WhatsApp CRM for Businesses

Manage Customer Conversations

From One Shared Inbox

Bring WhatsApp, Instagram and Facebook Messenger conversations into one shared inbox. Your team can reply to customers, follow up on new leads, send promotions and let AI answer common questions all in Info-Tech CRM.

18₊

Years of Presence

28,000₊

Businesses

600₊

Dedicated Staff

1M₊

Info-Tech Users

Trusted by 28,000+ Businesses Across F&B, Construction & Marine, Healthcare, Banking, and More.

Read Success Stories from 28,000+ Businesses

A SMARTER WAY TO MANAGE CUSTOMER CONVERSATIONS

Still Managing Customer WhatsApp on Individual Phones?

As enquiries grow, it becomes harder to know who replied, who needs follow-up and whether opportunities are being missed.

Common Challenges

Customer conversations depend on individual staff

No shared view of who is handling each customer enquiry

Enquiries left unanswered when agents are busy or offline

Conversation history scattered across different messaging apps

Messages sent individually, without delivery or read tracking

Chats manually assigned to agents or teams

Info-Tech CRM Conversation

One shared WhatsApp inbox for your team

See who is handling every conversation

Automatically route and escalate chats when agents are unavailable

Access WhatsApp, Instagram and Messenger conversations in one place

Send personalised broadcasts and track delivery and read rates

Automate chat assignment with round-robin or criteria-based routing

WHATSAPP FOR BUSINESS

Connect with Customers. Grow Your Business.

Manage customer conversations, follow up with leads and send campaigns across WhatsApp, Instagram & Facebook Messenger all from a shared inbox.

One Number, Many Staff

Your whole team can manage customer conversations using one business WhatsApp number

Never Miss a Lead

Capture new contacts automatically when customers start a conversation, reducing manual data entry

AI Agents Answer Customers

AI answers common questions using your own business information, even when your team is busy

Reach Customers Again

Send promotions, announcements and updates directly to selected customers through WhatsApp

FEATURES

More Than Just Sending and Receiving Messages

Omnichannel Inbox

View and reply to WhatsApp, Instagram and Messenger conversations from one shared team inbox.

Smart Conversation Assignment

Distribute enquiries using round-robin or criteria-based rules, with assignment settings for each channel and account.

WhatsApp Business Messaging

Connect multiple WhatsApp Business accounts through the official Meta Cloud API and manage messages within your CRM.

Instagram & Facebook Messenger

Connect Instagram accounts and Facebook Pages to receive and respond to social enquiries in one place.

Conversation Organization

Keep chats easy to manage with internal notes, tags, archives and assigned or unassigned queues.

Campaign Reports & Insights

Monitor broadcast delivery, read rates and engagement, and export reports to Excel for further analysis.

Let Your Whole Team Manage WhatsApp Together

Let your sales and customer service teams manage the same business WhatsApp number, alongside Instagram and Facebook Messenger, from one shared inbox.

Filter chats by Channel (WhatsApp, Instagram or Facebook)
View complete conversation history and read status
Add conversation notes and tags
Transfer conversations between staff

Let Your Whole Team Manage WhatsApp Together

Turn Enquiries Into Sales Opportunities

Turn customer messages into opportunities. Automatically create the contact, record the enquiry and assign it to your sales team for follow-up.

Customer Enquiry

Contact Created

Assigned to Sales

Follow-Up

Sales Opportunity

Automatically Route Enquiries to the Right Team Data Reminders

Keep enquiries moving with automated routing and assignment. Distribute conversations among agents in turn with round-robin assignment, or set criteria to direct customers to the team best suited to help.

Balance workloads and give every enquiry the attention it needs
Reduce manual handovers

Automatically Route Enquiries to the Right Team

Reach Your Customers on WhatsApp & Track Every Conversation

Send personalised WhatsApp promotions, product updates and announcements to selected customers. Track campaign results and team performance from one dashboard.

Measure customer engagement (Track messages sent, delivered and read)
Monitor response times & identify busy periods

AI AGENTS

AI Answers Based on Your Business Information

Let Info-Tech AI answer common customer questions using your own business information, even after office hours.

Product information & pricing
FAQs & company policies
Human handover when needed

SOPs
24/7 Responses
Multilingual support

Frequently Asked Questions (FAQ)

What is Info-Tech CRM Conversation?

Info-Tech CRM Conversation brings customer messaging into your CRM. Manage enquiries across supported channels, organise customer details, automate conversation assignments and track performance all in one place.

Which messaging channels can I connect to CRM Conversation?

You can connect WhatsApp, Instagram and Facebook Messenger, making it easier for customers to reach your business through their preferred channels.

Can my team manage WhatsApp, Instagram and Facebook Messenger conversations in one inbox?

Yes. Your team can view and reply to conversations across all three channels from one shared inbox. Filter chats by channel, see who is handling each enquiry and track message read status without switching between apps.

Are new customer enquiries automatically saved as CRM contacts?

Yes. When a new customer messages your business through a connected channel, CRM Conversation automatically creates a contact. Your team can then add useful details to support follow-ups.

Can conversations be automatically assigned to the right agent or team?

Yes. Use round-robin assignment to distribute conversations among agents, or criteria-based routing to direct enquiries to the appropriate team. This helps reduce manual assignment and keep enquiries moving.

Can the AI Agent answer customer questions using my own business documents?

Yes. You can upload knowledge files, such as FAQs, product guides and SOPs, for the AI Agent to use when answering customer questions. This helps automate common enquiries using information relevant to your business.

Does CRM Conversation support multiple languages?

Yes. The AI Agent supports multilingual responses, helping your business assist customers in different languages and make conversations more accessible.

How can I track message delivery, read rates and customer engagement?

The reporting dashboard shows message statuses, including sent, delivered, read and blocked, alongside delivery rates, read rates and engagement metrics. These insights help you assess how customers interact with your messages.

Can I monitor team response times and identify peak enquiry periods?

Yes. You can review team response times and conversation activity to understand how quickly enquiries are handled and when your team is busiest. Use these insights to plan coverage and improve customer support.

Can I export conversation reports to Excel?

Yes. You can export reports to Excel for further analysis, internal reporting or sharing with your team.

Better Conversations.
Stronger Customer
Relationships.

Bring your customer conversations together with Info-Tech CRM Conversation. Discover how your team can manage enquiries, respond faster and turn interest into sales opportunities. Book a demo to see it in action.

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