Picky Assist: WhatsApp Automation and Conversational CRM
Picky Assist helps small and mid-market businesses automate customer communication and lead management via WhatsApp. It is designed for teams that need to centralize messaging and may reduce manual follow-up work.
At a glance
- Category
- Customer Support
- Best for
- Small businesses, Mid-market companies, Teams using WhatsApp for sales and support, Business owners seeking a no-code automation tool
- Pricing
- Offers a free forever plan. Paid plans start at $39 per month (Starter), with Growth at $49/mo and Scale at $69/mo. An API-only plan is available for $29/mo.
- Key use cases
- Automating Lead Follow-ups, Customer Support Automation, Appointment Scheduling, Payment Collection
- Integrations
- Zoho CRM, PayPal, Stripe, Razorpay, PayU
- Official website
- pickyassist.com
Picky Assist is a communication platform designed to centralize business interactions through the WhatsApp Business API. It provides a unified inbox for teams to collaborate on customer conversations and includes a no-code builder for creating automated chatbots and conversational funnels.
The tool is designed for small to mid-sized businesses across various sectors, including education, real estate, and healthcare, that use WhatsApp for lead generation and customer support. It supports automating repetitive queries, managing lead stages in a CRM, and facilitating payments within the chat interface.
Buyers should note that while a free plan is available, advanced features and higher contact limits require paid subscriptions. Because the platform is primarily self-service, those needing extensive setup may need to evaluate the optional paid support plans.
Key Features
A visual drag-and-drop tool for creating automated chatbots to handle customer queries.
A built-in system to track lead stages, manage activities, and organize customer data.
A shared inbox that integrates WhatsApp and Messenger for team collaboration and chat assignment.
Integrated AI capabilities designed to summarize chats, generate replies, and analyze sentiment.
Supports the collection of payments directly within the WhatsApp chat interface.
A tool for sending bulk WhatsApp messages to nurture leads and customers.
Use Cases
Setting up automated reminders and nurture sequences to keep prospective clients engaged.
Using AI chatbots to answer common questions and may help reduce the volume of routine support calls.
Managing bookings and registration for services like clinic visits or educational trials via WhatsApp.
Sending automated billing reminders and payment links to support cash flow.
Best For
Integrations
Pricing
Offers a free forever plan. Paid plans start at $39 per month (Starter), with Growth at $49/mo and Scale at $69/mo. An API-only plan is available for $29/mo.
FAQ
The Free Plan includes core features, CRM modules, and support for WhatsApp, FB Messenger, and Instagram, though it has limits on contacts and interactions and a 30% markup on WhatsApp messaging charges.
Charges are determined by Meta based on the recipient's country and message category. Paid plans are billed at actual rates, while the free plan includes a markup.
Yes, you can connect up to 50 numbers, but the ability to connect more than one number is only supported under the Scale Plan.
All paid plans include one free live onboarding session. For more extensive custom setup or advanced configurations, optional paid support plans are available.
Source category: Customer Support
Source subcategory: AI Chatbot
