

WhatZCRM is a CRM platform built on the official WhatsApp Business API, designed to move sales and support workflows into a single dashboard. It provides tools for managing chats, sending broadcast campaigns, and tracking leads without requiring a separate landing page for data collection.
The tool is intended for small to medium businesses and sales teams that rely on WhatsApp for customer communication. It helps with automating repetitive queries via chatbots and organizing team collaboration through a shared inbox.
Buyers should be aware that while the platform handles the CRM and automation layer, standard Meta conversation charges may still apply separately based on usage. Buyers should confirm that their existing WhatsApp number meets the API eligibility guidelines before migrating.
A shared space for teams to collaborate on customer chats, assign conversations, and add labels in real time.
A visual tool for creating bots that may help qualify leads, answer common FAQs, and book appointments.
Supports sending broadcast messages to opted-in contacts and triggering drip sequences based on user actions.
Interactive forms that allow users to submit information directly within WhatsApp to help reduce drop-off rates.
Uses AI to help categorize customers by behavior, engagement level, and purchase history.
Includes a pipeline for tracking deals and a system for task reminders.
Using chatbots and in-chat forms to ask prospects about their budget and needs before routing them to a sales agent.
Automating the booking process for services or consultations and sending reminders via WhatsApp.
Sending automated WhatsApp notifications to e-commerce customers who left items in their shopping cart.
Sending class reminders, application status updates, and fee alerts for educational institutions.
WhatZCRM offers a 7-day free trial with no setup or cancellation fees. Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
Yes, WhatZCRM offers a 7-day free trial with no setup fee or cancellation charges.
Yes, provided the number meets the WhatsApp Business API eligibility guidelines.
No, the platform includes a no-code visual builder for creating chatbots and automation flows.
While WhatZCRM does not charge a setup fee, standard Meta (WhatsApp) conversation charges may apply based on your usage.
Source category: Sales
Source subcategory: CRM
WhatZCRM is a WhatsApp-based CRM designed for small businesses and sales teams to manage customer engagement and lead capture. It supports workflows like automated follow-ups and AI-powered segmentation. Buyers should note that official Meta conversation charges may apply separately.