Self-Managed WhatsApp CRM

Take control of your customer interactions with our full-featured WhatsApp CRM system. This powerful, budget-conscious solution is designed for small businesses and sole traders who want to manage leads, automate follow-ups, and support customers — all within WhatsApp.

• Includes setup and onboarding within 2 hours
• Lead capture widget with built-in contact stage tracking
• Compatible with branded widgets, landing pages, forms, and AI bots
• Email support included

Scale as you grow with modular add-ons tailored to your needs. No coding required.

What is included:

• Initial setup and onboarding
• WhatsApp widget integration
• Access to WhatsApp Widget + more via Control Panel
• Full-featured control panel to manage activity and users
• Add and manage up to 4 agents
• Capture and manage leads automatically
• Update lead stages such as New, Contacted, Interested, Closed
• Track each agent’s lead handling and performance
• Edit agent details as your team grows or changes
• WhatsApp and email notifications for new leads

Difference from Managed WhatsApp CRM:

The Self-Managed version offers complete control and flexibility, allowing you to set up, configure, and manage your WhatsApp CRM and purchased add-ons independently.

 

While we also offer a Managed WhatsApp CRM service — designed as a fully hands-off solution where our team handles setup, configuration, add-on implementation, and ongoing administration for you — this service is currently unavailable as we are refining our internal processes to ensure it meets the highest level of quality and support expected by our customers .

 

Once relaunched, the Managed plan will provide the same full CRM functionality but without the need for you to handle technical or operational aspects.

 

Add-On Services: Available at an extra cost

Please see our Terms of Service for the full terms governing this subscription.