WhatsApp CRM: organize your customers with tags (and never lose a lead)
Excel import, group members, tags, lead status: how to turn your WhatsApp conversations into a customer database you can actually use.
Your customer list might be a mix of phone contacts, screenshots and paper notes. The day you want to tell your best customers about a promotion, there’s no way to know who they are. A WhatsApp CRM automatically stores everyone who messages you, with their history and tags.
What a CRM changes day to day
- You know who bought what, and when.
- You target your campaigns instead of messaging everyone.
- Your follow-up sequences start on their own.
- You no longer depend on a single phone: the team shares the same information.
Fill your CRM in minutes
New contacts are added automatically
Everyone who messages your connected number is created in Whatixo automatically.
Import an Excel or CSV file
Already have a list? Import it: name, phone and all your columns (city, product, purchase date), which become variables you can use in your messages.
Extract your group members
Your WhatsApp groups are a gold mine. Whatixo lets you extract their members into your CRM, with one-click export.
Tags: the heart of the system
A tag is a word you attach to a contact: “customer”, “VIP”, “Nairobi”, “interested-course”. Tags do three things:
- Target a campaign (“only VIP customers in Nairobi”).
- Trigger a sequence (“when a contact gets ‘lead’, start the follow-ups”).
- Automate: a workflow or the AI agent can add or remove a tag based on what the customer says.
Tip: keep a short list of clear tags. Ten tags used everywhere beat eighty forgotten ones.
Track your leads’ temperature
Whatixo gives each contact a cold, warm or hot status based on their interest. You focus your energy on hot leads and let sequences warm up the others.
The CRM right inside WhatsApp Web
With the Whatixo Chrome extension, the customer card shows up next to the conversation in WhatsApp Web: tags, status, notes. Anything you change syncs with your CRM.
One CRM for WhatsApp, SMS and email
Add your contacts’ email address to their card, and the same CRM powers your email campaigns and SMS campaigns. One tag, three channels.
Try Whatixo for free → No credit card required, your WhatsApp is connected in 30 seconds.