WhatsApp CRM for Sales Teams
50+ agents on personal numbers. No visibility. No attribution. No CRM data. Peach is the structured operations layer your WhatsApp sales team has been missing.
Our Value
The personal WhatsApp problem.
Most Indian enterprise sales teams are running a ₹50-crore revenue operation on personal WhatsApp numbers. It works — until it catastrophically doesn't.
FAQs
Shared inbox
One WhatsApp Business API number, every agent, one dashboard. Managers see every conversation in real time. No leads on personal phones.
Unlimited agents on one number
AI Co-Pilot
AI qualifies every inbound lead — collects budget, intent, timeline — and routes high-intent leads to the right human with a full qualification summary.
Humans only handle leads worth their time
Disposition fields
Custom CRM fields applied inside WhatsApp. Force-Action ensures agents can't close a chat without capturing lead quality, outcome, and intent. 100% data completeness.
Near-100% pipeline data within 30 days
Intelligent routing
Round-robin assignment, departmental silos, city/region/dealer routing, and dedicated assignment for return customers. Every lead lands in the right hands, instantly.
10× lead assignments vs manual routing
Live WhatsApp calling
Make and receive WhatsApp calls directly from the Peach platform. No switching to phone. No lost context. The only WhatsApp CRM built for sales teams who close on calls.
Calls + chat in one place
Meta Ads attribution
Every inbound lead tagged as Paid, Organic, or Referral at entry. Attribution follows the conversation to closed outcome. Finally know which campaigns drive revenue, not just clicks.
Ad spend to closed deal, fully visible
Intelligent routing
930 more leads assigned. Every single day.
The most expensive problem in enterprise WhatsApp is not the platform cost. It is a ₹200 Meta Ad lead going cold because no one was assigned to it — or two agents contacted the same person at the same time.
Departmental routing
Sales, Support, Collections separated automatically
Smart load balancing
Overloaded teams auto-redistributed in real time
Dedicated assignment
Return customers routed to their account manager
City / dealer routing
Leads go to the nearest showroom or field agent
NBFC & Fintech
Compliant collections at scale
Every conversation logged and immutable. PTP (Promise to Pay) as a named Disposition Field that triggers automated follow-ups. RBI audit requests become a filter, not a fire drill.
Retail Operations
Coordinating feet on the street
City/dealer routing sends every CTWA lead to the right showroom automatically. End-of-day reporting shows exactly how many leads each location received, contacted, and converted.
High-Ticket D2C & Travel
The AI + human hybrid funnel
AI qualifies 200 leads per day. Humans close the 40 that actually convert. Cost structure inverts: less human time on low-intent, more on high-probability deals.
Migration without disruption.
The most common concern: will we lose our number, our campaigns, our data? Here is exactly what happens.
→ What changes
✓ What stays the same
Agent experience. Personal phones → Peach shared inbox (web or mobile app). Setup per agent: under 5 minutes.
Your WhatsApp number. Migrating from WATI, AiSensy, or Interakt? Your number migrates. No new number, no customer communication required.
Manager visibility. From zero visibility → full funnel reporting within 48 hours of deployment.
Your Meta Ad campaigns. CTWA campaigns continue unchanged. Peach adds attribution tagging on top — your ads keep running from day one.
Data quality. Manual, inconsistent CRM entries → automatic Disposition Field data on every conversation, in real time.
Your existing CRM. Peach is not a CRM replacement. It is the WhatsApp layer that feeds Freshsales, Zoho, LeadSquared, or HubSpot with structured, real-time data.
Typical deployment timeline
Day 1–2
Number migration & team onboarding
WhatsApp API setup, every agent onboarded to shared inbox.
Day 3–5
Configuration & AI training
Disposition Fields configured, routing rules set, AI Co-Pilot trained on your knowledge base.
Day 7
First full week of structured data
Manager dashboard live. First funnel report available. CRM receiving real-time data.
Day 30
Full baseline established
FRT, TRT, conversion rates by agent and team. Meta Ad attribution flowing end-to-end.
Stop flying blind on WhatsApp.
Book a 15-minute demo. We'll show you exactly what Peach looks like for your team size, your vertical, and your current WhatsApp setup — with real numbers from teams like yours.
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