What can I manage inside FlowZo CRM?

You can manage leads, contacts, companies, deals, tasks, meetings, notes, chats, emails, call activities, files, and dashboard insights — all from one system.

Can I create custom fields for leads and companies?

Yes. Create lead attributes, company attributes, assign them to attribute sets, and verify them during record creation — fully configurable to your workflow.

Can I filter and save views?

Yes. Use filters, advanced filters, and smart views to organize records the way your team works best. Save any view for instant access.

Can I export deal and lead data?

Yes. Deals, leads, companies, and reports can all be exported from the CRM for analysis, sharing, and business intelligence.

Is CalBot the same as FlowZo CRM's WhatsApp Bot feature, or is it separate?

CalBot is the product name for FlowZo CRM's WhatsApp bot — available as an add-on module (₹15,000/year per number) fully integrated into FlowZo CRM. There is no separate third-party platform to manage; all WhatsApp conversations, lead capture, and analytics run inside your CRM workspace.

Do I need a separate WhatsApp number for CalBot?

No. CalBot connects to your existing WhatsApp Business number through the official Meta WhatsApp Business API. If you already have a WhatsApp Business number, setup takes under 30 minutes. If you need a new number, we guide you through Meta verification — typically 3–5 business days for Indian businesses.

What happens to conversations when my team is offline?

CalBot handles the entire conversation when no rep is online — greeting, qualifying, FAQ responses, and appointment booking. Everything is logged and ready for the rep when they come back online. No lead waits unanswered, and no rep arrives to a list of cold inquiries.

Can I use CalBot for existing customers or only for new leads?

Both. CalBot handles new lead capture and qualification on the inbound side, and your team uses it for broadcast campaigns, renewal reminders, upsell sequences, and re-engagement flows for existing customers. Every contact in your CRM can be reached through CalBot.

Is there a limit on how many WhatsApp messages CalBot can send?

Message volume depends on your WhatsApp Business API tier with Meta. Most Indian SMBs start at 1,000 business-initiated conversations per day, which is sufficient for most sales operations. As your volume grows, your tier can be increased. FlowZo CRM manages this upgrade process on your behalf.

Engage leads on the channel they actually use

Deploy an intelligent sales assistant that qualifies leads 24/7 directly on WhatsApp, answer queries instantly, and seamlessly hand off hot prospects to your best reps.

WhatsApp · Lead chatLive

CONVERSATIONAL TREE

Automated Flows & Visual Builder

Build logical conversation flows using our visual builder. Prompt users with multiple choice buttons, trigger brochures, or collect text inputs without coding.

Instant Welcome Flows
Welcome new contacts instantly. Introduce your brand and capture intent immediately.
Rich Document Delivery
Deliver brochures, product menus, pricing PDFs, and videos directly inside the chat window.

CRM SYNC

Lead Qualification & Attribute Tagging

As prospects chat, the bot qualifies their interest, company size, and budget. Answers are instantly mapped to the lead fields in Flowzo CRM, keeping your database clean.

Dynamic Attribute Capture
Save customer inputs (e.g. Email, City) straight into custom properties in real time.
Instant Route Alerts
Notify sales owners the moment a prospect qualifies as a "Hot Lead".

AGENT TAKEOVER

Seamless Human Handoff

If a qualified prospect requests a live rep, the conversation is routed to the active sales queue. Reps see the full WhatsApp history, picking up the thread smoothly.

Queue Distribution
Distribute live chats to agents using round-robin logic or department criteria.
In-App Notifications
Reps get desktop push notifications so they can answer VIP chats immediately.

BENEFITS

Supercharge WhatsApp Lead Qualification

Deploying a smart chatbot keeps your sales pipelines active while protecting agent productivity.

24/7 Qualification

Qualify inbound leads instantly even on holidays or outside shift hours.

98% Message Opens

Achieve response rates 5x higher than traditional emails and SMS campaigns.

Clean CRM Entries

All client inputs are mapped to properties automatically without copy-paste.

Official Meta API

Built on official WhatsApp Business channels to prevent phone blocks or restrictions.

ENTERPRISE GRADE

Secure & Policy Compliant

Flowzo CRM ensures your automated WhatsApp pipelines remain compliant with Meta policies.

End-to-End Security
All communication data is secured using secure TLS 1.3 protocol channels.
Opt-Out Processing
Automatically handle unsubscribe signals to keep messaging databases healthy.
🇮🇳 Local Data Hosting
Complies with Indian DPDP laws by keeping CRM profiles on local cloud instances.

FAQ

Frequently asked questions

Do I need a WhatsApp Business API account?+

Yes. Flowzo CRM links with your official WhatsApp Business API account. Our team assists you through setup and Meta catalog approval at no extra charge; the WhatsApp Bot module itself is a separate paid add-on (₹15,000/year per number) — see Pricing for full details.

Can my agents reply manually to chats?+

Are templates reviewed by Meta?+

Turn WhatsApp into your best sales channel

Automate client interactions, qualify leads contextually, and close sales faster on the chat client they use daily.

Engage leads on the channel they actually use

Automated Flows & Visual Builder

Instant Welcome Flows

Rich Document Delivery

Lead Qualification & Attribute Tagging

Dynamic Attribute Capture

Instant Route Alerts

Seamless Human Handoff

Queue Distribution

In-App Notifications