Contacts without context
The team sees the customer number, but doesn't always quickly find interest, origin, need, and relevant history.
Lightweight CRM for WhatsApp
Organize contacts and opportunities that arise in WhatsApp conversations.
The lightweight CRM of Whatsplaid gathers contact data, tags, history, and notes. For broader sales processes, records can be forwarded to an external connected CRM.
- Lightweight CRM focused on what originates from WhatsApp conversations
- Contacts with history, tags, data, and notes
- Simple setup, no programming knowledge required
Operational CRM
Contact with context
01
Recorded conversation
The WhatsApp history is available to understand the origin, questions, and customer interest.
02
Organized lead
Data, tags, summary, and notes help the team prioritize and follow each opportunity.
03
Clear next step
History and notes help the team decide how to continue the relationship.
Without CRM, WhatsApp becomes a history that is difficult to turn into sales.
Important conversations get mixed with quick questions, follow-ups depend on the team's memory, and the business context gets lost among messages.
Continuity without context
Without organization, opportunities remain stuck after the first conversation and the team needs to manually rebuild the history.
Dispersed operation
WhatsApp, spreadsheets, notes, and external CRMs can create duplication and hinder the true view of the relationship.
O Whatsplaid organizes the relationship based on the conversation.
Automatically capture data
AI collects important information during the conversation and structures the contact without requiring an external form.
Classify with tags
Use tags to organize interest, segment, priority, source, or other useful categories for the operation.
Track history and context
See messages, summary, collected data, and notes to continue service without restarting the conversation.
Connect the next step
Send leads to external CRMs, Zapier, webhooks, or human operators when the opportunity needs to advance.
CRM features designed for WhatsApp routine.
Lead capture
Transform natural conversations into structured contacts with relevant commercial data.
Inbox for human operationAllow operators to follow conversations, take over services, and keep centralized history.
RD StationSend leads captured on WhatsApp to marketing, nurturing, and sales flows.
PipedriveBring qualified opportunities to the sales funnel with conversation context.
HubSpotConnect WhatsApp contacts and opportunities to the company's commercial relationship.
ZapierSend lead data to other tools when the process requires additional integrations.
Use the CRM to continue each opportunity.
Record needs, objections, products of interest, and next steps before a salesperson takes over.
Organize quote requests, scheduling, preferences, and returns for customers arriving via WhatsApp.
Track interested parties, product inquiries, order status, post-sale, and re-purchase opportunities.
Operators can understand the history before responding and maintain a consistent experience.
A CRM for WhatsApp needs to be simple enough to become routine.
O Whatsplaid does not try to replace the entire company's commercial operation. It organizes the relationship that originates on WhatsApp and connects this data to the rest of the process with a focused and easy-to-configure platform.
Spreadsheets and notes
Help at the beginning, but require manual updates and lose conversation context.
Generic CRM
It can be too comprehensive for those who only need to organize opportunities coming from WhatsApp.
Whatsplaid
Centralizes conversation, lead, history, tags, and integrations in a WhatsApp-focused operation.
Common questions about CRM for WhatsApp.
Does Whatsplaid replace my current CRM?
This is not the proposal. The lightweight CRM organizes contacts, tags, history, and notes that originate from WhatsApp. Broader sales processes can continue in connected external CRMs.
What information remains in the contact?
Data collected by AI, conversation history, summary, tags, notes, origin, interest, and commercial context can make up the record.
Can the team use it without technical knowledge?
Yes. Whatsplaid was created so that anyone can set up and operate a robust AI agent on WhatsApp without programming.
Can I export or send leads to other tools?
Yes. The data can be integrated into CRMs, Zapier, webhooks, API, or other connected workflows.
Does the CRM keep the conversation history?
Yes. The history and context help operators and salespeople continue the conversation without asking everything again to the client.
Organize WhatsApp contacts without creating more manual work.
Use Whatsplaid to turn conversations into structured relationships, with history, tags, context, and commercial integrations.