Shared team inbox
Let authorized teammates work from one connected WhatsApp number with clear ownership, notes, and handovers.Explore shared inbox assignments
A WhatsApp CRM connects customer messages to contacts, responsible teammates, follow-ups, and sales opportunities. Qonvera brings that workflow into a shared workspace so a reply can become a managed next step—not just another chat.
A WhatsApp chat list shows messages, but it does not by itself define who owns a sale, when the next action is due, or which enquiries became customers. Qonvera connects those responsibilities to the conversation while keeping contact, service, and opportunity records distinct.
Use an authorized business-platform connection, agree how the team confirms contact identity and service interest, and define the stages a qualified opportunity should follow. The CRM is useful when the team keeps those decisions current.
Let authorized teammates work from one connected WhatsApp number with clear ownership, notes, and handovers.Explore shared inbox assignments
Summarize conversations, explore customer context through questions, and review suggested next steps with your team.Meet the Sales Assistant agent
Create and update deals from conversation context with the appropriate role, a confirmed service, and a clear next action.See conversation-to-deal management
Schedule next steps and see overdue, due-today, and upcoming customer actions, with templates for eligible WhatsApp re-engagement.Explore WhatsApp follow-up automation
Illustrative example: a customer asks for a service quote. This is a practical sequence to test in a demo, not a claim that every step happens automatically.
The connected business number receives the customer's message. Assign a teammate to handle the reply.
Review identity evidence, clarify the request, and confirm the appropriate active service. Do not create a second contact just because the person used a new channel.
An authorized teammate uses the configured confirmation or manual workflow to save the owner, pipeline, service, and value.
Add a due time and responsible owner. If re-engagement needs an approved WhatsApp template, check eligibility before sending.
Update the pipeline as the decision progresses. Close won or lost based on the actual result, not simply the fact that a message was answered.
Use Qonvera wherever sales and service depend on timely, contextual conversations across WhatsApp, Instagram, Facebook Messenger, and Telegram.
A replied or closed conversation is not necessarily a completed sale. Review open opportunities and due follow-ups separately.
Confirm business-number readiness, team permissions, catalogue items, pipeline stages, and current plan limits. Run a customer-initiated test message first.
A WhatsApp CRM connects customer conversations with contacts, ownership, follow-ups, deal stages, and reporting so teams can manage sales without losing context.
An Owner or Admin opens Settings → Channels, chooses WhatsApp, and completes the Meta authorization and business-number selection. Complete any required number registration, check the connection status, then send a customer-initiated test message. Before rollout, invite the team, confirm roles, and configure services, pipeline stages, and follow-up ownership. Setup time depends on your Meta account and number readiness.
Qonvera connects through the official WhatsApp Business Platform Cloud API using Meta authorization and a business phone number. The documented setup is a business-platform connection, not a personal WhatsApp linked-device or QR-code session.
Have the team review your number and current provider before making changes. Number eligibility, migration, and any Business App coexistence depend on the supported onboarding path. Do not assume personal-chat history will transfer or that the Business App can keep running alongside Qonvera; confirm those requirements during setup.Review your WhatsApp connection requirements
Yes. Each teammate uses their own Qonvera login and assigned workspace role. Owners and Admins manage connections and invitations; Managers handle team reporting and CRM record editing; Agents focus on inbox replies, follow-ups, and personal reporting with access to relevant customer context. Features and capacities depend on the selected plan.Review roles, handovers, and workspaces
Essentials and Growth offer monthly and annual billing with a 14-day trial. Custom is quoted around your requirements. See the pricing section for current subscription amounts and a comparison of included users, workspaces, captured leads, channels, and intake sources.Compare current Qonvera pricing and limits
No. Qonvera's subscription covers the platform. Meta messaging charges are separate, and other provider charges or AI usage allowances may also apply. Review the plan and any custom agreement before subscribing.
WhatsApp free-form replies are subject to the 24-hour customer-service window after the customer's latest message. Outside that window, re-engagement requires an eligible, approved WhatsApp template and the applicable customer permission. A follow-up reminder or AI suggestion does not bypass WhatsApp's rules.Understand follow-ups and approved templates
No. Existing-conversation messages and duplicate deliveries are not separate captured leads under the published lead definition. Contact matches need review, and opportunity creation depends on user confirmation, role permissions, and enabled automation. An open opportunity only becomes won when its outcome is recorded.Read the captured-lead definition and overage policy
For WhatsApp-led sales workflows, Qonvera can become the primary workspace. Organizations can also use it alongside their wider systems.
Get a focused walkthrough built around your customer messaging workflow.