5 WhatsApp CRMs to Swiftly Move From Chats to Closed Deals

There’s no denying it — messenger marketing is having a big moment. As customers move away from conventional ad funnels, messaging apps like WhatsApp and Telegram are becoming the channels where real connections and buying decisions happen. To consumers, these apps feel instant, familiar, and personal, unlike traditional channels. No wonder that more DTC brands move their conversations to chats.

But, WhatsApp is only as powerful as the data that flows out of it. Chances are, you don’t want to invest time and effort in surface-level chat interactions that end with polite replies and zero follow-through. Sales only happen when conversations are captured and followed up on.

That’s where the tech behind the scenes matters. To make WhatsApp your true marketing and sales engine, you will require a solid CRM foundation where every message, contact, and intent signal is automatically organized and processed. In this post, we’ll review the five best WhatsApp CRM systems that allow customer data to flow seamlessly, along with their prices and key features.

TL;DR Best WhatsApp CRM tools at a glance

First things first, let’s go through the WhatsApp CRM tools covered in this post, along with their key strengths and pricing details. Click on each tool to jump to its detailed overview.

What is WhatsApp CRM?

WhatsApp CRM integration directly connects your WhatsApp Business conversations with a customer relationship management (CRM) platform. This is key to making WhatsApp part of your bigger sales and support workflow — it enables you to capture contacts, log conversations, and automatically create and update deals inside the CRM system without clunky middleware or manual data entry.

Integrating WhatsApp with a CRM solution is essential if you’re running chatbots or any kind of automation on the channel. Once conversations start happening at scale, manually tracking outcomes becomes impossible, and that valuable behavioral data can easily be lost. When chatbots qualify leads, answer product questions, collect contact details, or nudge users toward a purchase, every one of those interactions represents data that should immediately enter your CRM system.

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Why integrate WhatsApp with CRM?

The WhatsApp chat format encourages users to text in bulk and spontaneously, unlike email, where communication is more calculated and spaced out. While that immediacy is powerful, it also means conversations can pile up fast.

Despite that, with the right WhatsApp CRM platform in place, teams can still operate with clarity, consistency, and confidence as volume increases. Let’s look at exactly how these systems help tame the chaos:

• Single source of truth. When WhatsApp is integrated with your CRM system, every conversation becomes part of a unified customer record. Profiles can be populated with data from other channels, such as email, web forms, paid ads, or calls, in order to create a complete, reliable picture of each lead or customer.
• Entire sales flow automation. When a user submits information, requests a quote, books a demo, or places an order via WhatsApp, those events can automatically trigger CRM workflows. That means creating deals, updating pipeline stages, assigning team members, or launching follow-ups.
• Team alignment. A CRM-connected WhatsApp setup replaces scattered, rep-owned chats with a shared workspace. Everyone on your team sees the same conversation history, customer status, and next steps in real time.
• Tags and filters for smarter navigation. Typical CRM features make it easy to segment contacts based on intent, behavior, location, product interest, or deal stage. Instead of scrolling through chat lists, your agents can instantly filter prospects, prioritize hot leads, and tailor their messaging accordingly.
• Improved team collaboration and task assignment. CRMs turn WhatsApp conversations into actionable tasks. Reps can assign follow-ups, set reminders, add internal notes, and monitor progress within a shared system. The unified workspace keeps accountability clear and ensures no conversation is forgotten.
• Dedicated pipelines for different markets or offerings. With a CRM system, you can create separate pipelines for different countries, regions, service categories, or product lines. Each pipeline can have its own logic, stages, and KPIs.
• At-a-glance performance statistics. Integrated analytics show what’s actually happening behind the chats. You can track response times, lead volume, deal progression, conversion rates, and revenue generated from WhatsApp from a single dashboard.
• Calendar and tool integrations. WhatsApp CRM setups often connect with calendars, email tools, payment systems, and other business software. That means meetings can be booked, reminders sent, and follow-ups scheduled automatically.
• Customization to match your sales process. Many CRMs are highly customizable, allowing you to adapt fields, pipelines, automations, and permissions to your established workflow.

The best part is that WhatsApp CRM integration isn’t reserved for large teams or complex sales operations. There are full-featured platforms as well as lightweight, CRM-like tools designed for solopreneurs and extra-small teams — you’re likely to find a solution no matter where you are in your growth journey.

SMB-friendly WhatsApp CRM systems to explore

Below is a list of the best WhatsApp CRM integrations that natively support WhatsApp, making it easy to capture and navigate customer data and manage sales.

It’s worth noting that many of these solutions were developed in WhatsApp-first regions like Southeast Asia, with the needs of small-business owners in mind. As such, they prioritize fast setup and plug-and-play automations over enterprise-level complexity.

SendPulse

SendPulse is an all-in-one marketing and sales automation platform with a strong emphasis on AI-powered conversational automation. As an official WhatsApp Business API Provider, the platform offers a native CRM solution for WhatsApp and other communication channels like email, Instagram DM, Telegram, Facebook Messenger, and web live chat, along with a unified inbox.

The easiest way to automate WhatsApp interactions is by using a SendPulse-powered AI chatbot. When WhatsApp users share their contact info or place an order with your bot, their data will automatically be transferred to the native SendPulse CRM system in the form of deals, contact cards, or tasks — this can be set up via the “Action” element in the bot flow editor. Once the deal is created, the responsible agents will be assigned and notified when the deal status changes.

You can then reach customers directly from your CRM system, send them personalized campaigns, or initiate multi-step automations. SendPulse allows you to effortlessly detect and merge duplicates, enrich CRM profiles with fields and tags, and maintain their variables up to date by syncing them with your chatbot. It’s possible to create multiple pipelines with custom sales stages and get detailed data insights on WhatsApp campaigns.

Your chatbot can showcase products you add to your CRM system, with names, images, and prices pulled directly from it. You can set up the flow to accept one-time and recurring payments and continue the chatbot flow logic based on the specific product a customer purchases. Your team members will see the successful payment labels in chats, along with a quick link to the corresponding product in the CRM system.

Pricing. SendPulse offers free WhatsApp CRM use with five user seats, two sales pipelines, and unlimited deals and contacts. To unlock advanced automations and more agent seats, you can choose one of the paid plans starting at $12 a month, billed annually. Other features like email automation, chatbots, and website builder are also available on a free plan and can be purchased separately.

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Interakt

Interakt is a WhatsApp- and Instagram-oriented marketing, sales, and support hub. The platform’s key features include a CRM, a WhatsApp AI chatbot builder, WhatsApp and Instagram campaign automation, and a shared inbox. Interakt-powered WhatsApp chatbots can accept payments, manage bookings, handle returns, and recommend products.

The Interakt CRM system enables you to sync contacts and capture leads from WhatsApp, Facebook, Instagram, web forms, and more. Once they’re logged in to your CRM, you can send them targeted campaigns or products with one click.

Like any typical CRM solution, Interakt offers visual sales pipeline management, role-based access, and task management. The platform allows you to record, track, and manage all WhatsApp customer interactions, activities, and documents in one place. Basic automations like payment reminders ensure no deals slip through the cracks.

Smart contact cards, labels, and comments guarantee rich customer context and precise personalization in future communications. In addition, Interakt offers visual agent and conversation analytics along with AI-powered insights. Its WhatsApp CRM can be enhanced with over 60 eCommerce integrations.

Pricing. There’s a free trial period. Monthly paid plans start at $55 for WhatsApp and Instagram, with annual billing giving you a 20% discount. All Interakt plans come with unlimited agent seats, messages, and contacts.

Kommo

Kommo is an AI-powered, messenger-first sales CRM solution with a code-free chatbot builder, live chat functionality, and a single inbox. Kommo’s Salesbot can automatically qualify leads and send their information directly to your CRM system — the instant deal creation is implemented via the integration with WhatCRM.

As a WhatsApp CRM solution, the platform allows you to track your clients as they travel through each stage of your pipeline and initiate upsells by having the chatbot send individual subscribers relevant product cards. Each pipeline can be assigned a different WhatsApp number.

The Kommo CRM system has a customizable view with filters for easier navigation. You can create up to 50 custom pipelines that either remain independent or converge at some point. The built-in AI writing assistant ensures clear, conversion-oriented outreach and quick chat summaries.

Pricing. Kommo offers a 14-day free trial. Paid plans start at $15 per user per month for 12,500 contacts, billed semi-annually. On each plan, there’s an option to add free users with limited rights. Prepaying for two years in advance will give you a discount.

Zoko

Zoko is a lean WhatsApp CRM and automation solution built specifically for small Shopify businesses. Its toolkit includes AI product recommendations tools for WhatsApp and a visual automation builder for complex workflows across chats, Shopify, and other apps. Zoko is an official Meta Business Partner registered in India and the United States.

The platform helps you seamlessly view, manage, and automatically distribute WhatsApp chats to individual agents or departments. Private notes allow your team members to discreetly add context to individual chats, while customer profiles aggregate message history, contact details, and order data in one place. To send targeted WhatsApp campaigns directly from Zoko, you can rely on its diverse segmentation criteria and conditions.

Tags and filters in Zoko enable smooth contact management and navigation. The same main dashboard can be used to monitor and answer Instagram DMs and comments. To automate Instagram and WhatsApp interactions, you can integrate the platform with AI bot builders like Hallo or Wismo in a few clicks.

Pricing. The platform has a 7-day free trial. Zoko’s pricing plans start at $49.99 per month, charged monthly. Including Instagram in the plan will cost you an additional $9.99 a month. Some Zoko flows are free, and some can be purchased separately. High-volume senders can request an individual discount.

Mekari Qontak

Mekari Qontak is an omnichannel, GDPR-compliant, and ISO-certified CRM platform that brings conversations on WhatsApp, email, Instagram, and marketplace chats under one roof. As an official WhatsApp Business Solution Provider, it offers scheduled WhatsApp campaigns, AI chatbots, embedded live chat, a consolidated dashboard, sales pipeline and deal management, ticketing, and analytics.

Mekari Qontak offers unparalleled sales-specific features like live agent tracking, sales reports, and SLA adherence monitoring. Its CRM system allows you to visualize each sales stage, focus on high-potential prospects, set custom goals, identify trends, collaborate as a team, and monitor progress in real-time. It’s possible to synchronize the CRM with a Qontak-powered WhatsApp AI chatbot for a steady flow of leads and other data.

With Mekari Qontak, you can effortlessly monitor each deal’s status and send timely follow-ups. Nuanced audience segmentation, rich interaction context, and automated actions make tailored WhatsApp messaging a breeze. In addition, the integrated AI-assistant Airene can help your team save hours of work, thanks to conversation summaries, paraphrasing, and translations. Finally, custom CRM reports remove the need for manual data extraction and reveal patterns and bottlenecks across your entire sales process.

Pricing. Mekari Qontak can be explored with a free trial. The prices per package (Service, Sales, Broadcast, etc.) start around $23 per month per user seat. AI bots, Instagram comments, and other features are available as add-ons.

Looking for the ultimate best WhatsApp CRM integration?

The SendPulse CRM is part of a bigger toolkit that includes AI chatbots, an AI email campaign builder, 360 automations, a website builder, SMS campaigns, lead capture forms, push notifications, and an online course builder. Whether WhatsApp is your primary or secondary channel, you can always rely on SendPulse as the central hub where all of your customer data and interactions come together.

Create a free SendPulse account and take the first step towards implementing a CRM with WhatsApp integration! We offer beginner-friendly onboarding, comprehensive help center materials, and 24/7 support via live chat.