WhatsApp CRM
A WhatsApp CRM built to be opened every day
Your leads reply on WhatsApp, but a chat list isn't a pipeline. ColviQ keeps every lead in one place, gives each one a status and a follow up date, and surfaces who to message next. Built for small teams, agencies and founders.
WhatsApp is great for talking to leads, terrible for managing them
A hot lead messages you. You reply. Three days later the thread is buried under forty other chats, no follow up, no record, no idea who to call next. Multiply that across a team and you're losing deals you already paid to acquire. The fix isn't more discipline; it's a system that remembers for you.
What you get
A pipeline wrapped around the conversations you already have
Every lead in one list
Add leads by hand, import a CSV, or post them in from your forms and ad tools through a webhook like Zapier or Make (Growth plan and up) or our REST API (Scale). Name and source attached.
One clear pipeline
Every lead gets a stage, New, Contacted, Qualified, Converted, or your own stages. See the whole pipeline at a glance, not a buried chat list.
Follow ups that surface
Dated reminders push the right leads to the top each morning. Stop losing deals to a forgotten 'I'll message them Tuesday'.
Built for small teams
Hand a lead to a teammate with full context. Every lead has one clear owner, no 'who's handling this?'. Team members are on Growth (up to 10 users) and Scale (unlimited); Starter is a single user.
Know what converts
See which lead sources actually convert, without rebuilding a spreadsheet pivot table every week.
WhatsApp first, by design
Connect your own number through Meta's official WhatsApp Cloud API on the Growth and Scale plans. Text replies from a number that matches a lead, and messages you send from ColviQ, are saved on that lead.
Spreadsheet vs a WhatsApp CRM
Spreadsheet
- No follow up reminders
- Breaks when two people edit at once
- No conversation history
- Conversion rate = manual pivot tables
ColviQ
- Dated follow ups surface each morning
- Team handoffs with full context (Growth and Scale)
- WhatsApp messages saved on the lead (Growth and Scale)
- Conversion by source, built in
FAQ
WhatsApp CRM questions, answered
What is a WhatsApp CRM?
A WhatsApp CRM is a customer relationship tool built around the way leads actually contact you, over WhatsApp. Instead of a chat list, it gives every lead a status, a follow up date and a record, so a small team can manage hundreds of conversations without dropping deals.
Who is ColviQ for?
Small sales teams, agencies, coaches and founders who get most of their leads through WhatsApp and need a simple pipeline, not a heavy enterprise CRM that nobody opens.
Do I need to install anything?
ColviQ runs in your browser, on desktop or mobile. There's nothing to install, book a demo, we get your workspace set up, then add your leads and you have a pipeline in minutes.
How is this different from a spreadsheet?
A spreadsheet has no follow up reminders, breaks the moment two people edit the same lead, and can't tell you your conversion rate without manual work. ColviQ handles statuses, dated follow ups, team handoffs (Growth and Scale) and reporting automatically.
Do I need to connect WhatsApp?
Not to start. The pipeline, follow ups and reports work without WhatsApp connected. To message leads from ColviQ, you connect your own number through Meta's official WhatsApp Cloud API, on the Growth and Scale plans. ColviQ adds no markup on WhatsApp; Meta bills its message charges to you directly.
Does ColviQ provide leads?
No. ColviQ is software for managing the leads you already get. It does not supply, sell or guarantee leads.
How do I get started?
ColviQ is in early access. Book a demo and we'll set up your workspace, no card required to start. You can load your own leads and see the pipeline before you decide.
See your own WhatsApp leads inside ColviQ
Book a 20 minute walkthrough. Now onboarding early access teams.