A WhatsApp CRM that lives where the deal happens.
The conversation is the deal. AI extracts lead data while the chat runs, keeps the next step visible to the team, and can push mapped fields to HubSpot or Pipedrive contacts on Pro.
The short answer
A WhatsApp CRM builds the lead record beside the chat. Instant Reply pulls name, budget, intent, urgency, and objections from messages and voice notes, keeps pipeline stage inside the inbox, and can push mapped lead fields to HubSpot or Pipedrive on Pro. The connector is outbound only and does not mirror full CRM pipelines or message histories.
Key facts
- The CRM record builds while the chat runs, so reps do not retype the lead later.
- Mapped lead details can push automatically to HubSpot or Pipedrive contacts.
- Pipeline stage stays attached to the chat, not in a separate tab.
How it works
How It Works
Inbound WhatsApp message hits the inbox
Every new conversation creates a contact with name, number, and source. No manual entry. No 'who is this?' moments at handoff.
AI extracts lead intent and details
Budget, product interest, urgency, and objections get pulled into structured fields automatically as the chat runs. The CRM record builds itself.
Push lead details to HubSpot or Pipedrive
Mapped lead fields can create or update a CRM contact automatically. This outbound sync does not pull CRM stage changes back into Instant Reply.
Why teams choose it
Why a WhatsApp CRM beats a generic CRM bolt-on
The chat is the source of truth. The CRM should reflect the chat, not the other way around.
AI builds the contact record
The AI reads the conversation and writes name, contact, intent, budget, and objections to structured fields. Your team stops typing CRM rows by hand.
Pipeline stage on every chat
See deal stage next to the conversation thread. Move the stage and trigger the right follow-up workflow automatically.
HubSpot and Pipedrive native
Qualified lead details can push to connected HubSpot contacts or Pipedrive people automatically.
Conversation history stays in the inbox
Voice notes, messages, images, and AI drafts remain available in Instant Reply, while a mapped latest message and conversation link can be sent to the CRM contact.
Best fit
Perfect for teams that move fast in DMs.
Outbound + inbound on the same number
Scenario
Your rep starts a WhatsApp outbound on a list. Inbound replies route back to the inbox, where captured lead details and pipeline stage stay visible.
Outcome
Multi-client agency workspaces
Scenario
Each client gets their own pipeline and contacts inside one workspace. The AI tags every WhatsApp lead with the right account.
Outcome
Local service follow-up
Scenario
Customer DMs a quote request. AI moves the deal to 'quoted,' sends the follow-up two days later, and marks 'won' when the booking confirms.
Outcome
The difference
Why Switch?
Without Instant Reply
With Instant Reply
FAQ
Common Questions
Related features
See the next step in the workflow.
These pages pick up where this one leaves off, so buyers can move through the product without jumping between unrelated claims.
Ready when you are
Stop running a CRM that the chat already invalidates.
Send mapped lead details to your CRM automatically. Spend your time closing instead of typing.
10-day Pro trial, interactive read-only demo, and plan limits in plain English.