WhatsApp CRM for Sales & Customer Support
Centralize conversations on the official WhatsApp Business API, collaborate seamlessly in a multi-agent shared team inbox, manage visual sales pipelines, and trigger automated follow-ups with WhatsApp automation.
Designed for High-Velocity Collaborative Sales Teams
Shared Team WhatsApp Inbox
Allow 5 to 500+ agents to reply to customer messages from a single official WhatsApp Business number with role-based access.
- Simultaneous multi-agent access
- Internal private notes & mentions (@agent)
- Automated round-robin chat assignment
Visual Kanban Deal Pipelines
Track leads from New Inquiry to Qualified, Proposal Sent, and Closed Won on an interactive Kanban board directly mapped to WhatsApp chats.
- Customizable pipeline stages
- Drag-and-drop deal movement
- Automatic trigger actions on stage shift
Contact Segmentation & Custom Attributes
Tag contacts by purchase intent, location, VIP tier, or product preference for hyper-targeted broadcast outreach.
- Dynamic smart filters & saved segments
- Unlimited custom metadata fields
- Import/Export CSV contact manager
Agent Performance & SLA Analytics
Monitor agent response speed, resolution times, daily conversation volumes, and customer satisfaction scores in real-time.
- First Response Time (FRT) tracking
- Agent resolution leaderboards
- Hourly peak conversation heatmap
Turn WhatsApp Chats into Predictable Deal Revenue
Track every customer conversation from first inbound inquiry to closed-won revenue on an interactive Kanban deal board.
Inbound Capture
Leads from Click-to-WhatsApp ads, website QR codes, and forms auto-create a contact card with source attribution.
Auto-Assignment
Round-robin or skills-based routing assigns the conversation to available sales reps with SLA notifications.
Proposal & Negotiation
Share PDF quotes, catalog products, and dynamic checkout links directly inside the verified WhatsApp chat.
Closed Won & Retention
Trigger automated post-purchase onboarding sequences, request Google reviews, and schedule VIP re-order reminders.
Why Conversational WhatsApp CRMs Drive 3x More Sales
WhatsApp CRM vs Shared Team Inbox
A WhatsApp CRM is focused on managing contacts, leads, customer history, deals, and sales pipelines. A WhatsApp shared team inbox is focused on helping multiple team members manage and respond to customer conversations from one place.
| WhatsApp CRM | Shared Team Inbox |
|---|---|
| Contacts & customer records | Shared conversations |
| Leads & sales pipeline | Conversation assignment |
| Deals & sales stages | Customer support |
| Follow-ups & relationship history | Team collaboration |
| Sales workflow management | Message handling |
When Should You Use a WhatsApp CRM?
A WhatsApp CRM is useful when the primary requirement is managing leads, contacts, customer history, sales stages, deals, and follow-ups. It gives sales reps and managers full visibility into pipeline movement, stage progression, and customer lifetime value.
When Should You Use a Shared Team Inbox?
A shared team inbox is useful when multiple people need to manage, assign, and respond to incoming WhatsApp conversations. It excels at multi-agent customer support, internal notes, collision detection, and routing incoming messages across available agents.
Built on the official WhatsApp Business API, this CRM centralizes multi-agent chat management inside a WhatsApp shared team inbox. Automate lead assignment and follow-up stages with WhatsApp automation, or let an AI WhatsApp agent qualify prospects before sales reps take over.
WhatsApp CRM Questions
Empower Your Sales Team on WhatsApp Today
Start managing chats, deals, and team workflows in one unified CRM platform.