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OctaCRM
AI WhatsApp CRM — one inbox, your contacts and every deal
Put your whole team in one WhatsApp inbox on the official Cloud API, follow every lead to a closed deal, and let an AI assistant you control answer the routine questions.
By OctaPages
- Shared team inbox
- Contacts and companies
- Deals pipeline
- Consent-aware broadcasts
- No-code automations
- AI assistant
- Appointments
- Reports
- Public API and webhooks
About OctaCRM
OctaCRM is the WhatsApp-first customer relationship management system from OctaPages. It connects your own WhatsApp number through Meta's official WhatsApp Cloud API, so conversations stay on your number and your team shares one inbox instead of passing a phone around.
Around the inbox sit the tools a growing business needs: contacts and companies, a deals pipeline, tasks, approved WhatsApp templates, consent-aware broadcasts, automations, an AI assistant that hands over to a person, appointment booking and reports. Money is in rupees, with GST handled by one resolver and invoices in your name.
- CRM
- Leads
- Automation
Why choose OctaCRM?
- Official WhatsApp Cloud API. Your number, Meta's own channel — not a workaround that risks a ban.
- Consent built in. Marketing goes only to people who agreed; the server enforces it on every send.
- AI you control. It hands over to a person, never pretends, and is switched on only after it passes your own test.
- Made for India. Rupees, GST, Asia/Kolkata time and English plus हिन्दी throughout.
- Your data stays yours. Export your workspace and erase a contact on request — your DPDP rights outlive the subscription.
Screenshots
Features
Shared team inbox
Assign chats to a person or a team, leave internal notes, and see the 24-hour reply window on every conversation.
Contacts and companies
Every customer in one place with tags, custom fields, notes and a timeline of everything that happened.
Deals pipeline
Move deals through your own stages on a board, with won and lost reasons and tasks that remind you.
Consent-aware broadcasts
Send approved templates only to people who agreed; opted-out contacts are excluded by the server.
No-code automations
Flows and rules that reply, tag, assign and create tasks — and hand over to a person when it matters.
AI assistant
Answers from your own knowledge base, one validated action at a time, with a score gate before auto-reply goes live.
Appointments
Customers book a slot you offered; the booking lands on the contact's timeline automatically.
Reports
Messages, first-response time, pipeline and team activity, recounted from source rows so they never drift.
Public API and webhooks
Scoped API keys and signed webhooks to connect the rest of your tools.
Plans
Prices are before GST. GST is added at checkout according to your billing state.
CRM Basic
Every feature, for a growing team.
₹1,499.00 per month · + 18% GST
- Seats5
- WhatsApp numbers1
- WhatsApp messages included each month100
- Emails included each month100
- AI credits included each month1,000
- Automation flows
- AI agent
- API
CRM Pro
Every feature, with higher limits for a bigger team.
₹2,499.00 per month · + 18% GST
- Seats10
- WhatsApp numbers2
- WhatsApp messages included each month200
- Emails included each month200
- AI credits included each month2,000
- Automation flows
- AI agent
- API
FAQ
Do I need the official WhatsApp Business API?
OctaCRM connects through Meta's official WhatsApp Cloud API. You connect your own business number from inside the app with Meta's Embedded Signup.
Can my team share one WhatsApp number?
Yes. Every conversation lands in one shared inbox where you can assign it to a person or a team and add internal notes the customer never sees.
Will the AI reply without me knowing?
No. Auto-reply is off until it passes your own AI Lab test, it asks for one validated action at a time, and a person can take over any chat.
Is there a free trial?
Plans may carry a trial; the plan selector on this page shows the trial days of each plan that is on sale.
Support
Questions before you buy? Our team answers on the phone, on WhatsApp and by email — and your purchase is covered by our refund policy.
Useful references: WhatsApp Cloud API — Meta for Developers
AI features powered byQbiqal AI Engine— the engine behind every AI-powered module in OctaPages.
