Message us on WhatsApp Contact card in the conversation
Name, email, company, city, website and address, editable by anyone who replies. Country and local time are worked out from the number.
The WhatsApp CRM for small businesses
WYP.chat is a simple WhatsApp CRM for small businesses and trades: every customer who writes in gets a contact card (details, stage, tags, notes), visible to the whole team next to the conversation. A directory, segments, CSV import with consent records and automated follow-ups complete it. Free plan, then €29 per month excl. VAT, unlimited users.
Claire Martin WhatsApp · France, 2.32 pm local time
- Company
- Martin Bakery
- City
- Lyon
- claire@example.com
Stage
- Lead
- Qualified
- Customer
- Lost
Tags
- Quote sent
- Kitchen
Contact note
Prefers a call after 2 pm. Site visit on Thursday.
What the WYP.chat WhatsApp CRM includes
Everything starts in the conversation: the card fills in while you reply, with no copying messages into another tool.
Contact stage
Lead, Qualified, Customer or Lost. Every change is logged in the thread, and the dashboard shows how many contacts sit at each stage.
Tags and notes
Create a tag just by typing it. Contact notes show in all of that person’s conversations, and the customer never sees them.
Directory and segments
All your contacts, filtered by tag, stage, channel, country or permission for offers. Save a filter as a segment and it stays up to date.
CSV and Google Contacts import
Separator detected, columns mapped, numbers converted to international format, duplicates in the file skipped. You can also start from your Google contacts.
Permission for offers and its history
Imported marketing consent requires a statement (source, how it was collected). Every opt-in and opt-out is kept with its source and author. A customer’s STOP always wins.
One person, several channels
WhatsApp, Instagram, Messenger, Telegram, email or website chat: WYP.chat spots the same email address or a similar name. You merge the records, or mark them as different people.
Export any time
CSV export of the directory, ready for Excel, with each contact’s stage, tags and consent. Every export is recorded in the audit log.
Orders and products
For businesses selling to other businesses: an imported product list, orders created from the conversation, “same order as last time”.
Spreadsheet, classic CRM or WhatsApp CRM?
Many small businesses track customers in a spreadsheet or a CRM, while the actual conversations happen on WhatsApp, on another screen. WYP.chat puts the card and the conversation in one place.
| Need | Spreadsheet and phone | Classic CRM next to WhatsApp | WYP.chat |
|---|---|---|---|
| Find a customer’s history | On the phone of whoever replied | Messages to copy over, or a connector to add | Conversation and card in one place, for the whole team |
| Update the record | Typed in separately, often forgotten | In another tab | In the panel next to the conversation |
| Track progress | A column kept up by hand | Full sales pipeline | Four stages: lead, qualified, customer, lost |
| Prove marketing consent | Rarely recorded | Depends on the tool | Statement on import, history of every opt-in and opt-out |
| Follow up on WhatsApp | By hand | Depends on the tool and plan | WhatsApp template sent at a stage or with a tag |
| Avoid duplicates | Repeated rows | Depends on the tool | Suggestions and merging of one person’s records |
| Price for the team | Hard to share | Often charged per user | One plan per workspace, unlimited users |
Follow up at the right time, automatically
Follow-ups build on what you record on the card. Outside the 24-hour window after the customer’s last message, WhatsApp requires a template approved by Meta.
WhatsApp campaigns: audience, A/B test and follow-up →- Automated messages
- When a contact reaches a stage or gets a tag, a template goes out straight away or after a delay (up to 7 days), once per contact. Included from the Solo plan; 2 credits per message on the Free plan.
- Scenarios
- Several steps in a row: a question with buttons, a wait, a reminder, a handover to the team. Install a ready-made scenario from the gallery. By default, it stops as soon as a team member writes.
- Campaigns to a segment
- Message every contact in a segment with an approved template. Contacts without consent for a marketing template, or who replied STOP, are excluded before sending.
Set up your WhatsApp CRM
You can keep your current WhatsApp number, and your contacts come in from a simple file.
- 1 Create your workspace Email address and business name, no credit card.
- 2 Connect your WhatsApp number With your Meta account. While Meta reviews WYP.chat, our team connects it with you. The WhatsApp Business app can stay on your phone.
- 3 Import your contacts A CSV file exported from your spreadsheet or previous tool, or your Google contacts. State where marketing consent came from, if you have it.
- 4 Organise your contacts Set a stage and tags, then save the filters you use often as segments.
- 5 Invite your team Unlimited users: everyone sees the customer’s card when they reply.
What WYP.chat does not do (yet)
WYP.chat is a CRM built around the conversation, not a full sales management suite. Better to know before you choose.
No advanced sales pipeline
No deal values, forecasts or column boards. The four contact stages are fixed.
HubSpot, Salesforce and Pipedrive connectors
Planned, not available yet. In the meantime, CSV export lets you take your contacts elsewhere.
Recommended plan
See all pricing → Start free, move to Solo for follow-ups
The Free plan includes the contact card, the directory, import and 50 conversations per month. Solo, at €29 per month excl. VAT, adds unlimited conversations and includes campaigns and automated messages, which are paid in credits on the Free plan.
WhatsApp CRM questions
What is a WhatsApp CRM?
It is a tool that links every WhatsApp conversation to a customer record shared by the team: details, stage, tags and notes. In WYP.chat, the card sits next to the conversation, with nothing to copy.
Does WYP.chat replace HubSpot or Pipedrive?
Not for a full sales pipeline: WYP.chat tracks contacts in four stages, without deal values or forecasts. HubSpot, Salesforce and Pipedrive connectors are coming soon; in the meantime, you can export to CSV.
Can I import contacts from Excel?
Yes. Save your sheet as CSV: WYP.chat detects the separator, you map the columns, and numbers are converted to international format. Tags in the file are matched or created.
How does WYP.chat keep proof of consent?
Imported consent requires a statement: source, how it was collected, and a ticked box. After that, every opt-in and opt-out goes into a history that cannot be edited, with its source and author.
What if a customer writes on WhatsApp and by email?
WYP.chat spots the same email address or a similar name and asks “Same person?”. Once the records are merged, tags, notes and stage sit together, and you always reply on the original channel.
Is there a free WhatsApp CRM?
Yes: on WYP.chat, the contact card, directory and import are in the Free plan, with 50 conversations per month. Solo costs €29 per month excl. VAT, for the whole team. Messages charged by Meta are extra.
Which industries it suits
The industries where this helps most, and why.
-
WhatsApp for B2B services
Each lead’s record, stage and notes, assigned to the right rep.
-
WhatsApp for estate agents
Buyers, tenants and sellers tracked by stage and label.
-
WhatsApp for gyms
Labels for trials, members and former members.
-
WhatsApp for driving schools
Each learner with a record, labels and an owner.
How to do it in WYP.chat
Help centre articles that walk through each setting, screen by screen.
The customer record opens next to their WhatsApp conversation
While Meta reviews WYP.chat, our team connects your WhatsApp number with you.