Buopso Review: CRM and Lead Management Software
Buopso helps sales teams manage leads and automate internal approval processes. It is designed for businesses that need a centralized place to track deals and integrate WhatsApp communication.
At a glance
- Category
- Sales
- Best for
- Sales Teams, Small to medium-sized businesses, Businesses using WhatsApp for lead generation, Organizations with multi-step approval workflows
- Pricing
- Buopso offers a free plan for the first user. Paid tiers include a Standard plan at ₹999 per user/month and a Professional plan at ₹1999 per user/month.
- Key use cases
- Lead Tracking and Follow-up, Digitizing Internal Approvals, Managing WhatsApp Sales Conversations, Billing and Payment Tracking
- Integrations
- WhatsApp Business API, Excel import
- Official website
- buopso.com
Buopso is a unified CRM SaaS platform designed to help businesses manage customer relationships and internal operations. It provides a centralized system for tracking leads, managing sales pipelines, and handling administrative tasks like invoicing and approvals.
The software is built for sales teams and organizations in sectors such as real estate, manufacturing, and healthcare. It supports digital workflows for deal management, task organization, and data analytics.
Key functional areas include a lead management solution to help prevent lead leakage and a WhatsApp integration that allows teams to capture and message leads from the CRM. It also includes an approval management system to digitize internal validation processes and an invoicing tool for tracking payments.
Buyers should confirm if the specific tier they choose supports the number of sales pipelines they require, as the starter and standard plans are limited to a single pipeline.
Key Features
Centralizes leads from various sources and supports the tracking of interactions and follow-up automation.
Captures leads from WhatsApp and allows users to manage chat history and send bulk messages within the CRM.
Automates authorization and validation processes with support for single-level, multi-level, and parallel approvals.
Supports the creation of professional quotations, automated payment reminders, and tracking of outstanding invoices.
Provides a builder for creating contact, feedback, and registration forms with validation rules.
Allows teams to track the progress of deals through various stages to support decision-making.
Use Cases
Using the CRM to centralize prospects from multiple channels and automate follow-up reminders.
Moving project progress or task approvals from manual methods to a digital review process.
Using the integration to qualify leads via WhatsApp and maintain a conversation history linked to the customer record.
Creating professional quotes and sending automated reminders to clients to support cash flow.
Best For
Integrations
Pricing
Buopso offers a free plan for the first user. Paid tiers include a Standard plan at ₹999 per user/month and a Professional plan at ₹1999 per user/month.
FAQ
Yes, Buopso provides a free plan for the first user. To add additional users, businesses must upgrade to a paid plan.
The integration connects a WhatsApp Business API account to the CRM, allowing users to capture leads, view chat history, and send bulk messages from one dashboard.
The Professional plan is required for businesses that need multiple pipelines, as the Starter and Standard plans only support a single pipeline.
Source category: Sales
Source subcategory: CRM
