Instant lead ads sync
The moment someone fills your Facebook or Instagram lead form, they appear in the CRM with the form name, the ad and their answers, ready for a call or a WhatsApp reply.
AI lead management CRM
An AI lead management CRM that fills itself from WhatsApp and lead ads
A CRM is only useful if leads get into it without typing and if it tells you who to call today. Chitrio CRM is built on the same lead list as your WhatsApp automation. New chats on your business number become leads. Leads from your Facebook and Instagram lead forms arrive within moments of the form being filled, with every answer the person gave, and duplicates are merged by phone or email. You see every lead on a board by stage, from New to Contacted, Interested, Meeting, Client or Lost, with a timeline of messages, calls, notes and stage changes. AI reads each lead against the rules you write, such as budget, city or what they need, and gives a score from 0 to 100 with the reasons, so the serious leads come first.
Who it is for: For small businesses, advisors, coaching institutes and sales teams in India who get leads from WhatsApp, Facebook and Instagram ads and phone calls, and track them today in a notebook or a spreadsheet.
Free trial to start · the cost is shown before every render
Straight answer: The CRM, lead ads sync and AI lead scoring are in early access and are being switched on for workspaces in small batches. Lead ads sync needs your own Facebook Page with lead forms connected to Chitrio. AI scores are a guide, not a verdict: you can correct any score and the AI learns from your corrections. An AI calling add-on that calls leads for you is being rolled out with a few businesses.
How it works
- 1
Connect your lead sources
Connect your WhatsApp Business Platform number and your Facebook Page lead forms, import an existing sheet, or add leads by hand. Recent lead form entries can be pulled in on the first sync.
- 2
Write what a good lead looks like
In plain words, for example: monthly budget above a minimum, lives in our city, wants a home loan this year. Add a hard minimum where it matters. Every new lead is scored with reasons.
- 3
Work the board every day
Drag leads between stages, set reminders with a date and an owner, filter by score, source or days without contact, and export a CSV whenever you need one.
Chitrio features used
Named as they appear in the product, so you can find each one after you sign in.
AI TeamIn early testing
A team of AI agents for your business: they plan, make and publish videos, answer customers and work your leads on a schedule, and anything public or paid waits for your yes. Build your own agents in plain words, chain steps into workflows, and get a weekly report of what each one did.
Recording to notes
Upload a call, meeting or WhatsApp voice note in Hindi, English or Hinglish. Get the full transcript and clear notes: summary, key points, decisions, action items with owner and date, follow-up questions and what the customer asked for. Copy it, download it, or add it to the lead in your CRM.
Reach
New customers: every lead gets their own video, website preview and email.
What people make with it
AI lead scoring
Leads that match your rules move to Interested on their own, and you get a bell only for the newly qualified ones instead of every enquiry.
Reminders that reach the right person
A reminder with a note and an assignee alerts that person in the app and by email when it is due, and the overdue list shows what slipped.
Team assignment
Assign leads to team members, change stages, tags or owners in bulk, and see the whole history when a lead moves from one person to another.
Call notes on the lead
Upload a sales call recording and attach the summary and action items to the lead, so the next conversation starts where the last one ended.
Free course, recorded on the real product
Market a local business with Chitrio
A promo in five minutes, a product ad from one photo, free posters, video answers to customer questions, a weekly autopilot.
Questions, answered
How do Facebook and Instagram lead ads reach the CRM?
You connect your Facebook Page once. After that, new lead form entries are sent to Chitrio as they happen and appear in your lead list with the answers, and a manual sync can pull recent entries too.
What is AI lead scoring?
For each lead, AI compares the answers and conversation with the rules you wrote and gives a score from 0 to 100 with short reasons. Leads above your threshold are marked Interested. You can override any score.
Can I change the stages?
Yes. The default stages are New, Contacted, Interested, Meeting, Client and Lost, and each workspace can rename and edit them.
Is my lead data shared with anyone?
No. Each workspace sees only its own leads. Managers can export a CSV of their own data whenever they want.
Does it replace a big sales CRM?
It is built for small teams that live on WhatsApp and phone calls. If you need complex sales forecasting or custom objects, a larger CRM may suit you better.
Related pages
Every lead in one place, the hot ones first
Start free, then ask us to switch on the CRM and lead ads sync for your workspace.
Start free