Questions, answered.

The Sales CRM is a module inside BizBotify that turns WhatsApp conversations into cards you can follow from first question to paid order. You get an Enquiries board for everyone who has asked but not bought, a Sales board for sales in progress with a value, close date and owner, team tasks for each teammate's follow-ups, Companies for B2B accounts, and a CRM tab in Analytics.

It is a ₹750/month add-on on both Starter and Growth, switched on per workspace. Ask us to enable it during your trial so you can test it with real chats. See the Sales CRM chapter on the features page and the CRM guide.

An enquiry is someone who has shown interest but has not bought yet — it lives on the Enquiries board. A Sales card is business you are actively trying to close, with a value, an expected close date and an owner — it lives on the Sales board.

Press Qualify on an enquiry to move it to the Sales board. It is the same card moving boards, not a copy, so nothing is retyped and the history comes along.

Three ways. In the Inbox, press New Enquiry at the top of any chat and the card is created with the customer and their last message already filled in — you can also quote specific messages onto it. In a chatbot flow, add a Mark as Enquiry step and every chat that reaches it becomes a card with the customer's answers copied on. And every submission from your website form lands on the same board, next to the WhatsApp ones.

If that customer already has an open card, you choose whether to add to it or start a new one — so the board never fills with duplicates by accident.

No. The built-in Sales CRM is for teams that track sales in a notebook, Excel or nothing at all today — it needs no other software. The Odoo and Zoho integration is for businesses that already run one of those CRMs and want WhatsApp contacts and messages to appear there.

You can use both: work the lead in BizBotify and keep Odoo or Zoho as your accounting or ERP system of record.

Team tasks give each teammate one to-do list for today, already in order: customers waiting for a reply on WhatsApp first (with the 24-hour reply window counting down), then follow-ups that are overdue or due today. Later holds the rest of the week, and Given to team shows work you handed to someone else.

Type a task in one line with Quick Add — "Send quote to Ramesh, tomorrow" — and link it to a customer or CRM card. Overdue tasks roll forward and show "2 days late" until someone acts. "Today" follows your business timezone, not the laptop's clock. See the team tasks guide.

Yes. On the Enquiries and Sales boards, press Filters to narrow by team member (Me, Unassigned, or a colleague), team, source (chat, website form, chatbot, ad), created date, or contact tag. The same filters work on the Board and the List and stay on when you switch.

Turn on Assigned to under Customize fields and every card shows the owner without opening it. Analytics → CRM adds cards per column, money per column, load per teammate, and cards that have sat too long.

Every card says when it was made and how long it has sat in its current column — "Created 28 May · in Quotation Sent for 14d". Once a card has not moved for two weeks that part turns orange, so you can chase it before the customer goes quiet. Won and Lost columns are marked as such in Setup, so revenue reports always follow the stage type, not the column name.

Yes. A customer can have one card for the sofa and another for the dining table, each closing on its own. Cards show a small "+N open" chip when the customer has other open records, and a returning customer is tagged Repeat (bought before) or Reactivation (came back after a lost enquiry), linked to the older card so you can read what happened last time.

No, and that is deliberate — your history and reports stay complete. If the customer did not buy, move the card to a Lost column. If it was created by mistake, move it to Lost and leave a note; it disappears from your open boards and you can still find it later.