The WhatsApp CRM layer that never forgets a lead
Recoverly is the WhatsApp CRM piece most sales stacks are missing. It captures leads from forms, ads and your chat widget, replies within seconds, qualifies with one-tap buttons, records consent and labels for every contact, and keeps following up until someone answers. Through Zapier and webhooks, it talks to HubSpot, Pipedrive, Zoho or Salesforce in both directions.
What is a WhatsApp CRM?
A WhatsApp CRM keeps track of the people you talk to on WhatsApp: where they came from, what they asked, whether they agreed to hear from you, and what should happen next. In practice that means three jobs: capturing leads into WhatsApp, following up with them automatically, and keeping customer records current.
Recoverly does the first two in depth and hands the third to the CRM you already use. It isn't a pipeline tool: there are no deal stages, forecasts or sales reports, and it doesn't try to replace HubSpot, Pipedrive, Zoho or Salesforce. If you're shopping for a CRM with WhatsApp integration, the practical setup is usually both: your CRM for the pipeline and Recoverly for the conversations, connected through Zapier and webhooks.
And if your CRM today is a phone full of chats and a spreadsheet, the shared inbox, AI labels and subscriber list are an upgrade on their own.
- Name and number from the form, the checkout or the chat itself.
- Consent source widget, popup, checkout, restock signup or lead form.
- Opt-out status a STOP is permanent and survives re-imports.
- Labels applied by the AI from descriptions you write.
- Conversation every message from the customer, the AI, automations and your team.
- Delivery history sent, delivered, read and replied, message by message.
WhatsApp lead management from first message to handoff
Capture the lead, answer while they're still on your site, ask the one question that matters, and keep following up until they reply or book.
Every lead source, one WhatsApp number
Leads arrive from website forms, landing pages, the chat widget, ads that open WhatsApp and your CRM itself. Recoverly turns each one into a contact with a recorded consent source, then starts the right flow.
- Forms and landing pages. On Pro, Typeform, Webflow, WordPress or HubSpot forms start a flow through Zapier or a webhook.
- Widget and popup. No cost on any plan. Visitors start a chat or subscribe with one tap.
- Click-to-WhatsApp ads. Chats that start from Meta ads land in the inbox, and Meta makes the first 72 hours of messaging free.
- Sync from your CRM. Existing contacts and their consent status arrive through Klaviyo or Zapier; opted-out numbers stay suppressed. CSV import is on the roadmap.
Reply in seconds, qualify in one tap
The first business to answer usually wins the conversation. A new lead gets a WhatsApp message within seconds that mentions what they asked about and asks a single qualifying question with tap-to-answer buttons. Their tap decides what happens next.
- A specific first message. Personalized with the lead's name and the product, listing or service they asked about.
- Quick-reply buttons. Budget, timeline, location or service type, answered with a tap instead of a paragraph.
- Branches on the answer. Hot answers go straight to a salesperson; “just looking” goes into a slower nurture.
- AI for open questions. When a lead types a real question, the chatbot answers from your FAQs or flags a person.
WhatsApp lead follow-up that stops when they reply
Most leads don't answer the first message. A follow-up sequence waits, checks and nudges on your schedule, from 15 minutes to 72 hours between steps, and ends as soon as the lead replies, books a call or buys. Nobody gets chased after they've said yes.
- Timed nudges. A friendly check-in, then something useful, then a last note. Each step is its own template.
- Stop rules. A reply, a booking, an order or a tag ends the sequence automatically.
- Quiet hours. Nudges wait for your send window instead of landing at night.
- Handoff to people. Engaged leads surface in the shared inbox with an AI label, and the AI pauses as soon as a rep replies.
WhatsApp CRM integration through Zapier and webhooks
Keep deal stages and forecasts in the CRM your team already uses. Recoverly sends WhatsApp events to it and accepts triggers from it, so a new deal can start a WhatsApp flow and a new subscriber can create a contact.
- Events out. New subscriber, opt-out, message sent, COD confirmed and cart recovered, each as one JSON payload with automatic retries.
- Triggers in. Every automation has its own signed webhook, so your CRM, form tool or a Zap can start a WhatsApp flow.
- Klaviyo sync. Opted-in subscribers join a Klaviyo list, and opt-outs update the profile.
- HubSpot, Pipedrive, Zoho, Salesforce. Connected through Zapier today, with the field mapping in your hands.
Lead follow-up for businesses that sell in conversation
If customers ask questions before they buy, the follow-up is where deals are won or lost.
Real estate
Answer portal and website enquiries in seconds, book viewings, and keep silent leads warm for a week.
Learn more →Clinics and services
Turn consultation requests into booked appointments, then let reminders cut no-shows by about half.
Learn more →Education and courses
Follow up on brochure downloads and trial classes with the timetable, the fees and a button to enroll.
Learn more →B2B and agencies
Qualify demo requests by team size and timeline, then pass hot leads to a rep with the context attached.
Learn more →Online stores
Grow subscribers with the popup, then win back abandoned checkouts: up to 25% of carts recovered.
Learn more →Dealerships and big-ticket sales
Test drives, trade-in questions and finance callbacks, each followed up without relying on memory.
Learn more →Where Recoverly fits next to your CRM
A CRM stores the relationship. WhatsApp is where the relationship actually happens. Here's who does what.
| Recoverly | CRM on its own | WhatsApp Business app | |
|---|---|---|---|
| Instant WhatsApp reply to new leads | Yes, within seconds, from approved templates | Only with a WhatsApp add-on or connector, often on higher tiers | No, manual |
| Automated WhatsApp follow-up sequences | Yes, with waits, conditions and stop rules | Sequences are mostly built for email | No |
| Deal stages, forecasts, reports | No, keep them in your CRM | Yes, that's what a CRM is for | No |
| WhatsApp consent and opt-out per contact | Yes, source recorded, STOP permanent | Usually a custom field you maintain | No |
| AI replies and shared inbox | Both included from Lite | Varies by vendor and tier | No |
| Pricing | One flat fee, $19 or $49 monthly | Per seat, WhatsApp often extra | Free |
CRM features vary by vendor and plan, so check what your tier includes for WhatsApp. Accurate to our knowledge as of September 2026.
Live in minutes
Connect WhatsApp and your forms
Link your WhatsApp Business number, then point your form tool or CRM at a Recoverly webhook or a Zap.
Set up the lead flow
Start from lead follow-up: an instant reply, one qualifying question, two nudges and a stop rule.
Send the activity to your CRM
Map WhatsApp events to contacts and activities in Zapier, and keep selling from the pipeline you know.
Good questions
Answer every lead before a competitor does.
Link your WhatsApp Business number, turn on lead follow-up and pipe the activity into your CRM. Start free; Lite is $19 a month.