The CRM is where every contact, conversation, and customer detail lives. It stores people with custom fields you define, lets you group them into segments, run campaigns to those segments, and handle every chat from a shared team inbox. Because it is built around WhatsApp, your messaging and your customer data sit in one place.
These steps describe CRM V2, the current version. If your account is still on the older CRM, the screens differ but the ideas are the same. Newer accounts are on V2 by default.
Contacts hold each person and their fields. Super Fields are the custom fields you define. Segments are saved filters. Campaigns message a segment. The Inbox is where your team replies, with team members, departments, and boards to organise the work.
Was this helpful? If you are stuck, message us and a real person will help, the only platform in India that answers you live on WhatsApp.
Ask us on WhatsApp