WhatsApp CRM that turns every chat into a deal
Chats from WhatsApp, Instagram, Messenger, TikTok, and your website land on one Leads board. AI Agent qualifies new leads, and your team closes the deals.
Carlos
NinaTrusted by agencies and businesses
- Official Meta Partner
- 18,000+ businesses since 2015
Sales in chat apps get lost fast
Customers write on WhatsApp, Instagram, and Messenger. Without one board, nobody sees which chats are deals or who is working them.
- Chats spread across appsWhatsApp on one phone, Instagram on another, comments somewhere else.
- Leads sink in the chat listA ready buyer scrolls down under new messages, and nobody writes back.
- No one owns the chatTwo people answer the same customer, or each thinks the other one did.
- Details copied by handNames, emails, and budgets go into a spreadsheet, or into nobody’s notes.
What is a WhatsApp CRM?
A WhatsApp CRM keeps your customer chats and your sales pipeline in one place. Each conversation becomes a lead with a stage, an owner, and the customer’s details, so the team sees which chats are deals and what comes next.
In Chatfuel, it’s the Leads board. Every chat from WhatsApp, Instagram, Messenger, TikTok, and your website lands there as a card. AI Agent sorts and qualifies new leads, and your team takes the qualified ones to a closed deal.
How the Leads board works
- Connect your channelsWhatsApp, Instagram, Messenger, TikTok, and the chat on your website.
- Every chat becomes a cardNew conversations land in Captured, with the channel and the full history.
- AI Agent qualifies the leadIt answers, asks your questions, saves the details, and moves good leads to Qualified.
- Your team closes the dealPick up a qualified lead, move it to Selling, and close it as won or lost.
One board from the first message to a closed deal
Maria SilvaWhatsAppHi! Do you have trips to Cancún in June?09:41
Sofia LimaInstagram commentPrice? 😍09:38
Alex NovakMessengerLooking for a tour of Japan in April09:22
Emily CarterWebsiteDo I need a visa for Peru?08:57Chats on your phone vs the Leads board
The board doesn’t replace your sellers. It shows them which chats are deals, who is working each one, and what the customer already said.
| Factor | Chats on your phone | Leads board |
|---|---|---|
| Where chats live | In separate apps and phones | On one board for every channel |
| New leads | Wait until someone is free | AI Agent answers and qualifies them |
| Who owns a chat | Whoever saw it first | Assigned to a teammate, filtered by owner |
| Customer details | Copied to a spreadsheet by hand | Saved to the contact card by AI Agent |
| Where a deal stands | In someone’s head | Five stages, from Captured to Closed |
Learn more about Inbox & CRM
- Lead qualification
Let AI Agent ask your questions and hand your team the ready leads.
Read more - Live chat
Take over any chat from AI Agent and reply from one inbox.
Read more - How Leads work
The five stages, the filters, and assigning leads to your team.
Read more - AI Co-pilot
Move leads between stages and get pipeline stats by asking in chat.
Read more
WhatsApp CRM FAQ
It’s the Leads board, the CRM built into Chatfuel. Every customer chat becomes a lead card that moves through five stages, from the first message to a closed deal. You drag cards between stages, assign them to teammates, and filter the board by who owns each lead.
Chats from every channel you connect: WhatsApp, Instagram, Facebook Messenger, TikTok, and the chat on your website. Comments on Instagram, Facebook, and TikTok posts arrive in the same inbox as direct messages, so those contacts go through the same pipeline.
Captured, Sorting, Qualified, Selling, and Closed. New chats start in Captured, and AI Agent sorts and qualifies them and moves good prospects to Qualified. Your team moves leads to Selling and closes them as won or lost. The five stages are fixed and can’t be renamed or changed.
AI Agent picks up new chats, qualifies them in Sorting, and moves them to Qualified when it’s done. Without AI Agent, leads stay in Captured until you move them yourself. Chats in Sorting close on their own after 24 hours without a reply from the customer.
Open a lead and pick a teammate under Assigned to. The filters show all leads, the ones assigned to you, unassigned leads, or a specific teammate’s leads. To route chats automatically, add up to 20 rules per automation in the Switch to human setting, for example by city or language.
Whatever you list in the Collect contact info setting: a name, phone, email, city, budget, or the service a customer wants. AI Agent fills in each field as the detail comes up in the chat, and your whole team sees it on the contact card.
Yes. Reply in the chat or assign it to yourself, and AI Agent stops answering right away. The full history stays in the chat, and you can hand the conversation back to AI Agent later.
All plans include unlimited teammates. Invite them in Settings → Teammates. The Agent role can work with contacts, leads, and chats without editing automations.
Turn every chat into a deal
Connect your channels, let AI Agent sort the leads, and close the deals with your team.