CRM

WhatsApp CRM

Organise contacts, conversations and follow-ups in one WhatsApp-focused workspace.

Availability note: Product scope, limits and release availability require confirmation against the current verified feature matrix. The page does not guarantee that every described workflow is enabled in your account.

Built for useful conversations

Bring the work around every conversation into view

Explore how whatsapp crm could fit a controlled customer-conversation workflow. Start with the customer expectation, required data, accountable team and exception path, then confirm the exact VartaFlow capability set before purchase.

Contact profiles

Configure this capability around your team’s approved processes, customer consent and connected systems.

Segments and labels

Configure this capability around your team’s approved processes, customer consent and connected systems.

Follow-up visibility

Configure this capability around your team’s approved processes, customer consent and connected systems.

How it fits your workflow

  1. Connect the customer context. Bring relevant contact and journey information into the workspace.
  2. Design the response. Set ownership, templates and automation boundaries.
  3. Learn and improve. Review activity and refine the journey without losing human oversight.

Important considerations

Access to WhatsApp Business Platform capabilities, templates and messaging is subject to Meta’s current policies and account eligibility. Meta messaging charges, taxes and optional service fees may be separate from a VartaFlow subscription.

Explore the WhatsApp API knowledge hub →

Buyer checklist

Questions to verify for whatsapp crm

Ask for answers tied to the current release and your proposed journey. Keep unknowns visible in the implementation plan rather than treating a marketing example as a contractual capability.

  1. Which whatsapp crm capabilities are available in the current release?
  2. What account, policy or onboarding prerequisites apply?
  3. Which limits, roles and reporting fields are included?
  4. What happens when automation or a connected system fails?

Turn WhatsApp conversations into coordinated customer journeys

Start with VartaFlow or talk with our team about your workflow.