Compatible with HubSpot, Salesforce, Zoho & more

Powering sales conversations
across WhatsApp and calls.

Your reps build relationships. AI agents qualify leads and follow up.

Personal WhatsAppWhatsApp BusinessWhatsApp APISIM-based callsVirtual calls
HubSpot
4.6Customer rating on HubSpot
2,000+Sales teams
40+Countries
MetaBusiness Partner

Trusted by 2,000+ sales teams worldwide

Auto Sync Conversations to your CRM

Keep selling on personal WhatsApp, WhatsApp Business and calls. Bring connected conversations, files and supported call activity onto the right customer record.

Your existing numbers

Personal WhatsApp, the Business app or the API. Nothing to migrate, no new phones.

Personal WhatsApp
WhatsApp Business
WhatsApp API
SIM-based calls
Virtual calls
Team InboxAll conversations
Channels⌄Assignee⌄
CM
Carolina Méndez

Please send the updated quote.

WhatsApp
RL
Rafael López

Thanks for the follow-up call.

WhatsApp
AK
Aisha Khan

I’d like to know more.

WhatsApp
CM
Carolina MéndezWhatsApp · Personal
Assignee Diego⌄● Open
TODAY

Please send the updated quote.

Outbound call11:00 · 6 min · Completed

Of course, Carolina. Sending it over now.

Synced to customer record
Type a message…

Full conversation history

Bring supported messages, group chats, files and voice notes together, linked to the right contact, deal or company.

Personal WhatsApp
WhatsApp Business
WhatsApp API
SIM-based calls
Virtual calls
Customer historyCarolina Méndez
CM
Carolina MéndezWhatsApp · Personal
Assignee Diego⌄● Open
TODAY

Please send the updated quote.

Updated-quote.pdfPDF · 240 KB
▶
0:28
Type a message…

Seamless handovers

Keep synced business history available for the next owner, under your retention and access settings. The rep keeps their personal number.

Personal WhatsApp
WhatsApp Business
WhatsApp API
SIM-based calls
Virtual calls
Team InboxConversation ownership
CM
Carolina MéndezWhatsApp · Personal
Assignee Ana⌄● Open
CONVERSATION HISTORY

Please send the updated quote.

Outbound call11:00 · 6 min · Completed
ASSIGN CONVERSATION
DDiego Previous owner→AAna New owner

Conversation reassigned to Ana

History stays with the conversationMessages · Files · Call activity

Team performance

Track conversation volumes, response times and unanswered chats. Give managers a clear view of team activity.

Personal WhatsApp
WhatsApp Business
WhatsApp API
SIM-based calls
Virtual calls
Team activityIllustrative data · Today⌄
Total conversations24
Avg. response time4 min
Unanswered2
Conversation volumeLast 7 days
Mon
Tue
Wed
Thu
Fri
Sat
Sun
Needs attention2 conversations
CMCarolina MéndezWhatsAppAwaiting reply
AKAisha KhanWhatsAppAwaiting reply

Have AI mine insights from your conversations

Tell AI what matters to your business: needs, budget, objections, urgency or next steps. Turn connected WhatsApp chats and calls into structured information your team can use.

Map AI insights to supported fields on contacts, deals, tickets and custom objects. Keep each workflow connected to the right record.

Filter and report on customer needs, buying intent and recurring issues. Use the findings to improve sales, support and internal processes.

Use AI-populated fields in CRM workflows to notify owners, flag urgent requests and track response or resolution SLAs.

WhatsAppCarolina
“We need 12 vehicles.
Our budget is $18,000.”
✧ AI PropertiesUpdated ✓
Fleet size12 vehicles ✓
Budget$18,000 ✓
↗   Saved to Carolina’s deal

Every lead answered in seconds —on WhatsApp and on the phone

AI agents on your own WhatsApp number that already know the deal — because Sales Intelligence has read every chat and call. They reply, call back with Voice AI, book the meeting and hand over to your rep the moment it matters.

✦ CONVERSATION CONTEXT

Knows the stage, the owner and every past WhatsApp chat

Reply on WhatsApp. Book the meeting.

CM
Carolina MéndezCustomer record
Deal stage
Quote shared
Owner
Diego
Fleet size
12 vehicles
WHATSAPP · CAROLINA

Can we talk through the quote?

→AI uses
this context
✧
AI AgentReplying on WhatsApp
Of course, Carolina. I have the quote for your 12 vehicles.

I can arrange a call with Diego to go through it.

What time works for you?
✓   A reply that knows the customer
◷ MEETING BOOKING

Book the meeting.

Move the conversation to the next step.

WHATSAPP · CAROLINA
Tomorrow at 2:30 PM works.
SALES CALL
◷
Tomorrow · 2:30 PMCarolina + Diego
✓
✦ CRM UPDATES

Updates the deal, notes and tasks for your reps

Keep the deal, notes and tasks connected.

CONVERSATION
The quote looks good.
Let’s move forward.
DEAL · CAROLINA
Stage Ready to buy ✓
Note Quote accepted ✓
Task Diego to follow up ✓
◉ VOICE AI

Calls leads back with Voice AI and logs every call

Carolina is calling. Eazybe AI is picking up.

VOICE AI · CAROLINA
↗Follow-up call
06:00 · Completed
CALL ACTIVITY
▶ RecordingOutcome logged ✓
↗ HUMAN HANDOFF

Sends hot leads straight to the right rep

Hand over the conversation when it matters.

WHATSAPP · CAROLINA
I’m ready to proceed.
Can I speak to your team?
ASSIGN CONVERSATION
AI→D
DiegoAssigned ✓
Conversation history included
Hot lead assigned to Diego ✓

The CRM you already pay for — finally fed by WhatsApp

Pick yours and see exactly where every WhatsApp chat, call and insight lands.

Conversation history

Keep WhatsApp conversations linked to the customer record.

Call activity

Keep call details and follow-ups alongside the conversation.

AI-populated fields

Turn conversation insights into supported CRM fields.

HubSpot product-inspired preview
HubSpot · Product-inspired previewOpen full-size image

WhatsApp and Calling Workflows, Connected.

Broadcasts, CRM-triggered follow-ups and calling that run on the number your customers already know — with every reply, call and outcome back on the record.

01 / Your number, upgraded

Keep the number your customers already know. Add campaign power to it.

No new SIM, no new app, no lost chats. Your team carries on in WhatsApp.

Approved templates and a rising send limit keep the number healthy.

The same number can now run campaigns, CRM triggers and AI agents.

Reps keep the app and the history
+34 612 555 018 · unchangedSame number
Hola Ana, ¿me pasas la cotización?
Claro, se la envío ahora mismo.
Perfecto, gracias.
2,418 chats keptSame app on the phone
✓ Nothing changes for your reps.
Illustrative product view · sample data
02 / Broadcasts

Reach thousands on WhatsApp in one send — each message written for one person.

Pull a CRM segment or upload a list. Thousands of contacts, one send.

Name, policy, renewal date and owner come straight off the record.

Estimated cost before you send; delivered, read and replied after.

Send to a whole segment at once
AudienceCRM segment
4,820contacts · renewals due in 30 days
Sending from +34 612 555 018Tomorrow, 10:00
✓ One send. 4,820 conversations.
Illustrative product view · sample data
03 / CRM workflows

Let your CRM decide who gets the next WhatsApp — and who gets a call.

Quote sent and no reply in three days? The follow-up goes out on its own.

The customer sees their own rep, not an unknown business line.

The sequence ends the moment they answer, and the CRM records it.

Trigger on a stage, a field or silence
Workflow48 enrolled today
Quote sentdeal stage
→
3 daysno reply
→
WhatsAppsent automatically
Runs every hourBusiness hours only
✓ Nobody has to remember the follow-up.
Illustrative product view · sample data
04 / Bulk dialling

Your reps work a call list, not a phone book.

Renewals, no-shows, new leads — the queue builds itself from your CRM.

From the browser or the phone, with the customer’s history on screen.

One tap sets the outcome and the next step, then the next contact dials.

Load a CRM list and start dialling
Call queue · renewals1 of 48
CMCarolina MéndezRenewal 14 Mar · quote €18,400Dialling
RPRafael PintoRenewal 2 Apr · no replyNext
ASAisha SiddiquiRenewal 9 Apr · new quoteQueued
Worked through1 of 48
✓ The list dials itself, one after another.
Illustrative product view · sample data
05 / Auto calling

The calls nobody has time to make, made automatically.

Missed calls, cold lists and reminders get dialled in your working hours.

The AI voice asks your questions, answers theirs, and books the meeting.

Hot leads go to the right rep with everything already written down.

Call a whole list without a rep
Auto-calling campaignRunning
312missed calls and silent leads, called back today
09:00 – 18:00 localSpanish voiceStops when they answer
✓ Every number called back the same day.
Illustrative product view · sample data

Your conversations. Your controls.

Only business chats you pick, under your access controls.

You choose what gets synced.
Please send the updated quote.Business chat · Selected for sync
✓
Personal conversationNot selected · Not synced
—
Let’s schedule our sales call.Business chat · Selected for sync
✓
Private groupNot selected · Not synced
—
The proposal is ready to review.Business chat · Selected for sync
✓
Personal plansNot selected · Not synced
—
Only selected business conversations enter your team workspace.

Business chats you pick

Choose the business conversations to sync.

Private conversations

Only selected business chats are synced.

Access controls

Keep business conversations under your access controls.

Know what connects.

Your questions about conversations, calls and access.

01Are private chats synced?

Only business chats you pick, under your access controls.

02Which phones capture SIM calls?

Android only; virtual numbers have separate requirements, confirmed in a demo.

03Is Cloud API required?

No — only for workflows that need it.

04What if a rep leaves?

Records stay for the next owner, per retention settings; the rep keeps their number.