We build WhatsApp CRM systems for ecommerce and service teams that need one shared inbox, agent routing, automated order and cart messages, approved template flows, and reporting connected to your store or website.
Message → route → log lead → follow up → convert
Answer: A WhatsApp CRM combines a shared inbox, customer context, lead stages, agent ownership, automated order messages, cart recovery, broadcast lists, and reporting around WhatsApp conversations.
Answer: Move beyond the app when multiple agents need one number, conversations need routing, Shopify or website events should trigger messages, approved templates must be managed, or lead follow-up needs to be tracked.
If customer conversations are spread across personal phones, missed follow-ups, manual order updates, or untracked broadcast lists, the page should not sell a generic CRM. It should show a system that connects chat, commerce events, and follow-up discipline.
Each module is scoped around your real sales and support flow, not a one-size template.
Multiple agents work from one business number with assignments, roles, notes, tags, and conversation status.
Auto-replies, quick replies, routing logic, reminders, and simple chatbot flows for common pre-sale and support questions.
Cart events trigger approved WhatsApp templates with checkout links, timing rules, and opt-out handling.
Order confirmation, payment, shipping, delivery, and return updates sent from your store or website events.
Segmented campaign sends for opted-in contacts with suppression, unsubscribe handling, and campaign reporting.
Stages, owner, next action, notes, source, purchase context, and follow-up reminders for every active lead.
Product data, payment links, or catalog references available inside the conversation workflow.
Response time, agent workload, conversion status, template performance, and campaign outcomes.
A shopper, B2B buyer, or service lead messages your business number from ads, store pages, QR codes, or referrals.
The system tags the source, sends the right acknowledgement, and assigns the chat to an agent or queue.
The team sees order history, cart details, last message, stage, owner, and next action without asking the customer to repeat everything.
Approved templates handle cart reminders, order updates, payment links, reviews, or timed follow-up sequences.
Leads move through stages such as new, qualified, quoted, payment pending, won, or support handoff.
Managers review response time, open conversations, agent workload, campaign outcomes, and revenue signals.
The first step is not buying a tool. It is mapping your current WhatsApp sales and support process, then deciding what should be automated, what needs a human owner, and what data must sync with your store or website.
Review current number usage, team roles, contact sources, message types, and response bottlenecks.
Choose Business App, API, provider, CRM data model, webhook events, template categories, and reporting needs.
Configure inbox, roles, stages, automations, store events, template messaging, and consent/opt-out controls.
Test happy paths and failure paths, document flows, train the team, and define improvement cycles.
These are anonymized implementation patterns you can replace with approved client case studies later without showing placeholder cards to visitors.
Shared inbox with cart recovery, payment-link follow-up, agent ownership, and abandoned checkout source tags.
Shopify order events connected to WhatsApp templates for confirmation, fulfillment, delivery, return, and review requests.
Lead stages, notes, reminders, broadcast segments, and manager reporting for high-value WhatsApp inquiries.
WhatsApp automation works best when opt-in, templates, access, and data handling are designed before messages go live.
Capture and store the source of consent before sending proactive message templates.
Support unsubscribe words and suppression lists so broadcast and cart flows do not keep messaging blocked contacts.
Plan utility, marketing, and authentication-style message templates before approval and launch.
Use agent roles and permissions instead of shared personal phones or shared passwords.
Validate inbound store or website events before they create or update customer conversations.
Decide what customer, cart, order, and chat data is stored, where it is stored, and who can export it.
Most WhatsApp CRM projects touch ecommerce events, custom backend logic, or lead capture forms. These service pages give crawlers and buyers clearer context around the connected work.
Answer: It depends on team size, message volume, automation needs, and compliance requirements. We help decide whether the Business App is enough or whether the official API is needed.
Answer: Yes. Shopify order, fulfillment, cart, and customer events can trigger WhatsApp messages through webhooks and approved templates.
Answer: Yes. With the right API/provider setup, multiple agents can work from a shared inbox with assigned conversations, roles, notes, and reporting.
Answer: Yes, but broadcasts should only go to opted-in contacts and must support suppression or opt-out handling. We help design the segments and rules.
Answer: Both are possible. We can build a lightweight CRM around WhatsApp or connect WhatsApp workflows to your existing CRM, store, or backend.
Answer: Access should be scoped per role, webhooks should be validated, and customer data should be stored only where it is needed for sales, support, reporting, or compliance.
Start with a conversation. We will explore your requirements and shape the scope, timing and budget together.
Plan My WhatsApp CRM