WhatsApp follow-up CRM for agencies
Indian agencies close on WhatsApp. AgencyCRM gives every lead a one-click WhatsApp button with a pre-filled message, so follow-ups take seconds and nothing slips.
Who it's for
Agencies and freelancers running follow-ups on WhatsApp.
Problem it solves
Switching tabs, retyping messages and forgetting which lead you last messaged.
Relevant features
- Click-to-WhatsApp on every lead
- Pre-filled messages
- Lead history
- Templates (Enterprise)
Common problems agencies face
Retyping the same message
Every lead gets a slightly different copy-paste mess.
Switching tabs to look up details
WhatsApp Web + Excel + Notes is a productivity killer.
Forgetting who you messaged
Hot leads go cold because the follow-up was never logged.
How AgencyCRM solves them
One-click WhatsApp from any lead
Opens WhatsApp Web/app with the lead's number and your message pre-filled.
Pre-filled message templates
Use variables like {{name}} and {{company}} for fast personalised outreach.
Follow-up reminders
Set the next follow-up date right after you message — it shows on your daily queue.
Key features
Click-to-WhatsApp
Available on every lead row and detail page.
Pre-filled message
Include the lead name and your context automatically.
Templates
Reusable WhatsApp templates on the Enterprise plan.
Follow-up queue
See today, upcoming and overdue follow-ups.
Lead history
Notes and call logs stay attached to the lead.
Call & email also
Click-to-call and send-email work from the same row.
Plans in INR — start free, upgrade when you grow
Free (₹0, 30 leads) · Pro (₹299/month) · Enterprise (₹599/month). All plans support UPI & Razorpay.
FAQs
Related pages
Ready to run your agency in one workspace?
Start with the Free plan and upgrade only when you grow. INR pricing, UPI supported.