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WhatsApp CRM with an AI sales agent that answers in seconds
Connect your business number through Meta's official WhatsApp Business Platform and run it like a sales channel: one inbox for the whole team, a card for every lead, funnels that follow up on their own, and an AI agent that handles the first reply day and night.
What a WhatsApp CRM should actually do
A shared phone and WhatsApp Web stop working the moment several people answer leads. A WhatsApp CRM should give you four things:
- one inbox for the team, so nobody passes a phone around or loses a chat;
- a record of every lead — who they are, what they asked, where the deal stands;
- automation for the routine — greetings, qualifying questions, reminders;
- fast first replies, because in messaging the first answer often decides the sale.
Retain Growth covers all four, and puts WhatsApp next to Telegram and Facebook Messenger so every channel works the same way.
Built on the official WhatsApp Business Platform
Your number connects through Meta's WhatsApp Business Platform (Cloud API) — no unofficial WhatsApp Web automation that risks getting the number banned. Leads write to your business number; access tokens are stored in an encrypted vault, and each company's data is isolated from every other.
A shared inbox and a card for every lead
Every WhatsApp conversation lands in one list shared by the owner and managers. Next to each chat is the lead card: funnel stage, tags, variables captured from answers, and the full history. Close a chat when it's resolved and reopen it when the lead comes back — the context stays with the lead, not with whoever answered first.
An AI sales agent inside WhatsApp
The AI node hands the conversation to a language model that follows your context and rules:
- it answers questions about your product, prices and delivery from what you've described;
- it works through a checklist of qualifying tasks and moves the lead on once they're done;
- it remembers facts the lead shared, so later steps don't ask twice;
- it takes the "Manager needed" exit when a lead asks for a person or the question is outside its instructions.
If a manager replies manually, the agent steps back so nothing is sent twice. Models run through your own OpenRouter key, and you choose the model per AI node.
Funnels and WhatsApp's 24-hour window
Funnels are built on a visual canvas from ready-made nodes: messages with buttons, delays, yes / no conditions on tags and variables, actions, the AI agent and conversion stages. One funnel runs in WhatsApp, Telegram and Messenger at once.
WhatsApp only lets a business send free-form messages within 24 hours of the customer's last message. Retain Growth follows that rule: automated messages go out while the conversation window is open, so plan WhatsApp follow-ups inside that day — for example, a reminder a few hours after a lead goes quiet rather than three days later.
Answer a short survey and get your account + a 14-day trial + a free implementation consultation. We get to know everyone personally and set up the account around your goals.
WhatsApp, Telegram and Messenger in one place
| Separate tools per channel | Retain Growth | |
|---|---|---|
| Inbox | a phone for WhatsApp, another app for Telegram | one shared inbox for all channels |
| Automation | a different bot builder per messenger | one funnel across WhatsApp, Telegram and Messenger |
| Lead record | scattered across chats and spreadsheets | one card per lead, next to the conversation |
| First reply | whenever someone checks the phone | instant, from the AI agent |
Instagram (Direct, comments and Stories) is built and will open for connection once Meta activates the integration.
Pricing
- Trial — 14 days, by pre-registration: Answer a short survey and get your account + a 14-day trial + a free implementation consultation. The trial includes 1 sales funnel, 1 landing page, the owner and 1 manager, up to 150 subscribers.
- Business — $29 per month: unlimited funnels and landing pages, full analytics. The owner is included; each manager is $5 per month. Up to 2,500 subscribers, then $5 per additional 1,000.
- Agencies and larger sales teams — a package sized to your volume.
FAQ
Is this an official WhatsApp integration?
Yes. Numbers connect through Meta's official WhatsApp Business Platform (Cloud API), not through WhatsApp Web scraping or unofficial automation.
Can several people answer the same WhatsApp number?
Yes. That's the main point of a shared inbox: the owner and managers answer from one list, see the same lead cards, and nobody needs the phone the number is registered on.
Can the AI agent answer WhatsApp messages on its own?
Yes. Put an AI node in the funnel and it replies to every following message using your context and rules, qualifies the lead, and hands over to a manager when needed.
Can I send follow-ups days later on WhatsApp?
WhatsApp allows free-form business messages only within 24 hours of the customer's last message, and Retain Growth sends automated messages inside that window. Plan WhatsApp follow-ups within the same day; for longer sequences, Telegram has no such limit.
Does it work with Telegram and Messenger too?
Yes. Telegram and Facebook Messenger conversations arrive in the same inbox, and one funnel runs across all three channels.
Answer a short survey and get your account + a 14-day trial + a free implementation consultation. We get to know everyone personally and set up the account around your goals.