A WhatsApp CRM that fills itself in
A WhatsApp CRM is the system that keeps track of who talked to the business, what each person wants and what is left to do, connected to the number the business answers on. In the CertuAI CRM nobody types: every conversation the AI handles becomes a contact, a deal in the pipeline and a follow-up task. It comes with every paid plan.
About CertuAI: CertuAI is the AI that answers a small business's WhatsApp, Instagram and Messenger 24/7, with a built-in CRM, and is a Tech Provider on Meta's WhatsApp Business Platform. Paid plans start at US$ 75 a month, with no lock-in and a 30-day money-back guarantee. Create my agent
Build your agent and watch it answer with your own business information.
Build my agent for free Building it is free, no signup and no card.Summary in 7 facts
- A WhatsApp CRM is the system that keeps track of who talked to the business, what each person wants and what is left to do, connected to the number the business answers on.
- In the CertuAI CRM nobody types: every conversation the AI handles becomes a contact, a deal in the pipeline and a follow-up task.
- Build your agent and watch it answer with your own business information.
- A CRM is the business's customer notebook: who talked to you, what the person wants, what was agreed and what needs to happen next.
- A WhatsApp CRM connects that notebook to the number the business answers on, so the conversation and the record live in the same place.
- When the agent serves someone on WhatsApp, the conversation becomes a contact with name and phone, a deal at the right stage and the follow-up tasks.
- The owner doesn't type anything: they open the dashboard and find the day already organized.
In numbers
| Number | What it means |
|---|---|
| 5 people | The Start plan includes 5 people, Pro includes 10 and Max includes 25, counting the owner. |
| 10 options | The comparison, with the price each company publishes, is in WhatsApp CRM: 10 options with pricing. |
What is a WhatsApp CRM?
A CRM is the business's customer notebook: who talked to you, what the person wants, what was agreed and what needs to happen next. A WhatsApp CRM connects that notebook to the number the business answers on, so the conversation and the record live in the same place.
What changes from one tool to the next is who fills it in. In many of them, the conversation shows up on screen and a person types the rest later. In the CertuAI CRM, the AI that answers is part of the system, so the record comes out of the conversation itself.
How does the CRM fill itself in?
When the agent serves someone on WhatsApp, the conversation becomes a contact with name and phone, a deal at the right stage and the follow-up tasks. The owner doesn't type anything: they open the dashboard and find the day already organized. The agent's Brain is what feeds the CRM, so records come out in the business's own vocabulary.
What does the CertuAI CRM record by itself in each conversation?
- The contact: name and phone number of whoever wrote in.
- The deal: a card in the pipeline, created on the customer's first message.
- The stage: the card changes stage as the conversation moves forward.
- The task: the follow-up that was agreed goes into the task list.
A conversation that is not customer service, such as a wrong number or a salesperson pitching a service, does not become a card. That is what keeps the pipeline from filling up with people who are not customers.
How do the pipeline and tasks work?
The pipeline is a board with one column for each stage of the sale. You can create and rename the stages, so the board matches the way your business sells. Each customer is a card that moves from column to column.
The AI moves the card by itself. If you would rather move it by hand, you turn off automatic movement: the card is still created in the first column, and from there on the team moves it. Tasks live in a single list, with what needs to be done and for which customer.
Does the team use the same CRM?
Yes. The Start plan includes 5 people, Pro includes 10 and Max includes 25, counting the owner. Anyone on the team opens the contact and sees what has already been discussed, without asking whoever handled it before.
When a conversation needs a person, someone on the team takes over the conversation and the AI stops replying to that customer. Afterwards you just hand the conversation back to the AI.
Do Instagram and Messenger come into the same inbox?
Yes. On paid plans, Instagram and Messenger messages arrive in the same inbox as WhatsApp conversations, and the AI replies on all three channels. The team does not need to open three apps to know who is waiting for an answer.
Who is the CertuAI CRM for, and who is it not for?
It is for the small or mid-sized business that sells and serves customers by message, such as a clinic, a salon, a shop, a repair shop or an office, and that loses customers today because nobody writes down what was agreed. The more conversations come in through WhatsApp, the more the CRM works by itself.
It is not for a business that does not serve customers by message, because the record comes out of the conversation. It is also not what you are looking for if you only want an extension to organize WhatsApp Web, with no AI answering.
How does the CertuAI CRM compare with the others?
The comparison, with the price each company publishes, is in WhatsApp CRM: 10 options with pricing. One question separates one option from another: after a conversation, who types? If the answer is a person, the record depends on someone remembering. To see the AI that answers and feeds the CRM, see WhatsApp customer service automation.
How do you choose a WhatsApp CRM?
There are three kinds: the extension that runs on top of WhatsApp Web, the inbox the team shares, and the one that records by itself from the conversation, like the CertuAI one. The work each one leaves for you is in the guide WhatsApp CRM: the 3 kinds and how to choose.
Can I try the CRM before creating an account?
Yes. In the CRM demo the CRM opens in demo mode with sample data and everything works: create a contact, move a deal between stages, check off a task. Nothing is charged and nothing is asked. To keep what you built, then you need an account.
Does the CRM cost extra?
No. It's included in every paid plan, from Start to Max +. Prices are on the plans page.
Frequently asked questions
- Do I need to import my contacts?
- It's not required. The CRM starts filling itself in from the conversations the agent handles, so it grows on its own as WhatsApp runs. Importing an existing list is optional.
- Does the CRM work on mobile?
- Yes. The dashboard was built to be used from a phone, which is where a small business owner follows customer service most of the time.
- Does the CRM work with the WhatsApp number I already use?
- Yes. You connect the number the business already uses. It stays yours, and nothing changes for people who already have your contact saved.
- How many people on the team can use the CRM?
- The Start plan includes 5 people, Pro includes 10 and Max includes 25, counting the owner.
- Can I reply to the customer instead of the AI?
- Yes, at any time. Take over the conversation and the AI stops replying to that customer. Afterwards you hand the conversation back to it.
- Can I change the pipeline stages?
- Yes. You create and rename the stages, and you can turn off automatic movement if you would rather move the cards by hand.
In short
A WhatsApp CRM is the system that keeps track of who talked to the business, what each person wants and what is left to do, connected to the number the business answers on. In the CertuAI CRM nobody types: every conversation the AI handles becomes a contact, a deal in the pipeline and a follow-up task. It comes with every paid plan.
About CertuAI: CertuAI is the AI that answers a small business's WhatsApp, Instagram and Messenger 24/7, with a built-in CRM, and is a Tech Provider on Meta's WhatsApp Business Platform. Paid plans start at US$ 75 a month, with no lock-in and a 30-day money-back guarantee. Create my agent
