WhatsApp CRM

WhatsApp CRM that turns conversations into revenue

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.

Explore capabilities
One connected workspace Three specialized AI agents Built for every sales team Channel-aware by design
Why Qonvera

Your customers already sell and buy through WhatsApp. Your CRM should understand that.

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.

Core capabilities

Capabilities that move the conversation forward.

02

Sales Assistant

Summarize conversations, explore customer context through questions, and review suggested next steps with your team.Meet the Sales Assistant agent

Example workflow

How does a WhatsApp CRM work after the first message?

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.

  1. Receive and assign the enquiry

    The connected business number receives the customer's message. Assign a teammate to handle the reply.

  2. Confirm contact and service

    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.

  3. Create or update the opportunity

    An authorized teammate uses the configured confirmation or manual workflow to save the owner, pipeline, service, and value.

  4. Schedule the promised follow-up

    Add a due time and responsible owner. If re-engagement needs an approved WhatsApp template, check eligibility before sending.

  5. Record the sales outcome

    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.

Made for practical workflows

Built around the way customer teams actually work.

Use Qonvera wherever sales and service depend on timely, contextual conversations across WhatsApp, Instagram, Facebook Messenger, and Telegram.

  • Inbound sales teams
  • Retail and ecommerce
  • Service businesses
  • Multi-agent customer teams
Scope and setup

What to confirm before choosing a system.

An inbox is not a pipeline

A replied or closed conversation is not necessarily a completed sale. Review open opportunities and due follow-ups separately.

Set up before scaling

Confirm business-number readiness, team permissions, catalogue items, pipeline stages, and current plan limits. Run a customer-initiated test message first.

Check current Qonvera pricing and plan limits
Setup, access, pricing, and limitations

Questions about WhatsApp CRM.

What is a WhatsApp CRM?

A WhatsApp CRM connects customer conversations with contacts, ownership, follow-ups, deal stages, and reporting so teams can manage sales without losing context.

How do I set up WhatsApp in Qonvera?

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.

Which WhatsApp connection does Qonvera support?

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.

Can I keep my existing WhatsApp number and Business App?

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

Can multiple agents use Qonvera, and what can they access?

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

How much does Qonvera cost, and is there a trial?

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

Are WhatsApp messaging fees included?

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.

Can I message a customer at any time?

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

Does every message create a new lead or a deal automatically?

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

Does Qonvera replace a traditional CRM?

For WhatsApp-led sales workflows, Qonvera can become the primary workspace. Organizations can also use it alongside their wider systems.

Turn conversations into revenue

See how Qonvera fits your team.

Get a focused walkthrough built around your customer messaging workflow.