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Xoaro
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Intelligent CRM & Sales Management Platform

One connected workspace for leads, conversations and sales.

Manage leads, customer conversations, sales pipelines and business operations in one connected workspace — with WhatsApp threads and phone calls landing on the customer record.

Request AccessBook a Demo

Currently onboarding new teams — we’ll get you set up personally.

  • WhatsApp
  • Calls
  • Email
  • Meetings

The Problem

Your sales process shouldn’t be scattered across different tools.

Most growing sales teams run on a spreadsheet, a shared WhatsApp number, and someone’s memory. It works — until volume arrives. Then leads go cold between tools, follow-ups slip, payments get chased from a separate sheet, and nobody can say which source actually produced revenue.

  • Leads
  • WhatsApp
  • Spreadsheets
  • Follow-ups
  • Campaigns
  • Pipeline
  • Payments
  • Reports
Xoaro

Xoaro brings the sales journey together.

How Xoaro works

One connected loop, from first message to collected revenue.

Each stage hands off to the next inside the same record. Nothing is retyped, re-chased, or lost between tools.

  1. 1

    Capture

    Leads from Meta Lead Ads, spreadsheets and file uploads — deduplicated on arrival.

  2. 2

    Assign

    Routed by your rules: round-robin, priority order, fallback owner.

  3. 3

    Converse

    WhatsApp and calls on the record — assigned, consented, logged.

  4. 4

    Follow up

    Overdue surfaced daily, created by hand or by automation.

  5. 5

    Convert

    Opportunities through the stages your team defines.

  6. 6

    Collect

    Payment plans, installments and outstanding tracked on the deal.

  7. 7

    Measure

    Attribution back to the source and the conversation that won it.

Lead Management

Every lead captured, deduplicated and owned.

Leads arrive from Meta Lead Ads, spreadsheets and file uploads, get routed by your rules, and never sit unowned.

  • Capture from Meta Lead Ads, Google Sheets and file import
  • Assignment rules with round-robin, priority ordering and a fallback owner
  • Duplicates detected on arrival — review, resolve or merge records
  • Saved views, cross-entity search and bulk assignment
Explore lead management

WhatsApp CRM

Turn conversations into sales activity.

Keep customer conversations connected to the leads, follow-ups and opportunities your team manages every day.

  • Assigned conversations

    Threads are owned by a rep, not a personal phone

  • Consent enforced

    Opt-in and opt-out checked before every send

  • Messaging window

    See the 24-hour window before you reply

  • Templates & approval

    Submit to Meta and sync approval status back

  • Appointment booking

    Customers book a slot inside the chat

Built on the official WhatsApp Business Platform (Meta Cloud API).

Explore WhatsApp CRM

The platform

Everything else your team runs on.

Fifteen capabilities, grouped the way teams actually work. Each one has its own page explaining exactly what it does today.

Sales Management

Capture a lead, work it, and move the deal forward.

Customer Communication

Every conversation on the customer record, not a personal phone.

Marketing & Analytics

What you spent, what it produced, and where deals stall.

Business Operations

Money owed, tracked against the deal rather than a spreadsheet.

Integrations & Automation

Connect the tools you use, and design the process once.

Analytics

Know what produced the revenue — not just how much.

Eleven dashboards and a 12-report catalogue covering leads, pipeline, conversations, campaigns, team performance and collection.

  • Dashboards for lead funnel, opportunity funnel, team, campaigns, WhatsApp and calling
  • Save the reports you rely on, so filters are never rebuilt from scratch
  • Source attribution from first touch through to revenue
  • Export any report to CSV, formula-injection safe

Dashboards and reports are generated on request. Scheduled delivery of a report by email is not yet available.

Explore analytics

Who it is for

Built around how you sell, not one industry.

The same workspace, arranged around the workflow each team actually runs.

Sales-driven businesses

For teams whose revenue depends on speed of response and disciplined follow-up — enquiries arrive from several places, conversations happen on WhatsApp and the phone, and deals are won by whoever follows up properly.

See the workflow

Education

Education teams run on fast follow-up and long conversations. Xoaro keeps enquiries, WhatsApp threads, admissions pipeline and fee collection in one place.

See the workflow

Real Estate

Property enquiries go cold fast. Xoaro keeps enquiries, WhatsApp conversations, site-visit follow-ups and deal stages connected in one workspace.

See the workflow

Migration

Already managing leads in Google Sheets?

Bring your existing lead data into Xoaro with Google Sheets import.

  • Connect your Google account securely
  • Choose the spreadsheet and the specific worksheet tab
  • Map your own columns to Xoaro fields
  • Duplicates flagged before import — matched on phone number
Talk to us about migrating your data

Connects to where your leads already come from

  • WhatsApp
  • Meta Lead Ads
  • Google Sheets
  • Google Calendar
  • Microsoft Calendar

Security

Built for teams that depend on every lead.

Built with the fundamentals right — modern password hashing, rate-limited authentication, granular permissions, strict data isolation between companies, and a full audit trail.

Modern password hashing

Passwords are hashed with Argon2id — never MD5 or SHA.

Brute-force protection

Login attempts are rate-limited per IP address.

Session control

Refresh tokens rotate, and you can see active sessions and sign out everywhere.

Role-based permissions

Granular permissions with own, team, and organization scoping — enforced on every endpoint.

Company data isolation

Every record is scoped to your organization. No cross-company access.

Full audit trail

Who did what, when, and from where — including permission changes and exports.

WhatsApp consent enforcement

Consent is checked before a message sends — in three independent places.

Official integrations

WhatsApp through the official Meta Cloud API. Google and Microsoft through standard OAuth.

Pricing

Start with the core. Add what you need.

Modular pricing in Indian Rupees, billed per user or per company. GST is additional.

CRM Core

Available

₹199per user / month

Leads, contacts, accounts, Customer 360, pipeline, follow-ups, search, saved views and bulk actions.

See all modules

Add-on modules

No online checkout yet — subscriptions are set up with you directly, so nothing is charged without a conversation first.

FAQ

Questions, answered honestly.

Request access and we'll set your team up personally. We're onboarding new teams directly right now rather than through self-service signup.

Bring your entire sales process into one workspace.

Capture leads, stay on top of follow-ups, manage conversations, move opportunities forward and keep payments connected to the deal.

Request AccessBook a Demo

Currently onboarding new teams — we’ll get you set up personally.