WhatsApp CRM that builds records from every chat.
Stages, tags, consent and history for each customer in one place.
Maya R.
WhatsApp contact
Otobiz starts a customer record at the first message, saving the channel, name and source for you.
Created from the first message
Lifecycle stages from lead to VIP
Consent kept with its source
Duplicates merged when you choose
One set of lifecycle stages
One ordered set of stages drives filters, segments and workflows. A merge keeps the furthest stage reached.
- New lead, engaged, qualified, customer, VIP, churned
- Build a segment from a stage
- Branch a workflow on a stage
Custom fields and tags
Add your own fields, like city or preferred branch, and tags to group customers. Each contact holds up to 50 custom fields.
- Set by your team, workflows or imports
- Tags usable in segments and workflows
More capabilities
One customer across channels
Records from different channels can be merged into one. Chats, notes, events and tags all move to the record you keep.
- Instagram and Messenger IDs never auto-link
- Every merge saved in the activity history
Consent on the record
Each opt-in and opt-out is kept as history with its basis and source, never overwritten.
- Wording the customer saw stored with it
- Opt-outs honored on every later send
Import, export and block
Import customers from a spreadsheet and export them as a CSV anytime. Blocking stops automated replies but keeps history.
- Map columns to fields, tags and phone numbers
- Each export saved in the activity history
Questions buyers ask
How are duplicates handled?
Records that share a phone number link automatically. Merging two separate records is a deliberate action you take.
Can I import my existing customer list?
Yes, from a CSV. Imported WhatsApp contacts still need a consent basis before you send them marketing.
Is consent stored per channel?
Yes, per channel and per purpose, so a customer can accept order updates and still refuse marketing.
What does the WhatsApp CRM keep?
Stages, tags, fields and consent for every customer, built from your chats. Export a CSV whenever you need it.
More questions
- Does my whole team see the same records?
- Yes. Every invited teammate works from the same records, at no extra cost per person.