One record per customer
Chats, calls, campaigns and form answers on a single timeline.
A WhatsApp CRM
Built On Conversations.
A CRM for WhatsApp is not a contact list with a chat window bolted on. Every conversation writes to the record, segments stay live, and the inbox your team works in is the same place the data lives.
Official Meta Cloud APILive segmentsShared inbox with SLAsFree tier, no timer
Segments that stay true
Saved queries update as contacts change, so audiences are never stale.
A team that shares context
Everyone sees the same history, notes and consent state.
Why it is different
The CRM and the inbox are the same product
In most stacks the CRM and the WhatsApp tool are separate, so the record is always a day behind the conversation. Here the conversation is the record: a reply updates it, a Flow answer fills a field, a campaign result lands on the timeline.
That means a segment such as “replied to the October campaign but never booked” is available to your next campaign without an export, an import or a spreadsheet.
- Contacts created from inbound conversations
- Typed custom fields and unlimited tags
- Behavioural segments, not just attribute filters
- Consent history with source and timestamp
Contact · Priya Menonlive record
FieldValue
Budget1.4 Cr
SourceClick to WhatsApp ad
Last campaignDiwali preview, replied
ConsentOpted in, web form
18 conversations · 3 calls · 2 Flow submissionsowner Rahul K
How it works
From zero to live,
in four steps.
01Connect your numberMeta embedded signup, approved templates come with you.
02Import your contactsCSV with column mapping and duplicate detection.
03Define fields and tagsThe properties your business actually filters on.
04Work the inboxEvery reply keeps the record current on its own.
What is inside,
in detail.
Contact records
Fields, tags, consent and a full conversation timeline.
Live segments
Saved queries over attributes, tags and behaviour.
Shared inbox
Owners, SLAs and assignment rules on every chat.
Automations
No code flows that read and write contact fields.
Campaigns
Broadcasts to a segment with follow up drips.
API access
Push and pull the same data from your own systems.
Where rivals say no
The same feature,
across four platforms.
FeatureWBIZWATIInteraktAiSensy
Contacts created from conversations
Behavioural segmentsLimitedLimitedLimited
Consent log with source———
API included on the planHigher tierHigher tierHigher tier
No markup on Meta fees———
Competitor entries are indicative, from public 2026 pages. See the full 89-row benchmark.
Software that keeps your customer records and your WhatsApp conversations in one place, so the record updates as you talk rather than afterwards.
Many teams keep one as a system of record. The API and webhooks push contacts, conversations and outcomes across.
Yes, on the official WhatsApp Business Cloud API through Meta's embedded signup.
Yes, the free tier has no timer and includes the shared inbox, contacts and templates.
Yes, by CSV with column mapping and dedupe on phone number.
Explore more
The rest of the platform
Contacts CRM
Fields, tags, segments and consent in detail.
See contactsShared inbox
The queue your team works the records from.
See the inboxPricing
What the plan costs and what Meta charges.
See pricingTry a CRM that keeps itself current
Start free, import a list, and see what a week of conversations does to your records.