ConvoSync saves the WhatsApp conversations your team has with clients, with a short AI summary, to the right record in your CRM or ATS.
Saves WhatsApp chats to the CRM or ATS you already use
Zoho CRMReadyZoho RecruitReady
BullhornReady
SalesforceCustom
HubSpotCustom
PipedriveCustom
FreshsalesCustomZoho DeskCustomFreshdeskCustom
LoxoCustom
VincereCustom
ERPNextCustomReady connectors for Zoho CRM, Zoho Recruit and Bullhorn. Other systems through a custom integration.
When every WhatsApp conversation reaches the right record, your business sees things it could never see before.
Every conversation with a client, candidate, partner or vendor, saved to the right record with a short summary.
See what your team promises and asks on WhatsApp, not just the outcome.
Clients mention new needs and growth plans in passing. Now those signals get saved.
When someone leaves, the client history stays. Handovers start with context, not a blank page.
Done-for-you setup: we connect your CRM or ATS and set up your summaries with you, so there's no developer needed on your side. Then it runs from your Chrome browser.
Zoho CRM, Zoho Recruit or Bullhorn, or another system through a custom integration. We set it up with you.
Open WhatsApp Web and choose contacts. Each chat is matched to the right record by phone number.
Check the AI summary, edit it if needed, and click Sync.
ConvoSync turns long WhatsApp conversations into structured summaries — so anyone picking up the relationship knows exactly where things stand before they say a word.
ConvoSync isn't just for individual contributors. Admins get a full console to manage users, watch activity, and make sure nothing falls through the cracks.
Invite your team, control access and manage AI and integration keys from one admin panel.
See who's syncing and who hasn't synced in days.
Pick the days and time, and ConvoSync reminds your team to sync.
ConvoSync is built on one principle: your conversation data belongs to you and your CRM. We are just the connection in between.
Where each piece of data goes, what admins can see, and GDPR →
Chat text goes only to the AI provider you choose and your own CRM or ATS. It never passes through ConvoSync's servers.
API keys and settings are stored in your Chrome browser. We only use a sign-in server to keep your CRM connection active.
ConvoSync only reads conversations with contacts already in your CRM or ATS and assigned to you. Personal chats are never read.
We do not sell your data, use it for advertising, or share it with third parties beyond the AI provider you choose.
Card numbers, ID numbers and passwords are filtered out before anything is saved to your CRM or ATS.
ConvoSync is a Chrome extension that reads WhatsApp conversations you select, generates AI summaries, and saves them to the right record in your CRM, ATS, or ERP — along with the full chat history as a Markdown file. No messages are sent, no campaigns are run. It only captures and syncs. Works on both Mac and Windows.
ConvoSync currently connects to Zoho CRM, Zoho Recruit, and Bullhorn. More integrations are in progress. Email [email protected] with your CRM and we'll tell you where it sits in the roadmap.
No. Chat content goes to your CRM or ATS, not to us. We hold only user accounts, settings and sync logs. If AI summaries are on, chat text goes to the AI provider you choose. Your API keys are stored locally in Chrome.
Yes, always. Every summary is shown to you before anything is saved. You can read it, edit it, re-generate it, or discard it. Nothing syncs without your explicit approval.
No. Syncing is one click, or bulk, from the extension, with reminders on the days you choose. Only conversations with contacts in your system are read, and you control what gets saved.
Use your own ChatGPT (OpenAI), Gemini or OpenRouter account. If you prefer no AI, switch summaries off and save the raw conversation as-is.
No. WhatsApp Business API tools send messages from one verified company number. ConvoSync captures the conversations your team already has on their own personal or business WhatsApp numbers, through WhatsApp Web. No new number, Meta verification or message templates are needed.
No. ConvoSync captures and archives conversations. It doesn't send messages, broadcasts or campaigns.
ConvoSync doesn't send messages, broadcasts or automated replies, which are the kinds of activity that get WhatsApp accounts restricted. It works inside WhatsApp Web while you use it, and only reads the chats you choose to sync with contacts already in your CRM or ATS. Your number, chats and contacts stay exactly as they are. ConvoSync is not affiliated with or endorsed by WhatsApp.
Book a 20-minute demo and we'll walk you through the product using sample data. We usually suggest a small pilot with one team before a full rollout, and we'll find the right plan for your team. Email [email protected] or use the button below.
A 20-minute walkthrough with sample data. No preparation needed.
Or email [email protected] · call +91 97170 87420 · WhatsApp us