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The brochure was promised on the call and sent at midnight, or never.

Dialmio WhatsApp CRM with calling: messages and calls on one lead record

Dialmio sends the WhatsApp a call promised, on the call outcome, from your own business number, and keeps replies on the same lead thread.

Three days free, nothing locked, no card.

The Dialmio WhatsApp CRM showing a chat beside the lead call history
WhatsApp CRM

What does the Dialmio WhatsApp CRM do?

The Dialmio WhatsApp CRM sends the message a phone call promised without the caller having to remember it, by attaching WhatsApp rules to call outcomes, so each finished call status, each unanswered call and each change of stage can trigger a template of its own, sent from the business’s own WhatsApp Business API account. The customer sees a familiar number. Three guards keep it civil: quiet hours outside which nothing is sent, a cooldown per contact so two rules cannot both fire at one person, and an ask-first setting that shows the caller the draft before it goes. Campaigns go to a filtered segment of leads in controlled batches, one message per person however many numbers they have. Replies arrive in a shared inbox and sit on the same lead thread as the calls and notes, so nobody guesses whether a customer was already answered.

In short

  • Messages fire on call end, missed call or status change
  • Sent from your own WhatsApp Business account
  • Quiet hours, per-contact cooldown, ask-first option
  • Campaigns to segments and a shared reply inbox

At a glance

What does the Dialmio WhatsApp CRM do, and where does it stop?

What does the Dialmio WhatsApp CRM do, and where does it stop?
Dialmio WhatsApp CRM
What it doesMessages that fire on call outcomes, campaigns to segments, and replies beside the call history.
Best forTeams that follow each call with a brochure, a price list, an address or a reminder
Where it runsAny Android 8 or newer phone, calling on its own SIM; the owner dashboard opens in any browser
What is includedPart of the one plan, ₹162 per user each month on the yearly plan, or ₹249 on the three-month plan, taxes extra, with no per-minute or per-lead charge
LimitsRules, campaigns and the inbox need a WhatsApp Business API account, and WhatsApp voice calls are not tracked

Facts checked September 2026.


Why teams switch

What changes in the first week?

Today

Promised messages are forgotten

The caller says I will send the price list and the next call starts. By evening there are thirty promises and no memory of which were kept.

With Dialmio

The Interested status sends the price list itself, the moment the sheet is closed.

Today

Chats and calls live apart

The WhatsApp thread is on one phone and the call notes are in a sheet, so nobody knows whether a customer was already answered.

With Dialmio

Replies land on the same lead thread as the calls, notes and reminders.

Today

Broadcasts get numbers blocked

A thousand messages at 9 pm from a personal number is how a business loses its WhatsApp.

With Dialmio

Campaigns run in batches, inside quiet hours, from an API account, one message per human.


How it works

How does WhatsApp CRM work in Dialmio?


  1. 01

    Connect your WhatsApp account

    Add your WhatsApp Business API provider once. Every automatic and bulk message from then on leaves from your business number, so customers see a name they already have saved rather than a shared sender.

    Connecting a WhatsApp Business API account in Dialmio

  2. 02

    Tie messages to outcomes

    Write a template per rule: call ended with Interested sends the catalogue, call missed sends we will ring back, stage moved to Site Visit sends the address and a map. Set quiet hours, the cooldown, and whether the caller sees the draft first.

    Automatic WhatsApp rules per call outcome in Dialmio

  3. 03

    Run campaigns and answer replies

    Filter leads by stage, source, tag or date and send a campaign in controlled batches. Replies arrive in the inbox and on the lead thread, beside the call history, with unread and unreplied badges so nothing waits unnoticed.

    A bulk WhatsApp campaign to a filtered segment in Dialmio

What you get

What is included in the one plan?

₹162 per user a month paid yearly, ₹249 paid quarterly, plus taxes. Both plans include every feature on this site.

Pricing in full
  • Automatic message on call end, missed call or status change
  • Sent from your own WhatsApp Business API number
  • Quiet hours, per-contact cooldown, ask-first draft
  • Templates with blanks filled from the lead record
  • Campaigns to filtered segments in controlled batches
  • One message per person, however many numbers they hold
  • Shared reply inbox with unread and unreplied badges
  • Chat and call history on one lead thread

From teams using Dialmio

What do owners and callers say about Dialmio?

We had fourteen fields in the old sheet and used three. There are four here and all four get filled, because they appear at the only moment anyone is willing to fill them.
Aniket P.Operations, logistics broker, NashikMay 2026
The column that changed my mornings is the gap between a lead being assigned and the first ring. It used to be hours. It is minutes now, because everyone can see it.
Tanvi R.Marketing lead, agency, MumbaiAug 2026
Duplicates were killing our sheet: the same buyer under three spellings. Here the number is the record, so he exists once with his full history.
Amol C.Admin, distributor, SangliMay 2026

These are the words of customers who agreed to be quoted this way, sent over WhatsApp or said on a call, shortened only where they ran long. No star total or review count is published, because there is no public rating page to point at yet. Last checked September 2026.


Questions

What do people ask about WhatsApp CRM?

Do I need the WhatsApp Business API to use this?

For automatic rules, campaigns and the shared inbox, yes: you connect your own provider account and Dialmio sends through it. Manual one-tap WhatsApp from a lead record uses the ordinary WhatsApp app on the phone and needs no API.

What do WhatsApp messages cost?

Nothing extra to Dialmio: WhatsApp is in the one plan. Your API provider bills the messages at its own rates, without any markup from us.

Can the caller edit a message before it sends?

Yes, with the ask-first setting on a rule. The draft appears on the caller screen after the call and goes only when they confirm, which suits messages that quote a price or a date.

Will automatic messages annoy customers?

Not if the guards are used. Quiet hours stop anything going out at night, the cooldown stops two rules firing at one person, and messages are tied to something the customer just did, such as ringing you, rather than to a schedule.

Can I see whether a customer replied?

Yes. Unread and unreplied badges show on the lead and in the inbox, and the reply sits on the same thread as the call that prompted it.

Is this a WhatsApp CRM or a call CRM?

It is one CRM in which calls and WhatsApp share a lead thread. The distinction matters because a customer who is called on Monday and messaged on Tuesday should be one conversation, not two systems.

How many messages can a campaign send?

A campaign goes out in measured batches over a period rather than as a single burst, so a large segment does not trip any limits. Each human gets one message per campaign, however many numbers are stored against them.

Do I need a WhatsApp Business API account?

For automatic and bulk messages, yes: you connect your own provider account and Dialmio sends through it, so customers see your number. One-tap manual WhatsApp from a lead record works with the ordinary WhatsApp app on the phone without any API.

Can I define my own lead statuses?

Yes, in your own words, and rename or reorder them whenever you like. The stages you set shape the lists, the filters and the reports, so a business selling site visits and one selling policies each see a pipeline that looks like their own.

Whose WhatsApp number do messages go from, and what do they cost?

Your own. Dialmio sends through the WhatsApp Business API account you link, so customers see your business number. The feature is inside the plan; the messages are billed by the API provider at its own rates.

How do new leads reach the right caller?

Connect Dialmio to wherever enquiries already land, a Google Sheet or a web address, and it keeps checking that source. New entries are imported every few minutes, labelled with the source, dealt out in turn among the callers you picked, and announced on the phone of whoever received them.

What happens when a number that is not a lead calls?

The call is logged like any other, and the caller can convert it into a lead from the after-call sheet with one tap, source marked Incoming. A number that rings twice becomes one record with two calls on it, never two records.


WhatsApp and calling belong on the same record

Updated 19 September 2026

For most Indian businesses WhatsApp is half the follow-up. The call establishes interest; the message carries the brochure, the price, the address, the reminder. When the two live in different tools, the caller has to remember the message, the message has to be found in a personal chat list, and the owner cannot see either. The fix is not a better messaging tool. It is putting the message on the same record as the call.

Automatic messages only work when they are tied to something that just happened. A message sent because a call ended with the Interested status is expected by the customer, because they just asked for the price list. A message sent because it is Tuesday is spam. Dialmio triggers on call outcomes, missed calls and stage changes, and never on a timer, which is why the guards can be simple: quiet hours, a cooldown per person, and the option for the caller to see the draft first.

Campaigns are a different animal and need different care. A thousand messages from a personal number in one burst is how a business loses its WhatsApp. Dialmio sends campaigns from a WhatsApp Business API account in controlled batches, one message per human regardless of how many numbers the record holds, inside the same quiet hours, and lands the replies in an inbox the whole team can see.

The result is one thread per customer with calls, notes, reminders and messages in order. A caller opening that thread before the next call knows what was sent and whether it was answered. An owner reading it knows why a deal stalled. That is the entire argument for a WhatsApp CRM that is also the call CRM, rather than a separate tool bolted on.


Put every call your team makes on the record

Three days free, nothing locked, no card.

₹162 per user per month on yearly billing. Every feature in one plan. Prices are per user, exclusive of taxes.