Combined CRM, telecalling, and WhatsApp operations

Run lead management, telecalling, and WhatsApp execution from one team workflow.

Aarohan WABiz CRM+ combines pipeline control, telecalling, customer messaging, automation, and reporting into one operating stack for day-to-day execution.

Speak to our team directly or submit your details below.

Combined CRM and WhatsApp dashboard preview

Key Features

Built for teams that run CRM, telecalling, and WhatsApp together, not separately.

Aarohan WABiz CRM+ combines sales structure, telecalling, and messaging execution into one practical daily workflow.

Team working together across messaging and CRM tools
01

Unified Lead Capture

Bring website leads, WhatsApp enquiries, referrals, and campaign responses into one operating view.

02

Telecalling + Shared Inbox

Tie every customer conversation, call outcome, owner, stage, notes, and follow-up context together.

03

Broadcast With Follow-up

Launch WhatsApp campaigns and keep inbound responses connected to pipeline movement.

04

Deal and Journey Tracking

Move from first message to deal progress, payment status, and retention follow-ups without tool switching.

05

Agent and Team Visibility

Keep sales, telecalling, support, and operations aligned across replies, tasks, and ownership handoffs.

06

Automation Rules

Trigger routing, reminders, stage updates, and campaign actions through one combined workflow layer.

07

Integrated Reporting

Review pipeline health, campaign outcomes, response activity, and conversion signals together.

08

Customer Timeline

Keep messages, telecalling notes, calls, payments, and history attached to the same customer record.

Combined Workflow

Lead to telecalling and WhatsApp engagement to conversion, shaped into one operating rhythm.

Aarohan WABiz CRM+ helps teams run telecalling, customer communication, and pipeline progress as one connected workflow.

01
Capture icon

Capture

Bring inbound leads from forms, ads, campaigns, referrals, and WhatsApp into one shared intake layer.

  • Forms
  • Campaign replies
  • Channel source
02
Route icon

Route

Assign owners, telecalling queues, and reply queues across sales, support, and operations as soon as the conversation starts.

  • Team routing
  • Call ownership
  • Priority rules
03
Engage icon

Engage

Run telecalling, WhatsApp outreach, follow-ups, reminders, and direct replies while keeping CRM history intact.

  • Telecalling
  • Broadcasts
  • Follow-ups
04
Convert icon

Convert

Move conversations into deals, payments, onboarding, or retention journeys with clearer handoffs.

  • Deals
  • Collections
  • Retention
05
Lead scoring icon

Lead Scoring

Prioritize better-fit enquiries before they consume team response time.

06
Campaign context icon

Call and Campaign Context

Keep call outcomes, message sends, templates, and customer replies tied to the same record.

07
Reminder automation icon

Reminder Automation

Reduce manual chasing through task prompts, sequences, and recurring nudges.

08
Payment icon

Payment Touchpoints

Support collection updates and confirmation flows without leaving the customer timeline.

09
Reporting icon

Pipeline Reporting

Review telecalling output, reply volume, stage movement, and conversion outcomes in one place.

10
Handoff icon

Team Handoff

Move work across teams without losing the full conversation history.

Automation Features

Automate CRM actions, telecalling, and WhatsApp execution from the same layer.

This layer is built for teams that want speed, response discipline, and cleaner customer timing across telecalling, sales, and messaging.

Team coordinating customer operations across laptop and mobile
Laptop and phone workspace for combined CRM and WhatsApp execution
Auto-route new leadsTrigger telecalling and WhatsApp actions by stageKeep teams aligned across channels
01

Lead assignment

Route new enquiries to the right rep, telecaller, or reply queue by source, region, campaign, or customer type.

Instant routing

02

Telecalling and WhatsApp follow-ups

Trigger reminders, nudges, and follow-up sequences directly from the customer stage, call status, and message status.

Message cadence

03

Pipeline automation

Update stages, create tasks, and log next actions automatically as calls and conversations progress.

Less manual work

04

Broadcast triggers

Start campaigns or nurture flows based on customer actions, inactivity, or lifecycle milestones.

Operational timing

05

Approval handoffs

Pass exceptions, payment approvals, or manager sign-offs without losing conversation context.

Cleaner approvals

06

Customer status alerts

Surface stalled leads, missed callbacks, silent chats, or pending payment cases before they slip out of view.

Shared visibility

Combined Integrations

Connect CRM records, telecalling, and WhatsApp execution to the rest of your stack.

Aarohan WABiz CRM+ sits between lead capture, telecalling, customer messaging, payment touchpoints, and team workflow.

Combined CRM and WhatsApp integrations workspace
WhatsApp logo

WhatsApp

Keep campaigns, replies, and customer threads connected to the main operational record.

CRM icon

CRM

Track ownership, stage, notes, and call outcomes beside the same customer conversation.

Meta logo

Meta

Bring ad-driven conversations into the shared CRM + WhatsApp workflow.

Google logo

Google

Sync forms, demand sources, and customer activity from search and workspace tools.

Website icon

Website

Capture web enquiries and move them into CRM stages and WhatsApp journeys immediately.

Payment icon

Payment

Handle reminders, confirmations, and collection workflows with customer history intact.

Built For One-Team Operations

From lead source visibility to telecalling activity, WhatsApp replies, CRM ownership, payment workflows, and API-based extensions, the combined stack keeps operations in one place.

+Cross-channel sync+Lead, call, and reply visibility+API-ready workflow extensions+Other API integrations as needed

Pricing

Combined CRM, telecalling, and WhatsApp pricing.

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1. Quarterly is the base plan. Semi-Annual and Annual reduce the effective monthly price for longer billing cycles.

2. Onboarding and rollout support can be tailored for larger combined telecalling and messaging deployments.

CTA

Run CRM, telecalling, and WhatsApp in one flow.

Start with one setup for lead handling, telecalling, messaging, and follow-up visibility across your team.

One team workflowShared visibilityFaster telecalling follow-up
Team planning a combined CRM and WhatsApp rollout

Capture

Lead intake across channels.

Engage

Telecalling, WhatsApp outreach, and replies.

Convert

Pipeline and customer outcomes.

FAQ

Common CRM+ questions.

Practical answers for teams evaluating the combined CRM, telecalling, and WhatsApp stack.

What is Aarohan WABiz CRM+ best suited for?+

It is designed for teams that manage leads, telecalling, customer conversations, and follow-up execution together and do not want CRM and WhatsApp running as separate workflows.

Can it handle both telecalling, WhatsApp campaigns, and CRM pipeline stages?+

Yes. The platform is built to support campaign sends, reply handling, telecalling ownership, stage movement, and reporting in one combined operating layer.

Does it work for both sales and support teams?+

Yes. It can support sales follow-ups, service replies, payment reminders, onboarding communication, and other customer-facing workflows across teams.

Can Aarohan WABiz CRM+ integrate with website leads, Meta, Google, and payments?+

Yes. It is designed to connect to website capture, telecalling workflows, campaign sources, CRM records, payment workflows, and API-driven operations around the customer journey.

Can pricing be customized for larger teams or deeper rollout needs?+

Yes. For broader deployments, custom integrations, or more advanced process requirements, pricing and onboarding can be shaped around your setup.