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:
- Create your WhatzCRM account
- Connect your WhatsApp Business number
- Add your team members
- Reply to your first customer message
- (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?
- New user? → Go to Start Here
- Want to reply to customers? → Open Managing Chats
- Setting up your team? → See Roles & Permissions