A CRM where WhatsApp is part of the workflow
Most WhatsApp tools need a separate CRM, such as HubSpot or Zoho, connected through an integration. Oxigrid is the CRM and the WhatsApp automation in one system, so there is nothing to connect.
Two tools joined by an integration, or one system
You can connect a WhatsApp platform to a CRM. It works, but it is still two products to run.
- Two subscriptions, two logins and two sets of settings
- Contacts and chats have to be mapped and kept in sync
- The conversation and the deal stage live in different places
- One subscription, one login, nothing to connect
- Every chat is already tied to its lead and stage
- Pipeline, follow-ups and automation work from the same data
From first message to closed deal
Five steps, one system. Open any step to see it in detail.
Leads arrive on their own
Meta Lead Ads, Google forms, your website and WhatsApp all land in one pipeline.
IntegrationsThe first reply is instant
An AI assistant answers first and the chat opens in your shared inbox.
AI chatbotAI shows who is ready
Every lead gets a score and a reason, so the best ones get called first.
AI insightsNobody goes cold
Timed follow-ups, and approved templates for leads that went quiet.
BroadcastsMove the deal to won
Drag deals through stages and see which sources actually close.
PipelineMore than a WhatsApp tool
| Capability | WhatsApp-only platforms | Oxigrid CRM + WhatsApp |
|---|---|---|
| WhatsApp automation & broadcasts | ||
| AI chatbot replies | ||
| Full sales CRM & visual pipeline | ||
| AI lead scoring & insights | ||
| WhatsApp + Instagram + Facebook shared inbox | ||
| Meta Lead Ads, Google Ads & website lead capture | ||
| 0% markup — you pay Meta directly | ||
| Unlimited broadcasts on every plan |
What each plan unlocks
Every plan
Starter and up
- Visual sales pipeline
- AI lead scoring
- Shared inbox
- Unlimited WhatsApp broadcasts
Growth and up
Automate the busywork
- Automation rules
- AI chatbot
- AI-suggested replies
Scale and up
For bigger teams and developers
- REST API and website SDK
- AI insights
- Ad attribution
See prices and the full comparison on the pricing page
Questions about WhatsApp CRM
What is a WhatsApp CRM?
A WhatsApp CRM is a customer-relationship tool where WhatsApp conversations, leads and follow-ups live in the same system as your sales pipeline. Instead of chatting in one app and tracking deals in another, every message is tied to a lead, an owner and a stage.
Can I automate WhatsApp follow-ups without writing code?
Yes. From the dashboard you can set follow-ups with times, send approved WhatsApp templates to your leads, and let an AI assistant write the first reply. No code is needed for any of it.
Which plan includes automation, the AI chatbot and AI replies?
Automation rules, the AI chatbot and AI replies are included from the Growth plan upwards. Every plan, including Starter, includes the sales pipeline, AI lead scoring, the shared inbox and unlimited WhatsApp broadcasts.
Which channels can I connect?
WhatsApp Business, Instagram, Facebook, Meta Lead Ads, Google Ads, Google Sheets, Google Forms, Gmail, Google Calendar and your own website forms, with the exact set depending on your plan.
Can I not just connect a WhatsApp tool to HubSpot or another CRM?
You can, and many teams do. The trade-off is running two products: two subscriptions, two sets of settings, and contacts and conversations that have to be mapped and kept in sync. Oxigrid builds the CRM and the WhatsApp automation as one system, so there is no integration to set up. If your team already depends on a large CRM for things Oxigrid does not cover, connecting a WhatsApp tool to it may suit you better.
How is a WhatsApp CRM different from a WhatsApp-only platform?
A WhatsApp-only platform focuses on sending and receiving messages. A WhatsApp CRM also keeps the pipeline, AI lead scoring, follow-ups and reporting, so you can see where every lead stands and not only what was said. With Oxigrid you also pay Meta directly for messages, with 0% markup.
Do I need a developer to set it up?
No. Connect your channels from the Integrations page, and most teams are live within a day. Developers can additionally use the REST API, webhooks and website SDK on the Scale plan.
Stop paying a markup on every message. Start closing more leads.
Try Oxigrid free for 14 days with full Growth access — CRM, WhatsApp automation and AI included. No credit card required.