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Welcome to WhatzCRM 🚀

WhatzCRM helps your team reply to WhatsApp customers, manage contacts, make calls, and track performance — all from one dashboard.

If you receive customer messages on WhatsApp and want to: - Avoid missed messages - Let multiple agents handle chats - Track conversations & calls - Send bulk WhatsApp updates

👉 You’re in the right place.


Start Here (New Users)

If this is your first time using WhatzCRM, follow this order:

  1. Create your WhatzCRM account
  2. Connect your WhatsApp Business number
  3. Add your team members
  4. Reply to your first customer message
  5. (Optional) Set up calling & automation

👉 Go to Start Here


What You’ll Learn

By using this documentation, you will learn how to:

  • Set up WhatzCRM from scratch
  • Connect WhatsApp & calling
  • Reply to customers as a team
  • Manage contacts and conversations
  • Send bulk WhatsApp messages
  • Track agent and campaign performance
  • Use APIs & webhooks (for developers)

How This Documentation Is Organized

  • Start Here: The best place for new users to begin.
  • Product Guide: Understand how WhatzCRM works and how businesses use it.
  • User Manual: Step-by-step instructions for each page and feature.
  • Features: Detailed breakdown of specific features.
  • Technical Setup: WhatsApp API, Twilio, webhooks, and integrations.
  • API Reference: For developers building custom integrations.

What’s Next?