One shared WhatsApp inbox for the whole team
Centralise customer conversations in a shared workspace built for team visibility.
WhatsApp CRM
WhatsApp CRM for Sales and Customer Service Teams
Manage WhatsApp conversations, customer records, assignments and AI assistance in one shared team inbox.
One connected workspace for customer-facing teamsBring visibility to conversations, ownership and customer context.
The operational challenge
Customer conversations should not be trapped in personal phones
When WhatsApp enquiries are managed through separate devices, teams lose context, duplicate replies and struggle to track ownership. OutPerform brings conversations, customer information and team activity into one connected workspace.
Assign the right person
Route enquiries to sales, service, branches, projects or specialist teams.
Collaborate without confusion
Use internal notes, ownership and history while keeping customer replies clear.
Customer context
Connect every conversation to customer context
See customer profiles, previous messages, activities and relevant CRM context alongside the conversation. AI can answer configured questions, collect information and transfer the customer to a person with context intact.
- Conversation assignment and team routing
- Internal notes and customer profile context
- Response visibility and conversation history
- AI assistance and human handover
More than a shared inbox
Connect WhatsApp CRM with the rest of OutPerform
WhatsApp CRM connects directly with OutPerform Enterprise CRM, AI Agents, Campaigns, Automation and Analytics.
New sales and product enquiries
Customer support and after-sales service
Appointments, bookings and follow-up
Branch and project routing
Frequently asked questions
What is WhatsApp CRM?
WhatsApp CRM connects WhatsApp conversations with customer records, team assignment, conversation history and follow-up processes in one platform.
Can several team members manage the same WhatsApp number?
Authorised team members can manage, assign and respond to conversations through a shared WhatsApp team inbox.
Is WhatsApp CRM only for sales teams?
No. It can support sales, customer service, marketing and operational teams that manage customer conversations through WhatsApp.
Can AI respond before a human joins?
AI Agents can answer configured questions, collect information, qualify enquiries and escalate conversations to a human when required.
Are Meta message charges included?
OutPerform subscription fees cover access to the platform. Meta charges for applicable business-initiated WhatsApp messages are billed separately.