A WhatsApp CRM for teams that sell and support on WhatsApp

What is a WhatsApp CRM?

A CRM (customer relationship management tool) stores who your customers are and what you said to them. A WhatsApp CRM does this for WhatsApp: every chat is linked to a contact, every contact can carry tags and notes, and every teammate sees the same history.

The WhatsApp Business app works well for one person. It gets hard when several people answer, when you need to know who replied to whom, or when you want to send updates to many customers at once. A WhatsApp CRM solves these problems with a shared inbox, contact records and tools that run on the official API.

What BelloSend's WhatsApp CRM gives you

• Shared team inbox

  WhatsApp and Instagram conversations in one queue. Assign chats to agents or teams, add internal notes and use quick replies.

• Contacts and tags

  Every customer has a record with their message history. Import contacts from CSV, add tags and build segments for targeting.

• Campaigns and templates

  Manage and sync Meta-approved templates and send WhatsApp campaigns to opted-in contacts, with delivery, read and failure status.

• Chatbot and AI

  Keyword replies, a visual flow builder, WhatsApp Flows and AI contexts, with hand-off to a person when the bot should stop.

• Calling

  When Meta enables calling on your number, take and place WhatsApp calls in the browser or the Android app.

• Live analytics

  Track messages, contacts, sessions, campaigns, agent performance and Meta account health.

Team controls built into the CRM

• Roles: Super Admin, Admin, Manager and Agent, plus custom roles with granular permissions
• Teams, assignments, agent transfers and availability
• Audit history of changes to key settings
• Several organizations in one account, each kept separate
• An Android app (Android 7 or newer) with push notifications; iOS is coming

Which plan includes which WhatsApp CRM features

How pricing works

BelloSend is a monthly subscription per workspace. Plans differ by team members, WhatsApp numbers, Instagram channels and connected apps. Contacts are unlimited on every plan, and BelloSend adds no fee per message. Meta bills its own WhatsApp message fees directly. Yearly billing costs less than monthly, and a new customer's first payment is covered by a 14-day money-back guarantee.

Getting started with a WhatsApp CRM

1. Connect your number

   Use Meta Embedded Signup or a manual Cloud API setup. Eligible numbers can use Coexistence to keep the WhatsApp Business app.

2. Set up your team

   Invite users, give them roles and teams, sync your templates and import contacts.

3. Start answering

   Work real conversations, add automation where it saves time and watch the analytics to improve.

Frequently asked questions

Is BelloSend an official WhatsApp CRM?

BelloSend uses Meta's official WhatsApp Business Platform (Cloud API). BelloCloud LLC is verified by Meta as a Tech Provider. BelloSend is not a Meta Business Partner.

Can several people use one WhatsApp number?

Yes. Everyone on your team works from the same shared inbox, and you assign each conversation to the right person or team.

Is there a limit on contacts?

No. Contacts are unlimited on every plan. Plans differ by team members, numbers, Instagram channels and connected apps.

Can I connect my store or other CRM?

There is no app marketplace. On the Max plan you connect your store, CRM or tools like Zapier, Make or n8n through BelloSend's API and signed webhooks.

Does BelloSend charge per message?

No. You pay a monthly plan. Meta charges its own WhatsApp message fees, billed by Meta.

How do I get an account?

Accounts are created or invited during onboarding by BelloCloud. Book a call on WhatsApp at +1 505 528 3844 or write to contact@bellosend.net.

Related pages

• WhatsApp shared inbox: one number, your whole team
• The WhatsApp Business API, ready for your team
• WhatsApp bulk message campaigns, done the official way
• A WhatsApp chatbot that knows when to call a person
• BelloSend vs WATI