Contact records
Name, phone, company, email, and tags. Import lists with CSV tooling built for broadcast audiences.
WhatsApp Business Cloud API
Your team’s WhatsApp CRM — inbox, contacts, and campaigns in one place
IsarvaCRM is a shared team inbox for WhatsApp that connects your business number so agents can collaborate, set up WhatsApp automation, track deals, and send broadcast campaigns — without juggling personal phones.
Shared team inbox
Template broadcasts
Pipelines & deals
How it works
From WhatsApp number to daily work in four steps
You connect Meta once. After that, customers message your business number and your team works inside IsarvaCRM.
1
Connect WhatsApp
In Settings, add your WhatsApp Business Account credentials and webhook so Meta can deliver messages to the CRM.
2
Customers message you
When someone writes to your business number, the chat appears in the shared Inbox for your team.
3
Reply as a team
Agents assign conversations, send text or media inside Meta's customer-care window, or use approved templates.
4
Grow with campaigns & CRM
Broadcast templates to opted-in contacts, move deals in pipelines, and review delivery in Reports.
Contacts & pipelines
Turn chats into contacts and deals
Every WhatsApp number can become a CRM contact. Link deals so sales and support share the same history.
Opt-in & list health
Track marketing consent so campaigns go to people who said yes — and clean lists before the next send.
Sales pipelines
Kanban stages for deals. Open a deal from the inbox contact sidebar without leaving the chat.
Shared Inbox
Every WhatsApp reply in one workspace
Three panels: who is waiting, the live thread, and contact context — so nothing gets lost between chats.
Conversation list
Search chats, spot unread, and prioritise people who just replied.
Message thread
See sent, delivered, read, and failed statuses synced from Meta.
Contact sidebar
Tags, notes, assignment, and deals stay beside the chat while you reply.
Composer
Text, images, documents, and templates — following WhatsApp’s 24-hour window rules.
Automations & AI
Automate the repeat work — keep humans for the hard parts
Powerful WhatsApp automation to handle routine inquiries — keep your human agents focused on high-value sales.
Visual flows
Drag-and-drop steps: send messages, branch on replies, collect fields, call webhooks.
AI suggest reply
One tap drafts an answer from recent chat turns and your knowledge articles.
AI auto-reply
Optional first replies with delay and cooldown so the bot does not spam. Skip when an agent is assigned.
Human handoff
Route qualified leads or complex questions to a person in the inbox.
Templates & Broadcasts
Reach many contacts with Meta-approved messages
As a complete WhatsApp marketing tool, IsarvaCRM lets you broadcast Meta-approved template campaigns at scale and track delivery in real time.
Message templates
Create and sync templates in Settings. Use them in the inbox or in a campaign once Meta marks them approved.
Broadcast campaigns
Pick a template, choose an audience (tags, CSV, filters), personalise variables, then send or schedule.
Delivery follow-through
See delivered, read, replied, and failed counts. Resume pending recipients and filter contacts by delivery issues before the next run.
Reports
See what was sent, read, and replied
Reports use your real CRM and Meta delivery data for the date range you pick — not vanity demo numbers.
Broadcast campaigns
Per-campaign delivered, read, replied, and billable counts — export CSV or PDF.
Template sends to contacts
Which contacts got which template, with status filters for sent, failed, and more.
Messaging spend & team stats
Category spend from Meta, plus agent performance, lead funnel, and call summaries.
Ready when your WABA is connected
Get started in your own workspace
No fake trial button — open the app and complete these steps so messaging works end to end.
1
Settings → WhatsApp
Save Phone Number ID, WABA ID, access token, and webhook verify token. Register the number so Meta can deliver events.
2
Settings → Templates
Sync or create templates and wait for Meta approval before broadcasting.
3
Inbox
Send a test message from a phone on your allowlist, then reply from IsarvaCRM and confirm it arrives on WhatsApp.
4
Broadcasts & Reports
Run a small campaign, then check delivery and contact-level sends in Reports.
PS
Priya SharmaCustomer reply · just now
Do you have HRMS pricing for 50 seats?
AI draft
Yes — for 50 seats we offer Standard and Pro. Want a 14-day trial link or a demo slot this week?
Sent · Read
Type a message…
Frequently Asked Questions
Everything you need to know about IsarvaCRM
Get answers to the most common questions about our shared team inbox for WhatsApp, WhatsApp automation, and CRM features.
A shared team inbox for WhatsApp allows multiple team members or support agents to log in simultaneously, manage customer conversations, and assign incoming chats from a single WhatsApp Business number. Instead of sharing one phone, your sales and support teams can collaborate, leave internal notes, and route leads seamlessly within one workspace.
Yes, IsarvaCRM serves as a complete WhatsApp marketing tool. Outside the 24-hour customer service window, you can create Meta-approved message templates and send targeted broadcast campaigns at scale. You can segment your audience using tags or CSV imports, track real-time delivery and read receipts, and monitor campaign performance directly from the dashboard.
Our platform provides powerful WhatsApp automation capabilities to help you streamline repeat tasks. You can build custom visual chat flows using a drag-and-drop builder, enable AI-powered auto-replies for instant first responses, and configure seamless human handoff rules so qualified leads or complex questions automatically reach an agent in the inbox.
IsarvaCRM connects directly to Meta's Official WhatsApp Business Cloud API. Once you input your WhatsApp Phone Number ID, WABA ID, and webhook access tokens in the Settings menu, Meta routes all incoming and outgoing messages directly into your CRM workspace with full syncing for sent, delivered, and read statuses.
Every WhatsApp number that messages your business can automatically become a structured CRM contact record. You can attach custom tags, track marketing consent, open deals, and move leads through Kanban sales pipeline stages right from the inbox sidebar while chatting with a prospect.
Still have questions? Our team is happy to help.