Use Case

Manage every lead and customer right inside WhatsApp

Turn WhatsApp into your sales CRM โ€” capture leads, auto-reply, send brochures and quotes, run follow-up sequences and hand off to your team, all from one shared, trackable inbox.

WhatsApp
Hi, I need a quote for a sprinkler system.
Sure! Sharing our brochure now. ๐Ÿ“„ Could you share your floor area?
Brochure.pdf
Auto-replied ยท template compliant
98%
Open rate
<1 min
Auto-reply
1
Shared inbox

Everything you get with WhatsApp CRM

Run your sales on WhatsApp.

Lead capture in chat

Every WhatsApp enquiry becomes a tracked lead with full history โ€” nothing lost in personal phones.

Auto-replies & brochures

Greet leads instantly and deliver brochures and quotes with compliant templates.

Follow-up sequences

Multi-step nudges keep conversations alive until the customer replies or converts.

Shared team inbox

Your whole team works one WhatsApp inbox with assignment and handoff.

Broadcasts & analytics

Send segmented broadcasts within daily caps and track opens, replies and conversions.

Meta compliant

Approved templates, opt-outs and rate limits keep your number healthy and unblocked.

Shared WhatsApp inbox & lead timeline

Screenshot slot ยท drop image at /solutions/whatsapp-crm.png

Why teams choose it

  • Reach customers where they actually reply
  • Stop losing leads in personal WhatsApp accounts
  • Give your team one shared, trackable inbox
  • Keep your number safe with built-in compliance

How it works

Up and running fast โ€” we handle the heavy lifting.

01

Connect WhatsApp

Link your WhatsApp Business number and approved templates in a guided setup.

02

Automate the inbox

Auto-replies, brochures and follow-up sequences run while your team handles the rest.

03

Sell at scale

Track every lead, broadcast to segments and convert โ€” all inside WhatsApp.

Frequently asked questions

Every chat becomes a tracked lead in a shared team inbox, with auto-replies, follow-ups, broadcasts and analytics on top.

Works even better together

Ready to put WhatsApp CRM to work?

Book a free demo and see it running on your business in 48 hours. 7-day trial, no credit card required.