Turn WhatsApp conversations into paying customers
OctaCRM puts your whole team in one WhatsApp inbox, answers routine questions with an AI assistant you control, and follows every lead to a closed deal — on the official WhatsApp Cloud API, in rupees, in English and हिन्दी.
- Official WhatsApp Cloud API
- Your own WhatsApp number
- English + हिन्दी
- ₹, GST and UPI ready
- for your whole team
- 1 inbox
- AI assistant, with human hand-over
- 24 × 7
- AI credits, WhatsApp, SMS, email
- 5 wallets
- interface and AI replies
- EN + हिन्दी
The short answer
What is OctaCRM?
OctaCRM is a WhatsApp-first customer relationship management (CRM) system from OctaPages. It connects your business's WhatsApp number through Meta's official WhatsApp Cloud API and gives your team one shared inbox, contact and deal tracking, approved message templates and consent-aware broadcasts, no-code automations, and an AI assistant that answers customers from your own knowledge base and hands the chat to a person when needed. It is built for Indian businesses: prices and invoices in rupees with GST, and an interface in English and Hindi.
Sound familiar?
Most Indian businesses already sell on WhatsApp. What they lack is a system behind it.
Leads live on someone's phone
Chats sit on one person's handset. When that person is on leave — or leaves the company — the customer list goes with them.
Replies that arrive tomorrow
An enquiry at 10 pm waits until the morning, and the customer has messaged a competitor by then.
Follow-ups that slip
No reminders, no pipeline, no way to see who owns which lead or which deal went quiet.
Broadcasts that risk your number
Sending offers to people who never agreed gets numbers reported and restricted — and your main sales channel with them.
OctaCRM brings chats, contacts and deals together
Everything your team needs to talk to customers, understand them and follow up — in one workspace, with one login, on the number your customers already know.
Talk
A shared inbox, approved templates and consent-aware broadcasts on the official WhatsApp Cloud API.
Understand
Contacts, companies, deals, tasks and reports, so you always know who is interested and what happens next.
Automate
An AI assistant and no-code flows handle the routine, and hand over to a person the moment it matters.
One WhatsApp number, your whole team
Every conversation lands in one inbox. Assign chats to a person or a team, leave internal notes the customer never sees, and see at a glance what is waiting.
- Assign a chat to a person or a team — with automatic round-robin rules if you like
- Internal notes and quick replies for answers you give every day
- A first-reply clock and an overdue filter, so no enquiry waits unseen
- Photos, documents and voice notes arrive checked and stored privately
- The 24-hour reply window is shown on every chat, so you always know whether a template is needed
Meta's official Cloud API, on your own number
Connect your own WhatsApp Business number in minutes. Your customers see the number they already trust, and the messages go through Meta's official channel — not a workaround that can get a number blocked.
- Connect through Meta's own sign-up, or paste a system-user token if your business manager is set up that way
- Sent, delivered and read ticks update live from Meta's own status messages
- Message templates are written in OctaCRM and approved by Meta; their status is Meta's, never ours
- WhatsApp's charges are billed by Meta to your own WhatsApp Business Account — OctaPages does not resell them
Campaigns that respect your customers — and your number
Send an offer to the right people, not to everyone. OctaCRM keeps the consent record, leaves out anyone who opted out, and shows what Meta will charge before you press send.
- Marketing consent is recorded with its evidence; STOP replies are honoured automatically
- An estimate of Meta's charge, clearly labelled as Meta's, before the campaign starts
- A per-number speed limit shared by all your campaigns, so a big send never trips Meta's limits
- If Meta's quality rating drops, the campaign pauses and your owners are told — you resume it knowingly
- Every recipient is tracked: queued, sent, delivered, read, failed
An assistant that answers like your best team member
Teach the assistant about your business once. It answers routine questions in the customer's language, qualifies leads, and hands over to a person when the customer asks or when it is unsure — it never goes silent.
- Answers only from your business profile and knowledge base — not from the open internet
- Replies in English, हिन्दी or Hinglish, matching the customer
- Can tag, qualify and move a deal — only to stages and tags that already exist in your account
- AI Lab: rehearse real customer types against your assistant and get a score before you switch auto-reply on
- Auto-reply starts only after a passing score, and a human reply pauses the AI for that chat
Try OctaCRM on your own WhatsApp number
Create your account, connect your number and invite your team. See the inbox with your real customers before you decide anything else.
Follow-ups that run themselves, without code
Draw a flow: when a lead arrives, wait, send a message, tag, assign, branch — and test it in a sandbox that never touches a real customer.
- Start from a new contact, a stage change, a keyword, a form, a booking or a tag
- Steps for messages, waits, tags, assignments, branches and calls to your own systems
- A simulator that runs the flow on a made-up customer — nothing is sent
- Free-form messages only inside the reply window; otherwise the flow hands over to a person
Every lead has an owner, a stage and a next step
One record per customer, however many times they write. Move deals across your own pipeline, set tasks with reminders, and let the system warn you about duplicates.
- Contacts, companies and deals with your own custom fields and tags
- Pipelines with stages, probabilities and lost reasons that you define
- Tasks and reminders that arrive when they are due
- CSV import with column mapping and duplicate handling by phone number
- Deleted by mistake? Everything has a Trash and a restore
Appointments, with where each one came from
Customers who book from your OctaPages listing page, from a WhatsApp conversation, or from your online store land in one calendar — each marked with its source and turned into a lead on the timeline.
- Booking slots follow your opening hours, buffers and capacity
- The AI assistant and automations offer only real, free slots — never a time that is not available
- Each booking shows its source, so you know which channel earns you appointments
- Confirm, decline or reschedule from the CRM
Numbers you can trust, because they are recounted
Messages, first-response times, conversions and campaign results come from one nightly recount of what actually happened — not from counters that drift.
- Response-time and conversation reports by day, member and team
- Pipeline value, win rate and lost reasons
- Broadcast results with delivery and read rates
- Export any list or report to CSV or Excel
Everyone sees what they should — and nothing more
Use the built-in roles or create your own. Decide whether a person sees only their own records, their team's, or everything.
- Owner, admin, manager, agent and viewer roles — or custom roles with exactly the permissions you pick
- Record visibility: own, team or all, for contacts and for the inbox
- A workspace audit log of exports, role changes, keys and settings
- Invite colleagues by email; remove them and their access ends at once
An open API, signed webhooks and bring-your-own-bot
Connect OctaCRM to your own systems, or put your own bot on the same inbox — while a person can always take over.
- API keys with scopes, per-key rate limits and a published OpenAPI document
- Webhooks signed with your secret, with safe secret rotation
- A bot API that refuses to talk over a person who has taken the chat
- Idempotent writes, so a retry never sends a message twice
From sign-up to first sale in four steps
No developers, no waiting for a vendor to "set you up".
- 1
Connect your number
Link your WhatsApp Business number through Meta's official sign-up and invite your team.
- 2
Bring your customers in
Import contacts from a CSV, or let new chats create contacts automatically.
- 3
Switch on the helpers
Add templates, build a flow and teach the AI assistant — rehearse it in the AI Lab first.
- 4
Work the pipeline
Reply, follow up, move deals and read the reports that tell you what is working.
Rupees, GST, UPI and Hindi are not an afterthought
OctaCRM was designed in India for Indian businesses, so the details that usually need a workaround simply work.
Prices and invoices in rupees
Plans are priced in rupees, with GST shown and a proper GST tax invoice for every payment.
Pay the way India pays
Cards, UPI and net banking through Razorpay, with autopay or prepaid months.
English and हिन्दी
The whole interface switches language, and the assistant can reply in English, Hindi or Hinglish.
Indian numbers handled properly
Mobile and landline numbers are validated the Indian way, and codes only go to numbers that can receive them.
India time, everywhere
Reports, reminders and business hours run on Indian Standard Time, never the visitor's guess.
Data-protection tools included
Export or erase a contact's data on request, with a record of who did it — built for the DPDP Act's expectations.
Where OctaCRM is stronger for an Indian business
Comparing categories of products, on points that matter when your customers are on WhatsApp and your books are in rupees.
| What you get | OctaCRM | Global CRM suites (HubSpot, Salesforce…) | WhatsApp engagement tools (Wati, Interakt…) | App-suite CRMs (Zoho…) |
|---|---|---|---|---|
| Shared WhatsApp team inbox built in | Included | Partly, or a separate product or add-on | Included | Partly, or a separate product or add-on |
| Official Cloud API; Meta's charges go to your own account | Included | Partly, or a separate product or add-on | Varies by vendor | Partly, or a separate product or add-on |
| AI assistant with human hand-over and a pre-launch test (AI Lab) | Included | Partly, or a separate product or add-on | Partly, or a separate product or add-on | Partly, or a separate product or add-on |
| Pipeline, tasks and reports in the same product | Included | Included | Partly, or a separate product or add-on | Included |
| Website, funnels, online store and social planner on the same login | Included | Partly, or a separate product or add-on | Not offered | Partly, or a separate product or add-on |
| Field-team Android app with verified visits | Included | Not offered | Not offered | Partly, or a separate product or add-on |
| Rupee pricing and GST tax invoices | Included | Partly, or a separate product or add-on | Included | Included |
| Hindi and English interface and AI replies | Included | Partly, or a separate product or add-on | Partly, or a separate product or add-on | Partly, or a separate product or add-on |
| Each business's data in its own separate database | Included | Typically shared | Typically shared | Typically shared |
| White-label for agencies: your brand, domain and prices | Included | Partly, or a separate product or add-on | Partly, or a separate product or add-on | Partly, or a separate product or add-on |
- Included
- Partly, or a separate product or add-on
- Not offered
A comparison of product categories, based on publicly available information in October 2026. Individual products and plans differ and change — please confirm current details with each vendor. All product names belong to their owners.
Your customers' data stays yours
OctaCRM is built so that one business can never see another's data, and so that you can always leave with everything.
Your own database
Every business gets a database of its own, not a shared table with a filter.
Backed up and rehearsed
Every business database is backed up nightly, and restores are rehearsed on a schedule.
Take it all with you
Export your whole workspace, or one contact's data, whenever you ask.
No silent access
When OctaPages staff enter a workspace it needs a written reason, shows a banner and is recorded.
Who uses OctaCRM
Any business where customers ask questions and book on WhatsApp.
Clinics and salons
Appointment requests, reminders and follow-ups, without a receptionist glued to a phone.
Real estate and education
Track every enquiry from first message to site visit or admission, with a clear owner for each lead.
Retail and D2C
Order updates, offers and repeat-purchase nudges, with consent kept in order.
Agencies and freelancers
Run clients' WhatsApp from one place — or resell it under your own brand with OctaReseller.
Field and franchise teams
Pair with Octa Field so shop visits and leads flow into the same pipeline.
Home and local services
Quote requests in, quotes out, jobs followed up — all in the chat the customer already uses.
Questions people ask
Is OctaCRM an official WhatsApp solution?
Yes. OctaCRM connects through Meta's WhatsApp Cloud API with your own WhatsApp Business Account and sends template messages that Meta approves. Your customer conversations do not go through unofficial tools.
Who pays Meta's WhatsApp message charges?
You do, to Meta, on your own WhatsApp Business Account. OctaCRM shows an estimate that is clearly labelled as Meta's charge, and OctaPages does not resell or mark up WhatsApp's fees.
Can the AI assistant give wrong answers?
No AI is perfect, so OctaCRM puts you in control: it answers only from your business profile and knowledge base, it can hand over to a person at any time, you rehearse it in the AI Lab before switching auto-reply on, and a person's reply pauses it for that chat. Every AI message is stored so you can review it.
Can I import my existing contacts?
Yes. Import a CSV, map its columns, and OctaCRM handles duplicates by phone number. You confirm that you hold the customers' consent for marketing before they are included in broadcasts.
Do my customers need to install anything?
No. They keep chatting on WhatsApp exactly as they do today.
What is the 24-hour window?
WhatsApp lets you reply freely for 24 hours after a customer's last message. After that you need an approved template. OctaCRM shows the window on each chat and only offers templates once it has closed.
Does it work on a phone?
Yes. OctaCRM works in any modern browser on a phone, tablet or computer, in English or Hindi.
How much does it cost?
OctaCRM is a monthly plan in rupees plus GST, bought from the OctaPages Marketplace; the current plans and any free trial are shown when you sign in. WhatsApp's own charges (paid to Meta) and optional AI credits are separate.
Where is my data kept, and can I leave with it?
Each business has its own database, backed up every night. You can export your whole workspace, or any one contact's data, whenever you want.
Can an agency resell OctaCRM to its own clients?
Yes. With OctaReseller you put your own name, logo and domain on OctaCRM and set your own prices — see the OctaReseller page.
Give every customer conversation a home
Create your OctaCRM account, connect your WhatsApp number and let your team reply together.