WhatsCRM – Chatbot, Flow Builder, API Access, WhatsApp CRM SAAS System

DISCLAIMER – The system employs the
Official WhatsApp Cloud API, which is a paid service. You can find the current pricing details
here. In contrast to the past, access to the Official WhatsApp Cloud API is now
openly available to all businesses without any review or acceptance process.

WhatsCRM is a powerful cloud-based WhatsApp & Instagram marketing and
automation platform designed as a complete SaaS solution. Manage customer
conversations, automate workflows with AI-powered chatbots, broadcast
messages, integrate with third-party services, and scale your WhatsApp and
Instagram business operations — all from one unified dashboard.

NEW ADDON LAUNCHED – Instagram AI Chatbot & Comment to DM!

WhatsCRM now introduces the powerful
Instagram Inbox & Automation Addon, allowing you to
manage Instagram conversations, automate replies using AI, and convert
engagement into real leads. Automatically respond to messages with an AI
chatbot and trigger instant replies to comments by sending direct messages —
all from one unified dashboard.

NEW FEATURE ALERT – WhatsApp Coexistence Now Supported!

WhatsCRM now supports WhatsApp Coexistence using
Embed Login Plugin, allowing you to connect your regular
WhatsApp Business account alongside the Meta Cloud API without disconnecting
or disrupting your existing setup. Manage chats, send buttons, lists, and
advanced messages directly from WhatsCRM while both systems work together
seamlessly.

Explore Premium Add-ons for WhatsCRM

Unlock the full power of WhatsCRM with advanced add-ons designed to automate,
scale, and enhance your business operations:

• AI Chatbot for WhatsApp – Integrate OpenAI, Gemini, and
  DeepSeek to automate smart conversations, lead qualification, and 24/7
  customer support
• QR WhatsApp Login – Instantly connect regular WhatsApp
  accounts by scanning a QR code for fast and seamless automation
• Webhook Automation Plugin – Connect with Shopify,
  WooCommerce, and any webhook-supported platform to automate workflows using
  the visual flow builder
• Embed WhatsApp Login – Onboard WhatsApp Business users with
  one-click official authentication using embedded signup
• AI WhatsApp Calling – Automate voice calls with AI-driven
  conversations, call flows, and task handling
• Telegram Inbox & Chatbot – Manage Telegram
  conversations and automate replies with a built-in chatbot system
• Instagram Inbox & Comment-to-DM Automation – Manage
  Instagram messages, automate replies, and convert comments into direct
  messages instantly
• WhatsCRM Mobile App (React Native) – Launch your own
  branded mobile app for Android and iOS using Expo-based React Native
• Web Push Notifications – Send real-time browser
  notifications to engage users instantly and increase retention

Design WhatsCRM Theme Your Way

Introducing a new feature that allows you to fully customize colors and UI
components as per your preference in the WhatsCRM frontend using inbuilt Admin
Theme Config.

WhatsCRM New UI with More Power

Introducing the new WhatsCRM UI with a completely refreshed look. Light and
dark mode support, a clean design, and smoother performance across all panels.

User-Friendly WhatsApp Inbox with Built-in CRM

Manage all your WhatsApp conversations in one centralized inbox. Assign chats
to agents, add notes, organize with labels, track customer data, and deliver
exceptional customer service. Our intuitive CRM interface makes chat
management effortless and efficient.

AI WhatsApp Calling for Smarter Conversations

Automate incoming and outgoing WhatsApp voice calls using AI-powered
conversations. Create dynamic call flows, handle customer interactions, manage
call logs, and deliver human-like voice experiences — all directly from
WhatsCRM.

Advanced Flow Builder for Endless Possibilities

Create sophisticated automation workflows with our drag-and-drop flow builder.
Make API requests, execute MySQL queries, save data to Google Spreadsheets,
trigger webhooks, and automate complex business processes. Build chatbots,
automate tasks, and integrate with external services — all without writing
code.

And Much More…

Explore dozens of additional features including REST API access, chat widgets,
phonebook management, template managers, broadcasting tools, and more. Check
out our live demo for the complete experience!

PWA Supported

WhatsCRM is fully Progressive Web App (PWA) compatible, allowing users to
install and access it like a native app directly from their browser on any
device.

Complete Feature List

Core Features

• Dashboard with real-time analytics and activity overview
• Advanced inbox for managing chats, contacts, and conversations
• Kanban-style chat board — organize and manage chats visually by status or
  stage
• Set and manage chat tags directly from the chat list for quick
  categorization
• WhatsApp Forms — collect structured data from customers via interactive
  WhatsApp forms

WhatsApp QR Plugin

• Connect WhatsApp accounts using QR scan
  (Addon Required: QR)
• WhatsApp number warming system (Addon Required: QR)
• Dedicated REST API for QR WhatsApp instances
  (Addon Required: QR)

WhatsApp Meta Connect

• Manual Meta WhatsApp account integration

Instagram Automation

• Instagram DM AI Chatbot with OpenAI, Gemini, DeepSeek support
  (Addon Required: INSTAGRAM)
• Comment-to-DM automation — auto-reply to post comments via DM
  (Addon Required: INSTAGRAM)
• Unified Instagram inbox with CRM features
  (Addon Required: INSTAGRAM)
• AI-powered lead qualification from Instagram interactions
  (Addon Required: INSTAGRAM)
• Flow builder integration for Instagram automation workflows
  (Addon Required: INSTAGRAM)

Automation & Bots

• Visual automation flow builder with drag-and-drop interface
• WhatsApp chatbot automation system
• AI-powered one-click flow generation using OpenAI, DeepSeek, or Gemini
• WhatsApp Forms node — send and receive form responses inside automation
  flows
• Set Chat Tags node — automatically tag chats based on flow conditions
• Google Spreadsheet node — save collected data directly to sheets
• Request API node — make external HTTP requests within flows
• Condition node — branch flows based on user input or data values
• Reset Flow node — restart workflows from any point in the automation
• Duplicate Node — clone any node for faster flow creation
• Import flow templates created by Admin

Broadcasting & Campaigns

• Create and manage Meta message templates
• Send bulk campaigns via WhatsApp API
• Send interactive catalog messages (product showcase)
• Send carousel template messages with multiple cards and CTA buttons
• Campaign performance dashboard
• Phonebook and contact list management

AI WhatsApp Calling

• Create dynamic call flows (Addon Required: WACALL)
• WhatsApp call logs and tracking (Addon Required: WACALL)
• WhatsApp calling setup and configuration
  (Addon Required: WACALL)

Meta REST API

• Conversational API for WhatsApp messaging
• Template API integration
• API usage dashboard and monitoring

Webhook Automation

• Webhook endpoint management (Addon Required: EMBED)
• Automation workflows using webhooks (Addon Required: EMBED)
• Webhook logs and execution tracking (Addon Required: EMBED)

Admin Panel Features

Core Dashboard

• Centralized admin dashboard with system analytics and insights

Users & Plans Management

• Create and manage subscription plans
• User account management and access control
• Order and payment tracking system
• Plan-level optional addon toggles — enable Telegram and Instagram plugins
  per plan

Front-End Content Management

• Manage landing page sections (Partners, FAQ, Testimonials)
• Custom page builder and content editor
• Contact form submissions management

Data & Integrations

• WhatsApp link generator data management
• Multiple payment gateway integrations
• Pre-built flow builder templates management

System Settings

• Website theme and UI customization
• Set default application language for all users
• Social login configuration (Google, etc.)
• Global site settings and configurations
• SMTP email configuration
• Full website translation management
• One-click system updates

PRO Addons Configuration

• QR Plugin settings and controls (Addon Required: QR)
• WhatsApp Embed (Embedded Signup) configuration
  (Addon Required: EMBED)
• Telegram integration configuration
  (Addon Required: TELEGRAM)
• Instagram Inbox & Chatbot configuration
  (Addon Required: INSTAGRAM)

Agent Panel Features

• Manage assigned chats using inbox
• Mark tasks as complete
• Access to relevant customer information
• And much more…

System Requirements

• Shared hosting with Node.js support or VPS (recommended)
• MySQL database
• Domain or subdomain

What You Will Get

• Node.js backend
• CSS access for styling customization
• Built version of ReactJS frontend

Live Demo Access

Video Demo:
Watch on YouTube

Frontend:
Visit Frontend

Admin Login:
Admin Panel
Email: admin@admin.com
Password: Password@123

User Login:
User Panel
Email: user@user.com
Password: password

Agent Login:
Agent Panel
Email: john@agent.com
Password: password

Changelog - 5.9.5 (4 May 2026)
----------------------------------
Admin, User, Agent Panels:
1. WhatsApp Forms added — collect structured data from users via WhatsApp
2. Instagram Comment-to-DM automation added — automatically reply to Instagram post comments by sending DMs (Plugin Needed)
3. AI-powered one-click Flow Builder — generate automation flows instantly using OpenAI, DeepSeek, or Gemini
4. Kanban chat board system added — visually manage chats by stage or status
5. Set default application language from Admin panel
6. WhatsApp Forms node added in Flow Builder
7. Set Chat Tags node added in Flow Builder
8. Plan section updated — Admin can now enable optional Telegram and Instagram plugins per plan
9. Minor bug fixes
10. Much more

Changelog - 5.9.0 (3 Apr 2026)
----------------------------------
- Fully redesigned UI with improved user experience
- WhatsApp Business Catalog template support added
- WhatsApp Business Carousel template support added
- Instagram DM AI Chatbot support added
- Instagram Comment-to-DM Automation added
- Updated system dependencies
- Minor improvements and bug fixes
- Prepare for new Plugin Web Offline Push Notifications

Changelog - 5.8.0 (10 Mar 2026)
----------------------------------
Admin, User Panels:
1. Added a new Mercado Pago payment gateway
2. Added a new RESET FLOW node in Automation to restart workflows
3. Added Flow Templates management in the Admin panel
4. Users can now import Flow Templates created by the Admin
5. Added a Duplicate Node button in the Flow Builder for faster workflow creation

Changelog - 5.7.0 (5 Mar 2026)
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Admin, User, and Agent Panels:
1. Prepared the system for the upcoming Telegram Inbox and Chatbot plugin
2. Added new dependencies and updated existing dependencies

Changelog - 5.6.0 (18 Feb 2026)
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Admin, User, Agent Panels:
1. WhatsApp Coexistence feature added with Embed Login Plugin

Changelog - 5.5.0 (8 Feb 2026)
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Admin, User, Agent Panels:
1. Updating for AI WhatsApp Calling Plugin with dependency upgrades and minor bug fixes

Changelog - 5.4.0 (10 Jan 2026)
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Admin, User, Agent Panels:
1. Updating for Embed Plugin with dependency upgrades and minor bug fixes

Changelog - 5.0.0 (11 Jun 2025)
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Admin, User, Agent Panels:
1. Complete UI redesign for all panels with a modern and clean look

Automation & Campaign:
1. Brand new automation flow system introduced
2. Fully reworked campaign management with improved controls

Inbox:
1. New inbox with refreshed UI
2. Advanced filters for easier chat management
3. Significantly smoother performance

Performance Improvements:
1. Chats moved from local storage to MySQL for faster response
2. Flows moved from local storage to MySQL for better efficiency
3. Sessions now stored in MySQL for enhanced reliability

General:
1. Multiple improvements across the platform
2. Various bug fixes
3. Many new features and enhancements added

Changelog - 3.6.0 (19 Apr 2025)
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Landing Page:
1. Minor changes

User Panel:
1. Google Spreadsheet node added in flow builder
2. Enhanced condition node added in the flow builder
3. You can now take any input (image, location, text, PDF, etc.) from the user in the chatbot and use it anywhere
4. Using the Request API Node under chatbot flow, you can now send any key from the message
5. QR Plugin WhatsApp Warmer added
6. QR Plugin REST API added

Admin Panel:
1. Admin can now set QR addon plugin in the plan

Other:
- Bug fixes
- Further enhancements

Changelog - 3.0.1 (24 Mar 2025)
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Backend:
1. Minor changes
2. Preparing for QR Addon

Changelog - 3.0.0 (28 Jan 2025)
----------------------------------
Landing Page:
1. Minor changes

Admin Panel:
1. Added new Update screen
2. Minor additional changes

User Panel:
1. Completely new Inbox section added
2. Users can now preview Meta templates
3. Templates and broadcasts have been made more advanced
4. A "Condition: Take Input" node has been added to the Flow Builder
5. Minor changes
6. Minor bug fixes

Changelog - 2.3 (25 Aug 2024)
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Landing Page:
1. Demo hero video added
2. Quick WhatsApp link generator added

Admin Panel:
1. Added "Plan Expiry" field in "Manage User" 
2. PayPal payment gateway integrated
3. Razorpay payment gateway integrated
4. Added WhatsApp quick link data management
5. Social login options added
6. Theme color settings added

User Panel:
1. Fixed minor bugs in the inbox
2. Chatbot builder enhanced with advanced features
3. "Edit Flows" node feature added
4. API send templates added

Changelog - 1.9 (5 Jun 2024)
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- Preparing for upcoming updates
- Minor issues fixed

Changelog - 1.8 (9 Apr 2024)
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- Added Agent/Staff panel
- Added Chat Widget
- Minor bug fixes
- Admin can now enable/disable the header from the login page
- Failed reason added in broadcast
- Much more

Changelog - 1.4 (23 Mar 2024)
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- Fixed ChatBot Flow reply
- Minor fixes

Changelog - 1.2 (14 Mar 2024)
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- Fixed media Facebook CDN
- Added one-click update
- Installation experience enhanced

Changelog - 1.0 (3 Mar 2024)
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- Initial release