Solutions
Built for teams that work on WhatsApp.
Whether you sell, serve or renew, the same CRM adapts to how your team works.
For sales teams
Give every salesperson a clear list of leads — and a reason to follow up.
When leads arrive on WhatsApp, ads and your website, it is easy to lose track. Bring them into one pipeline, route them to the right person and make sure every next step has a reminder.
Sound familiar?
- Leads sit in personal phones and nobody knows who replied
- Follow-ups depend on memory
- Managers can't see who is working which lead
- Targets are tracked in spreadsheets
Route leads automatically
Campaigns distribute incoming leads across agents by mode and priority, or let agents claim them.
Campaigns (Lead Routing)Work from one shared inbox
Every WhatsApp conversation sits in the team inbox, assigned to the right person, with the lead profile alongside.
WhatsApp Team InboxNever miss a follow-up
Schedule follow-ups and tasks against any lead, with push reminders before they are due.
Follow-upsTrack targets on money received
Set targets per salesperson and measure progress against payments actually received.
Targets & PerformanceEquip calling and field staff
The Android executive app logs calls natively and opens WhatsApp or email from a lead in one tap.
Executive Mobile App
For agencies
Run lead handling for several businesses without mixing their data.
Agencies that capture and qualify leads for clients need each business kept separate. Switch between businesses from one login and keep every client's leads, team and integrations in their own space.
Sound familiar?
- Each client needs its own pipeline and team
- Leads from many ad accounts must land in the right place
- Clients' data must never be visible to other clients
Agency account and business switcher
Use the Agency account type and move between client businesses from a single login.
Roles, Permissions & SecurityCapture leads from each client's ads
Connect Facebook Lead Ads pages per business so leads flow into the right CRM automatically.
Lead Capture & IntegrationsSeparate campaigns and agents
Give every client campaign its own agents, routing rules and tag summary.
Campaigns (Lead Routing)Fine-grained roles
Create custom roles and set View, Add, Edit and Delete permissions per feature.
Roles, Permissions & Security
For support teams
Answer customers where they already message you — and track every issue.
Customers expect to reach you on WhatsApp. Handle those chats in a shared inbox, raise tickets for anything that needs follow-through and keep your team in sync with built-in chat.
Sound familiar?
- Support chats are spread across personal numbers
- Issues are promised a fix and then forgotten
- Internal discussion happens in a separate app
Shared WhatsApp inbox
Assign conversations, mark them open or resolved and see the customer's history in the side panel.
WhatsApp Team InboxA ticket desk next to the CRM
Track issues by type, category and product, with comments and file attachments.
Support TicketsTickets from your own site or app
Create tickets automatically through the public ticket API.
Support TicketsInstant answers to common questions
Keyword auto-replies respond to frequent questions and can label or route the conversation.
AutomationTeam chat by project
Discuss issues in Slack-style channels with file sharing and live updates.
Team Chat
For subscription businesses
Know who is up for renewal before they lapse.
If your customers pay on a recurring basis, renewals are where revenue is won or lost. See who is expiring, remind them automatically and record why customers leave.
Sound familiar?
- Renewal dates live in spreadsheets
- Nobody follows up until the subscription has already expired
- There is no record of why customers were lost
Subscriptions by status
See Expiring, Active, Expired, Renewed, Lost and Cancelled customers in separate tabs.
Subscriptions & RenewalsAutomatic renewal reminders
Reminders go out before a subscription is due, so your team can act in time.
Subscriptions & RenewalsPayments against each contact
Record payments and deals on the customer's profile, alongside your product catalog.
Deals, Payments & ProductsReasons for every lost customer
Mark a subscription as lost with a reason, so you can see patterns over time.
Subscriptions & Renewals
Ready when you are
Tell us how your team works. We'll show you the fit.
Message us on WhatsApp or start a free trial and connect your number.
- Official Meta WhatsApp Cloud API
- Guided number setup
- Web CRM + Android app