Map the conversation
We look at how a lead arrives today and what normally happens after the first message, including who answers and when.
WhatsApp CRM: turn chats into pipeline.
If your sales happen on WhatsApp, the CRM has to live there too. We connect the conversations to the pipeline so a chat stops being a dead end.
What changes when WhatsApp is in the CRM.
Today, a conversation lives inside one phone. When that person is on vacation, the thread freezes. When they leave the company, the history leaves with them. Connecting WhatsApp to the CRM fixes that: the conversation is attached to a company record, has an owner, and carries a next step.
- Every new chat creates or updates a contact
- The conversation is visible to the team, not one device
- An owner and a next step are assigned from the first message
- Nothing is lost when someone is out or leaves
What we do not do.
We do not turn WhatsApp into a spam cannon. The agent qualifies and routes; a human closes. Automated messages are limited to what you would say anyway: acknowledging receipt, asking the missing question, booking a call.
Who it is for.
The pattern is easy to recognize: most of your leads arrive on WhatsApp, they arrive fast, and they die quietly. If your team cannot answer who is responsible for a conversation that started three days ago, this is the missing piece.
- Service businesses that sell through chat
- Teams where more than one person answers the same number
- Owners who lose leads when the phone holder is unavailable
- Operations that need a record of what was promised, and when
Where it fits in the package.
WhatsApp wiring is included from the Growth tier ($12,000 USD), together with the full AI agent, automated follow-up and the owner dashboard. Launch ($7,500) covers the CRM, pipeline and forms without the messaging integration.
What the first month looks like.
We map how a lead moves today, connect the number, define what the agent may handle alone, and set the routing rules so nothing commercial is answered by a machine. Your team keeps working in WhatsApp; the difference is that the pipeline now fills itself.
Why this beats a shared inbox.
A shared inbox solves visibility but not ownership or follow-up. Two people still read the same thread, nobody is accountable for the next step, and there is no pipeline to review on Monday. The CRM turns the same conversations into structured opportunities you can measure.
What the agent should never answer.
Pricing exceptions, delivery commitments, complaints and anything clinical or legal are routed to a person. The agent acknowledges, asks the missing question and offers a time to talk; it does not negotiate and it does not improvise an answer it cannot back.
We write those limits with you during setup and they are part of the configuration, not a promise in a proposal.
How the connection works.
Connect the number
We wire your existing business number to the CRM, so customers keep writing to the same place.
Define the rules
What the agent may answer alone, what must be routed to a person, and when a booking is offered.
Launch and tune
The team keeps working in WhatsApp; the pipeline starts filling itself. We adjust the rules for 30 days.
WhatsApp in the CRM vs. WhatsApp alone.
| Design X AI (custom) | Per-user SaaS | |
|---|---|---|
| History | Attached to a company record, visible to the team | Locked inside one person's phone |
| Ownership | Every conversation has an owner | Whoever happened to be online |
| Continuity | Survives vacation and turnover | Leaves with the employee |
| Follow-up | Next step recorded and reminded | Depends on memory |
| Measurement | Response time and conversion by stage | Impossible to reconstruct |
| Scaling | More volume without more chaos | More phones, more confusion |
Before you decide.
Can you connect our existing WhatsApp number?
Yes. We connect the business number you already use, so customers keep writing to the same place.
Does the agent reply on its own?
It replies only within the rules we define with you: acknowledgment, missing questions and booking. Anything commercial or sensitive is routed to a person.
Which tier includes WhatsApp?
WhatsApp wiring and the full agent are included from the Growth tier. The Launch tier covers the CRM and forms.
Do we need a per-user license?
No. It is a one-time payment and the system is yours; there is no per-user fee.
Can several people answer the same number?
Yes. Conversations are assigned to an owner, and the team can see who is handling what.
What happens when someone is on vacation?
The conversation history stays in the CRM and can be reassigned without losing context.
Get a written scope in 48 hours.
Tell us how prospects currently arrive and where they get lost. We return a fixed-scope proposal with no commitment.