WhatsApp inside CRM
Connect your own WhatsApp number to CRM and send or receive messages directly from the CRM Conversations tab, with no Meta template approvals, no per-message fees, and no leaving your CRM. Add interactive buttons and list menus, manage groups and announcements, and automate follow-ups through your existing CRM workflows, all from a single white-labeled dashboard.New here? Start with the 7-day free trial, then connect your number using the setup
guide below.
Get started
WhatsApp Setup Guide
Complete step-by-step instructions to connect your WhatsApp number with CRM.
Connect your number
Choose how you want to link your WhatsApp account.Log in with Phone Number
Connect using an 8-character code instead of scanning a QR, ideal when you can’t scan
or are setting up on the same device.
Shareable QR Link
Generate a temporary connection link so anyone can connect a WhatsApp account, no CRM
login required.
Disconnection Notifications
Get automated alerts whenever your WhatsApp instances go offline.
Interactive messaging
Build engaging WhatsApp experiences that work with your CRM workflows.WhatsApp Buttons
Create Quick Reply and CTA buttons that integrate with your automations.
List Buttons
Build organized menu lists so customers can pick from structured options.
Groups & Announcements
Manage WhatsApp Groups and one-way Community Announcements inside CRM.
Meta & Google Ad Tags
Automatically tag WhatsApp leads from ads and append campaign data to messages.
Go further
Contact Tags
Tag and organize WhatsApp contacts automatically inside CRM.
Multiple Messaging Instances
Manage multiple numbers and learn how the system intelligently picks which number
to use for each message.