CRM inbox
View WhatsApp conversations, reply from the dashboard, track unread messages, and manage contact profiles.
Built for WhatsApp sales teams
Turn WhatsApp enquiries into tracked sales opportunities.
WhatsCRM helps businesses manage WhatsApp conversations, assign leads to sales users, understand buyer intent with AI, and follow up before opportunities go cold.
WhatsApp Cloud API ready
Team inbox
AI sales insights
Can we arrange a demo and quotation this week?
Yes, I can prepare the proposal and confirm a time.
Type a WhatsApp message
Capture new chats
Store WhatsApp messages received or sent after API connection.
Route every lead
Assign enquiries by receiving WhatsApp number or sales ownership.
Follow up on time
Use manual and AI-suggested reminders to reduce lost leads.
Product
One workspace for WhatsApp sales operations.
The platform supports manual sales conversations first, then adds AI guidance, team control, and reporting around the normal WhatsApp workflow.
AI sales analysis
Summarize customer needs, buyer stage, urgency, decision barriers, and the next recommended sales action.
Follow-up reminders
Create manual reminders or let AI suggest follow-ups based on the conversation context and requested timing.
Sales access control
Give superadmins full control while limiting sales users to assigned leads and masked phone numbers when needed.
Quick replies
Prepare approved response templates and insert them with slash commands during live customer chats.
Lead reporting
Monitor hot, warm, cold, closed, and lost leads with dashboards for activity, follow-up, and team workload.
How it works
Connect WhatsApp, then manage the sales process.
1
Connect WhatsApp Business Platform
Admins connect a WhatsApp Cloud API number, configure the webhook, and save the phone number credentials.
2
Receive and reply to enquiries
New inbound messages appear in the CRM inbox and can be assigned to the right salesperson.
3
Use AI to support the team
AI generates sales summaries, buyer funnel signals, suggested replies, and follow-up recommendations.
4
Track leads to outcome
Teams update lead status, notes, tags, and reminders so managers can see which opportunities need action.
Platform data use
Built for client-controlled WhatsApp data.
We use WhatsApp Platform Data only to provide the CRM service selected by the client: showing conversations, contact details, message statuses, assignment, reminders, AI summaries, and reply suggestions for the client's own team.
We do not sell Platform Data, use it for unrelated advertising, or share one client's conversation data with another client. Data access is controlled by user permissions.
Security and privacy controls
- Superadmin and salesman access levels.
- Optional phone number masking for sales users.
- Client-level separation of WhatsApp numbers and conversations.
- Webhook payload storage for debugging and audit review.
- Contact export controlled by superadmin permission.
Get started
Prepare your WhatsApp sales team for faster follow-up.
Request access to configure WhatsApp Cloud API, connect sales users, and start tracking customer conversations from the CRM dashboard.