Can we do cold outbound with this?

Not to contacts with no consent basis. Otobiz excludes them from a marketing audience with the reason shown, because a cold list is the fastest way to lose a WhatsApp number.

How does it qualify an inbound lead?

It asks your qualifying questions and writes the answers onto the contact as structured fields, then hands over with the thread attached.

What happens when a salesperson leaves?

The thread, notes, captured fields, and stored facts stay in the workspace and are reassigned. Nothing important lives on a personal phone.

Can we keep a deal warm for months?

Sequences with steps spaced over weeks, exiting on reply, plus segments that surface contacts whose stated timing has arrived.

Does this replace our CRM?

It holds the conversation, the contact record, and the facts learned in conversation. Whether that replaces your CRM depends on what your CRM is doing for you.

Can we message a list we bought?

No. A contact with no opt-in basis is excluded from marketing sends, and we would advise against it regardless of the tool.

Can marketing and sales work from the same record?

That is the design. A segment built for a campaign is the same record the salesperson opens when the reply comes in, with the qualification and notes attached.

Can we see which campaign a deal came from?

Campaigns are attributed to the contacts they reached, and click-to-message ad identifiers are captured on the first inbound message and stored on the contact.

Follow up for six months without forgetting.

B2B deals die of silence more than objection. The follow-up is the product.

B2B sales teams use business messaging to qualify inbound interest and stay in contact across a long buying cycle. Messaging suits it because replies are faster than email, the thread carries its own history, and a deal that takes months needs contact that survives a salesperson changing role.

What usually goes wrong.

Inbound interest is not qualified before it is worked: Every inbound message gets the same attention, which means the ones worth the most get the same as the ones worth nothing.
Follow-up depends on one person remembering: A deal that goes quiet for two months disappears from a pipeline review and from memory, and reappears as a competitor's win.
Context leaves when the salesperson does: The history is in someone's phone or their head, and the handover is a paragraph in a spreadsheet.

What Otobiz does about it.

Qualification captured on the record

Company size, use case, timing, and budget are asked in the conversation and written onto the contact as structured fields, so they are queryable.

Captured answers stored as custom fields
Segments combining stated intent with engagement recency
Handoff with the thread and the answers attached

Long-cycle follow-up that survives people

Sequences keep contact alive over weeks with steps that stop on reply, and the thread, notes, and captured facts stay on the workspace.

Sequences that exit on reply or opt-out
Per-contact frequency caps across campaigns
Shared thread, notes, and assignment

Stored facts the next conversation can use

Facts learned in one conversation are stored against the contact and available to the next one, so a buyer who explained their setup in March does not explain it again in July.

What you learned about a customer, reused on the next reply
Segments that query stored facts directly
Notes and history visible to whoever picks the thread up

A person on anything that matters

Campaigns, scheduled sends, and anything that writes to another system queue for approval. The approval is bound to the exact message you approved and re-checked at send time, so what the approver saw is what goes out.

Approve, edit, or reject before anything leaves
The message you approved is the message that sends
Every send logged with who approved it

One record for marketing and sales

The segment marketing built and the record the salesperson opens are the same object, so a campaign reply arrives with the qualification, the notes, and the history already attached.

Campaign replies threaded into the shared inbox
Campaign attributed to the contact it reached
Captured qualification visible to whoever answers

What matters most here.

Qualification captured as structured fieldsCustomer Memory
Long-cycle sequences that stop on replyDrip Sequences
What you learned about a customer, reused on the next reply
Shared threads and notes across the teamShared Inbox
A person approves anything going out at scaleTrust and Controls

Common questions

Can we do cold outbound with this?: Not to contacts with no consent basis. Otobiz excludes them from a marketing audience with the reason shown, because a cold list is the fastest way to lose a WhatsApp number.
How does it qualify an inbound lead?: It asks your qualifying questions and writes the answers onto the contact as structured fields, then hands over with the thread attached.
What happens when a salesperson leaves?: The thread, notes, captured fields, and stored facts stay in the workspace and are reassigned. Nothing important lives on a personal phone.
Can we keep a deal warm for months?: Sequences with steps spaced over weeks, exiting on reply, plus segments that surface contacts whose stated timing has arrived.
Does this replace our CRM?: It holds the conversation, the contact record, and the facts learned in conversation. Whether that replaces your CRM depends on what your CRM is doing for you.
Can we message a list we bought?: No. A contact with no opt-in basis is excluded from marketing sends, and we would advise against it regardless of the tool.
Can marketing and sales work from the same record?: That is the design. A segment built for a campaign is the same record the salesperson opens when the reply comes in, with the qualification and notes attached.
Can we see which campaign a deal came from?: Campaigns are attributed to the contacts they reached, and click-to-message ad identifiers are captured on the first inbound message and stored on the contact.