Platform features

A complete WhatsApp CRM operating system

Manage conversations, contacts, templates, broadcasts, flows, voice events, analytics, teams, billing, and settings from one SaaS portal.

CRM modules

  • Shared WhatsApp team inbox with assignment and SLA status
  • Contact database with tags, groups, custom fields, opt-in status, lead stage, notes, and timeline
  • Dashboards for message volume, delivery, reads, replies, template performance, broadcasts, calls, and agent activity

WhatsApp modules

  • Meta Embedded Signup connection flow
  • Template creation, preview, submission, status, rejection reason, variables, and buttons
  • Broadcast campaigns using approved templates and opted-in audiences only
  • WhatsApp Flows creation, publishing, responses, export, and analytics

Team operations

  • Owner, admin, supervisor, agent, billing manager, and read-only roles
  • Agent availability, internal notes, mentions, activity logs, and performance reporting
  • Conversation transfer, priority, status, category, archive, and resolution tracking