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Positioning Assessment
Most Indian sales teams close deals over WhatsApp, then copy the highlights into a CRM by hand, if at all. The record is always a day behind the conversation.
Triostack CRM connects to the official WhatsApp Cloud API, so the shared inbox, the lead record and the follow-up reminders live together. Templates are approved by Meta, and automation can send them when a stage changes or a form is filled.
“A new rep could read the whole WhatsApp history on the lead and carry on without asking anyone.”
Sample team scenario
Illustrative example, not a customer testimonial
WhatsApp Automation
Trigger template messages on stage changes and form fills
In the Product
Imagine every message you send quietly filing itself onto the right customer.
Chats are on the lead already.
The shared inbox shows who has what.
Templates go out on triggers.
Platform Integrity
Many agents, one number
Compliant messaging
Triggered by stage or form
History beside the record
At a Glance
What changes when messaging is part of the CRM.
| Dimension | Triostack CRM | A Separate WhatsApp Tool |
|---|---|---|
| Conversations | On the lead record | In another app |
| Team access | Shared multi-agent inbox | Often per-seat add-on |
| Templates | Meta-approved, from the CRM | Managed separately |
| Follow-ups | Reminders on the lead | Manual |
| Setup | One workspace | Two logins and a connector |
Book a walkthrough and we will set up a sandbox with sample leads, a WhatsApp inbox and a pipeline, so you can try it before you commit.
Live Interface Tour
Real screens captured directly from the production Triostack CRM interface.
WhatsApp Team Inbox
WhatsApp, calls and documents on every lead
Feature Breakdown
Captured directly from the production Triostack CRM interface.
01
CRMWhere chats happen.
On this screen: Shared conversations with customer context beside them.
How it fits the plan
Connect. Link your WhatsApp Business number through the Cloud API.
Approve. Submit message templates for Meta approval.
Practical tip
Reply to a new lead within minutes with an approved template, then switch to a person. The first answer sets the pace.
02
CRMTriggers that send.
On this screen: Trigger template messages on stage changes and form fills.
How it fits the plan
Approve. Submit message templates for Meta approval.
Share. Add agents to the shared inbox.
In real life
Ad lead arrives
A welcome template goes out in seconds.
03
CRMWhat happens next.
On this screen: Never miss the next call or message.
How it fits the plan
Share. Add agents to the shared inbox.
Automate. Trigger templates from stages and forms.
Watch out for
Moving a number to the API without checking what happens to the existing phone app and its chats.
04
CRMEvery chat has a home.
On this screen: Every lead with its source, status and owner.
How it fits the plan
Automate. Trigger templates from stages and forms.
Connect. Link your WhatsApp Business number through the Cloud API.
Before you start
Execution Plan
Link your WhatsApp Business number through the Cloud API.
Submit message templates for Meta approval.
Add agents to the shared inbox.
Trigger templates from stages and forms.
Practical Guide
Before you start
A tip that helps
Reply to a new lead within minutes with an approved template, then switch to a person. The first answer sets the pace.
A common mistake
Moving a number to the API without checking what happens to the existing phone app and its chats.
In Real Life
Scenario 01
A welcome template goes out in seconds.
Scenario 02
The chat history stays with the lead.
Scenario 03
A follow-up reminder appears on the lead.
Straight answers about WhatsApp Enabled CRM, from setup to what happens next.
Have a question about WhatsApp Enabled CRM?
Book a free callYes. It uses the WhatsApp Cloud API for a shared team inbox, templates and automation, attached to the lead.
Yes, through the shared multi-agent inbox.
Yes. Meta approves templates, and the CRM shows their status.
Meta charges for conversations on the Cloud API according to its pricing. CRM plans are separate.
A CRM where WhatsApp is built in: a shared team inbox on the WhatsApp Cloud API, approved templates, automation triggers and the full chat history on each lead.
It runs in 4 steps: Connect, Approve, Share and Automate. Link your WhatsApp Business number through the Cloud API.
The real screens on this page include WhatsApp Automation, Lead Follow-Ups, All Leads and WhatsApp Team Inbox, all captured from the product.
Request a demo or start a free trial. Our team can also walk you through a guided setup, so your first session ends with something working.
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