WhatsApp inside the CRM

Licence: Full CRM

Chat from the CRM. Not from one person’s phone.

On the Full CRM licence, ₹10,000 a month, staff reply from Task Book on one Meta-approved institute number. Any login with access opens the same thread. The parent still sees the institute number, and the reply shows the staff name.

Today the institute WhatsApp is on one counsellor’s mobile. If they are on leave, nobody can see the parent messages. If they leave the job, the history walks out with them.

Task Book uses one Meta-approved WhatsApp number for your institute. Staff log in to the CRM and chat from there. Many logins, same number. Every reply shows the staff name. The chat stays in the software forever — not on a personal phone.

• Official Meta WhatsApp — as per Meta rules, one business number for the institute.
• Any staff with login can open the same chat and continue.
• Call the lead from the CRM, then keep talking on WhatsApp in the same file.

This is the inbox itself. Attendance, fee reminders and campaigns also use this same number.

This screen is part of the school CRM. Packs are on pricing.