Last updated: 2026-10-12

How to choose a WhatsApp CRM

Most WhatsApp CRMs look similar in a demo. These questions separate the ones that fit your operation.

Connection

• Does it support Meta's official API? Coexistence? QR Code?
• Can you keep your current number?
• Does it include Instagram Direct and Messenger?

Team

• Individual logins, owners and permissions?
• Automatic lead assignment?
• How is pricing affected as the team grows — per user or per plan?

Sales

• Pipeline with values and forecast?
• Follow-ups, reminders and scheduled messages?
• Reports per salesperson and response time?

Automation and safety

• Visual flows and an AI agent you control?
• Broadcasts with pacing, number validation and opt-out handling?
• Mobile app for the team?

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