See deals beside the chat
Create leads and move them through pipeline stages while you talk to the customer.
WhatsApp CRM
A WhatsApp CRM your whole team can work from
Manage WhatsApp leads, contacts, and pipelines beside every conversation, with team assignment, notes, tags, and automated follow-up.
Lead pipelinesShared inboxAssignments and notesSegments and tags
What you get
Everything you need, in one workspace
Give every lead an owner
Assign conversations to teammates and keep internal notes where the whole team can find them.
Organize your contacts
Use tags and segments to group customers for follow-up and campaigns.
Automate the follow-up
Trigger the next message or task from a tag, keyword, or webhook so leads do not go quiet.
Reach opted-in segments
Send approved templates to a segment and bring every reply back to the shared inbox.
Connect your existing systems
Use API v2, webhooks, and integrations to keep records in step with your other tools.
Reviewed November 2, 2026
Running sales and support on WhatsApp
If your sales or support happens on WhatsApp, a separate spreadsheet or CRM quickly falls out of step with the conversation. Follow-ups get missed, and nobody is sure who owns which customer.
Greenbubble keeps leads, contacts, and pipelines beside your WhatsApp conversations, in the same workspace as Instagram, Messenger, and Telegram.
What a WhatsApp CRM should do
- Keep context in the chat: show who the customer is, their deal stage, and earlier notes while you reply.
- Make ownership clear: assign each conversation and lead so customers do not fall between teammates.
- Track the pipeline: move deals through stages you define and see what needs attention next.
- Support follow-up: use automation and approved templates so warm leads get a timely message.
Set it up in a few steps
Connect your number through Meta Embedded Signup, then import an opted-in contact list. Set up your pipeline stages, tags, and team permissions, and assign your first conversations. Add one follow-up automation once the basics are working.
WhatsApp Business app or a CRM?
The free WhatsApp Business app suits a sole operator handling a modest number of chats. A team usually needs individual logins, assignments, shared history, and integrations, and those call for the WhatsApp Business Platform and software built on it.
Working with the CRM you already have
If you already use another CRM, keep it. You can connect HubSpot, Salesforce, or Zoho CRM through authenticated APIs and webhooks. Field mapping and permissions need to be configured, and the other tool may need its own plan.
A practical first test
- Choose one customer request or business event to handle.
- Connect your number and confirm your plan's capacity.
- Test the flow with a small, opted-in audience, including the handoff to a teammate.
- Review delivery, replies, and failures before widening it.
Software and provider costs
See current Greenbubble plans for software capacity and the official WhatsApp pricing page for provider charges. Software fees and WhatsApp message charges are separate.
Your next step
Start your 14-day Pro trial · Book a workflow demo · See the setup documentation
FAQ
Questions, answered
What is a WhatsApp CRM?
A WhatsApp CRM keeps customer records, deals, and follow-up tasks connected to WhatsApp conversations, so a team can see the context and next step in one place.
Can several teammates use one WhatsApp number?
Yes. With the WhatsApp Business Platform, teammates sign in with their own logins and work from a shared inbox, with assignments showing who owns each conversation.
Does it replace HubSpot, Salesforce, or Zoho?
It can be enough for teams that mainly sell and support on messaging. Teams that keep another CRM can connect it through API v2 and webhooks.
Can I use it for Instagram, Messenger, and Telegram too?
Yes. All plans include WhatsApp, Instagram, Messenger, and Telegram, so conversations from those channels can be handled in the same workspace.
Are WhatsApp message fees included?
No. Greenbubble software plans are separate from WhatsApp provider charges. Use Meta's current pricing page for delivered-message rates and categories.
How do I try this in Greenbubble?
Create an account to start a 14-day Pro trial and test one workflow with a connected number. After the trial, the account moves to Free unless you choose a paid plan.
Keep reading
Related guides and resources
Try it with your number
Give every WhatsApp lead an owner.
Start with one workflow, test it with a small audience, and expand when it works.