WhatsApp CRM
Cloud API messages, media and replies
Meta API
Every “how much?” is a deal you're about to lose.
Spot ready-to-buy customers, keep one profile across every DM, and follow up from one calm workspace.
Sign up in minutes. No servers to install.
WhatsApp CRMInstagram CRMFacebook Messenger CRMBuying-intent scoringCross-channel contact mergingChat sentiment & urgencyBudget & product extraction24-hour window trackingBulk WhatsApp template campaignsSegment builderShared team inboxSales pipeline automationOpt-out complianceHosted SaaS — no servers to run
Signal
Fifty chats a day. Three of them are money.
- Ranked by intent“Send the invoice” outranks “nice pics”.
- Nothing slips pastBudgets, products and order numbers, lifted out of the text.
- Sharp on day oneAnalysis runs automatically. Stronger AI upgrades scoring in the background.
Inbound
Saw your oak table on the reel — price for the 6 seater? Budget's around $2,400. Reach me at priya.raman@example.com
↓ what the CRM keepsintentPricing inquiry
signal60 / 100
detailspriya.raman@example.com · $2,400 · oak table
tagspricingbudget-mentioned
→ Matched to her WhatsApp record · moved to Qualified
Three networks, one workspace
Three channels. One customer.
Three channels flow into one customer record.
Instagram CRM
DMs, story mentions, replies and shared posts
Facebook Messenger CRM
Page messages, postbacks and reactions
One customer
One buyer. Not three cold leads.
- Handles resolve themselvesAn email typed mid-chat links all three accounts.
- Context before you typeEvery channel, every quote, one screen.
- Never the wrong twoSame phone, different emails? Still two people.
How it works
Live the same day you sign up.
1
Connect your channels
Link WhatsApp, Instagram and Messenger.
2
Chats become contacts
Each DM becomes a scored customer signal.
3
Send bulk follow-ups
Pick an audience and send the follow-up.
Campaigns
Send bulk messages to everyone who nearly bought.
- Target the signalIntent, budget or time since reply.
- Preview the peopleSee real names before sending.
- Follow every replySent, read and replied in one view.
Asked a price, never bought
MATCH ALL
Last intentis any ofPricingPurchase intent
Pipeline stageis notWon
MATCH ANY
Budget mentionsis known
Lead scoreat least60
Already senthas none ofAutumn preview
Worth another message184
Before you send · 2 of 5 reachable
Priya Raman
will sendMeera Shah
skippedQuiet 6 days — needs a template
Tom Becker
excludedAsked you to stop
The clock
24 hours. Then it costs you.
- Counted per conversationThe inbox warns you before you type, not after Meta refuses.
- Told upfront, not afterCampaigns name everyone they can't reach, and why.
- Opt-outs stickCaught in the chat itself. Honoured everywhere, forever.
The rest of it
The unglamorous parts, done properly.
One queue, three networks
See channel, score and mood at a glance.
A pipeline that moves itself
Buying signals advance the deal for you.
Nothing answered twice
Repeat deliveries never make repeat threads.
Encrypted at rest
Tokens encrypted. Webhooks verified.
Every touch, one timeline
Every conversation and stage change, together.
Hosted for you
We run the infrastructure. You run the conversations.
FAQ
Questions people actually ask.
Is this a WhatsApp CRM, an Instagram CRM or a Facebook CRM?
All three, in one cloud workspace. Someone who messages you on Instagram and later on WhatsApp is a single customer record, not three.
Do I need the WhatsApp Business API?
Yes — ChatCRM connects to Meta’s official WhatsApp Cloud API, Messenger and Instagram Messaging. Connect your Business accounts in Settings; consumer WhatsApp cannot be linked.
What is the 24 hour messaging window?
Meta only allows free-form replies within 24 hours of the customer's last message. After that you need an approved template or a message tag. ChatCRM tracks the window per conversation and warns you before you send, not after Meta refuses.
How does it know two chats are the same person?
Every customer is keyed on their email plus phone. Social accounts attach to that identity, and when a chat reveals the missing half the duplicate records merge. Two people sharing a phone but using different emails stay separate.
Is chat analysis built in?
Yes. Intent, sentiment and entity extraction run on every inbound message automatically. Stronger AI models upgrade scoring and back-fill older conversations when enabled on your plan.
Can I send bulk marketing messages?
Yes — like an email ESP, but for DMs. Build a segment, pick WhatsApp, Messenger or Instagram, and send from ChatCRM. Use approved templates or message tags outside the 24h window. Opt-outs are honoured, and unreachable contacts are skipped with a reason.
Where is my data stored?
In ChatCRM’s cloud infrastructure. Channel access tokens are encrypted at rest with AES-256-GCM, and webhooks are signature-verified.
Can I import my existing contacts?
Yes — add them in the app or via API. Imports merge with chat identities on the same email plus phone rule. Bulk CSV import is on the roadmap.
Straight answers
What it doesn't do yet.
Photos aren't inline
Images show as references. You'll open the app to see them.
Ten-second refresh
New messages land within ten seconds, not instantly.
Merges don't undo
Joining two records is permanent. A bad merge is a manual repair.
Set your country code
Phone matching is good, not libphonenumber-good.
Your next customer already messaged you.
Somewhere in the last two hundred DMs.
WhatsApp · Instagram · Messenger · segments · bulk campaigns · shared inbox