# The WhatsApp CRM that updates itself.

URL: https://www.elocuenti.com/en/whatsapp-crm

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

- **The customer writes.** On WhatsApp, Instagram or Messenger, from an ad or directly: the contact lands in your CRM.
- **The agent qualifies.** It answers, works out what the customer needs and saves the details to their profile.
- **It moves down the pipeline.** The lead changes stage when the conversation says so, and each stage can trigger its own automations.
- **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.

## 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.

## 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.

## Frequently 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.