WhatsApp CRM
CRM where every record is one tap from a conversation
Traditional CRMs are bolted onto email. FlowsDesigner's CRM lives next to the inbox: every contact card shows live conversation history, deal stage, custom fields, and lead score in one panel.
What's inside
What you get
- Contacts with custom fields, tags, lifecycle stages, and lead scoring
- Dynamic segments — e.g. "opened within 24h AND tagged enquiry"
- Deals with stages, value, expected close
- Birthday and anniversary auto-greetings
- Duplicate detection and merge
- Bulk import with field mapping (CSV, XLSX)
Sales teams stop switching tools
Agents update lead status, log notes, and move deal stages without leaving the conversation. Everything is one panel away.
Common questions
Can I export my contact data?+
Yes, anytime. CSV export with all custom fields, tags, and notes. No lock-in.
Bring whatsapp crm to your team
Sign up free, connect your WhatsApp Business number, and you're live in minutes.