Shared inbox for your team
Centralise WhatsApp conversations, assign owners and let multiple agents work with the contact history available to them.
Conversational CRM for WhatsApp
WhatsApp CRM for conversations, leads and sales
Bring contacts, conversations and sales opportunities into one workspace. ChatCol combines a shared team inbox, a Kanban pipeline and data-capture flows so your team can follow every lead without losing the WhatsApp context.
- Shared team inbox
- Kanban pipeline
- Contacts and tags
- Automated lead capture
Turn a conversation into an organised opportunity
Keep the chat and the sales follow-up together. Each contact can retain their conversation while your team organises owners, data and process stages.
Kanban sales pipeline
Classify opportunities by stage, move them visually, and record value, currency, notes and fields tailored to your business process.
Visible ownership and context
Keep the contact, responsible agent or team, and relevant data visible so follow-up does not depend on isolated chats.
Automated lead capture
Use flows to request information and create a deal directly in the selected pipeline when the conversation reaches the right point.
From message to follow-up
How a CRM connected to WhatsApp works
ChatCol keeps the operational steps connected so your team can move from the first enquiry to sales follow-up with less manual work.
Receive the conversation
The contact writes through an eligible WhatsApp Business Platform channel and the conversation appears in the inbox.
Capture the required details
A flow or agent collects relevant information and stores it in the contact profile or journey variables.
Create and classify the opportunity
Add a deal manually or from a flow block and place it in the correct stage of the Kanban pipeline.
Continue with full context
The team reviews ownership, notes and stage, then opens the linked conversation to continue helping the contact.
Conversation and pipeline, connected
A conversational CRM is useful when the team can understand who the contact is, what happened and what comes next without rebuilding the story across several tools.
- Open the linked WhatsApp conversation from the deal.
- Organise contacts with relevant tags and attributes.
- Keep deal stages and movement history available.
- Configure pipelines, fields and owners around your sales process.
WhatsApp CRM use cases
The same conversational context can support sales, team coordination and customer follow-up without turning every chat into an isolated task.
Inbound lead capture
Turn enquiries from ads, campaigns or organic conversations into classified opportunities ready for follow-up.
Sales team coordination
Distribute ownership, review each opportunity stage and prevent people from working without knowing the contact's current status.
Customer service follow-up
Retain notes, details and context when a request needs continuity beyond a single response in the inbox.
Questions about WhatsApp CRM
Key concepts before you organise conversations and opportunities.
What is a WhatsApp CRM?
It is a system that connects WhatsApp contacts and conversations with commercial or operational information such as owners, notes, stages and follow-up opportunities.
Can multiple agents handle the same number?
Yes. With an eligible channel, the shared team inbox centralises conversations and lets you assign them to team members without sharing a personal account.
Does ChatCol include a Kanban pipeline?
Yes. You can create pipelines and stages, move deals visually, assign owners, and store value, notes and custom fields for each opportunity.
Can I create leads automatically from a flow?
Yes. The flow builder includes a block that creates a deal in a selected pipeline and stage using data collected during the conversation.
Does the deal stay linked to the conversation?
Yes. When a deal is linked to a contact, your team can open that specific inbox conversation and continue with the available context.
Do I need WhatsApp Business Platform?
To operate WhatsApp for business with automation and multi-agent service, you need an eligible WhatsApp Business Platform channel and must meet Meta's applicable requirements.