Live
Shared team inbox
Multiple agents on the same WhatsApp numbers. Assign conversations, take over a thread mid-chat, and keep response times visible with the SLA badge on every conversation.
[ WHATSAPP CRM ]
The WhatsApp-first CRM
for Indian teams.
Your customers reply on WhatsApp — so your CRM should live there too. Shared team inbox, lead pipeline kanban, followup reminders, and native Zoho sync, on the official Meta Cloud API. ₹0 platform fee.
₹0 platform · ₹0 setup · ₹0 monthly14-day free trial · no card requiredOfficial Meta Cloud API
Quick answer
RichAutomate is a WhatsApp-first CRM for Indian teams on the official Meta Cloud API. It combines a shared team inbox with assignment and SLA badges, multi-number support, a drag-and-drop lead pipeline kanban, contact tags and notes, followup reminders, quick replies, and native stage-gated Zoho CRM sync — at ₹0 platform fee, paying per message only.
[ EVERYTHING LIVE TODAY ]
A full CRM, inside the WhatsApp thread.
Every feature below is live in production today — no roadmap items, no “coming soon”. Try them all on the free trial.
Live
Multi-number support
Run several WhatsApp Business numbers from one inbox. A per-number switcher keeps sales, support, and regional numbers separated without separate logins.
Live
Lead pipeline kanban
A visual board of your WhatsApp leads. Drag contacts through stages as deals progress — your pipeline lives where the conversations happen, not in a separate tool.
Live
Tags, attributes & notes
Tag contacts for segmentation, store custom attributes on every record, and leave internal notes your teammates see — context travels with the contact.
Live
Followup reminders
Set a reminder on any conversation and get realtime in-app plus OS notifications when it is due — with snooze. Promised callbacks actually happen.
Live
Quick replies
Type "/" in live chat to pull up saved replies and insert them instantly. Consistent answers, faster handling, no copy-paste from a doc.
Live
Native Zoho CRM sync
Stage-gated lead push straight into Zoho CRM — when a lead reaches the stage you choose, it lands in Zoho with WhatsApp as the source. No Zapier, no middleware.
Live
Campaigns & flow builder
Broadcast approved Meta templates to segments and automate conversations with the drag-and-drop chatbot flow builder — outreach and follow-through in one place.
[ COMPARED ]
WhatsApp-first CRM vs
generic CRM + WhatsApp plugin.
| ASPECT | RICHAUTOMATE (WHATSAPP-FIRST) | GENERIC CRM + PLUGIN |
|---|---|---|
| Where conversations happen | Native WhatsApp inbox — reply in the thread | Separate CRM screen, plugin relays messages |
| Lead pipeline | Kanban built on WhatsApp contacts — drag through stages | Pipeline lives in CRM; WhatsApp context is detached |
| Followups | Reminders on the conversation, realtime + OS alerts | Tasks in the CRM, away from the chat |
| Team on one number | Shared inbox with assign / take-over + SLA badge | Depends on plugin; often single-session |
| Cost structure | ₹0 platform fee — pay per message only | Per-seat CRM licence + plugin subscription + message cost |
| Zoho CRM | Native stage-gated lead push, no middleware | Usually via Zapier or paid connectors |
Already running Zoho? You don't have to choose — RichAutomate runs the WhatsApp side and pushes qualified leads into Zoho natively when they reach the stage you pick.
[ PRICING ]
No seats. No floor. Pay per message.
PLATFORM
₹0
Platform, setup, and monthly fee — all zero. No per-seat pricing on the CRM.
CLIENT PAY
₹0.10/msg
Flat platform fee per message; Meta bills you direct at their published rates.
SAAS PAY
₹1.20 / ₹0.30
Marketing / utility-authentication, inclusive of Meta — one INR + GST invoice, no Meta card.
14-day free trial · 100 free credits · no credit card to startFull pricing breakdown →
[ FAQ ]
WhatsApp CRM questions, answered.
What is a WhatsApp CRM?+
A WhatsApp CRM manages your leads and customer conversations directly inside WhatsApp instead of a separate sales tool. On RichAutomate that means a shared team inbox on your WhatsApp Business numbers, a drag-and-drop lead pipeline kanban, tags and notes on contacts, followup reminders, and quick replies — so the pipeline lives where Indian customers actually reply.
Is there a free trial?+
Yes — a 14-day free trial with 100 free message credits and no credit card required to start. There is no platform fee, setup fee, or monthly subscription after the trial either: you pay per message only, on Client Pay (₹0.10/msg platform fee + Meta billed direct) or SaaS Pay (₹1.20 marketing / ₹0.30 utility-authentication, inclusive).
Does RichAutomate sync with Zoho CRM?+
Yes — natively, with no Zapier or middleware. The Zoho CRM integration is stage-gated: when a WhatsApp lead reaches the pipeline stage you choose, RichAutomate pushes it into Zoho with phone-number deduplication and WhatsApp recorded as the lead source. You connect your own Zoho account via OAuth from tenant settings.
Can multiple team members use the same WhatsApp number?+
Yes. The shared team inbox puts your whole team on the same WhatsApp Business number — agents can be assigned conversations, take over a thread mid-chat, and see SLA badges on waiting conversations. You can also connect multiple WhatsApp numbers and switch between them in one inbox.
How is a WhatsApp CRM different from adding a WhatsApp plugin to a generic CRM?+
A generic CRM with a WhatsApp plugin treats WhatsApp as one more channel bolted onto a system built for email — replies open in a different tool, reminders live elsewhere, and the per-seat CRM licence plus plugin fees stack up. RichAutomate is WhatsApp-first: the inbox, lead kanban, reminders, and quick replies are all native to the WhatsApp conversation, with ₹0 platform fee and per-message pricing only.