CRM, dialer and WhatsApp for sales and service teams

Each business picks the modules it needs – CRM, dialer, WhatsApp – and each module also works on its own. Every business's data is separated at the database level, and permissions are set per user.

CRM

Available

Leads, contacts, statuses, tasks, notes, deals and sales reports, with permissions and a data scope per user.

Dialer

Waiting for external approval / setup

Dial lists, a lead queue, manual and automatic dialing, call history and a do-not-call list. Real calls need the product's telephony line, which is still being set up – until then the dialer runs in simulation mode.

Waiting for external approval / setup

Connect the business's WhatsApp number, a shared inbox, message templates and broadcasts to people who opted in. Connecting external businesses becomes available only after Meta completes the review of our app.

Opening an account

Partial

A business is opened with a personal sign-up link from the product team, followed by a setup wizard and a readiness check. Open self sign-up is not available yet.