WhatsApp CRM for sales teams

What is a WhatsApp CRM?

A WhatsApp CRM connects customer conversations on WhatsApp Business to lead records your team can assign, stage, and follow up. Threezero provides a shared inbox, leads, pipeline, and optional AI on the official Cloud API — not only a personal messaging app.

Official Meta Cloud API, not a web scraper

Messaging runs through Meta’s WhatsApp Cloud API with phone number ID, WABA ID, access token, and webhook delivery. This is not WhatsApp Web automation. Template and session rules follow Meta’s platform for your account.

Shared team inbox and lead records

Multiple staff can work the same WhatsApp inbox. Each conversation ties to a lead with stages, notes, and assignment. Channel filters, delivery and read ticks, and searchable history support a real team queue.

From WhatsApp message to lead

Inbound messages resolve to your bot via the Cloud API phone number ID, open or update a conversation, and create or update a lead. Teams then assign, stage, reply with AI or as a human, and continue the sales process.

AI replies and human handoff

AI answers routine questions from bot configuration and catalog context where available. Usage is metered. Staff takeover pauses AI for that conversation; handoff alerts can notify the team.

Pipeline, catalog, orders and appointments

Pipeline boards track stages. Catalog is available from Starter; Shopify product sync is on Scale. Orders, shipping, payments, and appointments are on plans that include those modules (Growth and above).

Workflows and message templates

Flow builder supports structured paths before or alongside AI. Meta message templates support compliant outbound messaging where your WABA allows. Sandbox can test prompts without writing to live leads.

Frequently asked questions

What is a WhatsApp CRM?

Software that connects WhatsApp Business conversations to lead records, assignment, stages, and sales workflows so a team can manage chats like a CRM pipeline — not only as a personal messaging app.

Can a team manage WhatsApp conversations in one inbox?

Yes. Threezero provides a shared team inbox with lead stages, notes, assignment, and history so multiple people can work the same business number without sharing a personal phone.

Does Threezero use the official WhatsApp Cloud API?

Yes. Messaging uses Meta’s official WhatsApp Cloud API with webhook delivery — not an unofficial WhatsApp Web scraper.

Can AI hand a WhatsApp conversation to a human?

Yes. Staff can take over any chat from the inbox; takeover pauses AI for that conversation so a human continues the thread.

Can WhatsApp conversations be connected to leads and pipeline stages?

Yes. Inbound messages create or update leads with stages, notes, and assignment, and the pipeline board shows where each conversation sits.