CRM with WhatsApp and AI for credit consultants
Talk to your clients and prospects from one place and let the follow-up take care of itself.
Can I handle WhatsApp and email from one place?
Yes. You have an inbox with WhatsApp and email conversations together, so you do not jump between applications.
What happens when a client needs a person?
The conversation is handed to a person on your team. It is a handoff to a person: the client who needs an answer reaches someone who can give it.
How is prospect follow-up organized?
With funnels with rules. Each contact goes through its funnel and the automatic follow-up writes to them on time, without you having to remember.
What does the AI assistant do?
It helps you inside the CRM with your conversations and your follow-up. You decide what to do with each contact.
Can I manage my tasks right there?
Yes. Tasks live next to your clients and conversations, so every pending item has its place.
Is it paid separately?
No. The CRM comes with all the features of each plan, starting at $97/month. See the pricing.