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WhatsApp CRM · with an AI agent
A WhatsApp CRM with an AI agent that works 24 hours a day
It replies instantly, qualifies every lead, books the appointment and logs everything in the CRM. Your team steps into the conversation only when it's needed.
SetupUSD 2,000one-time
- A client writes in and the AI replies instantly
- It understands what they need
- It asks the questions a lawyer would
- It collects their contact details
- And hands them to the right attorney
- Everything is organized in your CRM
NC
New contactWhatsApp · AI handling
AI handling
Follow-up
Reply via: WhatsApp EmailType a message…
Platform simulation with sample data.
All your channels in one CRM
Why do you need a CRM with artificial intelligence?
Without follow-up, leads go cold
The AI keeps reaching out for you until the appointment is booked.
Day 1Day 3Day 7
Available 24/7, nights included
Weekends and holidays too, without missing a single inquiry.
24/7
Your team focuses on closing
The AI qualifies, collects the details and logs everything in the CRM.
One-time
What the setup includes
Same price for every plan. We configure the CRM and the AI agent, test everything and train your team.
USD 2,000 one-time
Same price for every plan.
01CRM setup
The most important part
WhatsApp connected to the CRM via the coexistence API
This is where most of the work goes. We create your company's Meta page, set it up in Meta Business Suite and add your phone number. Then we connect it to the CRM through the coexistence API: you keep using your regular WhatsApp while the AI agent handles conversations from the CRM.
Pipeline and stages
- Every stage each client goes through.
- The entry stage where the AI kicks in, and which stage comes next.
- Where automatic follow-up starts for each client.
Customer channels
- WhatsApp, Instagram, Facebook Messenger and Telegram in a single inbox.
- Your email connected via standard protocols, so you can send and receive emails from the CRM.
Teams and lead routing
- Teams by area: sales, customer service, locations or whatever you use.
- Each rep in their own area.
- Automatic, even distribution of inquiries (round robin) within each team.
Scheduling and calls
- Google Calendar connected, shared or per rep.
- Calls from inside the CRM with Twilio if you have it
Marketing metrics if you have the accounts
We connect Google Search Console, Google Analytics, Google Ads and Meta Ads. You see every metric inside the CRM and can track each lead from the moment they land on your website or click an ad until they reach the CRM.
Search Console
Analytics
Google Ads
Meta Ads
Setup · Part 2
AI agent setup
The agent plugs into the CRM and runs the automations your team would otherwise do by hand.
The account is yours
Your account on the AI platform
We register your account on the platform of your choice (Claude, OpenAI, Gemini or another), create the API key and connect it to the agent. You keep full access: you see your balance, your usage and when it's time to add credit.
Claude
OpenAI
Gemini
+Other
Response and qualification
- Answers, qualifies and segments every lead in your brand's voice.
- Collects the basic details you need from each inquiry.
A brain that learns
- Learns from conversations.
- Automatically extracts the useful information about each client.
Automatic follow-up
- The AI reaches back out to leads that went cold.
An assistant for every rep
- The AI tells each rep what's pending.
- It points out the next step with each client.
Testing and training
We test everything before going live and train your team to use the CRM from day one. We also show you how to manage your AI account: create and delete API keys, review usage and add credit.
Monthly
Plans and pricing
CRM
Where your team manages clients, channels, scheduling and teams. Use it with or without AI.
Connected AI agent
It does the work your team would otherwise do by hand: replies, qualifies, follows up and tells each rep what's next. Included in every plan.
Starter
USD 300/ month
CRM
Leads per monthUp to 1,000
Users4
WhatsApp lines1
Other channels1 of each
Live support1 h per month
Support response48 h
AI agent
Script adjustments1 per month
- Replies 24/7 on every channel
- Qualifies and segments every lead
- Automatic follow-up on cold leads
- Extracts each client's information
- An assistant for every rep
Growth
Most popularUSD 550/ month
CRM
Leads per monthUp to 3,000
Users8
WhatsApp linesUp to 3
Other channels1 of each
Live support3 h per month
Support response24 h
AI agent
Script adjustments3 per month
- Replies 24/7 on every channel
- Qualifies and segments every lead
- Automatic follow-up on cold leads
- Extracts each client's information
- An assistant for every rep
Pro
USD 1,000/ month
CRM
Leads per monthUnlimited
Users20
WhatsApp linesUp to 6
Other channels1 of each
Live support6 h per month
Support responseSame day
AI agent
Script adjustmentsUnlimited
- Replies 24/7 on every channel
- Qualifies and segments every lead
- Automatic follow-up on cold leads
- Extracts each client's information
- An assistant for every rep
Extra userUSD 50 per month, on any plan.
Other channelsFacebook, Instagram, Messenger, email and Telegram.
AI usagePaid directly in your account on the AI platform.
If you go over your lead limit
We let you knowWhen you hit 80% and 100% for the month.
10% extra at no costThe agent keeps working, with no interruptions.
Two months in a rowYou move up to the next plan.
Not included
- AI platform usage.
- Meta charges for business-initiated messages.
- New integrations and custom development.
FAQ
What people ask most about our WhatsApp CRM
Still have questions? Message us and we'll show you the agent working on a case from your business.
It's the system where all of your business's WhatsApp conversations land — along with Instagram, Messenger, Facebook, Telegram and email — organized by client and by stage. Your team sees who wrote in, what they need and where each conversation stands, instead of losing it on someone's phone.
A chatbot follows a fixed menu of options. The AI agent understands what the person writes, asks the questions your team would ask, collects their details, books the appointment and logs everything in the CRM. When needed, it hands the conversation over to someone on your team.
Yes. We connect your number to the CRM through the WhatsApp Business coexistence API: you keep using your regular WhatsApp while the AI agent handles conversations from the CRM.
Setup is USD 2,000, one-time, the same for every plan. After that you pay the monthly fee: Starter USD 300, Growth USD 550 or Pro USD 1,000 per month. The AI agent is included in every plan; AI platform usage is billed separately, directly to your account.
Whichever you choose: Claude, OpenAI, Gemini or another. The account is in your name, with full access, and usage is paid there directly: you see your balance, your usage and when it's time to add credit.
Yes. The agent is configured with your brand's voice and the questions your business needs to ask each client, and teams and lead routing are set up around how you work: by department, by location or by service.
We let you know when you reach 80% and 100% for the month, and the agent keeps working with an extra 10% at no cost, with no interruptions. If you go over two months in a row, you move up to the next plan.
Yes. The CRM works with or without AI: your team manages clients, channels, scheduling and teams the same way. The AI agent is included in every plan for whenever you want to turn it on.
WhatsApp, Instagram, Facebook Messenger, Telegram and your email, all in one inbox. Also Google Calendar, Twilio calls if you have it, and metrics from Google Search Console, Google Analytics, Google Ads and Meta Ads if you have those accounts.