Use this checklist when comparing WhatsApp CRM platforms. Not every business needs every item.
Inbox and team
- Shared inbox with assignment and notes.
- Roles and permissions.
- Response-time reporting.
Messaging
- Template management with approval status.
- Broadcasts from a CSV with variable mapping.
- Opt-in tracking and easy opt-out.
Automation
- Visual flow builder with conditions and delays.
- An AI agent with human handoff.
- Triggers from store, payment and calendar events.
Integrations
- Your store or billing system.
- Payment links.
- Webhooks and API for custom needs.
Pricing transparency
- Is Meta's fee passed through at cost, or marked up?
- Are seats, AI usage and extras priced openly?
- What happens on cancellation?
Compare platforms in our comparisons and alternatives. Plans are on the pricing page.
How to score platforms
Write the checklist in a sheet, mark each item as must-have, nice-to-have or not needed, and score every platform you trial against it. Run a real task in each trial, such as sending a template to ten test contacts and handling the replies in the inbox. Ask each vendor for a full price quote including Meta fees and AI usage for your expected volume.
Common mistakes
- Choosing by feature count instead of the two or three tasks you do daily.
- Ignoring per-message markup, which scales with volume.
- Skipping a trial with real data.
Frequently asked questions
Which feature matters most?
For most teams, a shared inbox and clear pricing. Add automation as volume grows.
Is an API necessary?
Only if you need custom systems to talk to WhatsApp.
Try it on your own account
Plans from ₹999/month, zero markup on Meta's message fees. 7-day free trial, no card required.