WhatsApp CRM for financial advisors, property agents and sales reps
Close the ones you'd have forgotten.
Your prospects, your WhatsApp chats and every follow-up, together on your phone. Open it and you'll know who to call next.
- MLMei Ling TanAppointment setToday, 4:00pm
- PRPriya RamanProposal outTomorrow
- RKRachel KohNew leadNever contacted
- ANArjun NairContactedInactive 38 days
Six moments
Your week, with the CRM in your pocket
0110pm, a WhatsApp enquiry
Reply before they message someone else.
An enquiry at 10pm gets a reply at 8am, and by then they've asked someone else. Now an agent that writes like you answers within the minute, offers times from your calendar and adds them to your book. You'll wake up to a booked appointment.
- Replies in your words, any hour
- Offers times from your calendar
- Every chat saved to the prospect
Hi! Saw your post about the retirement plan.
Hi Rachel, glad you reached out. What are you hoping it does for you?
Sent by the agent
02Monday morning
Start the week knowing who to call.
Monday used to start with a scroll through contacts, chats and the notebook to find who'd gone quiet. Now they're waiting at the top of your book. You'll have the first call made while the rest of the team is still looking for the spreadsheet.
- See who's gone quiet for 30 days
- Birthdays and review calls, lined up
- Your own lists, one tap away
03Before the appointment
Walk in knowing where you left off.
Every message, meeting and note about them on one page, with a summary of your last WhatsApp chat at the top. Two minutes in the lift and you're back where the last conversation ended. They'll notice you remembered.
- A summary of the last conversation
- Forms and proposals, one tap away
- Introductions from the same referrer
Priya Raman
+65 9123 4471 · Owner Sarah Lim
24
messages
3
open tasks
2
meetings
41
activity
AI SUMMARY
Proposal sent 2 days ago, no reply yet. She asked twice about the price at renewal. Answer that before you chase.
04Where every prospect stands
See every prospect and where they stand.
A board when you're moving people along. A list when you're reviewing the week. When a deal closes, log it from their page and it counts on the leaderboard straight away.
- Stages that match how you sell
- Update a prospect between meetings
- A separate list for recruiting
05Your manager
Your week reports itself.
The "how's the pipeline?" message used to mean twenty minutes rebuilding your week from memory. Now your manager sees the same numbers you do, as they happen. When they coach you, they open the chat you're stuck on instead of asking you to describe it.
- No more pipeline update messages
- Help on the chat you're stuck on
- Private to your team
Kevin Teo
slipping
Activities logged, last 7 days
5
appointments set
1
deals closed
WHAT TO RAISE
9 contacts with nothing booked.
06Day one
Bring the spreadsheet. Keep the afternoon.
Upload the spreadsheet you already keep and your whole book is on your phone in minutes. Got something wrong? One tap undoes it.
- No retyping a single contact
- Nothing you've already entered is overwritten
- One tap to undo the whole import
And the rest
And the small stuff, handled.
Be the advisor, agent or rep who always follows up.
Bring your spreadsheet. Your first call list is ready in minutes.