Your Complete Customer Database
Built for WhatsApp
Manage every contact, track every conversation, and segment your audience with precision. OsherVest's CRM is built from the ground up for WhatsApp — with bulk import, custom fields, lead scoring, and the industry's only OCR visiting card scanner.
📥 Bulk CSV Import · 📷 OCR Card Scanner · ⭐ Lead Scoring
Build Your Contact Database in 3 Ways
Bulk CSV Import
Upload a spreadsheet of contacts with any fields. Map columns to CRM fields in seconds — done.
OCR Card Scanner
Photograph a visiting card or printed list — our OCR engine auto-extracts names and numbers instantly.
Auto-Capture from Flows
When contacts interact with your chatbot, their data is automatically captured and saved to the CRM.
Full CRM Toolkit
Tags & Custom Fields
Add unlimited tags and custom fields. Segment, filter, and personalise every campaign with precision targeting.
Full Conversation History
Every message ever sent or received — in one timeline per contact. Never lose context or repeat yourself again.
Lead Scoring & Status
Mark contacts as Lead, Prospect, Client, or custom statuses. Track your entire pipeline at every stage.
OCR Visiting Card Import
India-exclusive: photograph a visiting card or printed list — AI extracts names and numbers directly into your CRM.
Auto-Tagging Rules Engine
Define rules: when contact replies with a keyword or takes an action, tags are applied automatically.
Bulk Export
Export any segment to CSV at any time. Apply filters first, then download exactly the contacts you need.
Financial Services Firm Manages 15,000 Clients from WhatsApp CRM
A mutual fund distributor uses OsherVest's CRM to manage all client relationships. They import client data via CSV, tag by investment type, and send personalised portfolio updates — all from one dashboard.
See How It Works →- 15,000 clients imported via CSV in under 5 minutes
- Tagged by SIP amount, fund type, and risk profile
- Personalised monthly returns messages sent automatically
- Full conversation history per client — no context lost
- Lead status tracked from enquiry to conversion
- Zero data ever leaves India — all stored on Indian servers
Start Managing Your WhatsApp Contacts Today
Free forever on the Starter plan. Unlimited contacts on paid plans.