WhatsApp CRM

Turn WhatsApp conversations into organized deals, with clear history and ownership.

We bring contacts, conversations, and deal stages together so your sales team knows where every opportunity stands and what to do next.

When every sale lives on someone's phone

WhatsApp conversations drive sales, but the deal history gets lost.

  • Scattered conversations

    Each salesperson keeps contacts and conversations on their own device.

  • Missed follow-ups

    Without reminders, proposals and promised replies fall through the cracks.

  • No clear pipeline view

    Managers cannot see how many deals are active or which stage they have reached.

  • Handoffs without context

    When responsibility changes, the conversation history may go with the previous person.

From conversation to opportunity

Track contacts and conversations as sales opportunities.

Information now scattered across chats moves into one place, with a stage, an owner, and a history.

How it often works today

  • WhatsApp conversations
  • Phone contacts
  • Notes
  • Spreadsheets

CRM

Contacts and deals in one place

How it looks in the CRM

  • Pipeline

    Deal stages

  • Owners

    Who handles each contact

  • Next steps

    Follow-up reminders

  • History

    Recorded conversations and decisions

What can be organized

The CRM's working areas.

We define the scope during the assessment, based on your company's sales process.

  • Contacts and conversations

    The team's relationship history.

    • Contact records and organization
    • Conversation history linked to each contact
    • Contact source when available
  • Deals

    Each opportunity's path.

    • Pipeline stages defined with your company
    • An owner for each opportunity
    • Follow-up reminders and tasks
  • Management

    A view for team leaders.

    • Opportunities tracked by stage and owner
    • Monitoring reports as defined in the scope
  • Rollout

    Helping the team put it to use.

    • Configuration around your process
    • Guidance for your team
    • Adjustments after real use

How we work

From your sales process to a CRM in daily use.

  1. Step 1

    Understand

    Review how the team sells, the stages involved, and where information lives.

  2. Step 2

    Structure

    Define the pipeline, fields, and follow-up rules.

  3. Step 3

    Roll out

    Configure the system, migrate contacts, and guide the team.

  4. Step 4

    Monitor and refine

    Adjust based on real use and the visibility managers need.

Who it is for

Teams selling on WhatsApp that need a clearer view of their deals.

A good fit for

  • Sales teams negotiating mainly on WhatsApp
  • Managers who need to see pipeline stages and owners
  • Businesses losing opportunities because follow-up is inconsistent

May not be the first priority for

  • Teams with few deals that can track them without a system
  • Businesses still defining their sales process; the assessment starts there

Frequently asked questions

Does the CRM work only with WhatsApp?

Its focus is organizing deals that happen on WhatsApp. Connections to other channels and systems depend on scope and technical feasibility.

Do I need to change my number or service process?

Account and number requirements depend on WhatsApp's rules and the integration model. We review them during the assessment.

How does the CRM relate to chatbots and automation?

They are separate solutions that can work together: a chatbot organizes incoming contacts, and automation creates tasks and reminders.

What is the timeline and cost?

Both depend on scope and the chosen model. Vendaz does not publish prices on the site; we provide a timeline and proposal after the assessment.

How does your team track deals today?

Tell us how your sales process works. We will assess a CRM project and prepare a proposal.

  • WhatsApp Chatbot

    Organize WhatsApp service with conversation flows built for your process.

  • AI Agents

    Support customer conversations and sales within clearly defined rules and limits.

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