A WhatsApp CRM that remembers every customer, conversation and opt-in
Contact profiles with a full consent history, tags and self-updating segments, a shared inbox with assignment, and campaign results you can turn into the next audience. Unlimited agents on Basic and above, with replies from Slack, Microsoft Teams or Google Chat.
What a WhatsApp CRM should do (and what it shouldn’t)
On a single phone, customer knowledge lives in one person’s head and chat list. A WhatsApp CRM moves it into a shared record: who the customer is, what they asked last time, whether they agreed to marketing, and which campaigns reached them. That makes WhatsApp safe to scale beyond one person.
Social Intents focuses on the WhatsApp relationship itself: contacts, companies, consent, segments, conversations and campaigns. It doesn’t try to be a sales pipeline tool. If your deals live in HubSpot or Salesforce, connect them and keep each system doing what it’s best at.
1
shared contact list for WhatsApp, SMS and website chat
4
consent states: opted in, messaged you, unknown and opted out
50+
integrations, including Salesforce and HubSpot
WhatsApp contact management with a consent history
WhatsApp conversations are saved to contact profiles that hold names, phone numbers, company, location, tags and custom properties, and contacts are grouped into companies by their email domain.
- WhatsApp and SMS consent on every contact, with a full change history
- Conversations and help desk tickets on the same profile
- Send an email or SMS straight from the contact
Segments and lists built from real WhatsApp behavior
Static lists are great for imports and keyword opt-ins. Segments update themselves from rules, so “VIPs in the UK who messaged us in the last 90 days” is always current.
- Rules on tags, country, consent, signup date, last WhatsApp message and name, email, company or city
- Combine rules with all/any logic
- Smart audiences such as Opted in and 24-hour window open
A shared inbox with assignment and internal notes
One number, many people. Assign a conversation to a teammate, leave an internal note the customer never sees, and let an AI chatbot answer routine questions before handing off.
- Número ilimitado de agentes nos planos Básico e superiores
- Reply from Slack, Microsoft Teams, Google Chat or the inbox
- Multiple WhatsApp numbers in one inbox (5 on Pro, 10 on Business)
Campaign history that feeds your next audience
Each broadcast keeps a per-recipient record of sent, delivered, read, replied, failed and opted out. Build your next audience from any result, or use past campaign engagement as a segment rule.
- “Read, didn’t reply” follow-ups in one click
- Reply snippets and a CSV export for every campaign
- Keyword opt-ins tag new contacts to a list automatically
Bring your contacts with a CSV import
Moving from a phone, a spreadsheet or another tool? Import keeps consent evidence attached from day one.
-
1
Upload a CSV
Or paste rows straight from a spreadsheet.
-
2
Map the columns
First Name, Last Name, Email, Phone, Company, City, State, Postal Code, Country, Tags and WhatsApp Consent are recognized automatically.
-
3
Set phone defaults & consent
Pick a default country for local numbers, then say how these people opted in. The note is stored on every consent record.
-
4
Matched, not duplicated
Existing contacts are matched by email, then phone, and updated. New ones can be tagged into a list for your first broadcast.
A CRM with WhatsApp integration for the tools you already use
50+ integrations connect WhatsApp conversations to your CRM, help desk and website, and your team replies from the chat app it already has open. CRM integrations are included on Pro and Business.
SalesForce
HubSpot
Zendesk- FFreshdesk
- JJira
WordPress
Shopify
Slack
Microsoft Teams
Bate-papo do Google
WhatsApp CRM for small business teams
Contacts, companies and WhatsApp are included from Basic at $69/month billed annually, with unlimited agents, so the whole team can share customer context without paying per seat.
Shops & boutiques
Tag buyers by store and size, and follow up with the people who read your launch but didn’t reply.
Clinics & salons
See who confirmed by WhatsApp, keep notes on preferences, and send Utility reminders.
Real estate & home services
Keep every buyer or job on one profile, assign follow-ups, and answer from your phone in Slack or Teams.
Schools & training
Segment families by class or course and keep a consent record for every guardian.
Put every WhatsApp customer in one shared record
Import your contacts with their consent evidence, invite the team, and answer from Slack, Teams or Google Chat.
WhatsApp CRM FAQ
Contacts, consent, imports, integrations and what we deliberately don’t do.
What is a WhatsApp CRM?
Is Social Intents an official WhatsApp provider?
Does Social Intents have deals, pipelines or sales stages?
Can I import my existing contacts?
How does WhatsApp consent tracking work?
Which tools does the WhatsApp CRM integrate with?
How much does a WhatsApp CRM cost for a small business?
Can I switch from my current WhatsApp provider?
Related WhatsApp resources
WhatsApp Business API
App vs API, setup, pricing and messaging limits.
WhatsApp team inbox
Assignment, notes and unlimited agents on one number.
WhatsApp marketing platform
Campaigns from audience to retargeting, compliance built in.
WhatsApp opt-in guide
How to collect and record consent the right way.
WhatsApp AI chatbot
ChatGPT, Claude or Gemini answering 24/7 with human handoff.
WhatsApp link generator
Free wa.me links that start conversations and grow your list.
Give your team a WhatsApp CRM it will actually use
Shared customer context, consent you can prove, and replies from the tools your team already lives in.
14-day free trial • No credit card required • Unlimited agents on Basic and above