WhatsApp-first CRM

Unified CRM for Modern Teams

Capture every lead, follow up on WhatsApp and close faster. Manage leads and pipelines, automate customer journeys, run WhatsApp campaigns and see which ads really bring customers — all in Upmyth.

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Lead Management

Leads from ads, forms, WhatsApp and calls land in one de-duplicated list — scored, assigned and followed up automatically.

Interactive Automations

Build visual workflows to reply automatically, qualify leads, and orchestrate customer journeys 24/7.

Sales Management

Visualize deals and track counselling stages with drag-and-drop pipelines pre-configured for your vertical.

All-in-one capabilities and channels

Capture leads from Meta lead ads, Click-to-WhatsApp, web forms and IVR calls. Duplicates are merged by mobile number, every lead is scored 0–100 and assigned automatically, and follow-up reminders keep your team on track. Learn more
Create automated customer journeys with a visual canvas. Set up rules, branch conditions, and wait steps based on client replies. Learn more
Track lead stages with drag-and-drop pipelines tailored for your industry vertical. Log calls, documents, and communications in a single view. Learn more
Send bulk WhatsApp broadcasts using approved templates. Chat two-way, set up smart bot replies and button-based chat funnels, and view campaign stats. Learn more

See the platform in action

See how lead management, WhatsApp and ads reporting work together to accelerate your sales. Book a demo today.

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Enhance engagement with two-way messaging

Interact with leads in real-time. Manage every WhatsApp conversation in a shared team inbox on the official WhatsApp Business API. View complete context, lead logs, and communication history alongside live chat to close deals faster and elevate satisfaction.

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Android & iOS Mobile CRM App

Never miss an update. Upmyth's mobile companion app keeps your sales agents connected, responsive, and productive outside the office.

check_circle Real-time push alerts for new lead assignments & message replies
check_circle Update pipeline stages, log notes, and add activities on the go
check_circle Initiate or reply to WhatsApp chats instantly

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CRM Industry Solutions

Solutions

Real Estate Property Module

Track site visits, manage builder projects, handle bookings, coordinate channel partners, and manage commissions seamlessly from one pipeline.

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Solutions

Education & Counselling

Manage student profiles, counsel follow-ups, document collections, and send automated fee reminders on WhatsApp.

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Solutions

Finance & Lending

Track loan application pipelines, coordinate documents, manage credit checks, and automate disbursement alerts instantly and securely.

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Know which ads bring customers — and let AI help

Connect your ad accounts, track every touchpoint and send real outcomes back to Meta.

Ready to scale your business?

Join teams using Upmyth's complete CRM suite. See how Campaigns, pipelines, and communications work together seamlessly to maximize sales and client engagement.

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