Solutions

WhatsApp chats saved to your CRM, for every client-facing team.

Pick your team to see what ConvoSync saves, and where.

IN SHORT

ConvoSync saves the WhatsApp chats your people already have with clients, with an AI summary, to the right record in your CRM or ATS. The summary is set up for each team: sales, recruitment, account management, customer support or channel partners. It doesn't send messages.

By team

WhatsApp solutions for your team

Sales teamsDeals negotiated on reps' own WhatsApp, saved to the CRM. RecruitersCandidate chats saved to the ATS, on the right candidate. Account managersYears of B2B client history, kept when people move on. Customer supportSupport chats on the customer record, with a quality review. Channel partner teamsReseller, distributor and dealer chats on the partner record.

By industry

Or start with your industry

Real estateBudgets, viewings and offers on the lead, not the agent's phone. Insurance and loansQuotes, documents and promises on the client record. EducationCourse interest, documents and deadlines on the student record.

Questions

ConvoSync solutions: common questions

Which teams use ConvoSync?

Any team whose people talk to clients one-to-one on WhatsApp: sales and business development, recruiters, account managers and client success, customer support, and channel partner teams. ConvoSync saves those conversations, with an AI summary, to the right record in your CRM or ATS.

Is the AI summary the same for every team?

No. The summary is set up during onboarding to match each team: buying signals and next steps for sales, availability and offers for recruiters, relationship history for account managers, response time, tone and promises for support, and deal registrations and pricing for partner teams.

Can different teams in one company use ConvoSync?

Yes. Each user syncs their own WhatsApp conversations to the records assigned to them, and admins see who is syncing across every team.

See it for your team.

A 20-minute walkthrough with sample data. No preparation needed.

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