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AOS CRM + WhatsApp

Make every lead easy to follow through to conversion.

Bring every enquiry, WhatsApp conversation and next follow-up into one simple customer journey your team can act on.

  • Every lead has a clear next action
  • WhatsApp conversations stay with the customer
  • Team follow-up is visible in one place
₹2,999/month

+ applicable GST

Start CRM + WhatsApp See how it works
CRM + WhatsApp
₹2,999/month

+ applicable GST

Start Now

One clear customer journey

Know where every lead stands.

From the first enquiry to a customer, each stage shows your team what should happen next.

  1. 01
    New enquiry

    The customer enters one shared intake.

  2. 02
    Contacted

    The first conversation is recorded.

  3. 03
    Follow-up

    The next action and date stay visible.

  4. 04
    Interested

    Progress is clear to the team.

  5. 05
    Customer

    The complete history stays together.

CRM and WhatsApp together

Follow up with the full conversation in view.

Your team should not have to remember what happened in WhatsApp separately from the customer record.

One connected workspace

Customer context stays beside the conversation.

See the stage, owner, tags, last message and next action before anyone follows up.

  • Shared WhatsApp conversation workspace
  • Approved templates and supported media replies
  • Thread assignment and responder visibility
CustomerAnanya Rao
Follow-up
OwnerRahul
Next actionCall tomorrow
Tags

Home LoanWarm Lead

Last WhatsApp

Can you share the EMI details?

Received today · 3:42 PM
Complete activity stays with this customerOpen conversation →
Lead follow-up

Know who needs attention next.

A focused list keeps assigned leads, next actions, reminders and pipeline stages easy to scan.

  • Assign leads to the right user
  • Set the next action and follow-up reminder
  • See lead history and update stage
My workFollow-up priorities
Today
AR

Ananya RaoHome Loan

Follow-up today
VS

Vikram ShahBusiness Loan

Interested
NK

Neha KapoorProperty enquiry

Call tomorrow
2 follow-ups dueEvery lead has an owner

One customer. One history.

Context stays visible as the team works.

Customer profileAnanya Rao
Follow-up
Customer Name
Ananya Rao
Mobile
+91 98765 43210
Email
ananya@example.com
Source
Website form
Stage
Follow-up
Tags
Home Loan · Warm
Assigned user
Rahul
  1. WhatsApp receivedToday · 3:42 PM
  2. Call completedToday · 11:20 AM
  3. Follow-up scheduledTomorrow · 11:00 AM
  4. Stage changedContacted → Follow-up
  5. Note addedEMI details requested

Team visibility

Simple for the team. Clear for the owner.

Owner / ManagerSee the pipeline and pending follow-ups.

Monitor team activity without asking for separate updates.

Sales / AgentSee assigned leads and the next action.

Update the stage with customer context in view.

BusinessKeep customer history together.

Follow-up no longer depends on one person’s memory.

Capture and follow through

Support routine sales work without hiding it.

Automation

Keep routine next steps visible.

Use the existing workflow builder for assignment, WhatsApp actions, follow-up tasks and stage-oriented workflows, with visible run status and recovery tools.

  1. When a lead is addedAssign owner
  2. When follow-up date arrivesShow task or reminder
  3. When a customer repliesUpdate activity
Lead capture

Bring new enquiries into one intake.

Existing capture paths feed the same CRM, where validation, duplicate handling, assignment and follow-up can begin.

Website formAuthenticated APIManual leadSpreadsheet import
↓AOS CRM↓Follow-up

Contacts stay at the centre

Your master customer database stays current.

Customer details, source, stage, tags and next follow-up remain part of the same contact record used across the sales workflow.

Customer NameMobileSourceStageTagsNext Follow-up
Ananya Rao98765 43210WebsiteFollow-upHome LoanTomorrow
Vikram Shah98981 23456ManualInterestedBusiness LoanFriday

Everything behind the flow

Complete CRM capability, kept easy to understand.

The product keeps the full sales toolkit behind one simple customer journey.

Lead capture

Bring new enquiries into one place

Website forms with UTM capture, authenticated API, import and manual entry.

Lead assignment

Give every lead a responsible user

Manual, bulk and configured assignment rules.

Pipeline

Keep opportunity progress understandable

Move leads through business-relevant stages.

Tasks + follow-ups

Make the next action visible

Due dates, notes, reminders and focused daily work views.

Custom fields

Keep each record relevant

Capture additional lead information with configured fields.

WhatsApp Inbox

Keep conversations beside the customer

Shared threads, approved templates and supported media replies.

Campaigns

Reach eligible customer groups

Preview, schedule and review template campaigns.

Automations

Support routine sales work

Visible workflow runs, failures and recovery tools.

Reports

See workload and pipeline progress

Operational reports, performance and target views where configured.

Contacts

Keep people and sales context connected

Master customer records, tags, lists and exports.

One continuous sales process

Everything your team needs to move a lead forward.

CRM + WhatsApp from ₹2,999/month + GST.

Start CRM + WhatsApp

CRM + WhatsApp plan

The complete AOS CRM sales workspace.

Pricing and limits below come from the existing public CRM + WhatsApp plan.

Choose your billing cycle
Recommended

Sales / CRM

CRM + WhatsApp

₹2,999/month

+ applicable GST

  • 10 users
  • 100,000 contacts
  • 50,000 leads
  • 2 WhatsApp numbers
  • Forms and API capture
  • Campaigns, automations and reports
Start CRM + WhatsApp

Practical questions before you start

CRM + WhatsApp FAQ

Does a salesperson need to be a CRM expert?

The daily workflow is organised around assigned leads, customer replies, next follow-ups, tasks and pipeline stage so staff can focus on the next sales action.

How can leads enter AOS CRM?

Leads can be created manually, imported, submitted through an AOS website form or captured through the authenticated lead API.

Can leads be assigned automatically?

Yes. The CRM includes assignment rules as well as manual and bulk assignment tools, all scoped to the business.

Can managers see who actually replied on WhatsApp?

The shared WhatsApp inbox records thread assignment and the user who sent each manual reply, while the CRM maintains lead ownership, notes, tasks and pipeline activity.

Does this plan include Clinic?

No. CRM + WhatsApp is a Sales / CRM product. Clinic appointments, patient queue and billing are available through My Clinic Plus.

What changes between monthly and yearly billing?

The selector shows the current monthly or yearly base price and routes to that existing CRM + WhatsApp plan’s signup page.

One lead. One owner. One continuous history.

Ready to make follow-up simpler?

Continue with the selected CRM + WhatsApp billing cycle through the existing signup flow.

Start CRM + WhatsApp
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