A WhatsApp CRM where every chat lands on the customer record.
Connect your own WhatsApp Business number through the official API. A message from a new number creates the contact and opens a lead, your team answers from one shared inbox, and the deal, the quote and the invoice sit beside the conversation.
What the WhatsApp CRM does
Leads
Every new chat becomes a lead.
A message from a number you have not seen before creates the contact and opens a lead marked WhatsApp. A person decides when it becomes a deal, so the pipeline only holds real opportunities.
See LeadsShared inbox
Answered by whoever is free.
Routing rules send each chat to the right team, round robin shares the load, and a thread links to its deal so the next person picks up where the last one stopped.
See the inboxAssistant
A chatbot that answers the easy ones and hands over the rest.
It answers from your own help articles, books an appointment into a free slot, and passes the chat to a person when the question needs one.
See the assistantBroadcasts
Send to a segment, never to someone who opted out.
Pick contacts by lifecycle stage or tag. Anyone who replied STOP or pressed the opt-out button is left out when the broadcast sends, whoever wrote it.
See BroadcastsTemplates
Write templates and follow Meta's approval.
Submit a template from NearSync AI and see when it is approved. Once the 24-hour reply window has closed, the composer offers approved templates only.
See TemplatesTeam commands
Your own team works from WhatsApp too.
Nineteen commands clock in, request leave and mark an invoice paid, each with the same permission checks as the app and a PIN before anything that moves money.
See CommandsWhy a WhatsApp CRM inside the whole business works better
The chat sits on the deal.
Open a deal and its WhatsApp thread is a tab on it. Open a chat and the deal is beside it, with the quote and the invoice one click away.
An opt-out counts everywhere.
A customer who opts out is marked on the contact itself, so a broadcast from any team leaves them out without anyone keeping a list.
Your number stays yours.
It is your WhatsApp Business account, connected straight to Meta's Cloud API with no reseller in between. The number and its conversations stay with you.
For selling on WhatsApp in the UAE
Your customers already message you there.
Put a WhatsApp link or QR code on your website, business card or shopfront, and every chat it starts arrives in the CRM as a lead.
Quote in dirhams, or in the currency the customer pays.
The deal keeps the currency it was sold in, and the invoice is raised from the won deal without retyping the customer.
Consent is checked when the message sends.
Broadcasts check each contact's consent and the rules for the country they are in before anything goes out.
Questions about WhatsApp CRM
What is a WhatsApp CRM?
A WhatsApp CRM connects your WhatsApp Business number to your customer records, so every chat is saved to the customer, new chats become leads, and the whole team can answer from one inbox instead of one phone.
Do we keep our own WhatsApp number?
Yes. You connect your own WhatsApp Business account in one click through the official API, and the number, the account and the conversations stay yours.
Does a WhatsApp message create a deal?
It creates the contact if the number is new and opens a lead marked WhatsApp. A person turns the lead into a deal, so the pipeline only holds real opportunities.
Can we send WhatsApp broadcasts?
Yes, to a segment of contacts chosen by lifecycle stage or tag, using templates Meta has approved. Anyone who opted out is left out automatically.
How much does it cost?
Standard is $25 per seat per month and Pro is $35, with every department and every app in both. You pay for people who sign in, never for contacts or deals. You can start free for fourteen days with no card. Messages go out from your own WhatsApp Business account, so any charges for them are between you and Meta.
Free for anyone, with or without NearSync AI: UAE tools and UAE business essentials.
Get your organisation on NearSync AI
NearSync AI puts your WhatsApp number on the customer record, answered by your whole team. See how it works.