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The fastest way to reach us — and a chance to see the WhatsApp channel the platform is built around.
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Tell us whether you need the WhatsApp CRM, the CRM or both, and how many people will use them, and we will come back with a recommendation and a quote.
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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.
Yes. Leads are captured from WhatsApp and Meta lead ads, assigned to your team, and tracked through an opportunity pipeline. Each lead keeps its contacts, notes, meetings, attachments and tasks.
Yes. The flow builder lets you design automated conversations with messages, questions, conditions and delays, including buttons, lists, voice and images.
Yes. Build an audience from an uploaded Excel or CSV file, choose an approved template, schedule the broadcast, and then review sent, delivered, read and failed counts.
Yes. The CRM has follow-up tasks, task boards, meetings and reminders, with a calendar view, so every lead has a next step.
Yes. Your team can work in the CRM together, and new leads can be distributed among them automatically.
WhatsApp conversations and Meta lead ads feed the CRM, where each lead gets an owner and a pipeline stage. Automation flows and templates then keep the follow-up going on WhatsApp.
Yes. The platform connects to the WhatsApp Business Platform through Meta, so you configure your own WhatsApp Business account and get your message templates approved.
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