Built-in CRM

Know every caller: CRM built into WhatsApp

Customer profiles, deal pipeline, tasks and automations live next to your calls and chats — so the person answering always has context, and follow-ups never slip.

  • Customer profiles with custom fields and full history
  • Visual sales pipeline with drag-and-drop stages
  • Tasks and follow-up reminders for your team
  • CSV import/export, duplicate detection and merge

A CRM that talks to your phone system

Profiles & custom fields

Store any attribute per customer with owner-defined custom fields; view calls, chats and orders on one timeline.

Pipeline

Track deals across stages on a drag-and-drop board and report on conversion.

Tasks

Assign follow-ups with due dates so no lead goes cold.

Automations

Trigger actions from events — keep data flowing without manual work.

Clean data

Bulk import/export CSV, find duplicates and merge them safely.

Reports

Understand volume, outcomes and team performance at a glance.

Frequently asked questions

Is the CRM included or an add-on?

It is part of the same platform and dashboard — customers, pipeline, tasks, reports and automations ship with the product, gated by your plan.

Can I import my existing customers?

Yes — bulk CSV import with upsert, plus export at any time. Duplicate detection and merge keep the book clean.

Does the CRM connect to calls and chats?

Yes — the CRM lives beside the call center, live chat and campaigns, so contact names personalize broadcasts and agents see who is calling.

Can I add my own fields?

Yes — owners define custom fields (text, numbers, dates and more) that appear on every customer profile.

Is there an API?

The platform exposes a scoped public API with API keys and signed webhooks, so external systems can read calls and push order-confirmation jobs.

Ready to try it on your own number?

Create your workspace, link a WhatsApp number by QR and go live in minutes — no Meta approval, no per-message API fees.