WhatsApp CRM & lead management

Your CRM, built automatically from WhatsApp activity.

Every customer who messages your number becomes a contact on its own. Tag them, keep notes, move them through lead stages from New to Won, set follow-ups that send a template on time, and export the list whenever you need it.

No cardNo credit card2-min setup2-minute setupOfficial Meta APIOfficial Meta Cloud API

1,247486214187contacts matchingLive

12segments94%opted in38new today

#diwali-2025city:Suratopt-in onlyfilter

PSPriya Shah+91 98765 43210vipopted inin segment

RMRahul Mehta+91 90123 45678leadopted in

APAnjali Patel+91 98942 77518repeatopted inin segment

VSVikram Singh+91 99045 22188coldopted in

NJNeha Joshi+91 99887 66554vipopted out

KDKaran Desai+91 97711 30022newopted inin segment

Saved as “Surat Diwali engaged”Broadcast

What you get

A WhatsApp CRM that fills itself in.

Contacts created automatically

The first message from a new number creates the contact - no data entry.

Tags & segments

Tag contacts and use the tags to pick who a broadcast goes to.

Lead stages

Move each lead through New, Contacted, Qualified, Proposal, Won and Lost.

Follow-ups that send themselves

Set a follow-up on a lead with a template and a time - it goes out on its own.

Opt-in tracking

STOP, UNSUBSCRIBE and similar replies switch the contact to opted-out and log the change.

CSV import & export

Paste a CSV to add contacts - existing numbers are updated and their tags merged - and download the full list any time.

How it works

From first WhatsApp message to closed deal.

1Connect WhatsApp
2Tag contacts
3Build a segment
4Use it in broadcasts
5Track opt-in
6Export

Connect WhatsApp. The first message from each customer starts filling your contact list - no setup.

Tag contacts. Add tags from the inbox or the contact list - 'diwali-2025', 'wholesale', 'vip'.

Build a segment. Filter by tag and opt-in to pick exactly who a campaign goes to.

Use it in broadcasts. Pick the tag when you schedule a broadcast - it sends only to that list.

Track opt-in. A STOP reply switches the contact to opted-out, and marketing skips them.

Export. Download the full contact list as a CSV whenever you need it.

Contacts1,2431,247contacts

Search contactstag:diwali-2025city:Suratlast_seen:7d214 matchSaved: Surat Diwali engaged

ContactCityStatus

PSPriya Shahnew+91 98765 43210#diwali-2025engagedSuratsending…✓✓ read
RMRahul Mehtanew+91 91234 55678#diwali-2025Suratsending…✓✓ readSTOP · opted out
AKAisha Khannew+91 99880 12345supportMumbainot in segment
VDVikram Desainew+91 90909 77123#diwali-2025cartSuratsending…✓✓ read
NPNeha Patelnew+91 93456 88990price-askRajkotnot in segment

Waiting for inbound messages - contacts create themselves.Auto-tagging 5 interactions by campaign source and AI intent…Filtering 1,247 contacts - tag, city and last-seen…Segment saved: 'Surat Diwali engaged' · 214 contacts, reusable.Broadcast 'Diwali Sale' sending to the saved segment…Rahul Mehta replied STOP - consent revoked, pulled from future sends.POST /api/v1/contacts→ HubSpot4 synced · 1 skipped

FAQ

WhatsApp CRM questions

How contacts, leads and opt-ins are kept in AiOneChat.

A contact list and sales pipeline built around WhatsApp conversations. In AiOneChat, every customer who messages your number becomes a contact you can tag, note, move through lead stages and follow up.

No. A contact is created automatically the first time someone messages your number. You can also paste a CSV to add existing customers.

Imported contacts start as opted-out unless your CSV marks them opted-in. A customer replying STOP or UNSUBSCRIBE is opted out automatically, and the change is logged.

Not yet - HubSpot and other CRM connections are on the way. Today you can export your contacts as a CSV and import them anywhere.

It depends on your plan - see the pricing page for each plan's contact limit.

New, Contacted, Qualified, Proposal, Won and Lost - move a lead between them as the conversation goes.

What is a WhatsApp CRM?