WhatsApp CRM

WhatsApp CRM: from first message to signed contract

Move every sales conversation into an organized pipeline, with automatic lead distribution, first-contact deadlines, proposals, contracts, goals and follow-ups that don't depend on a sales rep's memory.

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Why WhatsApp sales slip through the cracks

When conversations happen in one place and sales tracking happens in another, the pipeline is always out of date.

A lead comes in on WhatsApp, but nobody logs it in the CRM — or it gets logged days later.
Leads sit idle because it isn’t clear which rep should respond.
Follow-ups depend on personal reminders and get lost in the rush.
The proposal is sent in the chat, but the pipeline has no idea what stage the deal is in.
Managers track goals in spreadsheets that don’t talk to customer conversations.

Customer service and sales on the same platform

In VipDesk, the CRM lives in the same platform as your conversations. The opportunity is born from the contact and carries the history from every channel.

A lead arrives on any channel
WhatsApp, Instagram, Facebook, Telegram or email: the contact comes in with a unified history.
It is distributed automatically
The platform distributes leads across your sales reps, with a deadline for first contact. If the rep doesn't respond in time, the lead is reassigned.
It moves through the pipeline
Configurable pipelines mirror your sales process. Each stage can have automation rules with conditions.
Proposal, contract and goal
Proposals and contracts are recorded on the opportunity, and results feed your team’s goals.

CRM features

Configurable pipelines

Build the stages of your own sales process instead of adapting your team to a generic funnel.

Automatic lead distribution

Leads shared across sales reps, with a first-contact deadline and reassignment when a rep doesn’t respond.

Proposals and contracts

Sales documents attached to the opportunity, so nobody has to dig through old conversations.

Goals

Track your sales team’s goals on the same platform where the sales actually happen.

Stage-based automations

Rules with conditions and follow-up sequences. Wait steps are canceled automatically when the customer replies.

See automations

AI-assisted classification

AI helps classify opportunities so your team can prioritize better.

AI for customer service

Organized contacts and interaction history

Interaction history

Before calling or replying, the rep sees everything the customer has already discussed with your company.

Unified history per contact, across all channels
Support tickets visible to the sales team
Conversations kept even when the account changes hands

Meetings without the back-and-forth

Scheduling uses the real availability of the rep’s calendar.

Google Calendar and Microsoft 365 / Teams integration
Invites with a Google Meet or Microsoft Teams link
WhatsApp reminders to reduce no-shows

Frequently asked questions

What is a WhatsApp CRM?

It's a customer and opportunity management system connected to your WhatsApp conversations. Instead of manually logging what was said in the chat, the lead, the history and the deal stage live in the same place where the conversation happens.

How are leads distributed across sales reps?

Distribution is automatic and each lead gets a first-contact deadline. If the rep doesn't respond within that deadline, the lead is reassigned to someone else on the team.

Can I adapt the pipeline to my sales process?

Yes. Pipelines are configurable, and each stage can have automation rules with conditions and follow-up sequences.

Does the automatic follow-up keep going if the customer replies?

No. The wait steps in a sequence are canceled automatically when the customer replies, so they don't receive out-of-context messages.

Does the CRM only work with WhatsApp?

No. Contacts can come in through WhatsApp, Instagram, Facebook, Telegram and email, and the history is unified per contact. See omnichannel customer service.

Go deeper

How to connect customer service to your sales pipeline

Why WhatsApp and other channel conversations get lost before they become sales, and how to connect customer service and your pipeline in six steps.

Read article

See your sales pipeline inside VipDesk

Book a demo and show us how your team sells today: we configure it around your process.