In short: a WhatsApp CRM stores your contacts, conversations and deals around WhatsApp. Monarkz combines a CRM with a multi-agent inbox, so customer service and sales happen in one place.
Why you need a WhatsApp CRM
When customer chats live on one employee’s phone, leads get lost, nobody sees the history and response times suffer. A WhatsApp CRM fixes that:
- One number, many agents: unlimited conversations handled by your whole team.
- Full customer history: every message, campaign and note in one profile.
- Organised contacts: tags, segments and custom fields.
- Accountability: assign chats and track response times per agent.
Shared WhatsApp team inbox features
- Assign conversations manually or automatically (round-robin, team or keyword).
- Internal notes and @mentions that customers never see.
- Quick replies and saved templates for fast answers.
- Labels and statuses: open, pending, resolved.
- Chatbot-to-human handoff with full context. See WhatsApp chatbot.
- Role-based access for admins, managers and agents.
WhatsApp for customer service
Customers prefer messaging over waiting on hold. With Monarkz you can answer common questions automatically, route complex issues to the right agent and measure your customer service performance, all on WhatsApp.
WhatsApp Business CRM integration
Already use a CRM? Pro plan users can connect Monarkz through the API and webhooks to sync contacts and log conversations. Or use the built-in CRM if you are just getting started. More on the WhatsApp Business API.
Who uses a WhatsApp CRM?
- Sales teams following up leads from ads and websites.
- Support teams handling orders, returns and questions.
- Agencies managing several client numbers.
- Clinics, schools and real-estate teams booking appointments and visits.
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Frequently asked questions
What is a WhatsApp CRM?
It is customer relationship management software built around WhatsApp. It stores contacts and conversations and lets teams manage customer relationships over WhatsApp.
Can multiple agents use one WhatsApp number?
Yes. With the WhatsApp Business API and Monarkz’s shared inbox, many agents can answer chats from the same number at the same time.
How many agents can I add?
Free Trial includes 1 agent, Basic includes 10 and Pro includes 100.
Can I use WhatsApp for 24-hour customer service?
Yes. Combine chatbots for instant out-of-hours replies with your agents during working hours.
Does Monarkz integrate with other CRMs?
Pro plan API access and webhooks let you connect Monarkz with your existing CRM and tools.