WhatsApp CRM
The customer record
behind every chat.
Most WhatsApp sales happen in chats nobody can search. A CRM built into the inbox keeps who the customer is, what they asked about, what they bought and who is handling them, right next to the conversation.
01 — What it is
Growth
What is WhatsApp CRM?
A WhatsApp CRM stores each customer who messages your business as a contact record, with their conversation, tags, notes, orders and lead status, so a team can follow up and report on WhatsApp sales. In Xenwap it is part of the inbox rather than a separate tool you have to sync.
- 01Customer details live in one salesperson's phone.
- Every contact is a shared record with name, number, email, tags and notes the whole team can see.
- 02Interested buyers are forgotten after the first chat.
- Buying intent becomes a lead that moves New, Contacted, Qualified, Converted, and is flagged when it goes untouched.
- 03Nobody updates the pipeline after a sale.
- When a lead's contact places an order, the lead is marked converted by itself.
- 04Two people reply to the same customer.
- Each chat is assigned to one person and carries a status, with internal notes the customer never sees.
- 05The CRM and WhatsApp never quite match.
- The record and the chat are the same thing, so there is nothing to sync.
02 — How it works
5 steps
How it works,
step by step.
01
A customer messages you
A contact is created or matched from the phone number, including chats from Messenger and Instagram in the same inbox.
WhatsAppMessengerInstagram02
They are tagged and noted
Tags come from your team, chatbot rules or flow steps, and a tag can start a follow-up sequence.
TagsNotes03
Interest becomes a lead
Leads carry what the customer was interested in and a short summary of the conversation.
Pipeline04
Someone owns the follow-up
Assign the chat, set its status, and get reminded when a lead goes stale.
05
The sale closes the loop
An order marks the lead converted and adds to the contact's history and value.
OrdersReports
03 — What you get
8 capabilities
The details
that make it work.
Contact records
Name, number, email, tags, notes, interests and full chat history.
Lead pipeline
New, Contacted, Qualified and Converted, with stale-lead flags.
Automatic conversion
Leads close themselves when the customer orders.
Assignment and status
One owner per chat, with Open, Pending and Resolved states.
Groups and import
Import contacts from CSV or Excel and sort them into groups for campaigns.
Order history
Orders from chat and from your Shopify or WooCommerce store on the same contact.
Roles and permissions
Five roles with an editable permission matrix decide who sees what.
Connect other tools
Webhooks, the REST API, Zapier, Make and Google Sheets.
04 — Who it fits
Growth
Who it is
built for.
- 01
Sales teams selling on WhatsApp
A pipeline that reflects the chats, not a spreadsheet updated on Fridays.
- 02
Real estate agencies
Every enquiry from an ad followed up and owned by an agent.
- 03
Education and admissions
Prospective students tracked from first question to enrolment.
- 04
Online stores
Repeat buyers and their order history next to the conversation.
05 — Answers
Common
questions.
Something not covered here? Tell us how you work today and we will tell you honestly whether this fits.
Talk to us01What is a WhatsApp CRM?
A system that keeps each customer who messages you on WhatsApp as a record, with the conversation, tags, notes, orders and lead status, so a team can follow up and see what is converting.
02Does it work with HubSpot or Salesforce?
Not with a built-in sync. You can send contacts, leads and orders to other CRMs through webhooks, the REST API, Zapier or Make.
03Can several salespeople use one WhatsApp number?
Yes. Everyone works the same number from a shared inbox, and each chat is assigned to one person.
04Can I import my existing contacts?
Yes, from a CSV or Excel file.
05Do leads have to be updated by hand?
No. A lead is marked converted when the contact places an order, and untouched leads are flagged.
Keep reading
Related features
- GrowthBulk messaging & campaignsSend WhatsApp bulk messages to thousands of opted-in customers with approved templates, scheduling, speed control, STOP opt-outs and delivery reports.
- GrowthFollow-up sequencesAutomatic WhatsApp follow-ups: a series of timed messages started by a first message, an ad click, a tag or an order. Stops the moment the customer replies.
- AutomationZapier & MakeConnect WhatsApp to 6,000+ apps with Zapier or Make. Triggers for new messages, orders, forms and bookings; actions to send messages, tag and enrol contacts.
WhatsApp CRM
See it working
on your own number.
Connect a number with a QR scan or the official Cloud API, and switch this on from the dashboard. No developer needed.