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WhatsApp marketing

WhatsApp CRM integration for small business

Every WhatsApp chat lands on the right contact, your team replies from one inbox and deals update as you go.

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Free plan, no card needed. Or book a demo.

A CRM that speaks WhatsApp

For many small businesses, WhatsApp is the CRM: customer details live in chats, on one person's phone. When that person is off, or leaves, the history goes with them.

startbuddi connects your WhatsApp Business number to its CRM. Every chat lands on the customer's record, next to their deals, bookings and invoices. Your team replies from a shared inbox, and a deal can be created straight from the conversation.

  • Chats saved to the right contact automatically.
  • A shared inbox with assignment and internal notes.
  • Create a deal, task or booking from the chat.
  • Contacts and recent chats imported from the WhatsApp Business app.
  • Chats on the recordNext to deals and invoices.
  • Shared inboxNo more passing a phone around.
  • Deals from chatsCreate one in a click.
  • Import historyUp to 180 days of chats, once.
Channels

Every WhatsApp chat, on the right customer.

WhatsApp arrives in one list with email, SMS and social DMs, filtered by channel.

  • WhatsApp, Email, SMS, Website Chat, Instagram, Facebook, Telegram and Voice
  • Open, Snoozed and Closed tabs, sorted Newest, Oldest or Unread first
  • Filters: Unassigned, Assigned to me, Unread, Chip has a reply
More about Inbox
Customer panel

The whole customer, beside the chat.

Stage, owner, bookings and form answers next to the conversation, with Create deal one click away.

  • Create deal, Add task, Schedule meeting, Start workflow
  • Customer tools: Create proposal, Request e-sign, Book meeting
  • A pipeline nudge when Chip thinks a deal should move
More about Inbox
Moves itself

Deals that move when customers reply.

A reply moves the deal out of the first stage, and a paid invoice marks it won.

  • A reply moves the deal out of the first stage
  • A paid invoice marks the deal won
  • Chip suggests a deal right from an inbox conversation
More about Sales pipeline & deals
Same workspace

WhatsApp inside the same workspace as your clients.

Every reply lands in your shared inbox, on the right contact, next to their deals and invoices.

01

One inbox for every channel

Your team replies from one shared inbox instead of passing a phone around.

Explore One inbox for every channel
02

Follow-ups that run themselves

Send a template when a form is filled, a booking is made or an invoice is due.

Explore Follow-ups that run themselves
03

Deals you can see

Turn a WhatsApp conversation into a deal and follow it to paid.

Explore Deals you can see
04

Email campaigns

Reach the same contacts by email when a template will not do.

Explore Email campaigns
Plans

WhatsApp unlocks on Starter

WhatsApp campaigns are part of the Marketing hub, which unlocks on Starter ($29 a month). Letting Chip answer customers on its own unlocks on Growth. Meta charges its own fees for template messages.

Start freeCompare every plan
  • Free Not on this plan $0
  • Starter Included, 30-day trial $29/mo
  • Growth Included, 30-day trial $79/mo
  • Scale Included, 30-day trial $199/mo
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Questions people ask

How do I connect WhatsApp to a CRM?
In startbuddi, connect your WhatsApp Business number through Meta's signup window. Chats then land in the shared inbox on the right contact.
Can several staff use one WhatsApp number?
Yes. The whole team replies from the shared inbox, with conversations assigned so two people do not answer the same customer.
Will I lose my existing chats?
No. If you connect your existing WhatsApp Business app account, your contacts and up to 180 days of chats are imported once.
What plan do I need?
The CRM is free on Free. The inbox and WhatsApp unlock on Starter ($29 a month).

Bring your WhatsApp into one place.

Connect your business number, send your first approved template and reply as a team. Try it free for 30 days.

Start free
Free plan available. Every paid plan starts with a 30-day trial.