WhatsApp team inbox for financial advisors, property agents and sales reps
Every client chat, and who's answering it
Your WhatsApp chats in one inbox you share with your team. See who's still waiting, pass a chat to the right person, and keep notes the client never sees.
- Sarah LimIs Friday still OK for the viewing?You
- Marcus LeeCan you resend the brochure?Mei
- Priya NairWhat are your fees?Agent
- Nurul AzizCould we move it to next week?You
Six moments
Your week, with the team on one inbox
01Walking out of a meeting
Every number, every chat, one place.
You come out of a two-hour meeting to forty unread chats across two numbers. Tap Waiting and the six people still owed a reply are at the top.
- Unread, Waiting and Assigned, a tap each
- Search every message, not just names
- Filter by stage, from new to won
- Sarah LimMainIs Friday still OK for the viewing?3:52pm2
- Marcus LeeTeam lineCan you resend the brochure?3:41pm1
- Priya NairMainWhat are your fees?3:30pm1
- Hafiz RahmanMainYou: Sent, let me know what you think3:12pm
- Grace WongTeam lineThanks! One more question2:58pm3
- Tom BeckerTeam lineYou: See you at 52:44pm
- Nurul AzizMainCould we move it to next week?2:31pm1
- Kenji SatoMainAgent: Thursday 11am works, see you then2:20pm
- Rachel KohTeam lineFriday afternoon is better for me2:05pm1
- Leon TeoMainYou: Great, talk soon1:48pm
- Aisha MalikTeam lineMei: The form is attached1:30pm
- Ben OngMainYou: Friday works, I will bring the plans1:12pm
02On leave
Cover for a teammate without asking what they said.
You're away and a client messages about Friday's meeting. Your teammate opens the same chat, reads what you promised, and answers from your number.
- Share a number to read, to reply, or to run
- The full thread, not a forwarded screenshot
- Your manager can read along to coach
Hi Daniel, are we still on for Friday?
Yes! Friday 3pm at the showflat. I'll bring the floor plans and the price list.
Daniel
Great. Can my husband come too?
03The right person
Send the chat to the right person.
A client needs the teammate who knows their file. Assign the chat and that teammate is told at once, in the app or on Telegram.
- Assign it from the chat
- Your AI agent steps back when a person has it
- Everything assigned to you, one filter away
My dad wants to add a second name to the loan. Who can help with that?
Good question, let me get the right person for you.
Agent
4:02pm
04Behind the scenes
Talk it over without the client seeing.
Leave yourself a note that they prefer mornings, or tell your teammate what to watch for. Turn what they asked for into tasks on the same screen.
- Private notes on every chat
- A to do list for each conversation
- Tasks that show on the client's record too
To do
Doing
Done
05The same question again
Reply faster, sound like yourself.
You type the same answer about fees or next steps every week. Save it once and bring it up with a slash, photos and brochure included.
- Type / and pick your saved reply
- Files and photos inside a saved reply
- Your team uses the same saved replies
Hi! What are your fees, and what happens next?
06Before you type
Every chat lands on the client's record.
A new enquiry becomes a contact in your book the moment they message, with the chat attached. Open their record and the whole chat is there.
- A card for every new enquiry
- Documents they send, filed on their record
- Their stage and notes beside the chat
New
Replied
Booked
Won
And the small stuff, handled
Bring your team into the chat
Connect your number and your team sees every chat, and who has it.