Made for B2B sales and marketing teams that talk to buyers on WhatsApp.
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When 5 reps reply from one number, chats get dropped, duplicates fly out, and no one knows who owns the deal. Customers feel every bit of it.
Without a CRM behind the chats, leadership can’t see pipeline, reps can’t forecast, and deals get forgotten in the scroll.
WhatsApp has no business hours. Inbound keeps coming — nights, weekends, holidays — and quietly drops off when no one replies. Always-on expectations, business-hours staffing.
A lead asks a question, gets one reply, then gets buried under fifty new chats. No reminders, no follow-up — so warm deals go cold. They don’t say no, they just never hear back.
Every WhatsApp lead — from CTWA ads, organic chats, webchat, or QR codes — lands in one inbox.
Built on Meta’s verified channel — opt-in compliant, with the green tick from day one.
Every rep on the same number — with clear ownership, routing rules, and pipeline tracking.
Bots qualify, score, and auto-reply — so reps spend time only on real deals.
Segmented broadcasts, approved message templates, and full reporting — all in one place.
Every WhatsApp chat in one shared workspace — with a clear owner, full history, and zero handover gaps.
Every WhatsApp chat becomes a tracked deal — with stages, forecasting, and velocity your team can act on.
Qualify, score, and respond round the clock — then hand off to a rep the moment the buyer is ready to talk.
Send the right message to the right segment — on approved templates, opt-in safe, with click and reply tracking built in.
From first reply to closed deal — every WhatsApp metric your team needs, in a single live dashboard.
A buyer messages from a Click-to-WhatsApp ad. AI qualifies the lead, sends the quote, books the demo, and routes the deal to the right rep with full chat context.
Map your sales process, CTWA channels, segments, and KPIs — we lock the scope before we touch a single Meta dashboard.
WhatsApp Business API provisioning, green-tick verification, message-template approval — you get a verified channel from day one.
Pipeline stages, routing rules, AI bots, broadcasts — plus integrations with your existing CRM, ad accounts, and helpdesk.
Sales and support team training, soft launch with one segment, then a full rollout once the playbook is proven.
Ongoing monitoring, A/B-testing broadcasts, iterating templates, and scaling segments as your pipeline grows.
The reasons buyers pick our WhatsApp CRM over grey-route shortcuts and unmanaged inboxes.
Every WhatsApp CRM we ship runs on the verified Business API — certified to SOC 2 Type II, GDPR-ready, and ISO 27001-aligned. Independent third-party audits, every year, with reports available on request.
TLS 1.3 in transit · AES-256 at rest.
SAML/OAuth, granular permissions, full audit logs.
Opt-in logs, approved templates, 24-hour window enforced.
US, EU, India, APAC — your data stays where you choose.
The AI agent service that powers every WhatsApp CRM — chatbots that qualify, score, and hand off the moment a buyer is ready.
Explore the ServiceOne WhatsApp CRM running your sales, support, and broadcasts in a single place.
