The WhatsApp CRM built for coaches
Deals in coaching happen in WhatsApp — but chats on personal phones aren't a system. Yuktar gives them structure: shared inbox, contact timelines, pipeline stages.
Chats are where your deals already live
Instagram DMs, WhatsApp chats, email replies and form fills all live in different apps. High-intent leads slip away because nobody sees the full picture in one place. And the cost compounds: handovers fail, promises get lost, and nobody can say what the pipeline actually looks like this week.
The change isn't a new habit — it's where the chats live. Same conversations, now with assignment, history and a pipeline behind them. "Run enrolment-deadline drip campaigns across WhatsApp and email" stops depending on whoever remembered it last.
What no-CRM WhatsApp costs
Leads scattered across DMs
Instagram DMs, WhatsApp chats, email replies and form fills all live in different apps. High-intent leads slip away because nobody sees the full picture in one place.
Manual follow-up doesn’t scale past 50 leads
Personalised follow-up works — until your launch brings 500 leads in a week. Copy-pasting messages one by one caps your revenue at the hours in your day.
Steal these coaching message templates
Written for this industry, compliant with Meta template rules — replace the variables and submit for approval.
Webinar reminder (T-1h)
Hi {{name}}! Your seat for "{{webinar}}" is confirmed — we go live in 1 hour. Join link: {{link}}. Keep a notebook ready; the framework in part 2 is the one most people rewatch.
Discovery-call follow-up
{{name}}, great speaking with you today. As promised, here's the {{program}} roadmap PDF. You mentioned {{goal}} — module 3 is built exactly for that. Enrolment closes {{date}}; want the payment link?
The switch, step by step
- 1
One number, whole team
Connect an official WhatsApp Business API number; everyone answers from a shared inbox with internal notes customers never see.
- 2
Chats become contact records
Tags, custom fields and a timeline of every WhatsApp, email and SMS touch — retrievable when the coaching client calls back months later.
- 3
Pipeline everyone can see
Drag-and-drop stages with lead scoring — deal state stops living in one person’s head.
- 4
Stage changes trigger follow-ups
Move a deal, fire a sequence. In practice: a lead registers for your masterclass — Yuktar tags them, drips WhatsApp reminders before the session, and routes hot replies to your closer’s inbox.
1 inbox
for WhatsApp, email & SMS conversations
3×
reminder touchpoints per webinar, automated
The structure, piece by piece
Shared WhatsApp inbox
Multiple teammates on one official number with assignment, notes and full history the business keeps.
Qualify leads with a chatbot
Qualify leads with a chatbot before offering a discovery-call slot — tracked on stages, not in memory.
Segment audiences by program interest
Segment audiences by program interest and stage of the funnel, triggered automatically by pipeline movement.
Leaver-proof by design
When someone leaves, reassign their contacts — every thread, note and deal stays with the business.
Run these through your CRM from week one
- Segment audiences by program interest and stage of the funnel
- Collect payments faster with payment-link messages and automated nudges
- Send webinar reminder sequences on WhatsApp that lift attendance dramatically
- Run enrolment-deadline drip campaigns across WhatsApp and email
Frequently asked questions
What happens to chats when a team member leaves?
Nothing is lost — conversations belong to the workspace, not personal phones. Reassign their contacts and every thread, note and deal stays intact.
Does it work alongside my funnel tools and forms?
Yes. Lead-capture webhooks accept submissions from landing pages and forms, create the contact, tag them by program, and start the right WhatsApp/email sequence automatically.
Can I see which leads opened my messages before a discovery call?
Yes. Every contact has a full timeline — WhatsApp replies, email opens, SMS delivery — so you walk into each discovery call knowing exactly how engaged the lead is.
Is the free plan a real CRM?
Yes — shared inbox, pipeline and core messaging are free forever. Paid plans (from ₹499/month) add volume and advanced automation.
One WhatsApp your coaching team closes deals from
Inbox, pipeline and automation in one setup session. Start free; upgrade only when volume grows.
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