WhatsApp CRM: every message on the right customer’s record.
WhatsApp CRM matches the messages arriving on your business WhatsApp line with your customer records and lets the whole team reply from the same line. At Pirdir, messages sit on the customer record next to quotes and service tickets.
Who it’s for
Businesses whose customers message on WhatsApp and where several people reply
Where it runs
Browser and phone, one number
Setup
2–4 weeks
Starting price
Setup from €2,900
A Wednesday at an air conditioning company
An AC sales and installation company where three people reply from the same line. The day starts with a message Julia Brandt sent at 21:47.
09:00
Overnight messages are on cards
Six messages came in overnight and each got the after-hours reply. Julia's card already shows 3 indoor units, Riverside and a €4,000 budget; the office assigns them in turn.
09:04
Catalogue out, task created
Lucas sends the catalogue from the same conversation. The card moves to "Quote" and a call task for 10:00 the next morning lands on his list.
11:20
No double replies
A regular customer, Mr Hughes, writes about a filter change. The message goes to Alex; when Emma opens the chat she sees Alex is typing and leaves it.
14:30
A photo becomes a service ticket
A building manager sends a photo of an outdoor unit dripping water. The chat is tagged "Service" and a ticket opens with the photo attached, straight to the install team.
18:00
No open chats at day end
41 conversations today, with the first reply going out in 4 minutes on average. The 2 still unanswered are assigned to Emma first thing tomorrow.
The path of a message
As you scroll, the conversation moves forward in the real order.
The message lands on the shared line
The customer writes to the business number, and the message arrives in the dashboard.
It’s linked to the right record
The customer is found by phone number, with open quotes and service tickets alongside.
Someone on the team replies
The message is assigned to one person, so two people never reply to the same customer.
The record is updated
The quote, appointment or note that was sent is added to the customer record.
From personal phones to one line
The same AC company, the month before and the month after moving to a shared line.
Where messages go
Customers write to whichever employee's number they have; if that person is off, the message waits.
Everyone writes from the same business number and the chat stays on the customer record.
No personal phonesAfter hours
An evening message gets answered if someone happens to notice it in the morning.
An auto-reply goes out, and the need and budget are on the card by morning.
No lost night messagesWho replies
Two people write to the same customer, sometimes quoting two different prices.
Each chat is assigned to one person; the others see the reply and the price on the same screen.
No double repliesFollow-up
The catalogue goes out, the call is forgotten, and a week later the customer signs elsewhere.
Sending the catalogue creates a call task, and its owner is reminded when it is due.
A task on every leadaverage first reply time at the example company: it was close to 2 hours on personal phones and fell to 4 minutes on the shared line.
What WhatsApp CRM does
Everything below comes ready. Field names, statuses and reports are adjusted to your business during setup.
Shared WhatsApp line
One number, many users; no personal phones needed.
Conversations on the customer record
Message history next to quotes and service tickets.
Assignment and labels
Messages are assigned to a person or a team and labelled by topic.
Quick replies and templates
Saved answers to common questions; approved template messages.
AI pre-reading
If you like, incoming messages are sorted by topic.
Reply time report
Reply times and open conversations by person and by day.
09:04 · Office
In the morning Lucas sends the catalogue from the same chat as last night's enquiry; the next day's call task lands on his list.
Example setup: an AC company on one shared line
These amounts come from our price list. You can rework them with your own number of users and modules in the pricing section.
Application and discovery
The WhatsApp Business API application is started, and tags, saved replies and business hours are agreed.
Setup
Your current number moves to the shared line and the customer list is matched to records by phone number.
Trial
The three office staff write only from the dashboard for a week; saved replies are added from the first questions.
Go-live
The install teams join on their phones and chatting with customers from personal numbers stops.
AC sales and installation · 3 office staff, 4 install teams
Amounts in euros, excluding VAT. The final figure is confirmed in writing after discovery.
Slide to see the price
Setup is paid once and includes the core and 2 modules. Usage is billed monthly per user, with a minimum of 5 users. Prices are in euros and exclude VAT; we confirm the final price in writing after discovery.
Who is WhatsApp CRM for?
It isn’t for everyone. We also spell out when it won’t fit, so nobody wastes time on a call.
A good fit
You may not need it
WhatsApp CRM by industry
The same module is set up with different fields and statuses in each industry.
Set up alongside it
They connect to the same core and share customers, documents and users.
Let’s get messages off personal phones.
On the call we talk about how you use WhatsApp, and we send you the steps and timeline of the API application in writing.
WhatsApp CRM: common questions
Ask anything not covered here on the call, and we’ll send the answer in writing too.
What do I need for WhatsApp CRM?
You need access to the WhatsApp Business API. The application is made through Meta in the business’s name, and Pirdir helps with the steps. Your current number can be moved over, or you can get a new one.
Can everyone on the team write from the same number?
Yes. The whole team writes from the same business number, and the record shows who replied to which message.
Can I send bulk messages to customers?
Under WhatsApp’s rules, the first message to a customer can only be sent with an approved template and with the customer’s consent. Messages such as reminders and updates are set up with these templates.
Where are the messages stored?
Message records are stored with the customer record on Pirdir’s servers in the European Union.
How is the price worked out?
It’s made up of a one-off setup fee and a monthly usage fee per user. Setup starts at €2,900 and includes the core and two modules; each extra module is €650. Usage is €24 per user per month, with a minimum of 5 users. Prices are in euros and exclude VAT; the final price is confirmed in writing after discovery.
Let’s hear about your business in 20 minutes.
The call is free. By the end you’ll know which modules you need, how long setup will take and what it will cost.
On the call you’ll speak with Anıl and Hatice. They are also the ones who build your software.