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WhatsApp CRM

A WhatsApp CRM for your conversations and your customers

Connect your WhatsApp Business number to one system that holds the conversations, the customer records, the deals and the orders — so your whole team works the same number, and you can always see where a conversation stands commercially.

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  1. Conversation
  2. Lead
  3. Pipeline
  4. Order
  5. Revenue

What is a WhatsApp CRM?

A WhatsApp CRM is a customer management system in which the WhatsApp thread is part of the customer record rather than a separate channel. Instead of conversations living on a staff member's phone while customer data lives in a spreadsheet, every reply is attached to a known number, a customer record, and a deal with a stage, an owner and a value.

The practical difference is easy to state. In the WhatsApp Business app, the question "has anyone followed up with this customer?" can only be answered by asking the team. In a WhatsApp CRM the answer is on the screen: who owns the conversation, when they last replied, what stage the deal is at, and what it is worth.

That is what makes it a sales system rather than a chat tool. The conversation is not the goal — it is the start of a path that ends in an order and revenue. Building that path around WhatsApp is what Motasel does.

The problem

WhatsApp on a phone stops working at a certain size

One phone is enough at first. Then there are two staff, then five, then a hundred conversations a day — and the familiar symptoms start: a customer asks twice because nobody replied, someone leaves and takes an entire history of relationships with them, and no manager can say how many deals are in play right now or how many quietly stalled.

This is not a discipline problem. The WhatsApp Business app is built for one person on one device: it has no concept of a deal, no concept of who owns a customer, and no memory of what that customer was told last week. All of that information exists — it just lives in someone's head rather than in a system.

Conversations with no owner

Nobody knows who is following up, so two people answer the same customer or nobody does.

Data that walks out the door

The customer history lives on a personal phone, and leaves the company with its owner.

No view of the pipeline

Plenty of conversations, but no number telling you how many became deals, or where they stall.

The system

One number, a whole team, and a history that stays

Motasel connects your WhatsApp Business account through Meta's official WhatsApp Cloud API. Messages arrive and are sent from inside the system, so the entire team works the same number without anyone fighting over a device.

Every conversation is attached to a customer record holding the full history: previous messages, their details, the custom fields you defined, their deals, their orders, and any open tasks. The conversation stops being a list of messages and becomes a record.

Unified inbox

Every conversation on one screen, with sorting, filtering and search — so nothing sits unanswered because nobody saw it. More on the inbox

A complete customer record

Name, number and the custom fields you define, alongside every conversation, deal and order in one place.

Assignment and permissions

Assign a conversation to an owner, and control what each role can see or change through roles and permissions.

Conversation to deal

Convert a thread into a lead in one click, creating a deal with a stage, a value and an owner. Lead management

Follow-ups that survive

Log a task, a call or a meeting against the deal, and work from what is actually due today.

Templates and campaigns

Send a targeted campaign with approved WhatsApp templates and track every message. WhatsApp campaigns

The distinction

WhatsApp Business vs a WhatsApp CRM

This is usually the question that settles the decision, and the answer is not "more features" — it is a difference in purpose. The WhatsApp Business app is a communication tool for one person. A WhatsApp CRM is a sales system for a team.

  • Users: the app is one device; the system lets a whole team work the same number.
  • Ownership: the app has no concept of an owner; the system gives every conversation one.
  • Customer history: the app has a message log; the system has a record with deals, orders, tasks and custom fields.
  • Deals: the app does not know what a deal is; the system tracks it through a sales pipeline with stages and values.
  • Permissions: in the app, whoever holds the phone sees everything; in the system, each role sees what it should.
  • Measurement: the app gives you no numbers; the system tells you how many conversations became deals, and where they stop.

Getting started

  1. Connect your number

    Link your WhatsApp Business account through the official WhatsApp Cloud API and start receiving conversations inside Motasel.

  2. Add your team

    Invite team members, set roles and permissions, and assign conversations to their owners.

  3. Shape your pipeline

    Define the stages your sales actually move through, and start turning conversations into deals that travel them.

FAQ

Frequently asked questions

Do I need the WhatsApp Business API?
Yes. Motasel runs on Meta's official WhatsApp Cloud API, which is what allows several people to work the same number and lets messages be tied to a customer record. The standard WhatsApp Business app cannot do this — it is built for a single device.
Can the whole team use one number?
Yes, and it is one of the main reasons the system exists. Everyone works the same number, each conversation is assigned to an owner, and roles and permissions control what each person can see or change.
Are past conversations kept?
Every conversation that passes through Motasel is stored on the customer record, so the history belongs to the company rather than to a personal phone. Conversations that happened before you connected stay in the app they happened in; you can import your customer data so you start from an existing base.
How is this different from a shared inbox tool?
A shared inbox ends at the reply. Motasel continues the path: the conversation becomes a lead, the lead becomes a deal in your sales pipeline, and the deal becomes an order and revenue — so you measure outcomes rather than message volume.
Can I tell where each customer came from?
Yes. Motasel generates trackable links and QR codes for ads, posts and signage, and records the source automatically on the customer record when someone starts a conversation from one — so you can see which channels bring conversations and which bring deals.
Does it work in Arabic?
Yes, with a complete right-to-left Arabic interface rather than a translation layer over an English design. Arabic and English are both supported, and each team member chooses their own.

Turn WhatsApp conversations into deals

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