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

Custom Labels

Create unlimited labels to categorize contacts. Hot lead, follow-up needed, VIP—whatever works for you.

Deal Funnels

Track opportunities through stages. See your pipeline at a glance without opening another app.

Contact Notes

Add notes and context to any contact. Never ask "who is this?" again.

CRM Sync

Changes sync to HubSpot, Salesforce, or Zoho automatically. Single source of truth.

Pipeline Visibility

See how many deals are in each stage. Track conversion rates and bottlenecks.

Team Collaboration

Share labels and funnels across your team. Everyone sees the same organization.

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
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
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
Encrypted Data Stream
Active Sync
How It Works

Start organizing in minutes

No setup required. Start labeling and tracking immediately.

01

Create Labels

Build your label system in the sidebar.

02

Tag Contacts

One-click labeling on any conversation.

03

Track Pipeline

Watch deals move through your funnel.

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
FAQ

WhatsApp CRM questions

No. WhatsApp CRM works alongside HubSpot, Salesforce, or Zoho. It adds organization to WhatsApp and syncs with your main CRM.

Stop losing deals in chat chaos

Organize your WhatsApp like a CRM. Track deals without switching apps.

14-day free trial • Unlimited labels • CRM sync included

Ready for Lift Off

WhatsApp AI Agents for
Sales Teams

See every WhatsApp conversation inside your CRM. Qualify leads with AI, detect deals going cold, and automate follow-ups — all with a WhatsApp AI Agent that works 24/7.

No credit card required

Enterprise-Grade Security
Meta

Meta Business Partner

Verified Integration

GDPR Ready

Fully Compliant Data Processing

Compliant

Bank-Grade Security

SSL & 256-bit Encryption

Trusted by regulated industries: financial services, healthcare, insurance