WhatsApp CRM for agencies
The WhatsApp CRM built for agencies
Your clients' leads come in over WhatsApp and scatter across a dozen threads. ColviQ keeps them in one pipeline, with a lead source per client, 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. Set up a lead source per client, filter your lead list by it, and work every lead from one board.
Clean handoffs across the team
Hand a lead to a teammate with full context: source, status, last message. Every lead has one clear owner. Team members are on Growth (up to 10 users) and Scale (unlimited); Starter is a single user.
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.
See what's working
See conversion for every lead source side by side in one workspace report and export it as a CSV, without rebuilding a spreadsheet every cycle. Reports cover the whole workspace; there is no separate per-client report.
Every lead in one list
Add leads by hand, import a CSV, or post them in from forms and ad tools through a webhook like Zapier or Make (Growth plan and up) or our REST API (Scale). Source attached.
WhatsApp built in
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 sent from ColviQ, are saved on that lead.
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 source per client, so a small team can work every client's leads from one board instead of one inbox per client.
Can I separate leads by client?
Yes. Set up a lead source for each client and filter your lead list by it. Reports show conversion for every source side by side; there is no separate per-client report.
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. 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. Every lead has one clear owner, and nothing slips when someone's out. Team members are on Growth (up to 10 users) and Scale (unlimited); Starter is a single user.
Does ColviQ provide leads for my clients?
No. ColviQ is software for managing the leads your clients already get. It does not supply, sell or guarantee leads.
Run every client's leads from one pipeline
Book a 20 minute walkthrough. Now onboarding early access teams.