The Customer Record Lives Where the Conversation Happens.
Contacts, conversation history, tags, attributes and a sales pipeline built around WhatsApp rather than bolted onto it — so the person replying already knows who they are talking to.
One record
Contact, Chat & Pipeline
7-Stage
Sales Pipeline
Full
Conversation History
Any agent
Picks Up In Context
Illustrative outcomes based on common industry scenarios — not measured Reputoo customer results.
The Problem
Without WhatsApp CRM, businesses struggle with:
❌ Common Pain
The customer history is on someone’s phone
When WhatsApp lives on a handset, the relationship belongs to whoever holds it. They leave, and the context leaves with them.
❌ Common Pain
The CRM and the conversation never meet
Deals sit in one system, the actual talking happens in another, and nobody updates the first from the second.
❌ Common Pain
Every agent starts the conversation cold
Without history, the customer repeats themselves to each new person — the single most reliable way to lose a warm lead.
Features
Everything you need
One Contact Record
Name, number, tags, custom attributes, orders, bookings and every message exchanged, on one screen.
Complete Chat History
The full thread stays with the contact, not the device. Any agent opens it and sees what was already said.
7-Stage Pipeline
Move contacts through stages as the conversation progresses, with AI lead scoring highlighting who is worth calling first.
Tags & Attributes
Segment by anything you record — source, city, last purchase, interest — and use it to target the next campaign.
Team Ownership
Assign contacts to agents, with tiered access so not everyone sees every conversation.
Follow-up That Fires Itself
Sequences trigger from pipeline movement and real events, so nothing waits on someone remembering.
How It Works
Up and running in minutes
Bring the contacts in
Import from a spreadsheet or your existing CRM, or let them arrive from Meta lead ads, click-to-WhatsApp and website forms.
Work them in the inbox
Reply from the shared inbox with the full record beside the thread. Tag, assign and move the stage as you go.
Let the follow-up run
Sequences pick up the contacts nobody has replied to, and pause automatically the moment a human takes over.
FAQ
Frequently Asked Questions
What is a WhatsApp CRM?
A customer record system built around WhatsApp conversations rather than email. It keeps contacts, tags, attributes, pipeline stage and the entire message history in one place, so the person replying can see who they are talking to and what has already been said. The distinction from a traditional CRM with a WhatsApp plugin is where the conversation lives: here it is the record, not an attachment to it.
How is this different from using WhatsApp Business on a phone?
The free app keeps everything on one handset. One person can work it, the history belongs to that device, and there is no pipeline, no assignment and no segmentation. A CRM on the WhatsApp Business Platform lets a team work one number, keeps the record on the business account rather than an employee’s phone, and lets you act on what you know about a contact.
Can I import contacts from my existing CRM?
Yes, from a spreadsheet or CSV export. Bring the tags and attributes across with the numbers — the segmentation is what makes the list useful, and rebuilding it later from conversation history is slow. Keep the opt-in record attached to each contact rather than in a separate file.
Does every agent see every conversation?
Only if you want them to. Conversations can be assigned to specific agents, and access can be tiered so staff see the contacts they are responsible for. That matters for teams handling sensitive enquiries, and it is also what makes response-time reporting meaningful.
Do I need the WhatsApp Business API for this?
Yes. A shared record worked by several people at once is only possible on the WhatsApp Business Platform — the free app is bound to a single device. That is also what gives you templates, campaign sending and the conversation history staying with the business rather than the handset.
Can the CRM trigger WhatsApp messages automatically?
Yes. Sequences fire from pipeline movement and from real business events — a lead added, an order placed, a booking made, a payment due, a customer gone quiet. They pause when the customer replies so a person can take over, then resume if the thread goes cold again.
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Related Features
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