WhatsApp Business CRM for Small Business

Your WhatsApp Chats Are
Costing You Customers

Turn scattered WhatsApp conversations into a full sales pipeline — so freelancers and small teams never miss a lead or lose a deal again.

14-day free trial • Cancel anytime

WhatsApp Is Where Your Customers Are.
It's Also Where Deals Go to Die.

You get 50 messages a day. Inquiries from potential customers buried between messages from family. That hot lead from last week? Can't find them. The follow-up you meant to do? Forgot completely.

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Leads Get Buried

50+ conversations and no way to find the ones that matter. Critical business inquiries disappear below newer messages.

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No Pipeline Visibility

Is that lead just browsing? Did they receive a quote? Are they ready to buy? No idea. Dead deal.

Forgotten Follow-Ups

You had a great chat. Then it vanished into the archive. That lead went to your competitor who bothered to remember.

🤦

Team Context Lost

Your team shares one WhatsApp number but has no shared view of conversations. Who talked to this customer last?

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No Revenue Visibility

Flying blind on business decisions. No data for growth planning. Can't identify problems early.

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Deals Slip Through

No systematic way to track order details, values, and items. Important deal info lives in random chat threads.

Convertlr: Your WhatsApp. Supercharged With CRM Intelligence.

Transform informal WhatsApp commerce into structured business operations. Lead tracking, pipeline visualization, team collaboration, and analytics — without leaving WhatsApp or learning complex software.

The average small business loses 67% of leads they actually converted — but never followed up on. Most of those lives in WhatsApp. Convertlr fixes that.

Why Small Businesses Choose Convertlr

Built for businesses that sell on WhatsApp — without the enterprise complexity.

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No Workflow Change

Continue managing conversations through WhatsApp with added CRM visibility.

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Official Meta Integration

Built on WhatsApp Business API via Meta's official Embedded Signup. Not a workaround or third-party hack — just secure, authorized access to your own data.

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Privacy-First Design

We handle messages sent to your WhatsApp Business account after you authorize access via Meta's official APIs. We never use it for advertising, and we never share it with third parties.

Setup in Minutes

Not enterprise software that takes weeks to configure. Create your account, connect via Meta's onboarding, and see your pipeline — all in the same day.

What Changes When You Use Convertlr

Not a list of features. Here's what actually changes for your business.

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Always Know Where Deals Stand

Visual pipeline board showing every deal from first message to cash in hand

Drag deals through New → In Progress → Completed. Know exactly how much revenue is in each stage. No more guessing what's hot and what's dead.

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Never Lose a Lead Again

Automatic stale alerts when a lead goes quiet for 3+ days

Follow up before they buy from your competitor. Color-coded urgency levels for prioritization. Clear metrics on how long each lead has been waiting.

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Team-Wide Context

Anyone on your team sees the full history with any customer

Shared notes attached to each contact. No more "who talked to this person last?" Stop customers repeating themselves to different team members.

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Your Numbers, Finally

Revenue, conversion rates, and response times in one dashboard

Make decisions with data, not gut feel. See closed revenue, conversion rates, average response time, and lost leads — all in one view.

See What You're Losing Every Month

Most small businesses lose 67% of converted leads they never followed up on. Enter your numbers to see what that's actually costing you.

What Convertlr Recovers

Based on businesses recovering 40% of lost leads (based on typical usage patterns)

Leads recovered per month

4

Revenue recovered per month

$800

Annual impact

$9,600

Close just 1 extra deal with Convertlr and the Growth plan pays for itself for 5 months.

Everything You Need, Nothing You Don't

Built for small businesses that sell on WhatsApp — not enterprise companies with dedicated CRM teams.

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Contact List

All your business contacts in one searchable location, separate from personal chats

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Tag System

Color-coded tags (VIP, Lead, Prospect) for instant visual identification of lead status

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Kanban Pipeline

Drag-and-drop workflow through New Order → In Progress → Completed → Cancelled

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Message History

Complete WhatsApp conversation per contact — full context when they return

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Shared Notes

Team-visible notes with agent attribution — everyone knows what was discussed

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Convert to Order

One-click conversion from conversation to structured order with value and items

⏱️

Response Tracking

See your average response time. Hold your team accountable. Win more by responding faster.

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Analytics Dashboard

14-day revenue trend chart, conversion funnel, and lead source tracking

Who's Convertlr For?

Whether you're a freelancer or a 5-person team — if you sell on WhatsApp, this was built for you.

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Freelancers & Solopreneurs

Managing all client communication in WhatsApp but struggling to track multiple ongoing projects and follow-ups

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Small Agencies

Team shares WhatsApp but has no shared view of conversations, leads, or pipeline status

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Service Businesses

Salons, repair shops, tutoring, event planning — customer inquiries come via WhatsApp but get lost

Get Started in Minutes

Simple setup guided step-by-step. Connect your WhatsApp Business account through Meta's authorization process.

1

Create Your Account

Create your account and access your dashboard instantly — no installation required.

Takes 2 minutes
2

Connect WhatsApp

Connect your WhatsApp Business account through Meta's official onboarding flow.

Takes a few minutes
3

Your CRM Is Ready

Watch your contacts, messages, and pipeline appear. Start managing your sales from WhatsApp.

Instant results

I used to spend hours scrolling through WhatsApp trying to find old conversations with returning clients. Half the time I'd just give up and ask them to remind me what we discussed. Convertlr changed everything. Now I see the full history in seconds. My closing rate went up — I actually follow up now because I have the context.

Sarah Chen

Boutique Fashion Reseller, Singapore

40% increase in follow-up conversions

Questions? We've Got Answers.

Do I need to switch from WhatsApp?

No. Convertlr integrates with WhatsApp Business via the Meta's official onboarding flow. You continue managing customer conversations through WhatsApp, with additional CRM tools in Convertlr.

Is my data safe?

We handle messages sent to your WhatsApp Business account after you authorize access via Meta's official APIs. We never use it for advertising, and we never share it with third parties.

Does my whole team need to use it?

The more the merrier. Anyone on your team can see customer history and add notes. Perfect for teams sharing a single WhatsApp number who need shared context on customers.

How long does setup take?

Getting started is straightforward — create an account and connect your WhatsApp Business account through Meta's authorization flow. We guide you through every step with clear instructions. Most businesses are up and running within the same day.

What if I'm a solopreneur?

Perfect. Convertlr was built for freelancers managing everything from one phone. Whether you have 10 clients or 100, you'll never lose track of a conversation again.

What's the WhatsApp Business onboarding process?

Connecting your WhatsApp Business account requires authorizing Convertlr through Meta's official onboarding flow. You'll be guided to log into your Meta account and grant the necessary permissions. On first setup, Meta may require business verification before your WhatsApp Business account is fully connected.

What's included in the free trial?

Full access to all features for 14 days. Import your contacts, test the pipeline, set up your team.

What data does Convertlr access?

By connecting your WhatsApp account, you authorize Convertlr to access and process your business messages via Meta's APIs. Your data is used solely to organize conversations into your CRM — never for advertising or third-party sharing.

Simple, Honest Pricing

No hidden fees. Pick the plan that fits your business.

Starter

For freelancers just getting started with WhatsApp sales

$9 /month

Single user • Perfect for solopreneurs

  • Up to 500 contacts
  • WhatsApp message sync
  • Contact list with tags
  • Kanban pipeline board
  • Basic analytics dashboard
  • Email support
Start Free Trial

14-day free trial

Pro

For small businesses ready to upgrade their CRM

$19 /month

Single user • Perfect for Small Businesses

  • Up to 1000 contacts
  • Everything in Starter, plus:
  • Shared contact notes
  • Normal support
Start Free Trial

14-day free trial

Stop Losing Deals to Your WhatsApp Archive

Join thousands of small businesses turning WhatsApp chaos into customers and revenue. Start your free trial today.

Get Started Free