Enterprise WhatsApp Business PlatformOfficial Meta Cloud APIZero third-party scraping or ban risks Multi-Agent Shared InboxRole-based access from a single business number Automated BroadcastsDPDP-compliant segmentation & template delivery
Turn High-Intent WhatsApp Inquiries into Predictable Revenue.
Orchestrate sales pipelines, automated broadcast campaigns, and multi-agent customer support through an enterprise WhatsApp CRM engineered for speed, visibility, and compliance. Powered by official Meta WhatsApp Cloud API infrastructure.
Best use cases
Transform WhatsApp Fragmentation into a Disciplined Revenue Engine
Purpose-built for modern Indian enterprises where high-intent buyers demand instant, personalized WhatsApp touchpoints before purchasing.
Inbound Lead Capture & Routing
Capture inquiries from Meta ads, websites, and landing pages, automatically routing them to designated sales specialists with instant response alerts.
Disciplined Follow-up Cadences
Eliminate lost pipeline opportunities with multi-stage tracking, advisor ownership, SLA reminders, internal team notes, and scheduled nudges.
Managed Broadcast Campaigns
Deploy Meta-compliant promotional, transactional, and re-engagement broadcasts to precisely segmented, opted-in audiences with live analytics.
Enterprise Support & Retention
Accelerate resolution times with standardized quick replies, maintain customer history, and drive recurring lifetime value across all touchpoints.
Real CRM walkthrough
See the actual workflow customers use inside WhatsApp CRM.
These product screenshots show the flow from inbox to contacts, campaign setup, template creation and reporting. Sensitive customer details should always be masked before publishing live production screenshots.
Assign chats, add status and keep customer context visible across all team members.
Store consent status, groups, tags, and import-ready customer data with custom fields.
Target audience, DPDP consent check, throttling and live preview with variable personalization.
Create templates, preview messages across categories (Utility, Marketing), and submit safely.
Track delivered, read, failed, and list hygiene outcomes with real-time audit receipts.
Documents requiredBusiness name, website URL and commercial business category Active mobile number for official WhatsApp Business API setup (not in consumer use) Meta Business Manager access or admin invitation GST certificate or business registration document for official verification Business address, official email and authorised contact person Brand logo, company display name and short business description Demonstrable customer opt-in source or consent capture flow (DPDP-compliant) Message template samples for enquiry, reminder, offer and support use cases Website lead form or CRM access if third-party integration is required
Documents and Access Required for WhatsApp Onboarding
For WhatsApp Business API CRM, keep business identity, Meta access and messaging details ready.
Full onboarding1 2 3 4 5
WhatsApp CRM Onboarding Process
Business & Flow Review
We review business credentials, current lead volumes, number status, and sales team hierarchy.
Official Meta Cloud Setup
We guide Business Manager verification, WhatsApp WABA creation, and phone number provisioning.
CRM Configuration
We configure users, role permissions, custom tags, pipeline stages, and approved Meta templates.
Integration & Testing
We test inbound ad routing, assignment rules, auto-replies, webhooks, and live campaign reports.
Staff Training & Handover
We conduct live video training with your sales team, go live, and monitor early campaign delivery.
Benefits
Enterprise WhatsApp CRM: Pipeline Acceleration, Multi-Agent Routing & Cost Optimization
Transform raw WhatsApp chats into a governed enterprise revenue system with owner attribution, automated SLAs, compliant templates, and managed campaign execution.
New WhatsApp inquiry captured from ad or websiteAutomatically assigned to designated sales advisorTrack conversation stage, internal notes & follow-up SLAsDeploy segmented broadcast or re-engagement nudgeMeasure closed revenue while reducing wasted send costs
Shared Multi-Agent Team Inbox
Assign chats, add labels, insert internal notes, and manage dozens of advisors without sharing physical phones.
Automated Broadcast Engine
Send approved promotional, transactional, and reminder broadcasts to curated, opted-in customer segments.
Meta Template Cost Optimization
We structure templates under appropriate Meta categories (Marketing vs Utility) to prevent unnecessary higher message charges.
Pipeline Lead Management
Capture lead sources, budget qualification, pipeline stages, and follow-up reminders right beside each chat.
Click-to-WhatsApp Ad Attribution
Know which Facebook/Instagram ad creative generated each conversation and sync offline conversions back via CAPI.
Enterprise API & Webhook Integrations
Connect websites, ecommerce stores, Zoho, Salesforce, and custom ERPs via secure bi-directional REST APIs.
Platform Comparison
WhatsApp Business App vs. Official WhatsApp Business API CRM
Why growing Indian enterprises must transition from the free consumer app to an official API-powered CRM to avoid bans, scale sales teams, and automate revenue.
| Capability / Feature | Standard WhatsApp Business App | NY Digital WhatsApp Business API CRM |
|---|---|---|
| Team Multi-Agent Access | ✕ Max 4 linked devices; no role permissions | ✓ Unlimited team members on 1 brand number with roles & assignment |
| Bulk Broadcast Limits | ✕ Limited to 256 contacts who saved your number | ✓ Unlimited opted-in broadcasts; no contact saving required |
| Number Banning Risk | ✕ High ban risk for bulk messages or customer reports | ✓ 0 ban risk on approved Meta Cloud API templates |
| Lead Pipeline & CRM Stages | ✕ Basic static color labels only | ✓ Full pipeline stages, owner notes, custom fields & SLA alerts |
| Click-to-WhatsApp Ad Attribution | ✕ Zero attribution; ad source unknown | ✓ Tracks Campaign, Adset, Creative + syncs Conversions API (CAPI) |
| Conversational AI & Flows | ✕ Rigid away messages only | ✓ Meta AI Agents, interactive WhatsApp Flows & in-chat UPI |
| ERP & Website Integrations | ✕ No API or webhook support | ✓ Bi-directional REST APIs & webhooks for Zoho, Salesforce, ERPs |
| Data Protection (DPDP Act) | ✕ Chats stored insecurely on employee personal phones | ✓ Centralized corporate database, auditable consent logs & role security |
Meta AI Agents Integration
Enhance your WhatsApp CRM with autonomous Llama-powered AI agents for 24/7 lead qualification and intelligent handover. Explore Meta Agents →
Meta Marketing API & CAPI
Track Click-to-WhatsApp ad attribution and send offline sales events back to Meta Ads Manager to cut CAC by up to 35%. Explore Marketing API →
Meta Direct Send API
Enterprise high-throughput infrastructure delivering sub-second OTPs and mission-critical transactional notifications. Explore Direct Send API →
Expected outcome
What Your Team Achieves After Go-Live
A practical WhatsApp operating system: faster replies, complete ownership, clear conversion tracking, and smarter messaging spend.
Zero Missed Follow-Ups
Every lead has an assigned sales owner, documented stage, and automated SLA reminders.
Lower Avoidable Message Spend
Rigorous segmentation, opt-in hygiene, and Utility template categorization minimize Meta billing.
Complete Executive Visibility
Real-time dashboards show response velocity, pending chats, active campaigns, and advisor performance.
Accelerated Team Productivity
Quick replies, automated templates, and intuitive inbox layout make staff onboarding effortless.
Why NY Digital
Official Meta Architecture, Practical Indian SME Onboarding
We don’t just provide software licenses. NY Digital assists with official Meta verification, template copy, sales routing design, team training, integrations, and ongoing campaign execution.
- Official WhatsApp Business Platform Cloud API implementation
- Expert guidance on Marketing vs Utility template categories to minimize costs
- Full compliance with India DPDP Act 2023 consent and deletion standards
- Granular multi-agent roles, assignment logic, and internal collaboration
- Custom REST API and webhook integrations with your tech stack
- Dedicated pan-India support by phone and WhatsApp
How it works
A clear path from idea to launch
See the full journey move from requirement discussion to setup, testing and go-live.
01
Discover
Map your lead capture channels, team structure, and follow-up milestones.
02
Configure
Set up the Meta business account, users, pipeline stages, and template approvals.
03
Integrate
Connect website forms, ad accounts, and existing business software via webhooks.
04
Launch
Train your staff, test message flows live, and scale campaign broadcasts.
Live process demo
Watch how WhatsApp Business API CRM moves from request to launch.
This visual demo shows the real working flow: your requirement comes in, our team configures the setup, testing is done, and the final workflow goes live with tracking.
DiscoverMap your lead capture channels, team structure, and follow-up milestones.
ConfigureSet up the Meta business account, users, pipeline stages, and template approvals.
IntegrateConnect website forms, ad accounts, and existing business software via webhooks.
LaunchTrain your staff, test message flows live, and scale campaign broadcasts.
WhatsApp Business API CRMLive setup
Requirement received
Workflow mapping started
Template / setup check complete
Ready for go-live
ConsentTestingTraining
Review
Configure
Launch
Quick discussion
Get demo on WhatsAppWant to see how your WhatsApp inquiries can become an organized, automated CRM pipeline?
Pricing
₹99,999/year with Full End-to-End Campaign Management & Full CRM Included
NY Digital’s comprehensive plan is ₹99,999/year: our team manages your WhatsApp campaigns end-to-end—including strategy, copy drafting, template approvals, audience segmentation, broadcast execution, and detailed performance reporting—combined with full CRM platform access and continuous updates. Meta WhatsApp conversation charges are paid separately by the customer as per official Meta usage rates.
Fully Managed Solution₹99,999/year
Transparent yearly investment. Includes full end-to-end campaign management, dedicated execution, all CRM platform features, and continuous updates. Meta WhatsApp usage charges are billed separately as per official Meta rates.
Request pricingOfficial Meta WhatsApp Charges
Current WhatsApp Message Rates for India
NY Digital managed service and CRM platform is ₹99,999/year. Meta WhatsApp charges below are separate and apply based on delivered messages, recipient country, and message category.
CategoryCurrent India rateCommon use
Marketing Broadcasts₹0.8631 per delivered messagePromotional campaigns, offers, product launches, retargeting, and seasonal announcements.
Utility Messages₹0.115 per delivered messageOrder updates, payment confirmations, appointment reminders, and customer-requested transactional updates.
Authentication Messages₹0.115 per delivered messageOTP codes, two-factor authentication, and account verification.
Service (Customer Window)₹0 currently within 24-hour windowReplies after a customer initiates contact with your business.
Indicative base rates for India. Final billing follows official Meta rate cards and actual delivered volume.
FAQ
Questions, answered.
What is the difference between WhatsApp Business App and WhatsApp Business API CRM?+
The standard WhatsApp Business app is designed for micro-businesses with 1 phone and limited features (maximum 256 broadcast contacts, no multi-agent permissions, and high risk of account bans for marketing). WhatsApp Business API CRM is an enterprise software solution built on official Meta Cloud infrastructure: it supports unlimited team members from one verified brand number, unlimited opted-in broadcasts, automated lead pipeline management, ad attribution, and 0 ban risk.
Can several agents reply from one business number at the same time?+
Yes. NY Digital CRM provides a shared multi-agent inbox where unlimited authorized team members can log in from their computers or mobile browsers, view chats, claim conversations, and reply concurrently.
Can our WhatsApp number get banned for sending campaigns?+
No, as long as you use official WhatsApp Business API templates and send to opted-in customers. Unlike unauthorized bulk-sender software that gets numbers permanently banned, NY Digital uses official Meta Cloud APIs and pre-approved templates that adhere strictly to Meta messaging policies.
How does NY Digital help reduce WhatsApp messaging costs?+
We optimize message categories (e.g., structuring transactional messages as Utility at ₹0.115 instead of Marketing at ₹0.8631), implement duplicate-contact filtering, and advise on sending within free 24-hour service or 72-hour Click-to-WhatsApp ad windows to prevent unnecessary spend.
Can we track which Facebook or Instagram ad generated a WhatsApp lead?+
Yes. Through our Meta Marketing API integration, incoming chats from Click-to-WhatsApp ads automatically display the Campaign Name, Adset, and Ad Creative. Furthermore, our system can send conversion events back to Meta via Conversions API (CAPI) to optimize your ad spend.
Can NY Digital CRM connect to our website or third-party CRM?+
Yes. Our platform offers bi-directional webhooks and REST APIs. You can automatically push website leads into WhatsApp, trigger instant welcome templates, and sync chat notes with Zoho, Salesforce, LeadSquared, HubSpot, or custom databases.
How do we obtain the WhatsApp Green Tick verified badge?+
We assist your business in submitting the official Meta Green Tick verification request. Eligibility requires an approved Meta Business Manager, authentic business documentation, and notable public brand presence.
Are Meta message charges included in the ₹99,999/year fee?+
No. The ₹99,999 annual fee covers NY Digital’s full managed service (strategy, copywriting, template approvals, campaign execution, and reporting) plus unlimited CRM platform access. Meta WhatsApp messaging charges (such as Utility, Marketing, or Service rates) are billed directly based on actual delivery volume.
Is this compliant with India’s DPDP Act 2023?+
Yes. Our CRM includes consent tracking, opt-out management, least-privilege role hierarchies, and automated data deletion support to help your organization adhere to the Digital Personal Data Protection Act, 2023.
Let’s build