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CRM for WhatsApp

They already told you.Keep it beside the chat.

Customer details, interests and the latest private note. Your team can find the context without asking the same questions again.

Start freeSee it in action

Contacts, labels and private notes in every plan.

Marta+52 55 •••• 0136
Yoga
Email
marta@example.com
Interest
Thursday class
Private contact note

Interested in the Thursday beginner class.

Last edited · Sara · today
Last message

Can I join the Thursday class if I am a beginner?

The interest is saved with the contact

A florist checks a booking while arranging a customer bouquet.

Your team sees who is answering.

One number for the team

Customer context, close at hand

AI replies you review

Remember. Find. Continue.

Choose a task. See the result in the product.

Swipe to explore the examples

Remember the customer

Can I join the Thursday class if I am a beginner?

Open the customer record beside the chat.

Marta+52 55 •••• 0136
Yoga
Email
marta@example.com
Interest
Thursday class
Private contact note

Interested in the Thursday beginner class.

Last edited · Sara · today
Last message

Can I join the Thursday class if I am a beginner?

The interest is saved with the contact

Leave the next step

I will check and confirm tomorrow.

Open the customer record beside the chat.

Marta+52 55 •••• 0136
Yoga
Email
marta@example.com
Interest
Thursday class
Private contact note

Price and hours explained. Waiting for confirmation.

Last edited · Sara · today
Last message

I will check and confirm tomorrow.

The team sees the latest private note

Find who to contact

Who asked about yoga classes?

Filter the contacts by the label you added.

Label: yoga
  • MartaThursday class
    Yoga
  • ValeriaAfternoon classes
    Yoga
  • LuisBeginner classes
    Yoga

Check consent before sending a campaign

A focused list for your next campaign, after checking consent.

A customer record that helps you act.

Start with the task your team needs today.

Save what matters

Customer details and labels sit beside the WhatsApp conversation.

Keep a useful private note

The team with access can consult the latest contact note.

Prepare a relevant campaign

Filter contacts and check their subscription preferences before sending.

Contact storage and history limits depend on your plan.

See WhatsApp campaigns
A repair shop team checks a customer pickup at the counter.
Sara is handling this chat

Private note · today

The next person starts with context.

Write down the next step. The latest contact note stays with the customer, with who edited it and when.

See how the team works

StoreOrders with a person responsible

ClassesCustomer context, close at hand

SupportA shift change without losing the thread

Your number. A team ready to work.

Follow the setup steps. Keep the number your customers already know.

  1. Create your account

    Choose a plan for your 7-day trial.

  2. Connect WhatsApp

    Authorize your number through the official Meta setup.

  3. Invite the team

    Share chats and try your first AI reply.

Before you start

  • Meta connection requirements apply. You can review them before connecting your number.
  • Meta messaging fees and external services are separate.
Start freeSee plans and terms

Before you start

Can the customer see private notes?

No. Contact notes are for your team with access to that record.

Can I import contacts?

Yes. Import a contact list and review the data before using it for campaigns.

Does the CRM keep every version of a note?

The contact shows the latest private note, with its author and update time. Keep it useful for the next person.

Give every customer a little more context.

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7 days free. No credit card.