Sales
WhatsApp CRM for sales teams
A lead comes in from an ad, a widget or Instagram. Mark360.ai can qualify it, assign it, and keep the follow-up on a drip so the deal does not depend on one person's memory.
- Lead qualification agent
- Shared inbox
- Payment links
Free plan, no credit card required. Built on the official WhatsApp Cloud API.
The sales path on WhatsApp
Qualify
The lead-qualification agent asks budget, city and timeline before a person joins.
Open the related pageQualify
LeadDo you deliver in Surat?
Mark360.aiYes. What budget and timeline should I note?
Assign
Round-robin or a manual assign puts the chat on a rep. Filters show Unassigned and Mine.
Open the related pageAssign
Mark360.aiThis chat is now with Priya on the sales desk.
LeadThanks.
Follow up
Mark360.aiStill looking at the quote from Tuesday?
LeadYes. Send it again.
Quote and collect
Send a Razorpay link when the buyer is ready, and keep the chat in the same thread.
Open the related pageQuote and collect
Mark360.aiThe quote is ready. Pay with this link when you want to proceed.
Qualify, assign, then close
Pipelines for deals in progress
Leads CRM lists pipelines, stages, and stage moves. The board says no pipelines yet, and no stages are configured until you add them in Config.
Stages are yours to add
Lead configuration opens with no stages defined. Auto-assign rules are marked coming soon, so assignment stays round-robin or a manual assign in the inbox.
A team for the reps
Create a team from an empty title field. Several reps can share one WhatsApp number, with Mine for the rep and Unassigned for the manager.
Quote, then the payment link
When the buyer is ready, the quote and a Razorpay link stay in the same thread. Then mark the chat resolved.
A pipeline that lives in the inbox
01
Capture
Click-to-WhatsApp ads, the website widget, a QR code or an Instagram keyword.
02
Score
A Flow or the lead agent writes answers onto the contact.
03
Work the list
Reps use Mine, mentions and saved replies. Managers see what is still Unassigned.
04
Close
A quote message plus a payment link, then mark the chat resolved.
It is the shared inbox, the contact record and the follow-up automation sales teams use on WhatsApp and Instagram. Zoho CRM is in the catalog if you also want those leads in Zoho, with duplicate detection and field mapping.
Yes. The team inbox assigns chats, supports round-robin, and lets people mention each other in internal notes.
Yes. Mark360.ai has a Free plan at $0/month with no credit card required. Paid plans start with Scale at $19/month billed quarterly (list price $35/month). Scale+ is $99/month. WhatsApp messages are billed per message on top of the plan. Annual billing is 10% off.
Start free on Mark360.ai
Connect your WhatsApp number on the free plan and set up the first automation. Move to Scale at $19/month billed quarterly when you need more triggers, seats or campaigns.
Trusted by 100+ businesses. Free plan, no credit card.