's own message charges are billed by Meta.
How is it different from WhatsApp Business app labels?
Labels are tags you set by hand. Agniix sends offers through the official WhatsApp Business API, notices when a lead replies, puts them on today's list, and brings back leads you promised to call. Labels never tell you who to call today.
Can I keep my existing WhatsApp number?
Where Meta allows it, yes: you connect the WhatsApp Business number you already use and keep chatting from the app on your phone. Otherwise you connect a new number for sending offers.
Do my customers have to save my number?
No. Offers go through WhatsApp's official Business API, which reaches customers who agreed to hear from you whether or not they saved your number.
Does it work on a phone?
Yes. Agniix is built for the phone first and runs in your phone's browser, so there is nothing to install. It works on a computer too.
Is my customer list safe?
Your customer list is yours. We do not sell or share it, you can download it as a spreadsheet at any time, and one tap takes a customer off your offers when they ask.
Start with the leads you already have
Import your list, send one offer, and see who replies. The first month is free.
See how it works