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Kanban CRM for WhatsApp: win customers and scale your business

With our CRM for WhatsApp you organise and automate your sales and customer service processes on a single WhatsApp number.

Our Clients Companies that trust the operation

+180k

Messages and media exchanged every day

+1,200

Companies that trust our solutions

+40k

Automations built on our platform

What a CRM for WhatsApp is

Sales teams that sell over WhatsApp lose up to 40% of their leads to disorganisation — conversations pile up, follow-ups are forgotten and opportunities go cold. A CRM for WhatsApp fixes that by wiring relationship management directly into the channel your customers already use. Nexloo integrates the CRM with WhatsApp natively: every message, note and interaction feeds the sales pipeline automatically, with a visual board, follow-up automation and smart lead routing — with no switching between apps.

Results

The main benefits of a CRM for WhatsApp

What changes when every WhatsApp conversation becomes a card with a stage, an owner and a next step — instead of a message someone has to remember to answer.

+40%

Lead conversion

Average lift in conversion rate with automated follow-ups and an organised visual pipeline.

< 3min

Response time

A shorter average first response, with alerts and automatic lead routing.

100%

History kept

Every conversation and note is recorded in the CRM and reachable by anyone on the team.

3x

Sales productivity

Teams sell three times more once manual work is replaced by WhatsApp sales automation.

Why Nexloo’s CRM for WhatsApp?

Turn leads into happy customers. With Nexloo your sales approach reaches its full efficiency: more conversions, more deals closed, better results.

Sales pipeline

Run every stage of your sales pipeline inside Nexloo’s CRM for WhatsApp, from the lead arriving to the after-sales.

Conversation management

Handle conversations from WhatsApp, Facebook, Instagram, website chat, email and more, all in one place.

Make it yours

In Nexloo’s CRM for WhatsApp you can shape the pipeline stages around the way your business actually sells.

Opportunity calendar

Manage every sales opportunity in a full calendar, so a follow-up or a sale never slips again.

Customer segmentation

With Nexloo’s CRM for WhatsApp you can segment your customers however your operation needs.

Smart notifications

With our smart notifications your sales team will never lose another opportunity to a forgotten follow-up.

Omnichannel integration

We are much more than a CRM for WhatsApp. In Nexloo you bring every conversation into one place.

Bulk messaging

Running a campaign and want to reach your customers? Build bulk messaging campaigns on WhatsApp and scale your sales.

Data export

Want to pull your CRM data into a BI tool? In Nexloo you can export all of your opportunities.

Contact import

Import all of your contacts into our CRM for WhatsApp and bring your company’s information together.

Intelligent chatbots

Build chatbots that use artificial intelligence to talk to customers, and never leave anyone waiting for an answer again.

Interaction history

In Nexloo’s CRM for WhatsApp you have the full interaction history of every customer in one place.

Advanced statistics

A range of advanced reports to follow your sales pipeline and your team’s performance.

Performance indicators

Our advanced reports give you performance indicators for the team as a whole or for each person on it.

Satisfaction surveys

Build automatic satisfaction surveys across every one of your channels and understand your customer.

Integrations

With our webhook API and Zapier you can connect our CRM for WhatsApp to any system.

After-sales

Go beyond the sale. Detailed data on every interaction, each time a customer engages with your business.

We go well beyond a CRM for WhatsApp

Unlock the full power of your sales with Nexloo. We go beyond the CRM for WhatsApp — the complete tool for growing your business, maximising conversion and closing deals that stick.

Facebook

Connect Facebook Messenger to Nexloo CRM and manage all your contacts and sales on our platform.

Instagram

Connect Instagram Direct to Nexloo CRM and manage all your contacts and sales on our platform.

Email

Connect your company email to Nexloo CRM and handle all customer communication on our platform.

Website chat

Add our chat to your website and talk to your visitors in real time through our platform.

Website forms

Connect every form on your site to Nexloo CRM and get the contacts straight into our platform.

Manual entry

Add contacts by hand in Nexloo CRM and manage all your leads straight from our platform.

Telegram

Connect your Telegram bots to Nexloo CRM and manage every customer integration on our platform.

Zapier

Through Zapier you can connect a wide range of other platforms and tools directly to Nexloo CRM.

Webhook API

Through our API you can connect a wide range of other platforms and tools directly to Nexloo CRM.

Stop losing leads on WhatsApp

Every lead left without an answer is a sale that went to a competitor. Find out where your CRM for WhatsApp is losing opportunities.

Segments

Who the CRM for WhatsApp is for

Eight operations where the sale happens through conversation — and where the pipeline has to come out of the message itself, not out of a record typed in afterwards.

E-commerce and online retail

SMEs with 5 to 100 employees

They lose sales by not following up leads who start a WhatsApp conversation and drop out when no quick answer comes.

Estate agencies and brokers

Teams of 3 to 30 brokers

They juggle dozens of simultaneous negotiations on WhatsApp without losing the history of each client.

Clinics and practices

Practices with 2 to 20 professionals

They need bookings, confirmations and patient follow-up over WhatsApp organised in one place.

Car dealerships and resellers

Showrooms with 3 to 40 salespeople

A lead asks about one car, disappears for a fortnight and comes back wanting another — with no pipeline, nobody remembers which offer was made or at what price.

Distributors and B2B repeat sales

Portfolios of 200 to 5,000 active accounts

Revenue rests on who buys again, but the salesperson only notices a customer has stopped buying when the month closes below target.

Consumer credit, finance and insurance

Teams of 5 to 60 consultants

Long cycles with plenty of objections along the way: with no record of the last conversation, every restart begins the negotiation from scratch.

Schools, courses and education

Operations with 2 to 30 enrolment consultants

Recruitment lands in a few weeks per term — the applicant who does not sign on the spot needs a cadence, not luck.

Marketing agencies and B2B services

Sales teams of 5 to 50 people

They run several complex sales pipelines at once and need to track every interaction with a prospect through to the close.

What sets us apart

Why choose Nexloo

What the platform already includes — no extra module, and no third-party integration to buy.

  1. A CRM native to WhatsApp

    Unlike generic CRMs adapted after the fact, Nexloo was built for WhatsApp from the start. Every feature is designed around the way the channel actually works.

  2. No-code sales automation

    Set up follow-ups, reminders and message sequences without writing code. A visual drag-and-drop editor builds WhatsApp sales automation flows in minutes.

  3. A 360° view of the customer

    The full history of conversations, notes, tags and custom fields in one panel. Your team never loses context when picking a negotiation back up.

  4. Official API, zero risk

    Connected exclusively through the official WhatsApp Business API. No risk of a ban, the green badge, and full compliance with Meta’s policies.

Ecosystem

Integrations that simply work.

Connect Nexloo to the tools you already run on, without friction — more than 5,000 apps available to extend your support hub and automate the work around it

Where the conversation flows to

  • Parceiro OficialMeta
  • Zapier
  • HubSpot
  • Salesforce
  • RD Station
  • Pipedrive
  • API REST

Where the lead comes from, and where the team works after

  • Mais pedidaMeta Ads
  • Google Ads
  • Meta Lead Forms
  • Google Sheets
  • Google Calendar
  • Shopify
  • Slack

No price table

The price depends on the size of your operation. The assessment is free.

In one short conversation we map how many agents you have, where customers come from and where the operation is losing sales today. You leave with a picture of what you need — and the number that matches it, not a generic band from a price table.

  • No purchase commitment
  • A 30-minute conversation
  • A proposal only after the assessment
Book a free assessment

What changes

The problem is almost never the number of leads. It is what happens next.

Most of the operations that complain about &quot;bad leads&quot; in fact have opportunities sitting still, with no owner and no next step. That is the hole a CRM for WhatsApp closes — and it shows up when you measure before and after.

The operation, compared

Scenario
  • Opportunities with no next step defined — today42%
  • Opportunities with no next step — with Nexloo11%−31 pp
  • Deals sitting still with nobody noticing — today35%
  • Deals sitting still with nobody noticing — with Nexloo8%−27 pp

An illustrative scenario for a mid-sized sales operation. The percentages exist to compare the two ways of working; they are not customer measurements and they vary with each company’s process.

In practice

How the CRM for WhatsApp organises your operation

A CRM for WhatsApp only helps if the conversation becomes an opportunity without anyone copying data from one place to another. This is the path a contact travels inside Nexloo, from first message to closed deal.

  1. The conversation becomes an opportunity

    Every message received on WhatsApp opens a card in the CRM with its source, history and owner already set, with nothing typed in by hand.

  2. The pipeline shows the stage

    Each opportunity sits in a column of the kanban board. One look tells you what has stalled and how long it has been stalled.

  3. Automation chases the next step

    Rules alert the salesperson, schedule the follow-up and move the card as the stage advances — the opportunity does not depend on anyone remembering.

  4. The manager sees the bottleneck

    Reports by stage and by salesperson show where the CRM for WhatsApp is losing sales, not merely how many conversations came in.

Dúvidas

Before you build the pipeline, let’s clear things up.

The questions that always come up: how a conversation becomes a card, what happens to the history, who can see what, and how the CRM talks to the rest of the operation.

What is a CRM for WhatsApp and how does it work?

It is a tool that wires relationship management directly into WhatsApp. It records conversations, organises leads in a pipeline, schedules automatic follow-ups and centralises the history — feeding the sales pipeline as it goes.

How does an integrated WhatsApp CRM improve lead management?

It centralises the contacts that arrive over WhatsApp, sorts them by pipeline stage on a visual kanban board, sets priorities and sends follow-up reminders. Forgotten leads disappear and conversion rises by up to 40%.

How is a CRM for WhatsApp different from a traditional CRM?

A traditional CRM runs on email and phone. Nexloo’s CRM for WhatsApp captures leads straight from the conversations, links messages to the pipeline and lets you automate follow-up in the channel where the customer is already active.

How many agents can use the CRM for WhatsApp at once?

There is no limit. The whole sales team works at the same time, with deals assigned to owners. Routing is automatic — round-robin, by speciality or by workload.

Does Nexloo’s CRM for WhatsApp work with the official API?

Yes. It uses the official WhatsApp Business API exclusively — stability, compliance with Meta, no risk of a ban and the green verified-account badge.

How much does Nexloo’s CRM for WhatsApp cost?

The price depends on how many agents you have, the volume of conversations and the features you take. In the free assessment we work out which plan fits your operation and quote it in your currency.

How do I set up the WhatsApp sales pipeline on the platform?

Open the CRM module, create the pipeline stages (prospecting, qualifying, proposal, closing) and drag contacts between columns. Custom fields, tags and automations take a few clicks, with no code.

Last step

A free assessment of your pipeline

A short conversation to find the stage where your operation loses deals today — and how much of that is a missing tool, and how much is a missing next step.

  • No credit card
  • Set up in 5 minutes
  • Cancel whenever you like

Request your free assessment

No commitment. One conversation to map where your operation is losing sales.

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Your details are safe and will not be shared.

  • Immediate activation
  • Support included
  • Cancel any time

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