WhatsApp at scale — run by finance, education, real estate and D2C teams

1,000+ teams on the official Business API

Shubham Housing Finance
Best Money Gold Jewellery
Edelweiss Tokio Life Insurance
MSE Financial Services
Ekosh Financial Services
Findoc Financial Services
Augmont (IFA Channel)
ShareKhan
Arjuna Research & Financial
ITS Financial Services
Ample Pro Fin Services
Vision India Insurance
Sama Audit Systems
Insurance Plus
Prime Gold Hub
Finkurve Financial Services
India Fast Forward Advisory
Pentalink Enterprises
Prospira Finreal Consultancy
Finworld Services
Aarna Wealth Management
Richness Creators
WFL Financial Services
Greeny Traders Pro
NEXX ASSET
Shubham Housing Finance
Best Money Gold Jewellery
Edelweiss Tokio Life Insurance
MSE Financial Services
Ekosh Financial Services
Findoc Financial Services
Augmont (IFA Channel)
ShareKhan
Arjuna Research & Financial
ITS Financial Services
Ample Pro Fin Services
Vision India Insurance
Sama Audit Systems
Insurance Plus
Prime Gold Hub
Finkurve Financial Services
India Fast Forward Advisory
Pentalink Enterprises
Prospira Finreal Consultancy
Finworld Services
Aarna Wealth Management
Richness Creators
WFL Financial Services
Greeny Traders Pro
NEXX ASSET
The problem

Your WhatsApp is a goldmine. Most teams just don't use it right.

Leads come in fast. But without a system, conversations get lost, follow-ups break, and deals slip through.

01

Personal WhatsApp = no control

Chats stay on telecallers' phones. When they leave, your leads and history go with them.

02

Broadcasts without targeting fail

Sending the same message to everyone reduces delivery and gets numbers flagged.

03

No structured follow-ups

Replies happen, but there's no system to nurture and convert leads.

04

No connection to your CRM

Chats, calls, and lead data live in different places. No complete view of a deal.

Broadcast

Send WhatsApp campaigns at scale — without getting blocked.

Pick your audience from CRM, choose a template, and send in minutes. Track opens and replies in real time, and automatically follow up with those who didn't respond.

Step 1 · Segment
Source = 99acresStage = NewCity = BengaluruBudget ≥ 1 Cr
1,240 matching contacts
Step 2 · Approved template
WHATSAPP PREVIEW · APPROVED
Hi {{name}}, here's the brochure for our new Whitefield 3BHK project — starting ₹1.2 Cr. Site visit this Saturday 11 AM?
View brochureBook a visit
Step 3 · Schedule
Tomorrow, 10:30 AM
IST
QUEUED
Live delivery
LIVE
DELIVERED
1,238
READ
1,18796%
CLICKED
42835%
REPLIED
14211%
FUNNEL
Delivered
1,238
Read
1,187
Clicked
428
Replied
142
Runs on the official WhatsApp Business API — reliable delivery with full tracking.
Chatbot

A two-minute chatbot that only escalates when it needs to.

Keywords match the right intent. The bot replies with a menu, the lead picks a path, and Cratio updates the CRM in the background.

Trigger
Keyword Match
productproductspricing
(contains)
Message
Button Message
Hi {{name}}! 👋 Thanks for your interest. What would you like to…
View ProductsGet PricingTalk to Sales
2 languages
Message
List Message
Here are our products:
3 list items — "PRODUCTS"
Message
Text Message
Sharing our latest pricing — {{owner_name}} will reach out shortly with the right plan for you.
2 languages
Action
Assign Lead
→ Rajesh Kumar
Builder
01Rule-based builder — predictable and reliable
02Trigger-based automation for replies and actions
03Respond with lists, buttons, and attachments
04Update CRM and assign chats automatically
05All conversations stay visible in one shared inbox
Team Inbox

One shared inbox. Every chat in the right hands.

View your entire WhatsApp queue in one place. Assign, reassign, and manage conversations without your team leaving the chat.

AGENTS
NV
Neha V.
ONLINE
12
RM
Rahul M.
AWAY
8
AK
Aisha K.
ONLINE
3
DR
Deepak R.
OFFLINE
0
AI
Chatbot
BOT
47
Open conversations
ALL · UNREAD · MINE
PS
Priya Sharma· 2BHK enquiry
Yes, please share the brochure 📎
HotSite visit
NEHA V.2
RM
Rohan Mehta· Home loan · IndiaMART
Can I get the EMI breakdown?
Callback
RAHUL M.
AK
Aisha K.· Admissions · drip Day 3
Brochure sent by chatbot
Drip
CHATBOT
KS
Karthik S.· Gold loan enquiry
Need for tomorrow
Urgent
NEHA V.
MD
Meera D.· Renewal · insurance
Thanks, renewed
Won
AISHA K.
LEAD RECORD
Rohan Mehta
SourceIndiaMART
StageQualified
Pipeline value₹45 L
RECENT TOUCHES
Last callMon · 3:42
Last message2 min ago

Where WhatsApp drives revenue — not just conversations.

Not just messages. Everything you need to track, manage, and convert conversations into revenue.

01 · INSIGHTS

See what actually converts.

Track which campaigns bring real leads and revenue — not just sends and opens.

  • Know which broadcasts generate actual business
  • Track replies, clicks, and engagement in one place
  • Focus on campaigns that drive conversions

Stop guessing what works.

Response time · By day
Mon
Tue
Wed
Thu
Fri
Sat
Avg response
3m 12s
↓ 47%
Connected
2.3×
vs last mo
02 · AUTOMATION

Follow up automatically — without sounding robotic.

Send timely follow-ups and switch to human conversations the moment a lead replies.

  • Send scheduled follow-ups without manual effort
  • Auto-stop messages when a lead responds
  • Keep every lead engaged until they convert
SLA timer · Rep inactivity
15:00
until SLA
0 minLead assigned
5 minFirst call
15 minSLA reminder
30 minRe-route
03 · PIPELINE

Manage conversations like a pipeline.

Every WhatsApp chat is linked to a lead and moves through your sales stages.

  • Track each lead from first message to final deal
  • Move deals forward directly from WhatsApp
  • See full history — calls, chats, and updates in one place

WhatsApp and CRM — one system, not two.

Pipeline · This week
New42
Ravi S.
Aisha M.
Kunal D.
Qualified28
Priya N.
Arjun V.
Demo14
Simran K.
Won3
Rohit S.
04 · ROUTING

Route chats to the right telecaller.

Assign conversations instantly so every lead gets the right attention.

  • Auto-assign chats to the right telecaller
  • Balance workload across your team
  • Ensure fast responses for every incoming lead
Live routing · 0.8s avg
New lead · IndiaMART
Anjali R. · IndiaMART enquiry
Round-robin · Active
RM
Rahul M.
Available
AK
Aisha K.
On call
DR
Deepak R.
Available
NV
Neha V.
At cap · 42/40
Why WhatsApp

Email opens at 25%. WhatsApp opens at 98%.

Your audience already uses it. They already trust it. They just need you to show up on the channel they actually read.

RECOMMENDED
WhatsApp
OPEN RATE
98%
Avg response time< 90 sec
CTR on broadcasts35–45%
Email
OPEN RATE
25%
Avg response time~12 hours
CTR2–3%
How it works

From zero to first broadcast.

Four steps. Live in a day.

01

Connect

Link your WhatsApp Business API account.

Takes about 15 minutes, including verification. Don't have an API number yet? We'll set it up for you.

02

Design

Create templates, chatbot flows, and routing.

Use a simple visual builder with ready templates for real estate, education, and finance. Be ready in under an hour.

03

Automate

Schedule broadcasts and follow-ups.

Run campaigns on schedule. Set up drip sequences. Let the chatbot handle first responses automatically.

04

Measure

Track what's working.

See opens, replies, and conversions in one dashboard. Improve campaigns week by week.

Proof

WhatsApp numbers, not industry averages.

Across onboarded education, finance and real estate cohorts running 5,000+ broadcasts per month.

98%
open rate on approved templates
3.2×
reply rate vs email drips
30%
revenue uplift from drip-reactivated cold leads
< 0.1%
number-block rate on the official API
CUSTOMER STORY
"

We broadcast to 4,000 parents a week — fee reminders, admission updates, class schedules. WhatsApp open rates are 96%. Email was 18%. We moved our entire parent-comms engine to Cratio and haven't looked back.

HS
Head of admissions · Tier-2 city coaching institute
RESULTS
Parent contacts / week
4,000
Parent-engagement lift
+120%
Number blocks
0
FAQ

Questions WhatsApp managers ask before signing.

Can't find your answer? Write to hello@cratio.co.

Yes. All messages — broadcasts, follow-ups, and 1:1 chats — run through the official WhatsApp Business API. If you don't have an account yet, we handle the setup and verification during onboarding.

Turn WhatsApp into your main sales channel.

Broadcasts, automations, and team conversations — on the official API, inside your CRM. Live in a day.

Book a demo