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's no API onboarding, 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.