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WhatsApp CRM

Remember the customer. Not just the chat.

Contacts, team notes and conversation history together in your WhatsApp inbox.

Product example

A
Alex Miller
+1 415 ··· ····
Follow-up
Your teamSales · Sam
Custom order
Internal noteAsked for a custom quote. Check the details before replying.
Next stepSam · prepare the quote
Zero data entry

Contacts sync themselves.

WhatsApp conversations create contact records. Import an existing list when you need it.

  • Every chat is a contact

    Inbound and outbound conversations create and update contact records in real time.

  • Bulk import when you need it

    Already have a list? Import contacts in bulk and Wassenger merges them with existing chats.

  • One record per person

    Numbers are de-duplicated automatically, so a customer never shows up twice.

New messagesSyncing
J
James CarterAdded to CRM · just now
L
Lucía MéndezAdded to CRM · 2 min ago
K
Kenji TanakaAdded to CRM · 5 min ago
Enrich & segment

Custom fields, labels and notes.

Keep the details your team needs in fields, labels and private notes.

Custom contact fields

Create, edit and extend any contact detail. Add the fields your business runs on — company, plan, deal value, renewal date — and they stay attached to every conversation.

Metadata & labels

Tag contacts with colour-coded labels and metadata. Group customers by status, source, region or stage so you can target the right people every time.

Internal team notes

Leave private notes only your team can see. Flag a decision maker, log a promise, warn a colleague — context travels with the contact, not in someone's head.

M
Marta Ruiz142 messages · since Jan 2024
  • Sent renewal quoteToday · 09:14
  • Label added · Renewal Q3Yesterday
  • Note · Prefers a call first3 days ago
  • First conversationJan 2024
Full context

The whole history, one screen.

Open the contact to catch up on the conversation and the notes your team left.

  • Complete interaction log

    Messages, media, labels and notes laid out as one chronological timeline.

  • Nothing gets lost in handovers

    Anyone picking up the conversation sees the full story instantly — no context lost.

  • Search across everything

    Find a contact by name, number, label or custom field in seconds.

Built to act on

From contact list to campaign.

Use your contact data to build a relevant audience, with consent before sending.

  • Segment, then broadcast

    Filter contacts by label, field or activity and push that exact group into a campaign.

  • Personalised at scale

    Custom fields fill in names and details automatically, so every message feels one-to-one.

New campaign audience
Label · VIP customerField · Renewal Q3Region · Spain
1,284contacts matched
Ready to broadcast
FAQ

Frequently asked questions

Everything you need to know about the WhatsApp CRM.

Do I need to import my contacts manually?
No. Contacts are created and kept up to date automatically from your WhatsApp conversations — name, number and profile photo are synced for you. If you already have a list, you can still import contacts in bulk and Wassenger merges them with any existing chats so you never end up with duplicates.
Can I add my own fields to a contact?
Yes. The CRM is fully extendable: create, edit and remove custom fields for anything your business tracks — company, plan, deal value, renewal date, lead source. Those fields stay attached to the contact and travel with every conversation, and you can use them later to segment audiences for campaigns.
What is the difference between labels and internal notes?
Labels are short, colour-coded tags used to organise and segment contacts — like "VIP", "Lead" or a region. Internal notes are free-text comments only your team can see, used to record context such as "decision maker" or "prefers a call first". Labels power filtering and targeting; notes carry the human context behind each contact.
Can I use CRM segments to send WhatsApp campaigns?
Yes. Any segment you build from labels, custom fields or activity can be turned into a campaign audience in a few clicks. Custom fields also personalise each message automatically, so a broadcast still reads like a one-to-one conversation. See the WhatsApp campaigns page for the full broadcasting workflow.

Put your WhatsApp contacts in order.

Bring your WhatsApp conversations into one place and keep the context for the next person.

One platform, not five tools

Your CRM lives next to the shared inbox, campaigns, automations and the WhatsApp API — nothing to sync, nothing to switch between.