Last updated: 2026-10-12
How to move from the WhatsApp Business app to a CRM
The WhatsApp Business app works well for one person. When a team shares one phone, it's time to move to a CRM — without changing the number customers know.
What stays the same
- Your number — customers keep writing to the same contact.
- The app on the phone, if you connect by QR Code or official API with coexistence.
- Recent chat history, which is mirrored into Veylo.
What changes for the team
- Everyone gets their own login instead of sharing one phone.
- Conversations get owners, stages and tags.
- Automation and reports become possible.
Steps
Subscribe, connect the number, invite the team, set up pipeline stages and tags, and turn on a welcome flow. Most teams switch on the same day.
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