WHATSAPP CRM

WhatsApp CRM Every WhatsApp chat on the lead it belongs to.

Connect your WhatsApp Business number through Meta's official API. Chats land on the right lead or customer, your team replies from the record, and follow-ups go out on time.

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WhatsApp that works like the rest of your CRM, not a separate inbox

Chats, templates, bulk sends and automations all run from the lead and customer records your team already uses.

WhatsApp · New messageWaiting
Lead · Ravi KumarMatching
Owner · Round-robinUnassigned

Every chat lands on the record

Messages appear on the WhatsApp tab of the lead or account, so anyone who opens the record sees the whole conversation.

24-hour windowOpen
Template · Visit reminderApproved by Meta
SentQueued

Stay inside WhatsApp's rules

Outside the 24-hour reply window, Worxley sends a template Meta has approved. Write your own or start from the template library, with variables and buttons.

48 leads selectedBulk bar
Marketing consentNot checked
Bulk sendQueued

Send to a list in one step

Select leads or accounts and send from the bulk bar. Anyone who has withdrawn WhatsApp marketing consent is left out of marketing sends.

Status → Visit bookedTrigger
Send WhatsApp · ConfirmationStep
Task · Call the day beforeStep

Follow up automatically

Add a Send WhatsApp step to any workflow, so a confirmation or reminder goes out the moment a record changes.

Inbound WhatsApp · 9:40 pmNew lead
WhatsApp Sales AssistantWithin active hours
Hand overIf needed

Answer new leads with AI

The WhatsApp Sales Assistant replies to new leads within the hours and daily limit you set, following your guidance, so no enquiry waits overnight.

And more

Built for teams that sell on WhatsApp

The details that matter once WhatsApp is a real sales channel.

Every message logged

Message Logs show whether each message was sent, delivered, read or failed.

Control who can send

Separate permissions to read chats, send messages and manage the WhatsApp setup, granted by role.

Reminders on WhatsApp first

In the India, UK and EU editions, industry pack reminders try WhatsApp first and fall back to email.

FAQ

Questions teams like yours ask

A CRM connected to your WhatsApp Business number, so every chat is saved against a lead or customer instead of living on one rep's phone. In Worxley, chats, templates, bulk sends and automated follow-ups all run from the CRM record.

Yes. Worxley connects to Meta's WhatsApp Business Cloud API using your own WhatsApp Business account. Meta bills message usage to you directly.

An admin opens Configuration, then Marketplace, then the WhatsApp Business app. Where it's available you can connect automatically through Meta's sign-up flow; otherwise enter your Phone Number ID, Business Account ID and access token.

Yes, with a template Meta has approved. Inside the 24-hour window your team can reply freely; outside it, Worxley sends an approved template.

If you connect automatically, you can turn on the option to keep the WhatsApp Business mobile app active, so the team can still chat from their phones.

Marketing templates must include an opt-out, and when a customer withdraws WhatsApp marketing consent, Worxley stops marketing sends to them.

START FOR FREE

Bring every WhatsApp chat into one place. Start with your own number.

Connect your WhatsApp Business account and see every conversation on the lead it belongs to.