# 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.

*Contact card (example)*

**Claire Martin**: WhatsApp · France, 2.32 pm local time

- **Company**: Martin Bakery
- **City**: Lyon
- **Email**: 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 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.

### 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](https://wyp.chat/en/glossary#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”.

[Answer as a team: WYP.chat WhatsApp customer service](https://wyp.chat/en/industries/customer-service)

## 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](https://wyp.chat/en/glossary#modele) 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](https://wyp.chat/en/glossary#fenetre-24h) after the customer’s last message, WhatsApp requires a template approved by Meta.

[WhatsApp campaigns: audience, A/B test and follow-up](https://wyp.chat/en/features/whatsapp-campaigns)

- **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.

Coming soon

### HubSpot, Salesforce and Pipedrive connectors

Planned, not available yet. In the meantime, CSV export lets you take your contacts elsewhere.

Recommended plan

## 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.

[See all pricing](https://wyp.chat/en/pricing)

## 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](https://wyp.chat/en/industries/b2b-services)

Each lead’s record, stage and notes, assigned to the right rep.

### [WhatsApp for estate agents](https://wyp.chat/en/industries/real-estate)

Buyers, tenants and sellers tracked by stage and label.

### [WhatsApp for gyms](https://wyp.chat/en/industries/gyms)

Labels for trials, members and former members.

### [WhatsApp for driving schools](https://wyp.chat/en/industries/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.

- [Import your contacts and their permission for offers](https://wyp.chat/en/help/importer-contacts)
- [Group a customer who uses several channels](https://wyp.chat/en/help/doublons)
- [WhatsApp links and QR codes: entry points](https://wyp.chat/en/help/points-entree)
- [Delete contacts](https://wyp.chat/en/help/supprimer-contacts)

- [Every WYP.chat feature](https://wyp.chat/en/features)
- [Every channel in the shared inbox](https://wyp.chat/en/channels)
- [WhatsApp Business guides, one question at a time](https://wyp.chat/en/guides)
- [The whole WYP.chat help centre](https://wyp.chat/en/help)

**Guides**

- [WhatsApp Business with multiple users](https://wyp.chat/en/guides/whatsapp-business-multiple-users)
- [WhatsApp Business catalog](https://wyp.chat/en/guides/whatsapp-business-catalog)
- [WhatsApp auto reply](https://wyp.chat/en/guides/whatsapp-business-auto-reply)

**WYP.chat**

- [Shared inbox](https://wyp.chat/en/features/shared-inbox)
- [WhatsApp campaigns](https://wyp.chat/en/features/whatsapp-campaigns)
- [Scenarios](https://wyp.chat/en/features/workflows)
- [Customer service](https://wyp.chat/en/industries/customer-service)
- [Tradespeople](https://wyp.chat/en/industries/trades)
- [Pricing](https://wyp.chat/en/pricing)

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Source: https://wyp.chat/en/features/whatsapp-crm · Updated on 16 October 2026