Sell on WhatsApp from one shared inbox

Connect your WhatsApp Business number to The Sales CRM. Every chat syncs to the lead, your whole team replies from one number, and approved templates reach hundreds of leads at once.

Create your organization Log in

One number, one team inbox

Connect your business number once. Every rep replies from the same number, and each rep sees the chats for the leads they can access.

Two-way chat sync

Incoming and outgoing messages, photos, documents, and voice notes land on the lead automatically, with sent, delivered, and read ticks.

Approved templates with lead variables

Create templates in the CRM and submit them to Meta for approval. Placeholders fill in from the lead, such as name, business, or owner.

Template messages at scale

Send an approved template to hundreds of leads at once. Each lead gets its own conversation in the inbox.

Chat to deal

Unknown numbers become leads the moment they message you. Create a deal straight from the conversation.

Auto-reply to new leads

Send an approved welcome template the instant a new lead messages you, even outside working hours.

How it works

Step 1
Connect your number
A manager clicks Connect WhatsApp and signs in with Facebook. Meta’s pop-up creates or picks the WhatsApp Business Account and verifies the number.
Step 2
Add templates
Create templates for first contact and follow-ups, map their variables to lead fields, and wait for Meta’s approval.
Step 3
Chat from the inbox
Reps reply from the shared inbox or start a chat from any lead. New messages create or update leads automatically.

Questions

Do I need a WhatsApp Business API account?: You need a Meta business and a phone number. The connect flow creates the WhatsApp Business Account for you. There is no separate provider to sign up with.
Can the whole team share one WhatsApp number?: Yes. The connected number feeds a shared inbox. Every rep can reply from it, and chats are linked to the lead and its owner.
Do WhatsApp replies sync back into the CRM?: Yes. Replies, media, and delivery status arrive in real time and are saved against the lead.
Why do some messages need a template?: WhatsApp lets you send free-form messages for 24 hours after the customer last wrote to you. Outside that window, or to start a new chat, you send an approved template.
Can I still use the WhatsApp app on a rep’s phone?: Yes. The Android app can still open WhatsApp on the rep’s phone with a message template filled in. Those chats stay on the phone and are not synced.
Can I use a number that is already on the WhatsApp app?: The number must be removed from the WhatsApp or WhatsApp Business app first. Once connected, it works through the CRM.