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Features

A CRM that starts where your customers already are

Most CRMs treat WhatsApp as an integration bolted on the side. Here it is the front door: an inbound WhatsApp or Instagram message creates a lead contact automatically, the whole conversation history attaches to that record, and every downstream automation — reminders, follow-ups, win-back — runs off the same data.

What happens without anyone doing anything

The most expensive lead is the one nobody logged. These run on inbound message alone.

  • A new inbound conversation creates a contact marked as a lead
  • Conversation history attaches to the contact permanently
  • Tags, custom fields and lifecycle stage on every record
  • Lead scoring that rises with real engagement and fires threshold events
  • Pipeline stages, including a 10-stage Instagram sales pipeline
  • Segments built from behaviour, not just static lists

Automations that fire on business events

Automation triggers are not limited to messages. A booking confirmed, an invoice going overdue, a payment received, stock dropping below a threshold — each can send a WhatsApp message, add a tag, assign an owner, create a lead, update a field, call a webhook, or wait and then do something else.

  • Appointment reminders 24 hours and 1 hour before, with one-tap confirmation
  • Payment reminders that escalate in tone as an invoice ages
  • Review requests that fire after payment is received
  • Birthday and loyalty rewards
  • Low-stock alerts to the owner
  • Multi-step drip sequences with delays between steps

One customer record, not five

Because the CRM, the inbox, the invoice, the booking and the loyalty balance all reference the same contact, you never reconcile a WhatsApp lead against a spreadsheet against a billing app. That is the practical difference between a WhatsApp tool and a business that runs on WhatsApp.

Automation triggers available
TriggerTypical use
Inbound message receivedInstant acknowledgement, out-of-hours reply
Keyword matchRoute "price" to a pricing flow, "hours" to opening times
Instagram comment or story mentionAuto-DM the commenter with a link
Booking created or confirmedConfirmation, then reminders before the slot
Invoice overdueEscalating payment reminders
Payment receivedReceipt, review request, loyalty points
Stock below thresholdAlert the owner

Frequently asked questions

Do I have to add WhatsApp leads to the CRM manually?

No. An inbound WhatsApp or Instagram message from an unknown number creates the contact automatically, tagged as a lead, with the conversation attached.

Can I connect this to my existing CRM?

There is a REST API with API keys and outbound webhooks signed with HMAC, plus Zapier and Make compatibility. Named one-click connectors for HubSpot, Zoho and Salesforce are not built yet.

What is lead scoring based on?

Real engagement signals — replying, clicking, browsing your catalogue, returning. Crossing a score threshold emits an event you can hang an automation off, such as alerting a salesperson.

Related

Put your business on WhatsApp properly

Connect your number through Meta Embedded Signup, keep ownership of your WhatsApp Business Account, and pay Meta directly for messages — we never add a markup.