WHATSAPP CRM

CRM Superpowers Inside WhatsApp

Stop switching between WhatsApp and your CRM. Labels, funnels, deal stages, and contact management—all inside WhatsApp Web. Organize conversations like a pro without changing your workflow.

Unlimited Labels
Custom Funnels
Zero Tab switching
Why WhatsApp CRM?

Organize Chaos Without Leaving Chat

The Problem

WhatsApp is chaos without organization

Hundreds of conversations. No way to know who's a hot lead and who's a tire kicker. Important follow-ups buried in the chat list. Deals scattered across personal notes and memory. WhatsApp wasn't built for sales—but your team uses it anyway.

  • Leads buried in chat list
  • No deal stage tracking
  • Context lost between conversations
  • Manual sync to CRM wastes hours
Get organized →
Search or start new chat
John Doe10:42

Can you send the quote?

4
Sarah Smith09:15

I'm interested in the demo...

2
Tech CorpYesterday

Wait, what's the price?

12
Marketing LeadYesterday

Did you follow up?

Unknown NumberMonday

Hello??

1

Chaos Unleashed

100+ Unsorted Chats • Missing Context • Revenue Slippage

Labels & Funnels

Organize contacts your way

Create custom labels that match how you work. Tag contacts instantly. Build funnels that mirror your sales process. Move deals through stages with a click. Finally, a system for the chaos.

  • Unlimited custom labels
  • Color-coded organization
  • Drag-and-drop funnel management
  • Filter chats by label or stage
See labels in action →
Project Alpha LeadHubSpot Linked
Hot LeadSent QuoteNegotiation

Hi! Just reviewing the proposal you sent via email.

11:02 AM

Awesome! Glad to hear. Any specific questions on the Q4 terms?

11:05 AM

Looking good. Ready to move forward.

11:06 AM
CRM Context
PipelineEnterprise v2
Value$12,400
Type a message...
Always Synced

Updates flow to your CRM automatically

Change a deal stage in WhatsApp, it updates in HubSpot. Add a note in the sidebar, it appears in Salesforce. No double-entry. No forgotten updates. Your CRM finally reflects reality.

  • Two-way CRM sync
  • Contact and deal updates
  • Notes and activity logging
  • Real-time synchronization
See CRM sync →
Encrypted Data Stream
Active Sync
How It Works

Start Organizing In Minutes

No setup required. Start labeling and tracking immediately.

Use Cases

Who Uses WhatsApp CRM?

Sales Reps

Track deals without leaving WhatsApp. Know exactly where each opportunity stands.

  • Pipeline at a glance
  • No app switching
  • Context always visible

Sales Managers

See team pipeline health. Identify bottlenecks and coaching opportunities.

  • Team visibility
  • Stage analysis
  • Performance tracking

Account Managers

Organize customer relationships. Never lose track of who needs attention.

  • Customer segmentation
  • Renewal tracking
  • Relationship management
“We color coded the chat list in one afternoon. Hot leads are red, renewals are purple, and I can finally scroll WhatsApp without reading every single name.”
Lucia Herrera
Lucia Herrera
Sales Lead, Habitat Realty
FAQ

WhatsApp CRM Questions

No. WhatsApp CRM works alongside HubSpot, Salesforce, or Zoho. It adds organization to WhatsApp and syncs with your main CRM. If you are still choosing one, see the Top 7 WhatsApp CRM Integrations.
Unlimited. Create as many labels as you need to match your workflow.
Yes. Labels and funnels can be shared across your team so everyone uses the same organization system.
Yes. Changes in WhatsApp CRM automatically sync to HubSpot, Salesforce, Zoho, and other supported CRMs.
WhatsApp Business gives you ten labels and no pipeline. Here you get unlimited labels, funnel stages, notes on every contact and the whole thing synced to your CRM. The native labels are fine for a solo seller, but they fall over with a team.
Labels live in your Eazybe workspace rather than on one phone, so the same organization shows up on every rep’s WhatsApp Web. A label a teammate adds is visible to the rest of the team within seconds.
Yes. Connect your CRM and current contacts, deals and stages appear in the sidebar next to each chat. There is nothing to export or re-enter, since the sidebar reads from the CRM you already maintain.
Both, and the official API as well through Coexistence. The extension sits on WhatsApp Web, so whichever number you open there gets labels, funnels and CRM sync.
Yes. Sales can run a deal pipeline while support runs a ticket flow, each with its own stages. Reps see the funnels that belong to their team instead of scrolling past everyone else’s.
Everything that synced to HubSpot, Salesforce or Zoho stays there, since your CRM remained the system of record the whole time. Labels and funnels belong to the workspace, so export anything you want to keep before closing it.