Bodhinox Connect

CRM, analytics and platform

WhatsApp CRM with pipelines and analytics

Every customer who messages you gets a full record and timeline. Track deals on a board, and see how fast your team replies and what your campaigns earn.

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The problem

Customer details are scattered everywhere

In most businesses that sell on WhatsApp, customer information lives in five places. The chat is on a phone. The order is in a spreadsheet. The payment is in the bank app. The follow-up date is in someone's notebook. The lead source is a guess.

That makes simple questions hard. Who bought from us twice this year? Which leads from last month's ad have not been followed up? How long do customers wait for a first reply on Saturdays? Which campaign actually brought in sales? Without one place to look, the answers are guesses, and decisions about staff and spending are made on feel.

A WhatsApp CRM fixes this by building the customer record from the conversations themselves, then adding the orders, payments, campaigns and deals around them.

How it works

One record per customer, one view of the business

Contacts with a full timeline

Every contact has tags, custom fields you define, and a timeline of what happened: chats, campaign messages, orders, payments and notes. Group contacts into lists by hand, or into segments built from rules such as city is Jaipur and tagged repeat-buyer. Import from CSV and export whenever you need.

Sales pipelines

For businesses with a sales process, pipelines show each deal on a board, moving from stage to stage. A real estate team can follow a lead from enquiry to site visit to booking. A B2B supplier can track quotes and bulk orders. Everyone sees what is stuck and where.

Dashboard and analytics

The dashboard brings the numbers together: how many conversations came in, how fast your team replied, how each person on the team is doing, how campaigns performed and how much revenue came through. If you run click-to-WhatsApp ads, you can see how those conversations perform as well.

Reports that arrive on their own

Schedule reports as CSV or PDF so the owner or the accounts team gets them on a fixed day, without anyone logging in to export them.

A platform you can build on

Outgoing webhooks tell your other systems when something happens in your workspace. The public API, with API keys you control, lets a developer read and update data from your own software.

Security built in

Each workspace's data is isolated from every other workspace. Team members can turn on two-factor sign-in, the audit log records important actions, and you can export your data or ask for it to be deleted.

Who it is for

For owners who want clear answers

The CRM suits any business where repeat customers matter and more than one person talks to them. A D2C brand finds its best customers and sends them early access. A clinic sees which patients are due for a follow-up. An education business tracks enquiries from first message to admission. A service business sees which leads went cold and who should call them.

Owners use the analytics to staff the inbox at busy hours, coach team members whose replies are slow, and stop spending on campaigns that do not bring in orders. Developers use the API and webhooks to keep Bodhinox Connect in step with the billing, ERP or booking software the business already runs.

Start by importing your contacts and tagging them by what they bought or asked about. The timeline fills in by itself as your team chats, so within a few weeks you have a customer record that is more complete than any spreadsheet.

What you get

Everything in CRM, analytics and platform

  • Contacts with tags, custom fields, segments, lists, import and export, and a full timeline
  • Sales pipelines with deal boards
  • A dashboard and analytics for conversations, response times, team performance, campaigns, revenue and click-to-WhatsApp ads
  • Scheduled CSV and PDF reports
  • Outgoing webhooks and a public API with API keys
  • Security: workspace isolation, two-factor sign-in, audit log, data export and deletion

Read next: How to run WhatsApp marketing campaigns customers welcome. See which plans include each feature.

Questions

Something else on your mind? Write to uday@bodhinox.com.

What is a WhatsApp CRM?

A WhatsApp CRM keeps a record of every customer who talks to you on WhatsApp: their details, tags, chats, orders, payments and deals in one timeline. In Bodhinox Connect the CRM sits next to the inbox, so your team sees the full history while they reply.

Can I import my existing customer list?

Yes. Import contacts from a file with their names, numbers, tags and custom fields. You can export contacts at any time too. Only message contacts who have agreed to hear from you.

Which reports can I get?

The dashboard covers conversations, response times, team performance, campaigns, revenue and click-to-WhatsApp ads. You can schedule reports as CSV or PDF, so they arrive on a fixed day without anyone having to export them.

Can I connect Bodhinox Connect to my other software?

Yes. Outgoing webhooks send events to your own systems as they happen, and the public API lets your developers work with your data using API keys you manage in the app.

Works well with

Start free today. No card needed.

Connect your WhatsApp number, bring in your contacts and try it with your own customers. If you want a walk-through first, book a demo and we will set it up with you.

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