2026-08-14 · 6 min read
School CRM with a WhatsApp inbox for admissions
Full CRM keeps the institute WhatsApp in the software. Any staff login with access can continue the thread, and the reply shows their name.
On the Full CRM licence, the institute’s Meta WhatsApp number lives inside Task Book. A counsellor on leave does not take the chat with them. The next person with inbox access opens the same thread and replies. The parent still sees the institute number. The reply shows the staff name. There is no chat lock.
Calling sits on the same person
The call queue is in the CRM. Staff dial, log whether the call connected, and can send a WhatsApp after a connected call. The visit, the call, and the chat stay on that mobile number. This is not a separate dialer, and Task Book does not include a predictive dialer.
From enquiry to roll number
Find the person by mobile. If they are new, the enquiry is created. If they already visited, you see the earlier visits. Admission sets the fee plan, approves them, gives a unique roll number, and assigns a batch. The old visits do not disappear.
What the owner can see
The owner can open the same file in a meeting. API keys for WhatsApp stay with the owner, not on a staff phone. One campus is one install. Another school’s chats are not in this database.