ChatShree Modules — Inbox, CRM & Automations
Product modules

Everything between “Hi” and “Paid”

Ten modules, one login. Every demo below is interactive — click the kanban cards, run the automation, flip the toggles. This is how the real product feels.

Module 01 · Unified Inbox

One thread per customer. Not one per app.

Every WhatsApp and Instagram message lands in a single, real-time inbox. Assign chats, @mention teammates, drop internal notes the customer never sees, and label, pin or star what matters.

  • Assignments, mentions & private notes on any chat
  • Labels, pinned & starred conversations, saved views
  • Real-time sync — two agents never answer the same chat
Team inboxLive — new messages jump the queue
Meera KapoorNeed 50 units by Friday — possible?10:41VIP
Joshi ElectronicsInvoice received, processing payment10:37Order
Ritu SharmaMy tracking link isn't working10:29Support
3 agents onlineAvg first reply today: 1m 42s
Module 02 · Multi-channel

Connect every channel. Route by rules, not luck.

Plug in WhatsApp Cloud API, the WhatsApp Business App and Instagram DMs. Then decide exactly where each conversation goes — by channel, keyword, or business hours.

  • Official WhatsApp Cloud API — verified, scalable, green-tick ready
  • Keep your existing Business App number — no migration day-one
  • Per-channel routing to the right team, automatically
Channel routingRules run 24×7
WhatsApp Cloud API+91 98•• ••4321
WA Business App+91 91•• ••8890
Instagram DM@chatshree.store
ChatShree Inbox1 workspace · 0 missed chats
“price”, “order”→Sales team
“refund”, “issue”→Support team
Module 03 · CRM & Pipelines

A CRM that fills itself from chat

Every conversation becomes a contact with attributes, activities, notes and tasks. Track leads and deals through custom pipeline stages — and update the deal without leaving the chat.

  • Contacts, leads & deals with custom attributes
  • Custom pipelines, stages & lifecycle tracking
  • Tasks & reminders so follow-ups actually happen
Deals pipelineClick a card to advance its stage
New2
Qualified1
Won1
Module 04 · Automations

Build flows like flowcharts. Ship them without code.

Triggers on keywords, webhooks, message types or stage changes. Add conditions, delays and actions in a visual builder — then let it work nights, weekends and Diwali rush.

  • Triggers: keyword, webhook, message type, stage change
  • Conditions, branches & timed delays
  • Actions: reply, assign, tag, move stage, call a webhook
Flow: “Price enquiry”
Keyword triggerMessage contains “price”Trigger
Is an existing customer?Lifecycle stage = CustomerCondition
Send template “price_list_2026”+ tag “price-enquiry”Action
Wait 2 days → follow upIf no reply, assign to SalesDelay

Test run passed — template sent to sandbox number

Module 05 · Campaigns & Broadcasts

Broadcasts that read like 1-to-1 messages

Build audience segments, map variables like name and order ID, schedule the send, and watch delivery analytics roll in — sent, delivered, read, replied.

  • Segments from labels, attributes & lifecycle stage
  • Variable mapping — {{name}}, {{order_id}}, anything
  • Schedule now or later, throttled to protect your number
Campaign: “Diwali early-bird”
Segment: Repeat buyers2,340 contactsScheduled: 6 Oct, 10:00
0Sent
0Delivered
0Read
0Replied
Module 06 · Templates

See the template exactly as customers will

Draft WhatsApp templates with media headers, variables, quick replies, CTA buttons and carousels — with a live preview that updates as you type. Submit to Meta from the same screen.

  • Buttons, CTAs, carousels & media headers
  • Variable placeholders with sample values
  • Approval status tracked per language & category
Template builderTry the controls — preview is live
Header
Buttons
Module 07 · Team & Roles

Give every agent exactly enough power

Workspaces keep clients and brands fully isolated. Inside each, teams, roles and granular permissions decide who can see contacts, export data, or touch billing.

  • Workspaces with true multi-tenant isolation
  • Teams & agents with per-module permissions
  • Audit-friendly: every action is attributable
Role permissionsFlip a switch — saves instantly
PermissionAgentManagerAdmin
Reply to conversations
Export contacts
Launch campaigns
View billing & wallet
✓ Saved for role
Module 08 · Analytics & Dashboard

Know what happened. Prove what improved.

Conversation volume, agent performance, funnel conversion and campaign delivery — in dashboards your whole team actually opens.

Conversations per day

Last 14 days · all channels · hover for exact values

03507001,0501,40023 Jun29 Jun6 Jul1,284

Replies sent today · by agent

Top 5 agents · updates in real time

Priya214
Rahul186
Ayesha171
Karan158
Meera132
1m 42sMedian first reply · ▼ 38%
94%Resolved same-day
37Open right now
Module 09 · Marketplace & Integrations

Plugged into the tools that run your business

Collect payments in chat, sync your CRM and store, or build anything custom on webhooks and the REST API.

Razorpay

Send payment links inside any conversation. Paid links update the deal automatically.

Zoho CRM

Two-way contact and deal sync, so sales sees WhatsApp context inside Zoho too.

Meta Business

Click-to-WhatsApp ads land as tagged conversations with full campaign attribution.

E-commerce sync

Order status, carts and catalogs from Shopify or WooCommerce, right in the thread.

Webhooks

Fire events to any URL on new messages, stage changes or campaign results.

REST API

Everything the app does, the API does — messages, contacts, flows, billing.

Module 10 · Reseller & Billing

Sell ChatShree as your own product

White-label the whole platform — your logo, your domain, your plans, your prices. Wallet-based recharges and usage billing keep margins transparent.

  • Your brand on the app, invoices & login page
  • Create plans, set your own prices, keep the margin
  • Wallet, recharges & usage-based billing per client
Try it — pick your brand colour
VyaparChatReseller console
Wallet balance₹12,450
Starter (your price)Cost to you ₹649 · margin ₹550₹1,199/mo
Growth (your price)Cost to you ₹1,699 · margin ₹1,300₹2,999/mo
Client workspacesIsolated data, your subdomain14 active

Liked the demos? The real thing is faster.

Set up in five minutes — connect a number, import your team, answer your first customer before the chai gets cold.

Start free — 14 daysTry the product tour