Your WhatsApp, with a CRM behind it

What a WhatsApp CRM actually is

A WhatsApp CRM is a customer relationship management system that treats WhatsApp as a first-class sales and support channel rather than an app somebody keeps on their phone. Messages arrive in a shared inbox instead of a personal device, each number is stored as a contact record with history and ownership, and the conversation is linked to the pipeline, the invoice and the reporting that the rest of the business already runs on.

The problem it solves is boring and expensive. WhatsApp is where a large part of the world prefers to buy, but a phone is a single-user device with no handover, no reporting and no memory beyond scrollback. The moment two people need to answer the same number, or somebody wants to know how many deals came out of it, a chat app on its own stops being enough.

How to connect WhatsApp to CRM Solid

Connecting takes a few minutes and does not move your number anywhere. You keep the number you already use.

1. Create a CRM Solid account and open Accounts.
2. Choose WhatsApp from the connect dialog and authorise the connection.
3. Wait for the first sync. Conversations appear in the unified inbox as they arrive, and each new number creates a contact record on its own.
4. Set the rules: who owns which chat, which AI agent answers, which pipeline new contacts land on and which tags get applied.

Sharing one number without stepping on each other

CRM Solid works from a shared pool: every conversation on a connected account is visible to the workspace, and assignment is what stops two people typing the same answer. A chat has an owner, an unassigned queue is a real queue rather than a guess, and roles decide who can see and do what.

Plans are priced per workspace and not per seat, so adding the third person who needs to answer WhatsApp does not change the bill. Business plans include more accounts and more team members; the pricing page lists every limit side by side.

How much of it the AI can carry

An AI agent in CRM Solid is not a keyword bot. You give it reference material, a tone and a set of rules about what it must never say, and it answers from that. On lower plans it drafts a reply and waits for you to approve it; where the plan allows autonomous sending it replies on its own and pauses the moment one of your handoff conditions fires, such as a pricing question, an angry message or an explicit request for a human.

Everything it does is logged. You can see what it sent, why it chose that answer, correct it, and the correction feeds back into how it answers next time. When an operator takes a conversation over, the agent stays out of that thread until it is handed back.

The honest limits

Two things are worth knowing before you plan around this page, because finding them out after you have moved a team is expensive.

• WhatsApp is not on the Free plan. Free covers Telegram; social channels including WhatsApp, Instagram, Facebook and LinkedIn start on Pro, which includes three social accounts, and Business includes ten.
• Outbound is paced, deliberately. Sequences send on a per-account daily allowance with sending windows and a stop-on-reply rule. This is a follow-up engine, not a bulk broadcast tool, and messaging strangers who never contacted you is how numbers get banned.

What it costs

WhatsApp is part of the Pro plan at $24.99 a month, which includes three social accounts, AI replies, sequences and the unified inbox. Business at $99 a month raises the account pool, the AI allowance and the team size, and adds the support desk features such as reply-time promises and per-brand routing. There is no per-seat pricing on any plan.