Overview

CRM platforms compete for teams evaluating sales and customer tools. Gaptix qualifies leads, books demos, drives trial activation and supports adoption on WhatsApp — lifting trial-to-paid conversion, easing migration and driving the team-wide adoption that reduces churn.

Use Cases

WhatsApp use cases for CRM Platforms

Every step from discovery to repeat purchase — automated on the channel your customers check most.

Lead qualification

Qualify by team size, use-case and stack.

Demo booking

Book tailored CRM demos.

Trial activation

Guide setup, import and first value.

Migration support

Support data migration from other tools.

Onboarding & training

Onboard teams and run training.

Adoption nudges

Drive usage and pipeline adoption.

Integrations

Guide integrations with the stack.

Upsell & renewals

Handle upgrades and renewals.

The Platform

Everything Gaptix gives your CRM Platforms business

One platform to run marketing, sales and support for crm platforms on WhatsApp.

AI Agents

Trained on your catalogue and policies to answer, recommend and sell 24/7.

WhatsApp Catalogue

Showcase products with images, prices and variants right inside chat.

Broadcasts & Campaigns

Segment customers and send offers, launches and reminders that get seen.

Shared Team Inbox

Your team and AI collaborate on one inbox with full context.

Payments & Checkout

Accept UPI, cards, netbanking, EMI and COD with secure links.

CRM & Leads

Capture, tag and nurture every customer automatically.

Chatbot Flows

Design multi-step journeys with conditions, delays and actions.

Analytics

Track opens, replies, conversions and revenue by campaign.

In Action

See it in a real conversation

This is how a crm platforms customer goes from question to checkout — automatically, in seconds.

10xhigher open rates than email

24/7instant AI responses

3xfaster response & resolution

↑more conversions & repeat orders

Gaptix AI online

We want to move from spreadsheets to a CRM for our sales team.

Perfect timing! We make that switch easy with guided import. How big is your sales team and what tools do you use now? I'll book a demo and set up a trial with your data structure.

8 salespeople, using spreadsheets & email.

Great 📇 I'll book a demo for your 8-person team and help import your spreadsheet into a trial so you see it live. I'll guide setup, integrations with email, and training to get everyone adopting it fast.

FAQ