WhatsApp Business API — Now With Full CRM Power

Your Entire WhatsApp Business.
One Unified Workspace.

Shared inbox, campaign broadcasts, no-code automations, AI-assisted replies, sales pipelines, and a real-time analytics dashboard — all built on the official Meta WhatsApp Business API.

No device dependency. No consumer app workarounds. Enterprise infrastructure from day one.

Powered byWhatsApp·Meta
Enterprise-Grade Security
Row-Level Security on Every Table
HMAC-Verified Webhooks
Role-Based Access Control
No Mobile Device Required
Licensed by Elevate Realty
The Platform

Everything your team needs to grow on WhatsApp.

Most businesses manage WhatsApp on personal phones, with zero auditability and no team structure. Elevate WA CRM replaces that chaos with a purpose-built, API-native workspace your entire team can operate from.

Shared Team Inbox

One official WhatsApp number. Multiple agents. Full conversation history, assignments, and internal notes — with zero customer-facing disruption.

Campaign Broadcasts

Send Meta-approved template campaigns to thousands of contacts. Track delivery, open, and click rates in real time.

No-Code Automations

Visual workflow builder with triggers, conditions, waits, and webhooks. Automate repetitive conversations without writing a single line of code.

AI Reply Assistant

One-click AI-drafted replies trained on your own knowledge base. Bring your own OpenAI or Anthropic key — your data never leaves your stack.

Sales Pipeline

Kanban-style deal tracking directly linked to WhatsApp conversations. Never lose a lead in a chat thread again.

Real-Time Dashboard

Response time tracking, daily message volume, pipeline deal value, and a live cross-module activity feed.

01 — Shared Inbox

One Number. Your Whole Team. Zero Overlap.

Customers contact your official WhatsApp Business number. Behind that single number, your entire team works from one shared inbox — assigning conversations, setting status, and leaving private internal notes without the customer ever knowing a hand-off happened.

  • Per-Conversation AssignmentRoute any conversation to the right agent or department in one click.
  • Status TrackingOpen, In Progress, Resolved — full lifecycle visibility across your team.
  • Internal NotesLeave private, inline notes for your team without interrupting the customer conversation thread.
  • Real-Time CollaborationThe inbox updates live as your team responds, no refresh needed.
Shared Inbox — 3 active conversations
Ahmed Al-Rashid2m ago
Interested in the enterprise plan pricing...
Assigned: Sarah
📝 Internal: Follow up on enterprise tier — high-value lead
What does the enterprise tier include?
Hi Ahmed! Happy to walk you through it. We offer unlimited seats, API access, and dedicated onboarding. 🚀
Sarah is typing...
Campaign Report
Diwali Launch — Residential Project
Completed
12,480
Sent
99.4%
Delivered
71.2%
Read
Delivered99%
Read71%
Replied18%
Template: PROPERTY_LAUNCH_V2 · Approved ✓ · Variables: {{1}} name, {{2}} city
02 — Broadcasts

Campaigns That Actually Get Read.

WhatsApp open rates average 98% — but only when you do it right. Elevate WA CRM's broadcast engine is built around Meta-approved message templates, ensuring your campaigns reach inboxes without risking number bans or policy violations.

  • Meta-Approved TemplatesManage and submit template messages to Meta directly from the dashboard. Use approved formats for promotional, transactional, and utility messages.
  • Per-Recipient Variable SubstitutionPersonalize every message at scale. Map contact fields dynamically into template variables (name, city, property, price).
  • Rich Media SupportAttach images, PDFs, and videos to your broadcasts. Send interactive CTA buttons and quick-reply lists alongside your message.
  • Delivery & Read TrackingSee real-time delivery, read, and reply rates per campaign. Know exactly how your audience engaged.
03 — Contacts & Sales Pipeline

From Contact to Closed Deal. In One Place.

Your CRM is only as good as the data it holds. Elevate WA CRM gives you a rich contact database with tags, custom fields, and CSV import — then connects every contact to their deals in a Kanban-style sales pipeline.

  • Tags & Custom FieldsOrganise contacts your way. Add any custom fields your business needs — property type, budget range, source, or anything else.
  • CSV Import with DeduplicationBring in existing contacts from spreadsheets. The system detects and merges duplicates automatically.
  • Kanban Sales PipelineDrag deals across pipeline stages. Every deal card is linked directly to its WhatsApp conversation — full context at a glance.
  • Conversations Linked to ContactsEvery WhatsApp message is tied to a contact record. Full history, all deals, all notes — in a single profile view.
Sales Pipeline3 deals · ₹84L total
Inquiry
Rohan M.
2BHK₹45L
Negotiation
Priya S.
Villa₹28L
Closed
Ahmed K.
Studio₹11L
04 — No-Code Automations

Let Your WhatsApp Run While You Sleep.

Build sophisticated multi-step workflows without touching a line of code. Define triggers, add conditions, insert waits, assign tags, fire webhooks, and send responses — all from a visual builder.

Visual Workflow Builder
Trigger: Inbound keyword matches
"pricing" OR "cost" OR "how much"
💬
Action: Send template reply
Template: PRICING_INQUIRY_V1 · Approved
🏷️
Action: Add tag to contact
Tag: interested-in-pricing
⏱️
Wait: 30 minutes
Then check for reply
👤
Action: Assign to Sales team
Auto-route based on availability
Automate the repetitive interactions that drain your team's time — and respond faster than any human could.
5 Trigger Types
Inbound messages, new contacts, keywords, time-based schedules, and custom webhook events.
Conditional Branches
Add if/else logic based on contact data, message content, tags, or conversation status.
Actions & Integrations
Send messages, apply tags, assign conversations, set custom field values, and fire outbound webhooks to your own systems.
Human Handoff Controls
Automations respect business hours and automatically pause when a human agent takes over.
05 — AI Reply Assistant

AI That Knows Your Business. Not Just Anything.

Most AI tools give generic answers. Elevate WA CRM's AI is trained on your own content — your FAQs, pricing docs, policies, and product pages. Your team gets one-click reply suggestions that are actually accurate. Your data stays in your infrastructure.

  • Bring Your Own KeyConnect your OpenAI or Anthropic API key. Keys are securely encrypted. No per-seat AI fee — you only pay for what you use.
  • One-Click AI DraftsInside any conversation, hit one button and the AI drafts a contextually accurate reply based on the conversation history.
  • Knowledge Base (RAG)Upload FAQs, policies, product documentation, or sales playbooks. The AI retrieves the most relevant content using full-text and pgvector semantic search.
  • Auto-Reply Bot with Human HandoffOptionally enable a fully autonomous AI bot. Set a per-conversation message cap and define the trigger that escalates to a human agent — seamlessly.
Your data never trains OpenAI's models. Your privacy is contractually protected.
AI Reply Suggestion
GPT-4o
Hi, what's included in your 2BHK property in Sector 45? What's the floor plan size?
AI Draft — sourced from Knowledge Base: Sector45_2BHK_Brochure.pdf

Hi! Our 2BHK at Sector 45 covers 1,150 sq ft with a spacious living area, modular kitchen, and 2 full baths. It includes covered parking, 24/7 security, and access to the community pool. Ready for possession by Q3 2026. Would you like to schedule a site visit? 😊

06 — Team Management

Roles. Permissions. Full Control.

Invite your entire team via a secure link. Each member gets a role that defines exactly what they can see and do. One install supports a solo operator or a team of 50 — the structure adapts without any extra configuration.

Owner
Full access to all settings, billing, and team management. Can transfer ownership.
Admin
Can manage team members, templates, automations, and all conversations.
Agent
Can manage assigned conversations and respond to customers. No access to settings.
Viewer
Read-only access to conversations and reports. Ideal for managers reviewing performance.
07 — REST API & MCP Server

Build on Top of Your Own CRM.

Elevate WA CRM ships with a fully documented public REST API and an MCP server — so your developers and AI assistants can interact with your CRM data programmatically.

Scoped, Revocable API Keys
Generate API keys with per-resource scopes. Revoke any key instantly without rotating credentials.
Full REST API (/api/v1)
Contacts, conversations, broadcasts, pipelines — everything accessible via a clean, versioned REST API with JSON responses.
MCP Server (Claude & Cursor)
Connect your CRM to Claude, Cursor, and other AI coding assistants. Read-only by default; opt-in to write access. Ask your AI assistant to pull contact data or summarize conversations.
Built for High-Volume Sales

The CRM Real Estate Teams
Actually Use.

In high-ticket sales, every lead interaction matters. A single missed WhatsApp inquiry can cost you a multi-crore deal. Elevate WA CRM brings every agent, every lead, and every conversation under one secure system.

Broadcast property launches to your entire database
Auto-route hot leads to your best available agent
Track every inquiry from first message to signed deal
Automate follow-ups for cold leads on a drip schedule
Send rich media — floor plans, virtual tours, brochures
Track individual agent response time and deal close rate

Set Up in an Afternoon. Run for Years.

01

Create Your Workspace

Sign up, create your account, and invite your team by link. Set roles in minutes.

02

Connect WhatsApp API

Link your official Meta WhatsApp Business account. The webhook is configured automatically.

03

Run Your Business

Respond, broadcast, automate, and analyze — all from one dashboard, on any device.

Pricing

Simple Pricing. Powerful Features.

Start for free, scale when you are ready. No hidden fees. No lock-in.

Trial
Free
For 90 Days.
  • Full platform access
  • Unlimited team members
  • Shared Inbox & Broadcasts
  • No-Code Automations
  • AI Reply Assistant
  • Real-time analytics
Start 90-Day Free Trial
Recommended
Growth Plan
₹2,500/mo
Everything you need to scale.
  • Everything in Free Trial
  • Priority WhatsApp API setup
  • Dedicated onboarding
  • Unlimited broadcast limits
  • Advanced custom automations
  • Email & chat support
Get Started Free

Need a custom enterprise plan? Contact Elevate Realty for volume pricing and dedicated SLAs.

Your customers are on WhatsApp.
Are you ready for them?

Stop juggling multiple devices, losing leads in personal chats, and missing follow-ups. Bring your entire WhatsApp operation into one professional, secure, and scalable workspace today.

Licensed by Elevate Realty · Secure Infrastructure · No per-seat AI fees · Full data ownership