No Integration: Doesn't integrate with CRMs or other business tools.
No Consent Tracking: No built-in way to explicitly record and manage user consent for specific message types.
II. WhatsApp Business API Platforms (BSPs) with Built-in CRM-like Features
These are the go-to solutions for businesses wanting to scale and intelligently organize their WhatsApp contacts. They often have robust contact management features that function like a mini-CRM for your WhatsApp interactions.
Contact Attributes/Custom Fields: Store a wealth of information about each contact beyond just their name and number. This includes:
Opt-in source and date (Crucial for whatsapp number list PDPO 2025 compliance)
Lead source (e.g., "Facebook Ad," "Website Opt-in," "QR Code")
Interests (e.g., "Electronics," "Apparel," "Real Estate")
Demographics (if collected with consent)
Purchase history summary (e.g., "Last Purchase Date," "Total Spend")
Lead stage (e.g., "MQL," "SQL," "Customer")
Assigned agent/sales rep
Tags & Labels (Advanced): More flexible than the app's labels. You can apply multiple tags to a single contact, which can then be used for dynamic segmentation.
Segmentation: This is where it gets "smart." You can create highly specific segments (lists) based on a combination of attributes and tags.
Examples: "All active customers in Dhaka who purchased 'Product A' in the last 6 months and consented to promotional messages." or "Leads from Instagram who interacted with our chatbot but haven't converted."