The WhatsApp CRM built for home service providers
Deals in home services 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
You complete a plumbing job or AC service, but have no system to remind customers when they need maintenance next. No segmented follow-up means seasonal clients forget you exist—drip campaigns bridge that gap. 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. "Broadcast maintenance reminders (AC servicing, plumbing inspection) to past customers on their renewal dates" stops depending on whoever remembered it last.
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 home services 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 customer texts a plumber asking for an AC leak fix—Yuktar chatbot collects their address and reply time, auto-routes them to the team inbox, and the plumber replies with a quote link within 1 hour; customer books instantly; Yuktar sends a pre-visit reminder 24 hours before..
What no-CRM WhatsApp costs
Repeat business slips through cracks
You complete a plumbing job or AC service, but have no system to remind customers when they need maintenance next. No segmented follow-up means seasonal clients forget you exist—drip campaigns bridge that gap.
Walk-ins and phone calls don't convert to confirmed bookings
A customer calls for a quote but doesn't confirm the appointment time. No automated reminder, no payment link sent, no follow-up if they go silent. Manual juggling of callbacks wastes admin time and costs conversions.
The structure, piece by piece
Shared WhatsApp inbox
Multiple teammates on one official number with assignment, notes and full history the business keeps.
Share payment links and booking
Share payment links and booking confirmation links via WhatsApp after a quote — tracked on stages, not in memory.
Build re-engagement drips for customers
Build re-engagement drips for customers who didn't confirm—email + SMS + WhatsApp across 7 days, triggered automatically by pipeline movement.
Leaver-proof by design
When someone leaves, reassign their contacts — every thread, note and deal stays with the business.
Steal these home services message templates
Copy, adapt the variables, and submit as WhatsApp templates — each maps to a real workflow below.
Instant enquiry reply
Hi {{name}}! 👋 Thanks for reaching out. We received your {{serviceType}} request. One of our team will confirm availability within 2 hours. In the meantime, you can share your location here: {{link}}. We're ready to help!
Maintenance reminder
Hi {{name}}, it's been {{months}} since your last {{serviceType}} service. Time for a check-up! 🔧 Book your appointment now: {{link}} or reply here. We offer same-day slots. Thanks for being a valued customer!
Run these through your CRM from week one
- Build re-engagement drips for customers who didn't confirm—email + SMS + WhatsApp across 7 days
- Segment customers by service type (electrical, plumbing, cleaning) and send targeted seasonal offers
- Send instant WhatsApp replies to service enquiries when you're offline, using chatbot flows
- Broadcast maintenance reminders (AC servicing, plumbing inspection) to past customers on their renewal dates
One broadcast
to segment your entire customer base by service type
Instant
WhatsApp replies via chatbot, 24/7
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.
How do I remind customers about maintenance without pestering them?
Set up automated broadcast campaigns in Yuktar triggered by service dates. Send a gentle reminder 1–2 weeks before their AC servicing or plumbing check-up is due, with a one-tap booking link. Segment by service type so each message feels relevant.
Can I follow up with customers who don't confirm their booking?
Absolutely. Create a drip sequence in Yuktar—send a WhatsApp reminder 2 days before, then an SMS and email if they haven't confirmed. Include a payment link and booking confirmation link to reduce friction and no-shows.
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 home services team closes deals from
Inbox, pipeline and automation in one setup session. Free forever plan — no credit card.
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