WhatsApp CRM

WhatsApp CRM

Trusted by 2000+ customers from 80+ countries

WhatsApp CRM, developed by Picky Assist in strategic partnership with Solgenie, heralds a new era in business-customer interaction through WhatsApp. This state-of-the-art CRM solution offers seamless integration with WhatsApp, providing businesses with a comprehensive toolkit for enhanced customer relationship management. With its array of powerful features, this CRM enables efficient handling of customer interactions, automates responses, and facilitates personalized communication strategies. This collaboration between Picky Assist and Solgenie showcases their commitment to leveraging technology for innovative customer engagement solutions, revolutionizing the way businesses connect with their customers on one of the world's most popular messaging platforms. Download brochure

Automated Contact Management:

Features an intuitive, Excel-like editor for easy contact management and editing, with custom filters for efficient segmentation.

Advanced Automation:

Automates tasks based on specific triggers, including tag management, custom field updates, and contact ownership changes.

Custom Field Creation:

Allows customization of the CRM with business-specific fields for detailed customer data management.

Multi-Tasking Interface:

A user-friendly interface that facilitates true multitasking and operational efficiency.

Opt-Out Management:

Comprehensive management across various channels, ensuring compliance and customer satisfaction.

Flexible Scheduler:

Advanced scheduling capabilities for setting up recurring tasks and messages.

Role-Based Access Control:

Customizable user roles and privileges for team collaboration and data security.

Deep Linking Integration:

Seamless integration with third-party platforms for enhanced functionality.

Programmable Reminders:

Customizable reminders with advanced features for timely follow-ups.

Google Chrome Extension:

Simplifies contact addition from web pages, aiding lead generation.

Bulk Import & Export:

Efficient tools for data management, including import/export capabilities with filters.

Streamlined Customer Engagement:

Optimizes communication via WhatsApp for effective customer relationship management.

Operational Efficiency:

Saves time and reduces effort with automation and user-friendly tools.

Tailored Experience:

Offers customization to align with specific business needs and strategies.

Data Security and Compliance:

Ensures customer data security and regulatory compliance.

Integrations and Family of Products

WhatsApp CRM seamlessly integrates with Picky Assist's comprehensive suite of products, enhancing its functionality and providing businesses with a robust set of tools for efficient communication and management. This integration includes:

Teambox: A collaborative platform designed for team communication and management, ensuring seamless internal coordination and task allocation.

Smart Replies: Powered by AI, Smart Replies offer quick response suggestions to customer inquiries, significantly reducing response times and improving customer service efficiency.

Sequence: Enables businesses to set up automated messaging sequences for engaging customers throughout their journey, from onboarding to ongoing support.

Broadcaster: A mass messaging tool that allows businesses to send notifications, updates, and promotional messages to a broad audience, enhancing reach and engagement.

Connector: Acts as a bridge for integrating WhatsApp CRM with a wide range of external applications and services, expanding its capabilities and allowing for a more customized experience.

No-Code Flow Builder: With this intuitive tool, users can easily create and implement automated workflows for various processes without the need for coding expertise, streamlining operations and enhancing productivity.

Together, these integrations and products form a powerful ecosystem around WhatsApp CRM, enabling businesses to leverage WhatsApp's vast user base for effective customer relationship management, marketing, and operational efficiency.

Popular Integrations

WhatsApp CRM can integrate with a variety of systems and applications to enhance its functionality and provide a more comprehensive customer relationship management experience. Some of the popular integrations include:

Customer Support and Ticketing Systems: Integration with platforms like Zendesk, Freshdesk, or Help Scout allows businesses to manage customer support tickets directly through WhatsApp, enabling efficient issue resolution and customer service.

E-commerce Platforms: Connecting WhatsApp CRM with e-commerce systems such as Shopify, Magento, or WooCommerce facilitates direct communication with customers for order updates, delivery notifications, and personalized shopping experiences.

Marketing Automation Tools: Integration with marketing automation platforms like Mailchimp, HubSpot, or Marketo enables businesses to send targeted and personalized marketing messages via WhatsApp, improving campaign effectiveness and customer engagement.

Payment Gateways: Linking WhatsApp CRM with payment solutions like PayPal, Stripe, or Square allows for secure transaction notifications and payment confirmations, enhancing the purchasing process for customers.

CRM Systems: Seamless integration with other CRM platforms such as Salesforce, Zoho CRM, or Microsoft Dynamics ensures that all customer interactions on WhatsApp are synchronized with the business's central CRM system, providing a unified view of customer data.

Social Media Management Tools: By integrating with social media management platforms like Hootsuite or Buffer, businesses can manage their WhatsApp communications alongside other social media interactions, streamlining their digital marketing efforts.

Collaboration and Productivity Tools: Connecting WhatsApp CRM with tools like Slack, Microsoft Teams, or Google Workspace facilitates collaboration among team members on customer queries and requests, improving response times and operational efficiency.

SolGenie and Pickyassist

The collaboration between SolGenie and Picky Assist stands as a testament to the fusion of technological innovation and strategic vision. This alliance has given rise to a CRM solution that is not only comprehensive and adaptable but also perfectly aligned with the evolving demands of contemporary businesses. Through this partnership, the two companies have leveraged their respective strengths to develop a platform that enhances customer engagement through WhatsApp, offering businesses a powerful tool to streamline their customer relationship management processes. This collaboration underscores a shared commitment to pushing the boundaries of what is possible in digital communication, providing businesses with the tools they need to thrive in an increasingly connected world.


WhatsApp CRM exemplifies the advancement in digital communication solutions, marking a significant evolution in CRM technology. This innovation is especially beneficial for businesses that utilize WhatsApp for customer engagement, offering a seamless integration that enhances customer interaction and service efficiency. Through WhatsApp CRM, companies can harness the power of one of the world's most popular messaging platforms to elevate their customer relationship management, streamline communication processes, and foster stronger customer connections. This integration not only optimizes operational efficiency but also opens new avenues for personalized marketing and customer support, embodying a leap forward in leveraging digital platforms for business growth.

Get Started:

Embrace the future of customer engagement with WattsApp CRM. Sign up now to transform your business’s digital communication strategy.

Learn More:

Discover more about WattsApp CRM and its full capabilities by visiting Picky Assist's website: https://pickyassist.com/en/whatsapp-crm.

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Case Study on

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3+ Years(Ongoing)

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