Meta Official Partner

A WhatsApp CRM that turns chats into revenue

SheetWA's WhatsApp CRM keeps tags, custom fields and chat history on every contact, so you know who each person is, when they last messaged and what to send next. It runs on the official WhatsApp Business API.

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SheetWA WhatsApp CRM contacts table with tags and chat activity

Signs you need a WhatsApp CRM

“I have a list of numbers and no idea who any of them are.”

Tags and custom fields, on every contact.

“I keep messaging people who already asked me to stop.”

STOP removes them. Every send respects it.

“My contact list is spread across three different spreadsheets.”

Import once from Sheets, Excel or CSV.

What is a WhatsApp CRM?

A WhatsApp CRM is customer relationship management software that lives where your customers already talk to you: WhatsApp. Instead of a phone book, every contact gets a record with tags, custom fields, opt-in status and the full chat history, and your broadcasts, automations and team inbox all work from that one record. Because the contact list, inbox and campaigns are one product, nothing has to sync between tools, and it all runs on the official WhatsApp Business API.

One record per customer

Tags, custom fields, chat activity and opt-in status together.

Built for sending

Any tag or field filter becomes a broadcast audience or an automation rule.

Shared by the team

One workspace, one list, with admin and member roles.

Key Features of SheetWA WhatsApp CRM

Tags and Custom Fields on Every Contact

Label your customers the way your business actually thinks about them, then build any audience in seconds.

  • Create your own tags and assign them to one contact or hundreds at a time.
  • Add custom fields for text, numbers, dates or yes and no answers.
  • Filter by tag, status, or any field you have left empty, so nothing gets missed.
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New Chats Become Contacts Automatically

Someone messages your number for the first time and they land in your contact list, without anyone typing them in.

  • Each new sender is saved with their WhatsApp display name when WhatsApp shares it.
  • Tag them and add notes from the chat itself, so the record is ready for your next broadcast.
  • Prefer adding contacts by hand? Turn auto-save off for your workspace.
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See When Every Customer Last Messaged

Your contact list shows the state of every conversation, not just a phone number.

  • A chat activity column shows how long ago each person messaged you.
  • Hover any row to read their last message and the exact time it landed.
  • Open the conversation in your team inbox straight from the contact row.
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Bring Your List In From Google Sheets or Excel

Point us at your spreadsheet and your contacts are ready to message in minutes.

  • Import from Google Sheets, CSV or Excel with the columns mapped for you.
  • Create new custom fields while you import instead of setting them up first.
  • Choose how duplicates are handled and see exactly what will land before it does.
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Opt-Outs Handled For You

Stay on the right side of your customers and of WhatsApp policy without doing the bookkeeping.

  • A reply of STOP unsubscribes that contact instantly, START brings them back.
  • Pick your own keywords and confirmation replies for your workspace.
  • Broadcasts, automations and auto replies all skip unsubscribed contacts.
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Birthday and Renewal Messages That Send Themselves

Turn the dates and tags on your contacts into messages that go out on their own.

  • Every workspace starts with date fields for birthdays and anniversaries.
  • Build a rule from any mix of tags and custom fields, then pick your template.
  • The audience is worked out fresh every day, so new contacts are included.
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Private Team Notes on Every Contact

Keep the context your team needs on the customer record, where the customer never sees it.

  • Write a note from the contact drawer or straight from the chat in your team inbox.
  • Each note shows who wrote it and when, and appears on every chat with that contact.
  • Notes are never sent to the customer, and only the author or an admin can delete one.
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WhatsApp Business app contacts vs a WhatsApp CRM

The app gives you labels. A CRM gives you a record that your sends can use.

Contact record

SheetWA WhatsApp CRM

Tags plus custom fields for text, numbers, dates and yes/no

WhatsApp Business app

Name, number and labels

Import

SheetWA WhatsApp CRM

Google Sheets, Excel or CSV with columns mapped for you

WhatsApp Business app

One at a time from the phone

New contacts

SheetWA WhatsApp CRM

Saved automatically when they message you

WhatsApp Business app

Save each number by hand

Who can see it

SheetWA WhatsApp CRM

The whole workspace, with roles

WhatsApp Business app

One phone and its linked devices

Last contact

SheetWA WhatsApp CRM

A chat activity column with the last message and time

WhatsApp Business app

Scroll the chat list

Opt-outs

SheetWA WhatsApp CRM

STOP and START handled, every send respects it

WhatsApp Business app

Manual

Follow-ups

SheetWA WhatsApp CRM

Birthday, renewal and tag-based messages that send themselves

WhatsApp Business app

Reminders you set yourself

Broadcast audience

SheetWA WhatsApp CRM

Any tag or field filter

WhatsApp Business app

Lists of up to 256 saved contacts

How to choose a WhatsApp CRM

Six checks to run on any WhatsApp CRM before you commit, ours included.

Official API or browser extension?

Extension CRMs sit on top of WhatsApp Web on one computer. API CRMs run on Meta's official platform, so the whole team works from one number.

Can it read your spreadsheet?

Most contact lists start in Google Sheets or Excel. Check that the import maps your columns and lets you decide how duplicates are handled.

Are opt-outs automatic?

People who reply STOP and keep getting messages tend to block or report you, which lowers your number's quality rating. Every send should skip them on its own.

Can the whole team use it?

Look for one shared contact list, roles that limit who can delete, and private notes your teammates can read before they reply.

What will it cost each month?

Add the software plan to Meta's charges for template messages. Replies inside the 24-hour customer service window are free.

Do you need a native CRM sync?

If your team lives in Zoho, HubSpot or Salesforce, a direct sync matters. If WhatsApp is your main channel, a WhatsApp-first CRM is simpler.

How to use WhatsApp as a CRM

From a spreadsheet of numbers to a contact list that works for you.

1

Connect Your Number

Link your WhatsApp Business API number to SheetWA. Keep it in the WhatsApp Business app in coexistence mode if you like.

2

Import Your Contacts

Paste a Google Sheets link or upload Excel or CSV. Columns map automatically, and you can create custom fields during the import.

3

Tag and Organise

Create the tags your business thinks in, apply them in bulk, and fill the fields that matter: city, plan, renewal date.

4

Message and Follow Up

Broadcast to a tag, open any chat from the contact row, or set a date rule so birthdays and renewals send themselves.

WhatsApp CRM integration with Google Sheets, Excel and AI tools

Contacts come in from a sheet or a file, and AI tools can work on them through the MCP server.

Google Sheets

Running a Google Sheets CRM today? Paste the sheet link, pick the tab, and the headers become fields. Re-import to update.

Excel and CSV

Upload a file and choose how duplicates are handled before anything lands.

WhatsApp MCP server

Read contacts, add tags and send templates from Claude, Cursor or VS Code.

Learn more

Already on Zoho, HubSpot or Salesforce?

Export your contacts to a sheet and import them here. SheetWA handles the WhatsApp side; a direct sync is not available today.

WhatsApp CRM for sales, support and marketing

The same contact record, used three ways.

Sales

Tag leads by stage, see who went quiet, and follow up from the contact row.

Support

Read the full chat history and your team's notes before you reply, and keep plan and order details on the record.

Marketing

Build audiences from tags and fields, send a broadcast, and let opt-outs remove themselves.

How much does a WhatsApp CRM cost?

Every SheetWA WhatsApp API plan includes the CRM, starting at ₹499 per number a month plus GST. Meta charges separately for the template messages it delivers, and replies inside the 24-hour customer service window are free. Estimate a month with the WhatsApp pricing calculator and compare plans on the pricing page.

Loved By Professionals

Weekly listing updates to 200+ buyer leads, personalized from a Google Sheet with property prices and neighborhoods per buyer. Closed two deals last month from blast replies alone.

CN

Maria

Real Estate

We send our Friday lunch promo to about 300 regulars from a sheet. Usually pulls in around 20 orders, and six months of weekly sends in we haven't had any trouble.

CN

HDA Pizzeria

Restaurant

RSVPs and reminders for 8 to 10 events a month. SheetWA turned a two person job into one person hitting send. Reply tracking flags the "can't make it" responses early.

CN

K2 Events

Event Planner

Cohort enrollment used to be a copy and paste nightmare. Personalized by program and batch from a sheet, with 20% more replies than our previous manual round.

CN

Infinity

Coaching Institute

Pulled lapsed clients from our spreadsheet and sent them a discount code. 15 booked sessions in a week. Staggered scheduling lets me prep once on Sunday.

CN

Soulfull

Wellness Center

Quarterly portfolio updates to 400 clients used to eat two full days. Now it's a sheet refresh and one click, with mail merge handling each client name and advisor. Even compliance signed off after seeing the logs.

CN

Rajesh Kumar

Financial Advisory

Frequently Asked Questions

A WhatsApp CRM stores your customer details next to your WhatsApp conversations. Instead of a phone book, you get a record with tags, custom fields and chat history that your broadcasts, automations and replies all work from.

Yes. The SheetWA CRM runs on the official WhatsApp Business API, which is what gives you the chat activity column, automatic opt-out handling and the team inbox link on each contact.

Yes. Paste your Google Sheets link and pick the tab, and we read the headers and rows for you. CSV and Excel files work the same way, with the columns mapped automatically and yours to change.

Use tags. Create any tags your business needs, assign them in bulk, and then filter the contact list or a broadcast audience by tag. You can also filter by status or by any custom field left empty.

Custom fields are your own columns on a contact. They can hold text, numbers, dates or a yes and no answer, so you can keep things like order value, plan renewal date or city right on the customer record.

That contact is unsubscribed straight away and moved to your unsubscribed list with a record of when and why. They stop receiving broadcasts, automations and auto replies. A reply of START puts them back.

Yes. Each contact row has an Open chat button that takes you into the conversation in your team inbox. You can also broadcast to everyone carrying a tag, or set up an automation that messages them on a date.

Yes. Your team shares one workspace and one contact list. Members can add and edit contacts and work with tags, while deleting contacts and managing custom fields is kept to admins.

No. The inbox is where you reply. The CRM is the record behind each chat: tags, fields, history and opt-in status. In SheetWA they are linked, so every contact row opens its chat and every chat shows its contact.

SheetWA's WhatsApp API plans come with a 7-day free trial that includes the CRM. After the trial the CRM is part of every API plan. Meta's message charges are billed separately to your Meta account.

Not a direct one today. Export your contacts from Zoho CRM, HubSpot or Salesforce to Google Sheets or CSV and import them into SheetWA. Your columns come across as custom fields.

Yes. When someone messages your number for the first time, SheetWA saves them as a contact, with their WhatsApp display name when WhatsApp shares it, as long as your plan's contact limit has room. You can turn auto-save off for your workspace.

Explore More WhatsApp Business API Features

Discover powerful WhatsApp features that help you engage customers, boost sales, and simplify communication — all in one platform.

WhatsApp Broadcasting

Send bulk tailored messages to unlimited contacts instantly with better reach and improved engagement, without spamming.

Learn more

WhatsApp Payments

Make it easier for customers to purchase, pay, and check out without leaving WhatsApp with secure in-chat payments.

Learn more

WhatsApp Team Inbox

Collaborate with your team by handling all customer conversations in a single shared WhatsApp inbox.

Learn more

AI WhatsApp Chatbot

Automate conversations 24/7 with an AI-powered chatbot that engages, assists, and converts leads on WhatsApp.

Learn more

WhatsApp Forms

Collect leads, customer data, and feedback — all within WhatsApp chats using interactive, easy-to-fill forms.

Learn more

Put Your WhatsApp Contacts to Work

Tag every customer, keep their details in one place, and let your broadcasts and automations reach exactly the right people.

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CRM
Easy Setup
Official WhatsApp API