Shared team inbox
Reply to customer conversations from one workspace and make ownership visible to the team.
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WhatsApp CRM
Keep every WhatsApp lead organized and moving forward
Wtflo brings customer conversations, contact details, ownership and next actions into one workspace, so your team can respond consistently without losing context.
From busy inbox to a clear customer pipeline
A WhatsApp CRM connects the conversation your customer sees with the information your team needs behind the scenes. Instead of maintaining separate spreadsheets and personal reminders, your team works from a shared record.
Customer profiles
Store contact details, tags, custom fields and conversation history alongside each lead.
Lead pipeline
Track enquiries through defined stages and keep the next action visible.
Assignments and teams
Route work to the right person and reduce duplicated or missed replies.
Tasks and follow-ups
Create next steps linked to customer records instead of relying on memory.
Segments
Group contacts using business-relevant attributes for targeted communication.
How a WhatsApp CRM workflow works
Capture the enquiry
A customer starts a WhatsApp conversation or enters from a connected lead source.
Qualify and organize
Your team records the customer’s requirement, applies tags and moves the lead to the appropriate stage.
Assign the next action
The conversation or task is assigned to the responsible team member with its context intact.
Follow up consistently
Automations and tasks help the team continue the conversation at the right time.
WhatsApp CRM questions
Is a WhatsApp CRM different from the WhatsApp Business app?
Yes. A CRM adds structured customer records, team workflows, pipeline stages, assignments and automation around your WhatsApp conversations.
Can multiple team members handle conversations?
Wtflo includes team and agent workflows so conversations can be handled with clearer ownership and shared context.
Can I import existing contacts?
You can import contacts and then organize them with tags, segments and custom fields. Review consent and WhatsApp messaging requirements before sending campaigns.