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ConvoSync
For channel sales · Channel Partner Managers · Partner teams

Save partner WhatsApp chats to your CRM.

Resellers, distributors and dealers agree deals and discounts on WhatsApp. ConvoSync saves those chats, with a short summary, to the partner's record.

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Channel partner manager meeting a reseller
IN SHORT

Channel Partner Managers, Partner Account Managers and Channel Account Managers handle deal registrations, discounts and stock updates with resellers, distributors and dealers on WhatsApp. ConvoSync saves those chats to the partner's record in your CRM, with an AI summary of deals, pricing and commitments.

The deal the CRM never saw

One reseller, one registered deal, one discount, and a CRM that saw none of it

The CRM says the partner is quiet. In fact they're close to a 40-unit deal, and now fighting another reseller for it. Nobody else can see the registration or the discount, because both live on one partner manager's phone.

In the CRM
Bright Systems · Reseller
Silver partner · West region
Registered dealsNone this quarter
Discounts approvedNot recorded
Last activity34 days ago
Partner managerRahul (moved team)
"Partner quiet this quarter."
What gets lost

What disappears when partner relationships run on WhatsApp

Deal registrations

Which partner brought which customer, and when. The evidence you need to settle conflicts.

"Register Apex Hospital for us"

Pricing and discount approvals

Special prices and margins agreed for one deal, then forgotten or applied twice.

"18% approved for this deal"

Stock and delivery promises

What distributors committed to, and what dealers told their own customers.

"Delivery by 15 Sep"

Referrals

Leads that referral partners sent, and whether anyone followed up.

"My client needs this, can I connect you?"

Onboarding questions

What new partners asked, the material they were sent and what's still pending.

"Where's the latest price list?"

Warning signs

Complaints and competitor offers, before a partner goes quiet or switches brand.

"Your competitor offers better margins"
What ConvoSync captures

Every registration, approval and promise on the partner record

Each synced conversation lands on the right record with an AI summary of what matters, plus the full chat.

  • Deals: registrations, end customers and expected volumes.
  • Commercials: discounts, margins and special pricing agreed.
  • Commitments: stock, delivery dates and support promised by either side.
  • Partner health: complaints, competitor mentions and next steps.

The AI summary is set up during onboarding to match how your team works. It runs on your own AI provider account, and every summary is reviewed before it's saved.

BS
Bright Systems
Reseller · Partner contact · Your CRM
✓ Synced today
AI summary
Registered dealApex Hospital, 40 laptops
Discount18%, this deal only
Delivery promisedBy 15 Sep
RiskChannel conflict
Deal at risk Check registrations Call partner today

Partner registered Apex Hospital on 12 Aug and was approved an 18% discount for this deal. On 16 Sep they reported another reseller quoting the same customer lower. Confirm who holds the registration and call them today.

whatsapp-bright-systems.mdAttachment
Who it's for

Who uses ConvoSync in channel sales

Channel Partner Managers

Keep every partner's deals, approvals and promises on record, not only on your phone.

Partner and Channel Account Managers

See a reseller's or distributor's full history before every review.

Partner onboarding and success

Track questions, training and enablement for new partners.

Heads of channel sales

Settle deal conflicts with evidence, and keep partner history when managers move on.

How it works

How ConvoSync gets WhatsApp chats into your CRM

Your team keeps using WhatsApp the way clients prefer. Works with Zoho CRM today, and other CRMs through a custom integration.

1

Partner managers chat as usual

On their own number or a business one. ConvoSync runs next to WhatsApp Web.

2

Matched to the partner

The phone number is matched to the partner contact in your CRM.

3

Summarised and reviewed

The AI summary picks out registrations, pricing, commitments and risks. The manager checks it.

4

Saved to the record

The summary and the full chat as a .md file land on the partner record.

Data and privacy. ConvoSync only reads chats with partners and their contacts already in your CRM and assigned to that user; personal chats are never read. Conversations go to your system, not to us; we hold user accounts, settings and sync logs. If AI summaries are on, chat text is processed by the AI provider you choose, and you can switch AI off. How we handle your data →
Questions

WhatsApp for channel partner teams: common questions

What does a Channel Partner Manager do?

A Channel Partner Manager, also called a Partner Manager, Partner Account Manager or Channel Account Manager, looks after a company's resellers, distributors, dealers and referral partners. They recruit and onboard partners, help them sell, approve pricing and settle deal conflicts. The team is usually called channel sales or the partner team.

How do I track channel partner conversations on WhatsApp?

Save each partner's WhatsApp conversation to their record in your CRM. ConvoSync runs next to WhatsApp Web on the partner manager's laptop, matches the chat to the partner contact by phone number and saves an AI summary plus the full conversation, so deals, pricing and promises are visible to the whole team.

Can ConvoSync help settle deal registration conflicts?

It keeps the evidence. When partner managers sync their chats, the date a partner asked to register a customer, and what was agreed, are saved on the partner record. ConvoSync doesn't run a deal registration process itself; it makes sure the WhatsApp side of it isn't lost.

What happens to partner history when a Channel Partner Manager leaves?

If they've been syncing, every partner conversation stays on the partner records in your CRM: the AI summaries and the full chats. The next partner manager can see what was registered, approved and promised.

Is ConvoSync a partner relationship management (PRM) tool?

No. PRM tools run partner portals, deal registration forms, training and incentives. ConvoSync does one job: it saves the WhatsApp conversations your partner team has with partners into your CRM. It works alongside a PRM, or on its own if your partner team works mainly in the CRM and WhatsApp.

Does it work with partner managers' personal WhatsApp numbers?

Yes. ConvoSync works with whichever personal or WhatsApp Business app account is linked to WhatsApp Web on the user's laptop. No new number and no WhatsApp Business API account are needed.

Which CRM does ConvoSync work with?

ConvoSync has a ready connector for Zoho CRM. Other CRMs and industry systems can be connected through a custom integration built on that system's API.

Can ConvoSync send price list updates or announcements to all partners?

No. ConvoSync captures and saves conversations; it doesn't send messages. For announcements to many partners from a company number you'd use the WhatsApp Business API, and many teams use both.

Will it read partner managers' personal chats?

No. ConvoSync only reads conversations with partners and their contacts already in your CRM and assigned to that user. Personal chats are never read.

WhatsApp for sales teams → WhatsApp for account managers → All solutions →
Keep exploring

More solutions

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.

See a partner chat saved to your CRM.

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