--- title: SocialEpoch WhatsApp CRM Reviews meta_title: 'SocialEpoch WhatsApp CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how SocialEpoch WhatsApp CRM works for a business like yours. aggregate_rating: rating_value: 4.0 review_count: 1 scale: '5' date_modified: '2025-10-02' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # SocialEpoch WhatsApp CRM Reviews **Vendor:** SocialEpoch **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.0/5.0 **Total Reviews:** 1 ## About SocialEpoch WhatsApp CRM Leading WhatsApp CRM for Lead Generation, Community Management, Sales and Support Key Features: Free WhatsApp Business API Bulk Message Sender Multilingual Support Multi-accounts Login: You can run up to 10 WhatsApp accounts simultaneously on SocialEpoch SCRM! Create & Edit User Personas: Segregate your customers with tags for personalized marketing. Data Synchronization Contact Management: Import and export customers easily and organize customer personas and tags efficiently Group Management: Group member export and group broadcast. Reach your target customers as precisely as possible. Customer Journey: Record the process of acquiring leads and track customers' behavior in the CRM. Follow-ups: Follow up with customers and share all the information with your team. Smart Chatbot: Solve Customer Queries 24x7. Automatically collect information from potential customers. Task Assignment: Assign your tasks or clients to your team as needed, since every client deserves to be served timely! WhatsApp Marketing Toolkits: Create your own website within minutes, customize your e-business card, and select from massive free content templates as you want. Everything you name it! AI Prospecting: Empowered by big data and AI, explore your potential customers on WhatsApp and reach them instantly. Professional Support ## SocialEpoch WhatsApp CRM Reviews ### 1. Sales and Marketing Platform **Rating:** 4.0/5.0 stars **Reviewed by:** Rohan P. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 28, 2024 **What do you like best about SocialEpoch WhatsApp CRM?** I can handle all my social channels at 1 place and my Sales Cycle is also tracked here. **What do you dislike about SocialEpoch WhatsApp CRM?** At first, UI is more complex and is difficult to understand **What problems is SocialEpoch WhatsApp CRM solving and how is that benefiting you?** I do not have to use different tools for Sales and Marketing, one tool is solving my use-case. - [View SocialEpoch WhatsApp CRM pricing details and edition comparison](https://www.g2.com/products/socialepoch-whatsapp-crm/reviews?section=pricing&secure%5Bexpires_at%5D=2026-08-05+10%3A16%3A40+-0500&secure%5Bsession_id%5D=44a236df-92ee-4c99-bbb6-47dcfa177960&secure%5Btoken%5D=146df854a05373376b5f5ff7cb2d7a6173fea47ce23bf4406ae9b18a7e11a5b7&format=llm_user) ## SocialEpoch WhatsApp CRM Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management - Contract/License Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting ## Top SocialEpoch WhatsApp CRM Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,679 reviews) - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 4.4/5.0 (14,237 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,290 reviews)