WhatsApp CRM for Small Business
Most leads for small businesses and coaching institutes start as a WhatsApp message. Keep every one of them in a single pipeline, follow up before they go cold, and share documents that render properly on WhatsApp with view tracking.
What the WhatsApp CRM does today
- Store a WhatsApp number and preferred contact method on every lead and contact
- One pipeline for leads no matter where they came from — WhatsApp, Instagram, or a website form
- Task reminders and due dates so a WhatsApp lead never goes cold without a follow-up
- Share proposals, brochures, and fee structures as trackable links that preview correctly on WhatsApp
- Custom fields to capture WhatsApp-specific context, like which group or broadcast a lead came from
What it does not do yet: send or auto-reply to WhatsApp messages on your behalf. This is a CRM for organizing WhatsApp conversations, not a WhatsApp chatbot.
Frequently asked questions
How does pickMyAIAgent help with WhatsApp leads?
Every lead can store a WhatsApp number and a preferred contact method of WhatsApp, so your team knows how to reach them. Leads sit in one pipeline with an owner and status, and tasks with due dates make sure a WhatsApp conversation never goes cold without a follow-up.
Can I share documents over WhatsApp?
Yes. Any document in the CRM can be turned into a share link that renders a proper preview when pasted into WhatsApp, and you can see when it has been opened.
Is this a WhatsApp chatbot or auto-reply tool?
No — today this is a CRM for organizing leads and follow-ups that start on WhatsApp. It does not send WhatsApp messages automatically on your behalf. Automated replies are on our roadmap, not available yet.
Is the WhatsApp CRM free?
Yes. It is part of the same CRM agent that is completely free during our current trial period, with no credit card required.