WhatsApp CRM
Sell on WhatsApp without losing control of it
Customers want to message. Your team wants to reply from their phones. Louma makes that work for the business: shared WhatsApp inbox, automated follow-up with approved templates, and every conversation tied to the CRM record — not trapped on a personal device.
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Why it matters
WhatsApp is where sales happen — and where the business loses visibility
When salespeople use personal WhatsApp, the company's customer conversations walk out the door with each phone. Managers can't see response times, can't coach, and can't automate anything.
Louma connects WhatsApp Business numbers to the platform so the team works together, the follow-up runs automatically, and the history stays with the customer record.
Conversations on personal phones When a rep leaves, so does the customer history.
No shared inbox Two people reply to the same customer; nobody replies to another.
Manual follow-up only Every reminder and check-in typed by hand — or not at all.
Zero attribution No link between the WhatsApp chat, the ad that started it and the deal it became.
How Louma handles it
WhatsApp Business, connected to your whole sales operation
WhatsApp becomes one channel in the unified inbox — with the same automation, assignment and reporting as calls, SMS and email.
Shared team inbox
Every WhatsApp conversation in one place, assignable to the right salesperson, visible to managers, with internal notes.
Approved templates for outbound
Send first responses, reminders and follow-ups automatically using templates approved under WhatsApp Business policies.
Two-way conversations
Reply in real time from desktop or the mobile app. Customer replies land on the CRM record and can trigger tasks.
Automated workflows
New lead → WhatsApp intro. Appointment → WhatsApp reminder. No reply → WhatsApp check-in. Reply → salesperson task.
Appointments in the chat
Share booking links, confirm and reschedule appointments within the conversation.
CRM synchronisation
Contacts, tags, stages and history sync automatically. Connected numbers are managed centrally.
What's included
What the WhatsApp CRM includes
WhatsApp integration capability is included in every membership; connected numbers are $20 per number per month plus any Meta conversation fees.
- WhatsApp Business number connection
- Shared team inbox
- Assignment & internal notes
- Approved message templates
- Automated follow-up sequences
- Appointment links, confirmations & reminders
- Conversation history on the contact
- Tags, stages & CRM sync
- Mobile app messaging
- Multiple connected numbers
- Reporting on response times
- Lead source attribution
Who it's for
For markets where customers message first
Aesthetic and dental clinics, real estate, automotive, education, beauty and wellness, travel, and any business in a region where WhatsApp is the default channel. If your enquiries already arrive on WhatsApp, this brings them into the system.
Connected to the rest of Louma
WhatsApp is one channel of the unified inbox alongside calls, SMS and email. Conversations update the CRM, trigger automation, move pipeline stages and are attributed in reporting.
In practice
An enquiry that turns into a booking
- A customer messages your WhatsApp number after seeing an ad. A lead is created with the ad as source.
- Louma replies with an approved template within seconds and assigns Sarah.
- Sarah continues the chat from her mobile, shares a booking link.
- The customer books. Confirmation and a 24-hour reminder are sent on WhatsApp automatically.
- The manager sees the whole exchange, the response time, and the appointment on the pipeline.
Common questions
Can I connect my existing WhatsApp Business number?
In most cases, yes. Numbers are connected through WhatsApp Business platform onboarding; we handle the setup during implementation and confirm eligibility for your number and region.
Can my whole sales team use one WhatsApp number?
Yes. Conversations on a connected number appear in the shared inbox and can be assigned to individual salespeople, with the full history visible to managers.
Can Louma send WhatsApp messages automatically?
Yes, using message templates approved under WhatsApp Business policies for outbound messages. Free-form replies are available within the customer-initiated conversation window.
What does WhatsApp cost in Louma?
Connectivity is $20 per connected number per month. Meta charges conversation-based fees separately, which vary by country and message category.
Can I connect more than one number?
Yes. Multiple numbers can be connected — for different teams, locations or brands — each billed per number.
See how Louma would work for your business
Book a 30-minute demo. We'll walk through your lead sources, your sales process and exactly what Louma would automate for you.