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Every lead captured. Every follow-up done.

Every lead, follow-up and booking in one CRM shaped around your business — filled automatically from WhatsApp, Instagram, your website and your calls.

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No. 04
WAKFLOW · RECEIVED02:14
“Leads come in everywhere — and half of them never get a call back.”

Wakflow CRM

Sales & CRM

Replaces

  • Salesforce
  • HubSpot
  • Zoho CRM
  • The Excel sheet

Measured, not promised.

Our own two travel brands · as of 27 Sep 2026

WAKFLOW · AS OF202627 SEP
customer records in one CRM
11,476
follow-up tasks
11,781
salespeople, each seeing their own leads
27
records ever typed in by hand (of 11,476)
63

What you say today. What changes.

  1. Leads come in everywhere — and half of them never get a call back.

    Leads enter the CRM by themselves, with a follow-up task.

  2. When a salesperson leaves, their customers leave with them.

    Every customer stays on one page. Nothing is ever lost.

  3. Every CRM I tried was built for somebody else.

    Built around your business, not the other way round.

How it works, step by step.

5 steps, and our team does them with you, so you never manage the software.

  1. Step 1: We learn how you sell

    One call to map your leads, stages, team, branches and the reports you want every morning.

  2. Step 2: We shape your CRM

    Record types, fields, stages, roles, views and the owner's dashboard — set up for your business, not a template.

  3. Step 3: We connect your channels

    WhatsApp numbers, Instagram, website forms, calls and email, so leads start arriving on their own.

  4. Step 4: We move your data in

    Your Excel sheets or old CRM, cleaned and de-duplicated, with the original dates kept.

  5. Step 5: Your team starts selling

    On laptop or phone. Every morning each person opens their follow-ups; every night your data is backed up, and every day we check that every lead reached the CRM.

Everything it does. 62 features.

Shaped around your business

Ready from day one
People, companies, deals, tasks and notes are set up before you log in, so your team can start working the same day.
Your own record types
Add Bookings, Site Visits, Students, Courses, Patients, Policies, Vehicles or Projects as proper records with their own screens, lists and pipelines — not as a notes field.
Any field you need
More than twenty field types: text, long text, numbers, rupee amounts, dates and times, dropdowns, multi-select, yes/no, star ratings, phone with country code, email, links, address, lists, files and links to other records.
Linked records
Connect a person to a company, a booking to a customer, a student to many courses, and see the whole picture from either side.
Clean data rules
Unique fields stop duplicates, default values fill themselves in, rupees and +91 are the defaults, and an old field can be retired without losing what was stored in it.
Your own stages and statuses
"Follow-up", "Booking confirmed", "Not booked", "Transfer" — the words your team already uses, in the order your sale actually moves.
No caps
Unlimited records, record types, fields, views, dashboards and users.

Every customer on one page

Record pages designed for your team
Arrange each record page with tabs and blocks: key fields, linked records, emails, meetings, timeline, tasks, notes, files, charts, rich text and even an embedded web page.
Full history timeline
Every change, email, meeting, note and task appears in time order on the record — so the history stays with the customer, not with the salesperson.
Notes and tasks
Rich-text notes and tasks with an owner and a due date, linked to any record.
Files on the record
Keep quotations, KYC documents, agreements, tickets and site photos with the customer they belong to.
Favourites and instant search
Pin the records and lists you use most, arrange the sidebar, and press Ctrl+K to find anyone or run an action in seconds.
Recycle bin
Deleted records are kept for 14 days (you can change this) and can be restored in one click.

Views and pipelines

Spreadsheet view
Feels like Excel — edit in the cell, group, hide and reorder columns — but every row is a real customer record.
Drag-and-drop pipeline boards
Move leads between your stages on a board, with the total value per stage and the time each lead has spent in its stage.
Calendar view
See follow-ups, site visits, departures, classes or renewals on a calendar.
Saved filters and personal views
"My leads", "Today's follow-ups", "Hot leads this week", "High-value bookings" — filters with AND/OR logic, sorting and grouping, saved as one-click views. A view can be shared with everyone or kept private.

Leads that arrive by themselves

Automatic lead capture from every channel
Every enquiry on your WhatsApp numbers, Instagram DMs and website forms becomes a lead with name, phone, travel or visit dates, group size and interest.
The source on every lead
Each lead is tagged with the exact number, page or campaign it came from, so you know which channel is worth its money.
Updated, not duplicated
When the same customer writes again, their existing record is updated instead of a second copy being created.
A follow-up task for every new lead
The moment a lead is created, a task appears with a due date, ready for a salesperson to pick up.
Separate lead books for separate brands
Run two brands in one CRM, each with its own lead list, its own team and its own stages, with enquiries routed to the right one automatically.
Bookings with payment details
Website bookings arrive as booking records with order number, trip or package, travellers, amounts paid and due, payment status and transaction reference.
Every call on the customer's record
Calls made by the Wakflow voice agent appear on the customer with outcome, summary, score and a recording link.
Status changes that do the paperwork
When a salesperson marks a lead "Booking confirmed", the booking is logged in your bookings register automatically.

Email and calendar

Email sync
Connect Google Workspace, Microsoft 365 or any standard mailbox and every email with a customer is saved on their record automatically — multiple mailboxes per person, with filters and privacy levels.
Send email from the CRM
Write and send emails from inside the customer record, through your own mailbox.
Calendar sync
Past and upcoming meetings appear on the right customer's record.
Contacts that create themselves
New people and companies can be added automatically from emails and meetings.

Automation inside the CRM

Triggers on any change
Start an automation when a record is created, changed (even only when a particular field changes) or deleted — on any record type, including your own.
One-click buttons
Give staff a button such as "Send quotation" or "Send payment reminder" that runs on one record or many at once.
Scheduled jobs
Daily task summaries, weekly pipeline reports and renewal checks that run on a timetable.
Receive data from anywhere
A secure web address that accepts leads from forms, ads and other tools.
Create, update, find and merge records
Automations can create or change records, search with filters, and update-if-it-exists-else-create, so leads from many sources never duplicate.
Real business logic
If/else branches, filters, loops over lists of records and waits until a time or a date — enough to run follow-up sequences, SLA checks and approvals.
Automatic emails
Welcome emails, reminders and alerts sent from your connected mailbox.
Quick forms for staff
Show a short form in the middle of a process — for example a "Quick Lead" form for staff in the field.
Connect to any system
Custom code and web requests let an automation send a WhatsApp, update your billing system or call any service with an API.
Run history and versions
See every run step by step, and keep drafts and versions so changes are safe.
Ready-made recipes
Task-due alerts, stale-deal detection, closed-won follow-through, auto-replies to inbound email, quotations and PDFs.

AI in your CRM

Ask your CRM in plain English
"Show high-value bookings closing this month" or "Summarise my history with this customer" — the AI chat understands the page you are on.
AI agents that do the work
Enrich records, score and classify leads, summarise, draft follow-up messages and route records to the right person — within your permission rules.
AI under your control
AI sees only what the user is allowed to see, you choose the AI model, and AI can be switched off completely.
Connect your own AI assistant
Your AI assistant can read and update the CRM directly through a secure connector, so you can ask it about leads from your phone.

Dashboards

Owner's dashboard
Bar, line, pie and gauge charts plus single-number tiles, each with its own filters: leads per source, bookings by stage, revenue by salesperson, follow-ups due today.

Import, export and moving in

Excel and CSV import
Bring in people, companies or any record type from a spreadsheet, with column matching, linked records, duplicate checks, error reports and updates to existing records.
Export any time
Download any list whenever you want. Your data is always yours.
Move in from another CRM
We move your data from Excel, Google Sheets or your old CRM, keeping the original dates.

Team access and security

Roles and permissions
Decide who can see, edit, delete or permanently destroy records — per record type and per field — and who can import data, send email or change settings.
Record-level access
Each salesperson sees only the leads assigned to them; managers see everything. Ideal for branches, franchises and large sales teams.
Single sign-on
Staff log in through your company's Google, Microsoft or other identity provider.
Audit logs
A record of what each member did in the workspace, for regulated businesses.
Easy team onboarding
Invite staff by email or link, or let anyone with your company email domain join. Public sign-up stays closed.
Strong data protection
Encryption of stored data, a separate database space for every business, two-step login, and data kept on servers we manage — helpful for India's DPDP Act.

Connect anything

Open APIs
Every record type and field you add is available through the CRM's APIs straight away, with documentation for your workspace and bulk operations.
Instant, signed notifications
When a record is created, changed or deleted, the CRM notifies your other systems in real time, signed so they can trust the message.
Custom CRM apps
Add your own record types, screens, logic, AI skills and menus as a reusable app.
WhatsApp conversations on the record
Bring message channels such as WhatsApp into the customer's timeline.
Works with your tools
Zapier, Wakflow Automate and any tool with an API.
Meeting notes sync
Meeting notes from Granola arrive on the right record.

Your brand, your language

One workspace per business
Each business or branch gets its own workspace and its own web address, on your own domain if you like.
Your logo, your look
Workspace name and logo, light, dark or system theme, English and 28 other interface languages, your time zone, and Indian date, time and number formats.

Plugs into the rest of Wakflow.

CRM talks to 14 other Wakflow products. Start with one; connect the rest later without starting over.

Where it earns its keep.

  • Sales

    Every lead with a source, an owner and a next step; pipeline boards per product; "my follow-ups today" for each salesperson

  • Marketing

    Leads per source, per number and per campaign; lists for broadcasts; which ads actually turn into bookings

  • Customer service

    Full customer history in one place; complaint and request tracking as its own record type

  • Operations and bookings

    Bookings, departures, site visits or appointments as records with dates, amounts and status

  • Finance

    Amount paid, amount due and payment status on each booking; payment-reminder lists

  • Owner and management

    One dashboard for leads, conversions and team performance; record-level access by branch

1 more

  • HR and recruitment

    Candidates as records, interview stages as a pipeline, reminders as tasks

  • Travel and tour operators

    Leads with destination, dates and group size; bookings with advance and balance; departures on a calendar

  • Real estate

    Properties and site visits as records; buyer pipeline from enquiry to booking

  • Education and coaching

    Students, courses and batches; admission pipeline; fee-due lists

  • Clinics and diagnostics

    Patients and appointments; follow-up and repeat-visit reminders

  • Insurance and loans

    Policies or loan files per customer; renewal dates; document collection

  • Automobile dealers

    Enquiries, test drives and deliveries; service reminders

4 more

  • B2B distributors and manufacturers

    Dealers as companies, orders as records, payment follow-ups

  • Agencies and professional services

    Clients, projects and documents; email and meetings on the client record

  • Salons, gyms and wellness

    Members, packages and renewals; re-engagement lists

  • Events and weddings

    Enquiries, event dates, vendors and payment milestones

Questions about CRM.

Anything else? Ask us on WhatsApp.

How is Wakflow CRM priced?

A one-time setup fee for shaping the CRM and moving your data in, then a monthly fee — per user, or one

How long does setup take?

Most of the work is configuration, not coding, so a standard CRM is ready in days. Moving years of old

Can my staff use it on their mobile?

Yes. It runs in any phone or laptop browser — nothing to install. Salespeople can check their

Is my customer data safe? Who can see it?

Your data is kept in its own separate space, backed up every night, and only people you invite can log

What if someone deletes or overwrites something by mistake?

Deleted records wait in a recycle bin and can be restored in one click. Every change is recorded with its

Can it capture leads from my WhatsApp numbers? Will my number get banned?

Yes — every WhatsApp enquiry becomes a lead automatically. The CRM itself never messages anyone; WhatsApp

6 more questions
Does it work in Hindi or Hinglish?

Your team can type names, notes and messages in Hindi, Hinglish or any language. The menus are in

Can I bring in my Excel sheet or old CRM?

Yes. We import your sheets or old CRM data, match the columns, remove duplicates and keep the original

Can each salesperson see only their own leads?

Yes. Each person sees the leads assigned to them; managers and the owner see everything.

Do I need a technical person to run it?

No. We set it up, connect your channels and look after it. Adding a field or a stage later is a

I run two businesses or several branches. Do I need two CRMs?

No. Each brand or branch can have its own lead book, team and stages inside one CRM, or its own

If I leave, can I take my data?

Yes. Export any list at any time. Your data is always yours.

Stop losing leads between WhatsApp and Excel.

Tell us what's slowest in your business today, and we'll show you exactly which Wakflow products fix it — and how fast.

Book a free demo+91 79068 59765

Or email [email protected]

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