WhatsApp CRM for agencies
The WhatsApp CRM built for agencies
Your clients' leads come in over WhatsApp and scatter across a dozen threads. ColviQ pulls them into one pipeline, tagged by client, with follow ups that surface and handoffs that don't drop the ball.
What you get
One pipeline for every client you run leads for
Every client's leads in one pipeline
Stop juggling a WhatsApp inbox per client. Capture leads, tag them by client and work them all from one board.
Clean handoffs across the team
Hand a lead to a teammate with full context: source, status, last message. No two people messaging the same lead.
Follow ups that surface
Dated reminders push the right leads to the top each morning, so no client's lead goes cold while you're heads down on delivery.
Prove what's working to clients
Show conversion by source and stage without rebuilding a spreadsheet every reporting cycle.
Capture from every channel
Pull leads from WhatsApp, forms, ads and DMs into one list the moment they arrive, with source attached.
WhatsApp first, no API setup
The conversation lives where your leads already reply. ColviQ wraps a pipeline around it, no WhatsApp Business API onboarding.
FAQ
Agency questions, answered
Is ColviQ a good WhatsApp CRM for agencies?
Yes. Agencies run leads for multiple clients across scattered WhatsApp threads. ColviQ gives every lead a status, a follow up date and a client tag, so a small team can work every client's pipeline from one board instead of one inbox per client.
Can I separate leads by client?
Yes. Tag each lead by client and filter the pipeline down to one client at a time, useful for delivery and for reporting.
Do I need the WhatsApp Business API?
No. ColviQ wraps a pipeline around the WhatsApp conversations you already have. There is no API onboarding and no broadcast tool pricing. Book a demo and we set up your workspace.
How do team handoffs work?
Assign a lead to a teammate and they get the full context, source, status, follow up date and history. No two people message the same lead, and nothing slips when someone's out.
Run every client's leads from one pipeline
Book a 20 minute walkthrough. Now onboarding early access teams.