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CRM solution providers · WhatsApp marketing

Handle buyer chats on WhatsApp in a way that proves the thing you sell.

WhatsApp marketing for a CRM partner means treating the chat as part of the sales process: enquiries, demo reminders and proposal follow-up all recorded in your own pipeline. GullySales works on the message wording, the business account set-up and the link into the CRM.

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Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.

Realistic editorial illustration of software development companies at work in India

What WhatsApp marketing means

WhatsApp marketing is sending updates, offers and reminders to customers on the app most Indian buyers already check daily. GullySales sets up business WhatsApp, writes the message templates and keeps the list consented and current.

Also for CRM solution providers

Sales and marketing for CRM solution providers, the overview.

Last updated 18 Oct 2026.

For CRM solution providers

Where it usually goes wrong, and what we would do.

  • “Your buyer lives on WhatsApp”

    A business owner in a mid-sized town will message you on WhatsApp before sending an email. If that chat sits only on one consultant's phone, the enquiry is lost when that person is busy or leaves.

  • “WhatsApp is also the integration they ask about”

    The first question is whether the CRM can send and receive WhatsApp messages. A partner who has done it, and can say plainly what the business API allows and costs through a provider, is believed over one who says yes to everything.

  • “Broadcasts to old demos can annoy”

    A mass message to everyone who saw a demo reads as spam. A short note that refers to what the buyer asked for, sent to a few, reads as service. Check the platform's current rules on messaging and consent before any bulk use.

What we do

What we deliver for CRM solution providers.

Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.

  1. A business account set-up

    Profile, catalogue-style service list, greeting and away message written for a CRM partner.

    Result: The account tells a new contact who you are and what you do.

  2. Click-to-chat links on trade pages

    Buttons that open a chat with the trade already filled in, creating a record with its source.

    Result: Each chat can be traced to the page that started it.

  3. Message templates for each stage

    Wording for first reply, demo reminder, proposal follow-up and handover, to be checked against the platform's rules.

    Result: Your team replies with consistent, approved wording.

  4. Chat-to-CRM logging

    A routine, or an integration where it fits, so every chat becomes a record with an owner.

    Result: No enquiry lives only on a personal phone.

  5. A consent and opt-out routine

    A plain way to record permission and honour a request to stop messages.

    Result: Contacts are messaged only as they agreed.

How the result is measured

  • Messages delivered
  • Reply rate
  • Enquiries from WhatsApp

Recorded as a baseline before work starts, so every later report has an honest comparison.

Read the full WhatsApp marketing and automation page

Who it is for

This is written for these CRM solution providers.

  • Zoho, HubSpot and Salesforce partners and implementation firms
  • Vertical CRM vendors for real estate, education or insurance
  • Indian CRM product companies selling to small and mid-sized businesses
  • Consultants who configure Bitrix24, Pipedrive or Freshsales
  • WhatsApp-first CRM and sales automation tools
  • Freelance CRM consultants growing into a small firm
  • IT firms adding CRM as a service line beside ERP
  • Telephony and call centre software vendors with a built-in CRM

How it works

How the whatsapp marketing work runs

The work itself, in order. How an engagement starts, from your brief to a written scope, is set out on our method page.

  1. 1

    Understand current WhatsApp use

    We review how customers currently message you and how consistently, if at all, it is answered.

  2. 2

    Audit common questions

    We identify the questions that come up repeatedly, which decide what should be automated first.

  3. 3

    Set up automation and templates

    An automated first response and quick reply templates are built for the most common needs.

  4. 4

    Connect to the CRM

    Conversations are linked to customer records so context carries over between team members.

  5. 5

    Measure and optimise

    We track response time and conversion, refining automated responses based on what customers actually ask.

Where this fits

Three pieces of sales work, in this order.

This work sits inside sales process design, at stage 0, foundation. The audit comes before it, and sales management keeps it running.

  1. Step 1

    Sales audit

    Find where deals are being lost and what to fix first.

    Start here if you cannot say where orders are lost.

  2. Step 2 · you are here

    Sales process design

    One written way to sell, from first enquiry to repeat order.

    Start here if every salesperson sells differently.

  3. Step 3

    Sales management

    A target, a review routine and someone who owns the number.

    Start here if the team has targets and no routine.

Tell us what you need Your brief is read before we call. Scope, fee and term in writing.

FAQ

Questions owners ask before they call.

Not here? More answers, or ask on WhatsApp.

Tell us what you need
Should we use the WhatsApp Business API?
If you send from several people or want it tied into the CRM, a provider-based business account is the route. For a small team, the business app may do first. We compare both against your actual volume.
Can we send offers to everyone who enquired?
Not without care. Messaging rules and consent apply, and a buyer who did not agree may block you. Check the platform's current rules, and send only to those who opted in.
Will our team resist logging chats?
They resist extra typing, so make it light. Use shared accounts, saved replies and a link into the CRM. You ask customers to adopt the same habit, so your team should show it first.
How much does it cost?
There is no price list, because the work differs by business. The fee is scoped after we have read your brief and spoken to you, and put in writing before anything starts, split into our time, your media spend and production.
How long is the contract?
The term is agreed in writing after we have spoken, along with the fee and the reporting. It is never a default twelve months, and renewal is decided on the numbers against the baseline recorded at the start.
How soon will we see results?
It depends on the trade, the channel and what is already in place. After we have read your brief and spoken to you, we say what we would expect to move first and how it will be measured against the baseline. Nothing here is guaranteed.
Who will actually do the work?
The person you speak to before anything starts. We work from one office in Nagarbhavi, Bengaluru, with no account managers in between.
What do you need from us?
Your brief, and a conversation. After that, access to whatever this work touches, such as your website, your accounts or your enquiry record, and time with the people who handle your enquiries.
What if we are not happy with the work?
Tell us and the plan changes. Everything is reported against the baseline, so a number that is not moving is visible to both sides. The term is in your written scope, and the refund and cancellation policy sets out the rest.

More for CRM solution providers

Everything else we would do for you.

Or start from the overview: sales and marketing for CRM solution providers.

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