A WhatsApp CRM your whole team can work from
Every customer who messages you becomes a contact, with their conversations, tickets and opt-out status in one place. Segment them, message them, and answer them together from a shared inbox.
- Shared team inbox
- Rule-based segments
- Opt-outs tracked
WhatsApp CRM with IotaBot: at a glance
IotaBot saves everyone who messages your WhatsApp number as a contact automatically.
Contacts can also be bulk-uploaded or added by hand, and grouped into fixed lists or self-updating segments.
Segments combine rules on first channel, last activity, phone or email present, and opt-out state.
Opt-outs are tracked per contact and channel, and opted-out contacts are skipped by campaigns.
WhatsApp conversations share one inbox with Instagram, email and website chat.
Roles (owner, admin, supervisor, agent, viewer) and per-member channel scoping control who sees what.
Get started in three steps
- 1
Connect your number
Past and new WhatsApp senders start building your contact list automatically.
- 2
Organise your audience
Add lists for people you choose, and segments for rules that should stay current.
- 3
Work it as a team
Agents answer from the shared inbox, raise tickets, and reach segments with campaigns.
The CRM features WhatsApp teams use daily
Contacts built automatically
Phone, name and channel come from each conversation; add email and tags yourself.
Lists and segments
Fixed lists for hand-picked groups; segments for rules like “not seen in 60 days”.
Full history per customer
Conversations, forms filled and tickets raised, across every channel.
Shared inbox with roles
Assign, hand off and scope each agent to just the numbers they handle.
Tickets with SLAs
Turn a chat into a tracked ticket with priority, owner and response deadlines.
Consent built in
Opt-outs are honoured automatically across all campaigns.
How teams use a WhatsApp CRM
Sales follow-up
Keep every lead and conversation in one place instead of personal phones.
Repeat-customer marketing
Segment past buyers and reach them with approved templates.
Support with context
Agents see what the customer asked before, on any channel.
Can I import my existing contacts?
Yes. Contacts can be bulk-uploaded or added one at a time, alongside the contacts IotaBot collects from conversations and forms.
What can I segment on?
Today: the channel a contact first came from, when they were last active, whether they have a phone number or email, and their opt-out status. Conditions combine with AND.
Can several agents use one WhatsApp number?
Yes. Everyone works from the shared inbox, and an owner or admin decides which numbers each team member can see.
Does it replace my sales CRM?
It covers contacts, conversations, segments and tickets for messaging. If you also use a sales CRM, you can push data to it with webhooks and the IotaBot API.
Related solutions
Try IotaBot for WhatsApp CRM
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