WhatsApp CRM
WhatsApp CRM for teams that sell and support on WhatsApp
Unified inbox, contact management, labels, and team handoffs — everything you need to manage WhatsApp conversations at scale.
A WhatsApp CRM is a system to manage customer contacts, conversations, and team collaboration on WhatsApp. ChatServe provides a unified live chat inbox, contact labels, conversation history, multi-agent support, and API access — all built on Meta's official WhatsApp Business Platform.
Key benefits
- Unified live chat inbox for all WhatsApp conversations
- Contact labels, tags, and segmentation
- Multi-agent support with conversation assignment
- Full conversation history and search
- Sync contacts via API with your existing CRM
Features
Live Chat Inbox
One inbox for all agents — assign, tag, and resolve conversations.
Contact Management
Import, segment, and label contacts for targeted messaging.
Team Collaboration
Multiple agents on one WhatsApp number with role-based access.
Use cases
- Sales teams qualifying and closing leads on WhatsApp
- Support teams handling tier-2 escalations from AI chatbot
- Account managers maintaining client relationships
- E-commerce teams managing order inquiries
- Hospitality staff handling guest requests
FAQ