The WhatsApp CRM that updates itself.
A WhatsApp CRM keeps every customer who messages you in one place: their details, their conversations and the stage of the purchase they are in. In Elocuenti the AI agent keeps it up to date on its own: it captures data from the chat, moves every lead through your pipeline and follows up.
What the Elocuenti CRM does
Contacts with their full history
Every customer with their details, conversations, calls and appointments, and the channel they came from.
Data the AI captures
What customers share in the chat (their city, what they need, their budget) lands on their profile without anyone typing it in.
Pipelines by stage
One board per pipeline with the stages of your customer's journey, from first contact to close.
The AI moves the leads
From each stage's description, the agent knows where every conversation stands, moves the lead and writes down why.
Follow-ups per stage
If a customer stops replying at a stage, the AI picks the conversation back up on its own.
Tags, notes and assignment
Tag every contact, leave notes on every lead and assign it to someone on your team.
How a CRM with an AI agent works
- 01
The customer writes.
On WhatsApp, Instagram or Messenger, from an ad or directly: the contact lands in your CRM.
- 02
The agent qualifies.
It answers, works out what the customer needs and saves the details to their profile.
- 03
It moves down the pipeline.
The lead changes stage when the conversation says so, and each stage can trigger its own automations.
- 04
It follows up to the close.
If the customer goes quiet, the follow-up goes out on its own; your team sees everything on the board and in the inbox.
Traditional CRM vs AI-powered WhatsApp CRM
A traditional CRM depends on someone feeding it. In Elocuenti the conversation feeds it.
| Aspect | Traditional CRM | AI-powered WhatsApp CRM |
|---|---|---|
| How data gets in | Someone copies it by hand from the chat | The AI captures it from the conversation |
| Lead stage | Updated when someone remembers | The AI moves it and explains why |
| Conversations | On a phone or in another tool | On the customer's profile, next to their details |
| Follow-up | Tasks and reminders for the team | The AI resumes the conversation if the customer stops replying |
| Campaigns | Export lists to another tool | Segments and WhatsApp campaigns from the same base |
Segment and activate your customer base
Segments in plain language
Describe who you are looking for in your own words and the segment builds itself.
Bulk actions
Tag, move to a stage or assign to a rep a whole segment at once.
Campaigns with a control group
Every campaign measured against a group that doesn't get it, to know what it really sold.
Sales pipelines that move on their own
With the value of each lead and pipeline analytics: how many sit in each stage and how long they take to move.
Pipeline templates
Sales, cart recovery, reactivation, support and onboarding. Start with one and adjust it.
The AI moves every lead
It reads each stage's description, moves the conversation and writes down why.
Each stage triggers its own actions
Entering or leaving a stage sends a message, a tag, a task or a team alert.
Cases and objectives
Cases
The AI opens a case (warranty, claim, request), captures what's missing and assigns it to the teammate with the lightest load.
Objectives
Tell the AI what data you need (an application, an appointment, a purchase) and it asks for it in the conversation and saves it to the profile.
Already have a CRM?
You don't have to leave it. Elocuenti connects to your business systems: HubSpot natively, and any other system you already use, so the agent reads and writes there in real time while it talks to the customer.
See the WhatsApp AI agentFrequently asked questions about the WhatsApp CRM
Does the CRM also work with Instagram and Messenger?
Yes. WhatsApp, Instagram and Messenger reach the same inbox and the same customer profile, so every customer has a single history and a single place in your pipeline.
Do I have to enter my customers' data by hand?
No. The agent saves what the customer shares in the conversation to their profile, and you can import your contacts as a CSV or sync them from your connected systems.
How do I integrate WhatsApp with my CRM?
You have two options: use Elocuenti's CRM, which already brings WhatsApp, Instagram and Messenger into the same profile, or connect your own. HubSpot connects natively and any other system through a custom integration.
Does it connect to my ERP, store or CRM?
Shopify, HubSpot, Yango Fleet, Alegra and Siigo connect natively. Any other system you already use connects too, and the agent queries it in real time.
What happens when the AI can't answer?
It says so and hands the conversation to someone on your team with full context. Then the question goes into self-learning so there's an answer next time.
How is data protected?
We encrypt data in transit and at rest, isolate each business's data and control access by role. Payments are processed by the payment gateway: we don't store card data.
A CRM that works on its own.
Book a call: we review your operation, show you the CRM and the agent on a case like yours and pick the plan together.
Plans from USD 400/month with 1,000 AI-handled customers. See plans
A CRM for your social channels
WhatsApp, Instagram and Messenger reach the same inbox and the same customer profile. A customer who writes on Instagram and later on WhatsApp has a single history and a single place in your pipeline.