Last updated: 2026-10-12
What is a WhatsApp CRM?
A WhatsApp CRM is software that turns WhatsApp conversations into an organized sales and service operation: every chat linked to a customer record, an owner, a stage and a history the whole team can see.
What it usually includes
- A shared inbox where several people answer the same number.
- Customer records with tags, notes and history.
- A sales pipeline with stages and deal values.
- Automation: welcome flows, qualification, AI agents, follow-ups.
- Broadcasts and approved templates.
- Reports on leads, conversion and response time.
Who needs one
Any business where more than one person talks to customers on WhatsApp, or where leads arrive faster than one person can answer. It's also the step after the WhatsApp Business app becomes too small.
What to look for
- Support for Meta's official API (and ideally QR Code too).
- Team permissions and individual logins.
- Automation you can build without code.
- Reports your managers will actually read.
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