The WhatsApp CRM built for saas founders
Users sign up, poke around once and vanish. Without lifecycle nudges on the channels they actually read, your activation rate is a leaky bucket. Yuktar fixes the structure: one official number, every chat on a contact record, every deal on a visible pipeline.
From chat chaos to a working system
Users sign up, poke around once and vanish. Without lifecycle nudges on the channels they actually read, your activation rate is a leaky bucket. And the cost compounds: handovers fail, promises get lost, and nobody can say what the pipeline actually looks like this week.
Structure fixes it without changing how you sell. One official number the whole team answers from; every conversation attached to a contact with notes, tags and deal stage; automation firing the follow-ups nobody should have to remember. A play like "send trial-activation and renewal nudges triggered by webhooks from your product" becomes a stage-change trigger, not a sticky note.
Where SaaS teams bleed deals
Trial users churn in silence
Users sign up, poke around once and vanish. Without lifecycle nudges on the channels they actually read, your activation rate is a leaky bucket.
The sales stack costs more than it returns
A CRM here, an email tool there, a separate WhatsApp provider — lean teams end up paying for four tools that don’t talk to each other.
Built for SaaS team workflows
Shared WhatsApp inbox
Multiple teammates on one official number with assignment, notes and full history the business keeps.
Route demo requests into a
Route demo requests into a pipeline with lead scoring and follow-up reminders — tracked on stages, not in memory.
Keep founder-led sales organised with
Keep founder-led sales organised with one inbox across channels, triggered automatically by pipeline movement.
Roles & audit trail
Role-based access and audit logs keep client conversations accountable and recoverable.
Scattered chats → working pipeline
- 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 SaaS 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 prospect ignores two cold emails — Yuktar automatically sends a short WhatsApp nudge, the prospect replies, and the deal moves to “Demo booked”.
₹0
to start — free forever plan for lean teams
4-in-1
outreach, inbox, pipeline & automation
Steal these SaaS message templates
Copy, adapt the variables, and submit as WhatsApp templates — each maps to a real workflow below.
Demo request instant reply
Hi {{name}}, thanks for requesting a {{product}} demo! Quick q so I match the right specialist: what's your current setup for {{problem}}? Slots open tomorrow at 11:00 or 16:00 IST — which works?
Trial activation nudge
Hey {{name}}, noticed you signed up for {{product}} but haven't connected {{integration}} yet — that's the step where teams see value in ~10 minutes. Here's a 90-second walkthrough: {{link}}. Stuck anywhere? Just reply here.
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.
Is WhatsApp actually appropriate for B2B outreach?
Used correctly, yes — especially in India and emerging markets where WhatsApp is the default business channel. Yuktar uses the official Business API with opt-in and template approval, keeping outreach compliant.
Can it replace my CRM or does it sit alongside one?
For most early-stage teams Yuktar replaces the CRM: visual pipeline, lead scoring, notes, tasks and full conversation history live next to your campaigns. You can also export or sync data out via API.
What’s included free?
The free forever plan includes the inbox, pipeline and core messaging; you upgrade only for higher volumes and deeper automation.
First workflows to move in
- Keep founder-led sales organised with one inbox across channels
- Track deals from demo to close without a heavyweight enterprise CRM
- Run multichannel outbound sequences: email first, WhatsApp follow-up for non-openers
- Send trial-activation and renewal nudges triggered by webhooks from your product
One WhatsApp your SaaS team closes deals from
Inbox, pipeline and automation in one setup session. Free forever plan — no credit card.
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