WhatsApp at scale — run by finance, education, real estate and D2C teams

500+ teams on the official Business API

Shubham Housing Finance
Edelweiss Tokio Life Insurance
Master Trust
Augmont
ShareKhan
MSE Financial Services
Best Money Gold Jewellery
Findoc Financial Services
Ekosh Financial Services
Finkurve Financial Services
2nidi Financial Services
Purvaja Fincap
Eshin Broking
Aarna Wealth Management
Snowball Wealth
WFL Financial Services
Investorise Advisor
Finworld Services
Health Wealth Financial Solutions
ITS Financial Services
Prospira Finreal Consultancy
Vikatan Wealth
Fly Hi Financial Services
Sivasaravana Chit Funds
Sublime Solutions (DSA)
Shubham Housing Finance
Edelweiss Tokio Life Insurance
Master Trust
Augmont
ShareKhan
MSE Financial Services
Best Money Gold Jewellery
Findoc Financial Services
Ekosh Financial Services
Finkurve Financial Services
2nidi Financial Services
Purvaja Fincap
Eshin Broking
Aarna Wealth Management
Snowball Wealth
WFL Financial Services
Investorise Advisor
Finworld Services
Health Wealth Financial Solutions
ITS Financial Services
Prospira Finreal Consultancy
Vikatan Wealth
Fly Hi Financial Services
Sivasaravana Chit Funds
Sublime Solutions (DSA)
The problem

Your WhatsApp is a goldmine. And a liability.

Four ways WhatsApp quietly leaks revenue — and four places Cratio closes the leak.

01

Personal WhatsApp = blocks and blind spots.

Reps use their own accounts, hit spam thresholds, and vanish the moment they quit. No recording, no history, no continuity — just a lost customer.

02

Broadcasts without segmentation get reported.

Sending 5,000 contacts the same promo gets your number flagged. Meta's algorithm punishes the sender, not the message. Your next broadcast doesn't even deliver.

03

Drip sequences live in someone's head.

Day 1 brochure. Day 3 testimonial. Day 7 offer. Memorised by the rep, forgotten under pressure, impossible to scale past a handful of leads.

04

WhatsApp and the CRM don't talk.

Conversation in one tool, lead record in another, call log in a third. Reps copy-paste. Managers never see the full picture of a deal.

Broadcast

Send 10,000 WhatsApps in three clicks — without the block risk.

Segment from CRM. Pick an approved template. Schedule it. Watch the read and reply rates in real time — and auto-follow-up the non-openers 24 hours later.

Step 1 · Segment
Source = 99acresStage = NewCity = BengaluruBudget ≥ 1 Cr
1,240 matching contacts
Step 2 · Approved template
WHATSAPP PREVIEW · APPROVED
Hi {{name}}, here's the brochure for our new Whitefield 3BHK project — starting ₹1.2 Cr. Site visit this Saturday 11 AM?
View brochureBook a visit
Step 3 · Schedule
Tomorrow, 10:30 AM
IST
QUEUED
Live delivery
LIVE
DELIVERED
1,238
READ
1,18796%
CLICKED
42835%
REPLIED
14211%
FUNNEL
Delivered
1,238
Read
1,187
Clicked
428
Replied
142
Every broadcast runs through the official WhatsApp Business API. Zero block risk. Full audit trail.
Chatbot

A two-minute chatbot that only escalates when it needs to.

Keywords and stage conditions decide when Cratio replies for you — and when the conversation hands off to a human agent.

FLOW · admissions-chatbot-v1
Trigger
Incoming WhatsApp
first message
If
Keyword match
brochure / pricing / demo
Then
Send template
Product catalog
If
Reply within 10 min?
Then
Assign to rep by source
round-robin
Handoff
Queue overflow → manager
SLA 5 min
ACTIVE · 847 CONVERSATIONS HANDLED94% AUTO-RESOLVE
Builder
01Drag-and-drop builder — ships live on Day 1
02Starter flows for real estate, education and finance
03Rule-based and deterministic — predictable every time
Team inbox

One shared inbox. Every conversation on the right agent's screen.

See the whole team's WhatsApp queue. Assign, reassign, tag, and silence noise — without the reps ever leaving the chat.

AGENTS
NV
Neha V.
ONLINE
12
RM
Rahul M.
AWAY
8
AK
Aisha K.
ONLINE
3
DR
Deepak R.
OFFLINE
0
AI
Chatbot
BOT
47
Open conversations
ALL · UNREAD · MINE
PS
Priya Sharma· 2BHK enquiry
Yes, please share the brochure 📎
HotSite visit
NEHA V.2
RM
Rohan Mehta· Home loan · IndiaMART
Can I get the EMI breakdown?
Callback
RAHUL M.
AK
Aisha K.· Admissions · drip Day 3
Brochure sent by chatbot
Drip
CHATBOT
KS
Karthik S.· Gold loan enquiry
Need for tomorrow
Urgent
NEHA V.
MD
Meera D.· Renewal · insurance
Thanks, renewed
Won
AISHA K.
LEAD RECORD
Rohan Mehta
SourceIndiaMART
StageQualified
Pipeline value₹45 L
RECENT TOUCHES
Last callMon · 3:42
Last message2 min ago

Depth where WhatsApp actually lives — not just another messaging tool.

Four capabilities every WhatsApp manager weighs before signing a contract.

01 · Capability

Know which broadcast actually made money.

Every broadcast is tracked — delivered, read, clicked, replied, revenue. See the campaigns that converted, the segments that opened, the templates that got ignored.

  • Delivery, read, click and reply tracked per message
  • Revenue attribution when the CRM pipeline advances
  • Export to Excel, Sheets or BI tools
  • Segment-level heatmaps show where the response actually came from

Stop flying blind on campaign performance.

Response time · By day
Mon
Tue
Wed
Thu
Fri
Sat
Avg response
3m 12s
↓ 47%
Connected
2.3×
vs last mo
02 · Capability

Drip sequences that pause when the lead replies.

Schedule a seven-touch follow-up — Day 0 welcome, Day 2 testimonial, Day 5 offer, Day 7 close. The moment the lead replies, Cratio stops the auto-drip and hands the conversation to a human. No awkward 'sorry, ignore the last auto-message' moments.

  • Multi-step drip with delays and branches
  • Auto-pause on human reply — configurable resume rules when the lead goes cold
  • Merge fields carry name, project, agent or any custom attribute
  • Trigger drips from pipeline stage, source or any custom field
SLA timer · Rep inactivity
15:00
until SLA
0 minLead assigned
5 minFirst call
15 minSLA reminder
30 minRe-route
03 · Capability

Conversation pipeline — not a chat list.

Every WhatsApp thread is a lead record with a stage. New → Qualified → Quoted → Won. Drag across stages like a CRM deal — because it IS a CRM deal. Chat history, call log, WhatsApp thread — one record, one manager view.

  • Chat pinned to the lead record — not the agent's phone
  • Stage moves auto-update the CRM pipeline
  • Manager sees the full pipeline, not a rep's inbox
  • Audit trail per lead — every message, every stage move, every handoff

WhatsApp + CRM — one record, not two tools.

Pipeline · This week
New42
Ravi S.
Aisha M.
Kunal D.
Qualified28
Priya N.
Arjun V.
Demo14
Simran K.
Won3
Rohit S.
04 · Capability

Route the right chat to the right agent.

Round-robin by team, skill, language or product interest. VIPs go to the right rep on the first touch. Off-duty reps are skipped automatically. Overflow routes to the chatbot or the next-available human.

  • Round-robin, skill, language and territory routing
  • Absence and workload rules skip off-duty or over-capacity reps
  • VIP priority queue for high-value sources
  • Chatbot fallback when the team is at capacity
Live routing · 0.8s avg
New lead · IndiaMART
Ravi S. · 2BHK, HSR
Round-robin · Active
RM
Rahul M.
Available
AK
Aisha K.
On call
DR
Deepak R.
Available
NV
Neha V.
At cap · 42/40
Why WhatsApp

Email opens at 25%. SMS at 20%. WhatsApp opens at 98%.

Your audience already uses it. They already trust it. They just need you to show up on the channel they actually read.

RECOMMENDED
WhatsApp
OPEN RATE
98%
Avg response time< 90 sec
Cost per conversation₹0.14 – ₹1.09
CTR on broadcasts35–45%
Email
OPEN RATE
25%
Avg response time~12 hours
Cost per send~₹0.05
CTR2–3%
SMS
OPEN RATE
20%
Avg response time~3 hours
Cost per send₹0.12 – ₹0.25
CTR~5%
Meta-published conversation rates are charged at cost. Cratio does not add a BSP markup on top. Open-rate benchmarks: Meta (WhatsApp), Mailchimp 2024 (email), TextMagic 2024 (SMS).
How it works

From zero to first broadcast.

Four steps. Live in a day.

01

Connect

Link your WhatsApp Business API account.

15 minutes, green-tick verification included. If you don't have a Business API number yet, we apply on your behalf.

02

Design

Build templates, chatbot flow and agent routing.

Drag-and-drop visual builder. Starter templates for real estate, education and finance. Live in an hour.

03

Automate

Schedule broadcasts and wire drip sequences.

Let the chatbot handle tier-1 conversations around the clock. Broadcasts run on a schedule. Drips fire from pipeline stage changes.

04

Measure

See every broadcast's open, reply and revenue.

One dashboard. Optimise templates weekly. Raise the Meta quality score week on week.

Proof

WhatsApp numbers, not industry averages.

Across onboarded education, finance and real estate cohorts running 5,000+ broadcasts per month.

98%
open rate on approved templates
3.2×
reply rate vs email drips
30%
revenue uplift from drip-reactivated cold leads
< 0.1%
number-block rate on the official API
CUSTOMER STORY
"

We broadcast to 4,000 parents a week — fee reminders, admission updates, class schedules. WhatsApp open rates are 96%. Email was 18%. We moved our entire parent-comms engine to Cratio and haven't looked back.

HS
Head of admissions · Tier-2 city coaching institute
RESULTS
Parent contacts / week
4,000
Parent-engagement lift
+120%
Number blocks
0
FAQ

Questions WhatsApp managers ask before signing.

Can't find your answer? Write to hello@cratio.co.

Yes. Every message — broadcast, drip or 1:1 — runs through the official WhatsApp Business API. If you don't have a Business API account yet, we apply and handle the green-tick verification as part of onboarding.

Never miss a
sales lead again.

Automate. Track. Close. One platform, three capabilities. Pay after go-live.

Book a demo