Wakflow CRM

Every lead captured. Every follow-up done.

Every lead, follow-up and booking in one CRM shaped around your business — filled automatically from WhatsApp, Instagram, your website and your calls.

ReplacesSalesforceHubSpotZoho CRMThe Excel sheet
customer records in one CRM
11,476
follow-up tasks
11,781
salespeople, each seeing their own leads
27
records ever typed in by hand (of 11,476)
63

Ghoomo Saste Me & Tripwaley, our own travel brands · as of 27 Sep 2026

What you say today. What changes.

  1. “Leads come in everywhere — and half of them never get a call back.”
    Leads enter the CRM by themselves, with a follow-up task.
  2. “When a salesperson leaves, their customers leave with them.”
    Every customer stays on one page. Nothing is ever lost.
  3. “Every CRM I tried was built for somebody else.”
    Built around your business, not the other way round.

How it works, step by step.

Watch it run, or tap any step.

Step 1 of 5 · We learn how you sell

Everything it does. 62 features.

Pick a group and watch it work. Tap any feature.

Ready from day onePeople, companies, deals, tasks and notes are set up before you log in, so your team can start working the same day.

Plugs into the rest of Wakflow.

Talks to 14 other Wakflow products. Tap one to see what flows between them.

CRMLead Capture & CRM Sync

Lead Capture & CRM Sync

Every enquiry from your WhatsApp numbers, Instagram and website lands in the CRM as a lead with its source, and updates the existing record when the same customer writes again.

Open Lead Capture & CRM Sync

1 of 14 connections

Where it earns its keep.

Pick your kind of business. See it at work.

SalesEvery lead with a source, an owner and a next step; pipeline boards per product; "my follow-ups today" for each salesperson

Questions about CRM.

Straight answers. Anything else — ask us on WhatsApp.

How is Wakflow CRM priced?

A one-time setup fee for shaping the CRM and moving your data in, then a monthly fee — per user, or one

How long does setup take?

Most of the work is configuration, not coding, so a standard CRM is ready in days. Moving years of old

Can my staff use it on their mobile?

Yes. It runs in any phone or laptop browser — nothing to install. Salespeople can check their

Is my customer data safe? Who can see it?

Your data is kept in its own separate space, backed up every night, and only people you invite can log

What if someone deletes or overwrites something by mistake?

Deleted records wait in a recycle bin and can be restored in one click. Every change is recorded with its

Can it capture leads from my WhatsApp numbers? Will my number get banned?

Yes — every WhatsApp enquiry becomes a lead automatically. The CRM itself never messages anyone; WhatsApp

6 more questions
Does it work in Hindi or Hinglish?

Your team can type names, notes and messages in Hindi, Hinglish or any language. The menus are in

Can I bring in my Excel sheet or old CRM?

Yes. We import your sheets or old CRM data, match the columns, remove duplicates and keep the original

Can each salesperson see only their own leads?

Yes. Each person sees the leads assigned to them; managers and the owner see everything.

Do I need a technical person to run it?

No. We set it up, connect your channels and look after it. Adding a field or a stage later is a

I run two businesses or several branches. Do I need two CRMs?

No. Each brand or branch can have its own lead book, team and stages inside one CRM, or its own

If I leave, can I take my data?

Yes. Export any list at any time. Your data is always yours.

Contact

Stop losing leads between WhatsApp and Excel.

Tell us what's slowest in your business today, and we'll show you exactly which Wakflow products fix it — and how fast.

Or email [email protected]

WAKFLOW

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