WhatsApp CRM for small businessA CRM that fills itself from every conversation.
Everyone your agent talks to becomes a contact, with their channel, labels and history. Add companies, meetings and your own record types, and ask anything about your customers.
Free integration meeting · No card · Works in Claude · ChatGPT · Gemini
3 people. Yossi is the main contact.
Yossi asked for a quote on Oct 3. Want me to send it?
CONTACTWHAT IT DOES
Everything you know about every customer.
FILLS ITSELF
Everyone your assistant talks to becomes a contact.
No typing. Contacts, companies, meetings and every touchpoint land on their own, from every app.
- Channel, labels and segments, with duplicates merged
- Companies linked to their people
- Meetings with what’s done and what’s still open
- Sales leads, bookings, tickets and payments added automatically
BUILT YOUR WAY
Your own record types, fields and pages.
Track listings, properties or projects next to your contacts, and lay out every page the way you work.
- Define your own record types and fields
- Redesign pages from 10 layout presets
- Import from CSV, vCard, Google Sheets, HubSpot or Monday
- A developer API for everything else
A CRM AGENT
Ask it anything. It does the work.
It updates records, sends the quote, books the follow-up and tells you who to call next. Every Monday, your week in one message.
- Updates records and books follow-ups
- Tells you who to call next
- A weekly report: sales, leads, bookings and money in
- Forecasts from your pipeline, bookings and open invoices
FROM YOUR CHAT
Just ask.
Type it the way you'd say it to a person. Your assistant checks your tools, does the work, and tells you what happened.
- List everyone at Acme Ltd.
- Add Yossi Levi to the CRM under Levi Builders.
- Fill in what's missing on this company from their website.
- Who are my top 10 customers this year?
A FREE INTEGRATION MEETING
Live after one integration meeting.
- 01
Connect your agent
Its contacts come in with their channels and labels, from the first message.
- 02
Bring your list
Import a CSV, a Google Sheet or your old CRM, and resolve duplicates as you go.
- 03
Make it yours
Pick a layout preset, design your pages, add companies and record types.
- WhatsApp
Instagram
Messenger
HubSpot
Monday
Google Sheets
Claude
ChatGPT
Questions people ask.
What is the best CRM with WhatsApp integration?
One where WhatsApp is built in, not bolted on. Every WhatsApp, Instagram and website conversation creates or updates the contact automatically.
Is there a free CRM with WhatsApp?
You can start free, and the CRM fills itself from your conversations from day one. See the pricing page for the details.
What is the simplest CRM for a small business?
One you never have to type into. Contacts, companies, deals and meetings are added for you, and you ask questions about your customers in plain language.
Can I import from HubSpot, Monday or Google Sheets?
Yes. Bring your contacts in from HubSpot, Monday, Google Sheets or a CSV file, and they merge with the people your assistant already knows.
Can I keep my current CRM?
Yes. Connect HubSpot, Monday, Fireberry or Priority and the assistant keeps them updated, or move everything over when you're ready.
SEVEN MODULES · ONE ASSISTANT · ONE RING
The ring, closed.
Every app feeds the same CRM. Add the next one whenever you're ready.
- MODULE 01Agents ›Answers every customer, on every channel.
- MODULE 02Sales ›WhatsApp journeys and a leads board.
- MODULE 03Marketing ›Email, Studio, social and ads.
- MODULE 04Helpdesk ›Tickets, resolved by AI.
- MODULE 05Finance ›Invoices, pay links and reminders.
- MODULE 06Call Center ›Every call answered, logged and followed up.
- MODULE 07Booking ›Book, move, remind. In chat.
Free integration meeting · No card · A real person joins when you ask