Cloud-based WhatsApp CRM

WazzCRM

Cloud-based WhatsApp CRM for sales, customer management and business automation

WazzCRM is a cloud-based Customer Relationship Management (CRM) platform that helps businesses manage customer contacts, WhatsApp conversations, sales opportunities, appointment bookings and automated customer communication from one centralised workspace.

Optional Google Sign-In — you can sign in securely with your Google Account, or create an account with an email address. Google Sign-In is not required.

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Purpose

Purpose of WazzCRM

WazzCRM is designed for businesses that use WhatsApp to communicate with customers. It gives them one place to run those conversations and everything that follows from them.

Manage customers
Track sales
Send WhatsApp messages
Schedule appointments
Automate follow-ups
Manage teams
Improve customer service

Why businesses choose WazzCRM

Cloud-based — nothing to install
Secure login
Multi-user access
Full customer history
WhatsApp Business integration
Booking calendar
Sales pipeline tracking
Automated messaging
Google Calendar synchronisation
Customer analytics
Team collaboration
Message templates

About

What is WazzCRM?

WazzCRM is a cloud-based WhatsApp CRM and business automation platform for managing customers, sales, bookings, and automated messaging.

What you can do with WazzCRM

  • Manage contacts

    Store customer profiles, notes, tags and full conversation history in one record.

  • Track your sales pipeline

    Move every opportunity through your own stages, from first message to closed deal.

  • Send WhatsApp template messages

    Use approved WhatsApp Business templates for quotations, reminders and confirmations.

  • Automate follow-ups

    Trigger replies, reminders and hand-offs on a schedule, without anyone chasing manually.

  • Schedule appointments

    Share a booking link over WhatsApp and let customers pick a slot themselves.

  • Connect Google Calendar

    Optionally sync confirmed bookings both ways so your calendar always matches.

Who WazzCRM is for

  • SMEs

    Small and medium businesses running day-to-day sales and support on WhatsApp.

  • Sales teams

    Teams that need a shared pipeline and a record of who spoke to which customer.

  • Customer support

    Agents handling high message volume from a single shared inbox.

  • Service businesses

    Clinics, salons, workshops and agencies that book appointments with customers.

WazzCRM is operated by KVSB Solutions and delivered as a hosted service — there is nothing to install.

Application overview

How WazzCRM works

From creating an account to running customer communication automatically.

  1. 1

    Create your business account

    Sign up with an email address or with Google. Your workspace is private to your business.

  2. 2

    Import customer contacts

    Bring existing customers in, or let new ones create their own record by messaging you.

  3. 3

    Connect WhatsApp Business

    Link your WhatsApp Business number so messages arrive in the shared inbox.

  4. 4

    Manage customer conversations

    Your team replies from one dashboard, with notes, assignment and full history.

  5. 5

    Track sales opportunities

    Move each customer through your pipeline stages and see what needs attention.

  6. 6

    Schedule appointments

    Share a booking link so customers pick their own slot from your availability.

  7. 7

    Automate customer communication

    Set up welcome messages, reminders and follow-ups that send themselves.

  8. 8

    Connect Google Calendar (optional)

    Sync confirmed bookings to your calendar so both stay in step.

Features

Everything your team needs, in one place

Replace scattered phones, spreadsheets and sticky notes with a single shared workspace.

Contact management

Keep every customer organised in one place.

  • Customer profiles
  • Phone & email
  • Company details
  • Notes
  • Tags & labels
  • Purchase history
  • Follow-up reminders
  • Segmentation

Never lose customer information again — every interaction is stored automatically.

Shared WhatsApp inbox

Manage thousands of conversations from one dashboard.

  • Multi-agent inbox
  • Real-time messaging
  • Message history
  • Customer timeline
  • Internal notes
  • Quick replies
  • Chat assignment
  • Chat search

Improve response times while keeping your team coordinated.

Templates & broadcasts

Send professional messages in seconds, to one customer or thousands.

  • Reusable templates
  • Quotations & invoices
  • Appointment reminders
  • Payment reminders
  • Bulk messaging
  • Scheduled broadcasts
  • Segmented campaigns
  • Delivery reports

Cut typing time and keep every message consistent and professional.

Booking calendar

Let customers book themselves, straight from a WhatsApp message.

  • Online booking link
  • Daily & weekly view
  • Slot intervals
  • Daily limits
  • Per-slot capacity
  • Appointment reminders
  • Google Calendar sync
  • Booking history

Fewer back-and-forth messages, and no double bookings.

Automation

One message in. A whole process runs itself.

Set it up once, and repetitive work stops landing on your team.

  1. 1Customer sends message
  2. 2Contact created
  3. 3Salesperson assigned
  4. 4Auto reply sent
  5. 5Follow-up scheduled
  6. 6Into sales pipeline
  7. 7Deal closed

What people automate

  • Welcome messages
  • Instant auto-replies
  • Follow-up after 1 day
  • Follow-up after 3 days
  • Lead assignment
  • Appointment reminders
  • Payment reminders
  • Birthday greetings
  • Order confirmations
  • Satisfaction surveys

Sales pipeline

Track every opportunity from first message to closed deal.

New leadContactedQualifiedQuotedNegotiationWon

Google access

Why WazzCRM asks to connect your Google account

Google Sign-In is used to securely access your WazzCRM account and connect Google Calendar for appointment synchronisation.

Signing in

Sign in with Google

You can create and access your WazzCRM account with your Google account instead of a separate password. WazzCRM receives only your name, email address and profile picture. Email and password sign-in remains available — using Google is optional.

Calendar events

See and change events on your calendar

When a customer books an appointment, WazzCRM writes that event to your calendar, and removes it again if the booking is cancelled. Without this permission bookings cannot reach your calendar.

Calendar read access

Read events on your calendar

WazzCRM reads back events it created so that moving or deleting one in Google Calendar updates the matching booking. This keeps the two from drifting apart.

Google data WazzCRM uses

  • Your name
  • Your email address
  • Your profile picture
  • Your calendar events (optional)

What WazzCRM never does

  • Sell your Google data
  • Share your Google data with third parties
  • Use your Google data for advertising
  • Use your Google data to train AI models

Calendar access is optional and off by default — WazzCRM works without it. An administrator chooses to connect it, and can disconnect at any time from Settings or revoke access from their Google Account permissions page. WazzCRM requests no other Google data.

Google Calendar

Bookings appear on your Google Calendar automatically

Connect a Google account once and every confirmed appointment shows up in your calendar — no copying, no double entry.

The integration is optional and off by default. An administrator must connect it, and can disconnect at any time from Settings, or revoke access from their Google Account permissions page.

What WazzCRM does with your Google data

  • Creates an event when a customer booksA confirmed appointment is written to your primary calendar with the time, the customer's name and any notes they left.
  • Removes the event when a booking is cancelledCancelling in WazzCRM — by you or by the customer — deletes the matching calendar event so the slot is freed.
  • Reads back changes you make in GoogleIf you delete or move an event in Google Calendar, the booking in WazzCRM is updated to match.
  • Shows which account is connectedYour Google email address is displayed so you can confirm the right account is linked.

WazzCRM never uses Google Calendar data for advertising, never sells or transfers it, and never uses it to train AI models. Our use of information received from Google APIs adheres to the Google API Services User Data Policy, including the Limited Use requirements. Full detail is in our Privacy Policy.

Who it's for

Built for businesses that live on WhatsApp

RetailE-commerceReal estateInsuranceHealthcareEducationAutomotiveTravelBeauty & wellnessFinancial servicesProfessional servicesManufacturing

Pricing

Plans that grow with you

Start small, add your team when you're ready.

Starter

Perfect for small businesses.

  • 1 user
  • Contact management
  • WhatsApp CRM
  • Message templates
  • Dashboard
Start free trial

Business

Popular

For growing companies.

  • Multiple users
  • Automation
  • Sales pipeline
  • Booking calendar
  • Broadcast messaging
  • Reports
Start free trial

Enterprise

For large organisations.

  • Unlimited users
  • API integration
  • Advanced automation
  • Custom reports
  • Priority hosting
  • Dedicated support
Start free trial

FAQ

Questions, answered

Can I connect multiple WhatsApp numbers?

Yes. Multiple WhatsApp Business numbers can be connected to the same workspace.

Can several staff reply to customers?

Yes. Chats can be assigned to team members, with internal notes so nobody replies twice.

Is customer history saved?

Every conversation and activity is stored against the customer record automatically.

Can I automate follow-ups?

Yes. Workflows can send reminders and follow-up messages on a schedule you set.

Does it support appointment booking?

Yes. Customers get a booking link over WhatsApp, or use your public booking page, and confirmed bookings sync to Google Calendar.

Is my data secure?

Customer data is held in encrypted cloud storage, with access tokens encrypted at rest and per-account access controls.

Ready to grow your business?

Automate customer communication, manage your pipeline, and turn conversations into revenue.

Company

About KVSB Solutions

WazzCRM is developed and maintained by KVSB Solutions. We build cloud-based software that helps businesses improve customer communication, automate workflows and manage sales efficiently.

Questions about WazzCRM, this website or how we handle your data? Write to info@kvsbsolutions.com.