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WhatsApp CRM + Customer Relationship Management

Power your customer relationships
with WhatsApp & CRM

Manage leads, automate WhatsApp communication, and keep your customer interactions organised from one powerful platform.

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Two products, one platform

  • WhatsApp CRMWhatsApp number configuration · Broadcast lists and scheduled broadcasts · Meta message templates · Message automation flows
  • CRMLead management · Auto assignment · Opportunity pipeline tracking · Tasks, meetings and reminders

Two products, one platform

WhatsApp CRM and CRM, working together

Use either on its own, or together so every WhatsApp conversation becomes a lead with an owner and a next step.

  • WhatsApp CRM

    Your WhatsApp Business channel, fully set up

    Connect your WhatsApp Business number, send approved templates and broadcasts to your audience, and automate replies with flows — all from one workspace.

    • WhatsApp number configuration
    • Broadcast lists and scheduled broadcasts
    • Meta message templates
    • Message automation flows
    • Conversation inbox and message history
    • Broadcast delivery statistics

  • CRM

    Every lead, owner and next step in one place

    Capture leads from WhatsApp and Meta lead ads, assign them automatically, and follow each one through your pipeline with tasks, meetings and notes.

    • Lead management
    • Auto assignment
    • Opportunity pipeline tracking
    • Tasks, meetings and reminders
    • Message automation
    • Reports and lead analytics

Features

Everything for WhatsApp and for your leads

Two sets of features, built to work as one — from the first WhatsApp message to the last follow-up.

WhatsApp

Everything your team needs to reach customers on WhatsApp and keep the conversation going.

  • WhatsApp Business number configuration
  • Broadcast lists built from uploaded Excel or CSV contacts
  • Broadcasts you can schedule, with a step-by-step setup
  • Meta message templates with header, footer, buttons and live preview
  • Automation flows with a visual builder — text, buttons, lists, voice and images
  • Broadcast statistics: sent, delivered, read, failed and pending
  • Conversation inbox and message history

CRM

Turn every enquiry into a tracked lead with an owner, a next step and a place in the pipeline.

  • Lead capture from WhatsApp and Meta lead ads
  • Auto assignment by round robin, in batches, or by keyword rules
  • Opportunity pipeline tracking
  • Contacts, notes, meetings and attachments on every lead
  • Follow-up tasks, task boards, reminders and a calendar
  • Message automation with the same visual flow builder
  • Reports: leads by status and source, opportunities, tasks and team performance
  • A CRM dashboard for conversions and weekly activity

How it works

From first message to every follow-up

Four stages that connect WhatsApp to your CRM, so nothing has to be re-entered along the way.

  1. Connect

    Link your WhatsApp Business number and get your message templates approved by Meta.

  2. Capture

    Leads arrive from WhatsApp and Meta lead ads, land in the CRM and are assigned to an owner.

  3. Automate

    Flows, templates and broadcasts handle the repetitive follow-ups so nothing is forgotten.

  4. Track

    Follow conversations, tasks and the pipeline, and see how your team is performing.

Pricing

Start with one product, or use both together

WhatsApp CRM, CRM, or both together. Move between packages as your team grows.

WhatsApp CRM

For teams whose priority is the WhatsApp Business channel — templates, broadcasts and automation.

  • WhatsApp number configuration
  • Meta message templates
  • Broadcast lists and scheduled broadcasts
  • Message automation flows
  • Conversation inbox and message history
  • Broadcast delivery statistics
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CRM

For teams that want lead capture, assignment and pipeline tracking in one place.

  • Lead management and auto assignment
  • Opportunity pipeline tracking
  • Tasks, meetings, notes and reminders
  • Message automation
  • Reports and lead analytics
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CRM + WhatsApp

Most complete

Both products together: WhatsApp conversations and lead ads feed the CRM, and automation keeps every follow-up moving.

  • Everything in WhatsApp CRM
  • Everything in CRM
  • Leads captured from WhatsApp and Meta lead ads
  • Follow-ups automated on WhatsApp
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FAQ

Questions teams ask before they start

It is the WhatsApp side of the platform: you connect your WhatsApp Business number, create Meta message templates, build audience lists, send broadcasts and set up automation flows.

Ready to simplify your customer management?

Connect WhatsApp. Manage your leads. Automate your follow-ups.

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