Enterprise WhatsApp CRM
Platform modules

WhatsApp CRM, AI automation, campaigns and customer operations in one platform.

Watilo works as a WhatsApp-first operating layer. Base plans focus on communication, lead capture and campaigns. The optional CRM workspace expands the system into customers, deals, documents, reporting and renewals.

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Core promise

Make every WhatsApp inquiry visible, owned, qualified and reportable across the business team.

Shared InboxLead CaptureCampaignsMeta SetupCRM Add-onReports
Module map

Every module supports a clear business process.

Use this page to explain what the buyer gets now and what can be expanded later.

WhatsApp CRM Inbox

Shared inbox, conversation ownership, context notes and team handover for customer-facing teams.

Meta Setup Center

Review Meta Business ID, WABA ID, Phone Number ID, webhook status, quality rating and templates.

Wallet & Credits

Available balance, AI credits, broadcast credits, top-up requests and approval visibility.

AI Automation

Prompt profile, intent capture, qualification questions, safe fallback and human handover.

Broadcast Campaigns

Audience review, template selection, scheduling, credit checks and campaign governance.

CRM Workspace Add-on

Contacts, leads, deals, documents, finance, products, renewals and customer portal visibility.

Lead & Deal Pipeline

Assign owners, update stages, follow-up dates, notes and conversion activity.

Templates & Documents

Manage invoice, quotation, receipt, proposal and letterhead templates for business documents.

Reports & Analytics

Track inquiry volume, conversion, usage, campaigns, revenue and export-ready performance.

Integrations

Connect WhatsApp Cloud API, webhooks, ecommerce, external CRM and automation tools under owner control.

Team & Permissions

Owner, admin, sales, support and finance access with separated responsibilities.

Security Controls

Tenant isolation, owner-gated settings, file validation, privacy requests and audit visibility.

Need a guided platform walkthrough?

Request a demo focused on your team structure, conversation volume, WhatsApp Business status and required workflows.

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