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Features

Everything your sales team needs, built around WhatsApp.

salestrack is a WhatsApp CRM and lead management system for businesses that run Meta ads. It captures every lead, routes it, replies with AI, follows up automatically and shows the cost per customer of every ad.

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MetaWhatsAppWebsiteGoogleSheetsAPI salestrack
How it fits together

Every lead source, one sales system

  1. 01Meta Lead Ads, Click-to-WhatsApp and website forms flow in automatically.
  2. 02Each lead reaches the right salesperson with an instant WhatsApp reply.
  3. 03Follow-ups, broadcasts and reports run from the same record.

All features

Capture

Lead management

Every enquiry from every source in one list, deduplicated by phone, repeat enquiries flagged.

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Capture

Meta lead ads & Click-to-WhatsApp

Lead forms and ad chats arrive natively, tagged with campaign, ad set and ad.

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Capture

Lead assignment rules

Keyword, round robin and capacity rules. Reassign if not contacted in N minutes.

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Engage

WhatsApp team inbox

Official API, multiple numbers, shared inbox, 24-hour timer and quick replies.

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Engage

Templates

Guided Meta template builder with live preview and rule checks.

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Engage

Broadcasts

Audience, template, schedule — with cost shown before you send.

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Automate

AI sales agent

Replies to new leads in seconds, qualifies them and hands hot ones to a person.

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Automate

Automated follow-ups

WhatsApp sequences by stage and source, after-hours automation, opt-out built in.

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Automate

Follow-ups & My day

Overdue, due today and upcoming — every agent knows the next lead to touch.

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Measure

Meta ads ROI

Spend, leads, won deals, revenue and ROAS down to the ad.

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Measure

20 built-in reports

Funnel, stage time, stuck leads, lost reasons, WhatsApp, response time.

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Measure

Ask AI

Ask questions about your numbers on any page and get an answer.

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Manage

Sales pipeline

Boards per product with stage value, overdue and stuck flags.

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Manage

Targets, forecast & SOP

Monthly targets by branch and person, forecast with commit and best case.

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Manage

Team performance

Reply speed, conversion and workload for every salesperson.

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Manage

Multi-branch

Branch filters, targets, reports and ad-spend split.

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Engage

Contacts & segments

Lists, auto-updating segments and CSV import with column matching.

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Manage

Roles & activity log

All / branch / own access, masked numbers, export control, full audit trail.

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New leads RRahulKeyword: villaSSaraRound robinAAmitCapacity: 4 open
Lead routing

Every lead reaches the right person in seconds

  1. 01Rules by keyword, ad name, project or language.
  2. 02Round robin or by who has the fewest open leads.
  3. 03Unanswered leads move on after the time you set.
Capture

Every lead in one place. Nothing slips.

Meta lead ads, Click-to-WhatsApp, Google Ads, website forms, Google Sheets and walk-ins arrive in one list. Duplicates merge by phone and repeat enquiries are flagged.

  • Saved views: My leads, Unassigned, Needs reply
  • Bulk actions and filters
  • Close reasons: lost, not qualified, nurture
  • First-reply timer on every lead
Leads · today
Meta · 2BHK launchNew
Click-to-WhatsApp2nd enquiry
Website formAssigned
Route

The right person, in seconds.

Rules read the first message, form or ad name and send each lead to the right team. Round robin and capacity keep work fair, and a lead nobody touches moves on.

  • Keyword rules on message, form or ad name
  • Round robin and capacity-based
  • Returning lead goes to the same owner
  • Reassign if not contacted in N minutes
Assignment rules
Contains "implant"Implants team
Ad name "Dubai"UAE branch
Not contacted 15 minReassign
Automate

An AI agent that never sleeps.

It answers every new lead in seconds, asks your qualifying questions, and hands hot leads to a person with a summary of the chat.

  • Instant replies, day and night
  • Your qualifying questions
  • Handover with AI summary
  • Included on Growth
AI agent · tonight
Leads answered38
Handed to team6 hot
Median reply6 sec
Engage

Broadcasts and templates, done safely.

Build templates that pass Meta review the first time, send to opted-in segments and see the cost before anything goes out.

  • Guided template builder with rule checks
  • Auto-updating segments
  • Cost preview and low-balance guard
  • Delivered, read, replied, failed and retry
Broadcast · Diwali offer
Audience2,340 opted-in
Estimated costShown first
RepliesInto inbox
Automate

Follow up automatically, on WhatsApp.

Sequences message the lead by stage and source, and My day shows each agent the calls and chats due now.

  • Day 0 / Day 2 / Day 5 sequences
  • After-hours automation
  • Overdue first in My day
  • "Stop promotions" opt-out respected
Follow-up sequence
Day 0 · AI replySent
Day 2 · reminderScheduled
Day 5 · offerIf no reply
Measure

20 reports. Each role sees what matters.

Business overview, funnel, stage time, stuck leads, lost reasons, WhatsApp, response time and more — with a "Start here" view for each role.

  • Owner, manager and agent views
  • Branch comparison
  • Export with permission
  • Ask AI for any number
Start here · Owner
Business overviewOpen
Marketing ROIOpen
Branch comparisonOpen
Manage

Targets, forecast and a sales SOP.

Set targets by branch and person, track forecast against target and build your sales process into the pipeline stages.

  • Commit, best case and gap
  • Stage checklists as your SOP
  • Pipeline boards per product
  • Alerts when a deal gets stuck
October target
Committed72%
Best case91%
Gap9%
Manage

Run every branch and person from one place.

Scorecards show who replies fast and who is stuck. Roles keep staff to the leads they should see, and every action is logged.

  • Response time by rep
  • Workload and conversion
  • All / branch / own access
  • Masked phone numbers and activity log
Team this month
Divya · 2 min31 won
Rahul · 4 min24 won
Sara · 22 minNeeds coaching
Integrations

Works with the tools your leads already come from.

Meta lead adsFacebook and Instagram lead forms
Click-to-WhatsApp adsAd chats with campaign tags
WhatsApp Business APIEmbedded signup, coexistence
Google AdsSpend and leads by campaign
Google SheetsTwo-way sync with column matching
Website formsAny form to a lead in seconds
CSV / Excel importBring your existing leads
Dentobees ERPFor clinics: patients and billing
FAQ

Questions about features

Is salestrack a CRM or a WhatsApp tool?

Both. It is a lead and sales CRM — pipeline, follow-ups, targets and reports — built around a shared WhatsApp Business API inbox, with Meta ads intake and ROI reporting included.

Which features are on the Free plan?

Lead management from Meta lead ads, website forms and Google Sheets, the pipeline, follow-ups, My day and core reports. WhatsApp, broadcasts and the AI agent need a paid plan.

Can I use salestrack for more than one branch or business?

Yes. Branch filters, branch targets, branch reports and a branch split of ad spend are built in, and roles can limit staff to their own branch.

Does salestrack work on mobile?

Yes. Agents can work their day, reply to WhatsApp chats and update leads from a phone. [CONFIRM: mobile app store availability]

What features does salestrack CRM include?

Lead management, Meta lead ads and Click-to-WhatsApp intake, lead assignment, a shared WhatsApp team inbox, an AI sales agent, broadcasts and templates, automated follow-ups, Meta and Google ads ROI, 20 reports, targets, forecast, sales SOP, team scorecards, roles and multi-branch support.

Is salestrack only for dental clinics?

No. salestrack started with dental clinics and now serves any business that runs Meta ads and sells on WhatsApp — real estate, education, clinics, automotive, travel, interiors and agencies.

Which features need the WhatsApp Business API?

The shared inbox, broadcasts, automated WhatsApp follow-ups and the AI agent. Lead management, pipeline and reports work without it on the Free plan.

Can I try every feature before paying?

Yes. Paid plans include a 7-day free trial, and the Free plan stays available forever.

Which countries does salestrack support?

salestrack serves teams in India, the UAE, Qatar, Bahrain, Kuwait, Saudi Arabia, Africa, the United Kingdom and North America, with support on WhatsApp and email.

Who makes salestrack CRM?

salestrack CRM is made by Dentobees Innovations LLP in Kozhikode, Kerala, India — the team behind Dentobees, the dental clinic software used by 1,000+ dentists.

Get started

Close more. Chase less.

Start free today, or book a 20-minute demo and we'll set up your first WhatsApp number and assignment rules with you.

1Sign up and verify by WhatsApp or email
2Connect your WhatsApp number in minutes
3Link Meta lead ads and start replying