CRM for small businesses, connected to WhatsApp

A CRM is where your team sees every customer, what stage they're in and what comes next. If your sales live in WhatsApp chats, notebooks and spreadsheets today, I set up an existing CRM or build a custom one, connected to WhatsApp so no conversation gets lost.

What it solves

  • Customers who ask on WhatsApp and never hear back.
  • Each salesperson tracks customers their own way and nobody sees the whole picture.
  • You don't know how many deals are open or which ones are about to close.
  • You pay for a big CRM your team doesn't use.

What's included

  • Choose or buildI check whether an existing CRM (HubSpot, Pipedrive, Kommo, Odoo) or a custom one suits you better, based on how you sell and your budget.
  • Sales stagesI define the stages a customer goes through and what your team does at each one.
  • WhatsApp connectionConversations and new contacts reach the CRM without copying them by hand.
  • Automatic follow-upReminders, tasks and follow-up messages so no customer is left waiting, plus a board with open deals.

Levels

  1. Organize what you have

    I set up an existing CRM with your sales stages and move your current customers into it.

  2. Connected CRM

    I connect it to WhatsApp, your website and your forms, with automatic follow-ups and a sales dashboard.

  3. Custom CRM

    Your own tool, built for your process on Supabase, with an AI agent, reports and API connections to your other systems.

Each project is quoted based on its scope. Write to me and I'll tell you which level yours fits.

How I work

  1. How you sellI understand how a customer reaches you today and what happens until they buy.
  2. DesignI define stages, data and automations, and choose the tool.
  3. SetupI configure or build the CRM and move your current data into it.
  4. UseI help your team use it and adjust what doesn't work in practice.

Frequently asked questions

What is a CRM and what is it for?

It's a system that keeps customers and sales in one place. It tells you which customer is at which stage, who's following up and how much there is to sell.

Existing CRM or custom-built?

For most small businesses, a well-configured existing one is enough and faster. A custom one makes sense when your process is different and off-the-shelf tools force you to work their way.

Can a CRM connect to WhatsApp?

Yes. With the WhatsApp Business API, messages and contacts reach the CRM, and follow-ups and reminders go out from there.

Which CRM is right for a small business?

It depends on how you sell, how many people will use it and what tools you already have. In our first conversation I look at your case and recommend an option, even if I'm not the one setting it up.

If you have a process like this, tell me about it.

Write to me

See more: AI agents for WhatsApp

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