What is a WhatsApp CRM?
A WhatsApp CRM connects your WhatsApp Business number to your sales pipeline. With LeadVexo, your team replies to customers from one shared inbox on the official WhatsApp Business API, every chat is linked to a lead record, and Facebook and Instagram Lead Ads arrive as new leads automatically.
Features
Everything You Need to Sell on WhatsApp
WhatsApp conversations become part of your sales process — not a separate, untracked channel.
Official WhatsApp Business API
Connect your own Meta Business number through the WhatsApp Cloud API — no personal phones, no unofficial tools.
Shared team inbox
Every WhatsApp conversation in one inbox with unread counts, so the whole team can see and reply.
Chats linked to leads
Conversations sit on the lead’s timeline next to calls, notes and tasks — full context in one place.
Meta Lead Ads capture
Leads from Facebook and Instagram Instant Forms land in the CRM on the same webhook as your chats.
Real-time updates
New messages and new leads appear live, without refreshing the page.
Roles & permissions
Control who can see all conversations and who only sees the leads assigned to them.
AI follow-ups (add-on)
Turn on the WhatsApp Follow-up AI add-on to let AI keep conversations moving on your rules.
Encrypted credentials
Your access token and app secret are encrypted per workspace and never shown back in the browser.
Setup
Connect WhatsApp in Four Steps
You bring your own Meta Business number. LeadVexo gives you the callback URL and verify token.
- 01
Step 1: Create your workspace
Sign up for LeadVexo and complete the short onboarding.
- 02
Step 2: Connect your number
In Settings → WhatsApp, add your Phone Number ID, WhatsApp Business Account ID and access token.
- 03
Step 3: Add the webhook
Paste LeadVexo’s callback URL and verify token into your Meta app’s webhook settings.
- 04
Step 4: Start conversations
Incoming messages appear in the inbox and on each lead — reply right from the CRM.
Compare
WhatsApp Business App vs LeadVexo WhatsApp CRM
| Feature | Business App | LeadVexo |
|---|---|---|
| Multiple team members on one number | ||
| Conversations linked to CRM leads | ||
| Lead Ads captured automatically | ||
| Role-based access to chats | ||
| AI calling on the same lead | ||
| AI-powered follow-ups | Add-on | |
| Works from a single phone |
FAQ
WhatsApp CRM — FAQs
A WhatsApp CRM connects your WhatsApp Business number to your sales CRM, so every chat is stored against a lead, visible to your team and tracked alongside calls, tasks and pipeline stages.
Yes. LeadVexo uses Meta’s official WhatsApp Business (Cloud) API. You connect your own Meta Business number using its Phone Number ID, WhatsApp Business Account ID and an access token.
Yes. Connecting your number and using the shared inbox does not require an add-on. The optional WhatsApp Follow-up AI add-on is only needed if you want AI to send follow-ups automatically.
Yes. The whole team works from one shared inbox on your business number, and roles decide who can see all conversations or only their assigned leads.
Yes. Meta Instant Forms and Lead Ads are received on the same webhook as WhatsApp messages, and each submission becomes a lead in your CRM.
Your credentials are stored encrypted per workspace. They are never kept in a shared configuration file and are never returned to the browser after you save them.
Bring WhatsApp into your sales pipeline
Create a free workspace and connect your WhatsApp Business number in minutes.