Official Meta Business Partner
Everything Inside OsherVest
One complete WhatsApp CRM platform for every business — from solo advisors to enterprise teams. Here's what's waiting for you.
Reach thousands of contacts with personalised WhatsApp messages at scale.
Broadcast Campaigns
Send single or recurring bulk WhatsApp messages to segmented contact lists with full delivery tracking.
Zero-Risk Auto-Refunds
Never pay for undelivered messages again. If a WhatsApp broadcast fails to deliver, our system automatically detects the failure via Meta Webhooks and instantly refunds the conversation credit back to your wallet.
Contact Segmentation
Filter and target contacts by tags, custom fields, or behaviour. Send the right message to the right people.
Scheduled & Recurring Jobs
Schedule campaigns for a specific date/time, or set recurring broadcasts (daily, weekly, monthly) automatically.
Delivery & Read Analytics
Track sent, delivered, read and failed counts per job in real-time with a clean per-contact breakdown.
Rich Media Messages
Send images, videos, PDFs, and documents alongside your message text — in one campaign.
Transparent Wallet Topup
Manage your WhatsApp conversation credits and top up via PhonePe directly from the dashboard. Secure, transparent, and built on official Meta APIs.
Build powerful automated journeys — no coding required.
Keyword Triggers
Automatically respond when contacts send specific keywords. Greet, qualify, and nurture without any manual effort.
Interactive Buttons & Menus
Build WhatsApp quick-reply buttons and list menus to guide users through your flow effortlessly.
Conditional Branching
Branch conversations based on user input, contact tags, or custom field values — serving unique paths to each lead.
Human Handoff
Automatically escalate conversations to a live agent at any point in a flow, with context preserved.
API-Triggered Flows
Trigger automation flows via external API calls — perfect for connecting with your existing CRM or backend systems.
Send compliant, pre-approved WhatsApp messages instantly — no waiting.
Ready-to-Use Library
100+ Meta-approved templates across industries — finance, e-commerce, healthcare, education, and more.
Swipeable Carousel Templates
Boost engagement with interactive, multi-card Carousel messages. Showcase multiple products, properties, or offers in a single WhatsApp message, complete with distinct call-to-action buttons on every card.
Custom Template Builder
Create and submit your own templates with a guided interface. Track approval status in real-time.
Dynamic Variables
Personalise every message with contact name, amount, date, or any custom field — at scale.
Header, Body & Footer
Full support for template structure including image/video header, body text, footer, and call-to-action buttons.
A complete customer database built for WhatsApp communication.
Bulk Import / Export
Upload contacts via CSV in seconds. Export any segment with filters applied, whenever you need.
Tags & Custom Fields
Add unlimited tags and custom data fields to contacts. Segment, filter, and personalise with precision.
Full Conversation History
View every message sent and received per contact — in one timeline. Never lose context again.
Lead Scoring & Status
Mark contacts as Lead, Prospect, Client, or Custom status. Track your pipeline at every stage.
Manage customer conversations as a team — never miss a lead.
Shared Team Inbox
All incoming WhatsApp conversations in one shared inbox. Assign, reply, and resolve — together.
Agent Assignment
Assign conversations to specific agents based on skill, availability, or round-robin rules.
Real-Time Notifications
Agents get instant alerts when a new message arrives or a conversation is assigned to them.
Internal Notes
Add private notes visible only to your team on any conversation — for seamless handoffs and context.
Get started instantly with absolute confidence in your data's privacy.
1-Click Meta Onboarding
Connect your business phone number to the WhatsApp Business Platform in under 2 minutes. Use Meta's official Embedded Signup to link your account directly inside our dashboard—no developer portals, no coding, and no manual token management required.
Bank-Grade Data Security
Your customer data and Meta credentials are isolated per account and secured with AES-256 GCM encryption at rest. We maintain strict multi-tenant data barriers so your communications remain completely private.
Ready to Get Started?
Sign up free today and explore the full platform. No credit card required.