A small business starts WhatsApp on one phone, and it works — until it doesn't. At some point more than one person has to answer, messages go unanswered, and nobody knows who spoke to the customer yesterday. That's when a WhatsApp CRM saves time and money. This article helps you spot that point, and gives you a list of what to check before choosing a system.
Signs it's time
- More than one person answers customers from the same number.
- Customers write again because nobody replied.
- An employee leaves, and the conversations with their customers stay on their phone.
- You can't tell what a customer was promised, or by whom.
- Most enquiries repeat the same questions, and there's no time to answer them all.
What to check before you choose
- A direct connection to Meta's WhatsApp Business Platform. It works from the business's number, with no phone that has to stay on in the office.
- How many people work on one number. How many users the plan includes, and what each extra one costs.
- An owner for every conversation. Whether it's clear who handles each enquiry, and you can hand it over in one click.
- Queues and a menu bot. Whether enquiries reach the right person on their own.
- Roles. Whether you can decide who sees what.
- AI, and who pays for it. Whether it's in the price or charged by usage — and by whom.
- A mobile app. Whether you can answer away from the office too.
- Your language. Whether the interface works in the language your team uses.
- Clear pricing. Whether the price is on the website, and what you pay separately.
- A trial without commitment. Whether you can try before you pay.
How Whapiz answers the list
| Question | In Whapiz |
|---|---|
| Connection | Connected directly to Meta's WhatsApp Business Platform. |
| Users | Up to 5 users on the Standard plan, up to 10 on Pro. |
| Owner | When an agent takes a conversation it's registered to them; you can transfer it to another agent or queue in one click. |
| Queues and bot | The menu bot asks customers what they need and routes the conversation to the right queue. |
| Roles | Three roles: Admin, Supervisor and User. |
| AI | An AI agent that answers customers on the business's own OpenAI key. Usage is paid directly to OpenAI, separately from the subscription. |
| Mobile | An app for iPhone and Android, with the same user. |
| Language | The interface comes in five languages, including Hebrew and Arabic, right to left. |
| Price | The plans and what is charged are on the pricing page. |
| Trial | A 14-day free pilot, no credit card. |
FAQ
What's the difference between the WhatsApp Business app and a WhatsApp CRM?
The app suits one or two people. A WhatsApp CRM connects to the WhatsApp Business Platform and lets the whole team work from the same number, with an owner for every conversation. More in the article on the app versus the API.
How much does a WhatsApp CRM cost a small business?
Whapiz's plans and what is charged are on the pricing page. Messages Meta charges for are paid directly to Meta, from the business's own account and at Meta's rates, separately from the Whapiz subscription. AI is also paid separately, directly to OpenAI.
Can I start without a credit card?
Yes. The pilot is free for 14 days, with no credit card.