Turn conversationsinto sales activity.
Use approved WhatsApp templates, follow up faster and keep the conversation attached to the lead.
Choose a template
Ravi Kumar- Template selected
- WhatsApp opens
- Chat with the lead opens
- Message pre-filled
- You press send
Closelyt prepares the message and opens the chat — you stay in control of sending it.
Ravi Kumar
+91 98765 43210
Pick a template. The message is ready.
Choose a template from the lead profile or a call card. Closelyt opens WhatsApp on the right chat with the message pre-filled — you review it and press send.
- Step 1
Template selected
- Step 2
WhatsApp opens
- Step 3
Chat with the lead opens
- Step 4
Message pre-filled
- Step 5
You press send
Built for how sales teams actually message.
Predefined templates
New enquiry, follow-up, quotation, payment reminder, thank you and more.
Industry templates
Wording tuned for real estate, education, healthcare and services.
Business-hour messaging
Keep outreach inside the hours your customers expect.
Lead-linked conversations
Every chat is tied to the lead it belongs to.
Conversation history
See what was said before you say anything new.
Quick actions
Message from the lead profile, the call card or the follow-up list.
Every message becomes CRM activity.
A WhatsApp follow-up is not a private message on someone's phone. It is a logged step in the lead's story.
Conversation linked
Every WhatsApp message is attached to the lead record.
Activity created
A CRM activity is logged automatically with time and owner.
History preserved
The next person to open the lead sees the full conversation.
What improves.
Faster first response after an enquiry
Consistent wording across the whole team
No copy-pasting numbers between apps
Full context before every message
Follow-ups that actually get sent
Conversations that survive staff changes
Every message,attached to the lead.
Closelyt prepares the conversation and captures the outcome — your team keeps the human part.
Works with the rest of Closelyt.
Everything connected.Everything closer.
Closelyt brings your leads, conversations, follow-ups, calls, forms, advertising and analytics into one connected workspace.