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Bring customer chats and relevant CRM information together in one sales workspace.
Operational Excellence
In India, WhatsApp is the primary communication channel for closing deals. However, when sales reps use personal WhatsApp numbers, company leadership has zero visibility into what was promised, agreed, or quoted.
Worse, when a representative leaves the organization, they take all customer chat histories, contacts, and relationship context with them.
Triostack CRM integrates directly with the official Meta WhatsApp Cloud API. Your business operates from a single, verified company WhatsApp number with a shared multi-agent inbox. Every message, template, PDF quotation, and image is logged to the customer's permanent CRM timeline.
“Moving our sales team to Triostack's WhatsApp CRM was a game-changer. Our managers can monitor active customer threads, reps can use approved templates, and customer data stays secure within the company.”
Kavita Reddy
Operations Director, Horizon Real Estate
Platform Reliability
Direct integration with Meta infrastructure with zero ban risk
Multiple agents handle customer chats from one business number
Pre-approved transactional and marketing template manager
View deal stage, customer value, and notes while messaging
Feature Architecture
Focuses on conversational sales execution; deep broadcast campaign marketing is powered by Triostack Wabiz.
Agent access, current active thread, customer profile, and private internal notes on one screen.
Customer messages link directly to CRM leads with automatic rep notification and task creation.
Send verified templates with dynamic variables for customer name, quote amount, and PDF attachments.
Trigger automated WhatsApp messages when deal stages change or quotations are generated.
Our solutions engineering team helps you onboard your business number to Meta Cloud API in 24 hours.
Explore high-resolution product captures illustrating the actual workflows executed in production.
Shared inbox with customer contact details and deal context visible alongside chat
Manage and dispatch approved templates with dynamic personalization tags
Configure automatic follow-up and notification sequences on stage updates
Feature Breakdown
See how customer WhatsApp chats connect directly to deals and revenue.
CollaborationMultiple sales reps log in to respond to incoming customer messages from a single verified number.
TemplatesSend official Meta-approved templates for welcome greetings, quotations, and meeting confirmations.
Customer 360View the customer's pipeline stage, quotation history, and past call notes directly beside the chat thread.
AutomationTrigger automated confirmation WhatsApp messages when a quotation is generated or payment is received.
Execution Roadmap
A structured, step-by-step operating flow built into every Triostack CRM workspace.
Customer messages the approved company business number.
Conversation appears in the authorized shared team inbox.
Rep reviews matched CRM lead details, deal value, and history.
Rep replies directly or selects an approved Meta template.
Rep schedules the next action or logs call notes on the record.
Team continues conversation with full managerial oversight.
Expert Answers
Detailed clarifications directly addressing technical capabilities, security, and rollout.
Yes. Triostack CRM provides a multi-agent shared team inbox where multiple representatives can view, assign, and reply to chats from one verified number.
You need an active Meta Business Manager account with business verification, an official phone number not registered on personal WhatsApp, and approved messaging templates.
Yes. All incoming and outgoing messages are automatically stored in the customer's CRM profile, so anyone on the team can review the full discussion history.
Yes. You can draft, submit, and manage Meta-approved message templates directly from Triostack CRM settings.
Triostack CRM manages individual 1-on-1 sales conversations and customer context. Triostack Wabiz powers large-scale broadcast marketing campaigns, chatbots, and advanced flow builders.
Triostack does not charge per-message markup. Standard Meta conversation fees are billed directly according to Meta's published pricing.
Yes, provided the number is not currently registered on personal WhatsApp or WhatsApp Business mobile app. It can be migrated to the Cloud API.
Join high-performing teams across India capturing, nurturing, and closing deals faster with zero friction.
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