WhatsApp for B2B services: leads and clients, as a team

WYP.chat gives B2B service firms (agencies, consultancies, software vendors, service providers) a shared WhatsApp number: every lead who writes in, on WhatsApp or your website chat, is assigned to the right sales rep, with their record, notes and Google Meet calls. To message a contact first, you need their consent.

Your whole team, no seats to count. With 5 people, the Team plan costs €99 a month excl. VAT, the same as with one. You pay Meta directly for its messages, with no markup.

Updated on

Sarah Collins Website chat
Today
Hello, we want to rebuild our website. Do you work with manufacturing SMEs? 14:20
Adam
Hello Sarah, yes, that’s my patch. A first 30-minute video call on Tuesday at 11 am? 14:31
Tuesday at 11 is fine. 14:33
Adam
Meeting Confirmed First call Tue 20 Oct · 11:00–11:30 am Google Meet · link in the invitation Noted, the invitation is on its way. 14:34

For companies that sell to companies: agencies, consultancies, software vendors, IT service providers, training providers, business services.

What your sales team does with WYP.chat

Inbound lead, right person

A prospect writes in from your website’s WhatsApp button or chat. The “Welcome and routing” scenario asks a button question and hands the conversation to the right team; a rep picks it up.

James Wilson WhatsApp
Today
Hi, do you also do website audits?
Emma
Hello! Yes. I’m Emma, and I’ll look after your enquiry.
Book a call

Discovery call

The rep offers available slots from their Google Calendar in the conversation. The meeting is booked with its Google Meet link.

Oliver Grant WhatsApp
Today
Hi, could we have a quick video call this week?
Emma
How about Tuesday at 10 am or Thursday at 3 pm, on video?
Thursday at 3 pm works.
Emma
Meeting Confirmed Discovery call Thu 15 Oct · 3:00–3:30 pm Google Meet · link in the invitation Booked, here is the invitation.

Quote to approve

You send your quote as a PDF, then a message with reply buttons. The client’s choice lands in the thread, with the rep who owns the account.

Sophie Turner WhatsApp
Today
Could you send over your priced proposal?
Proposal-Q4-2026.pdf 3 pages · 210 KB Here is our proposal for the quarter. Does it work for you?
ApprovedChange
Approved

Account handled by several people

The project lead mentions a colleague in an internal note the client never sees. When someone leaves, the history stays with the company.

Daniel Hughes WhatsApp
Today
Could we move the report delivery to Monday?
Internal note · visible to the team only Emma: @Tom, can you confirm the report schedule?
Let me check with the team and get back to you this morning.

From first message to signed client

A simple path on the company’s number, whether the lead comes in on WhatsApp, your website chat, Instagram or email.

There is no automatic round-robin: a rep picks up the conversation, a manager assigns it, or a scenario hands it to a team. Each rep only sees their own teams’ conversations.

  1. 1 The lead writes in WhatsApp, website chat, Instagram, Messenger, Telegram or email: everything lands in the same inbox, with one record per person.
  2. 2 They are routed A button question (“A quote”, “A partnership”, “Something else”) hands the conversation to the right team. Or a manager assigns it.
  3. 3 A rep picks it up They see the history, the source (ad, link, QR code), the contact’s stage and their colleagues’ notes.
  4. 4 Video call A available slot from their Google Calendar, the meeting booked with its Meet link, and the invitation emailed if the address is known.
  5. 5 Quote and follow-up Quote sent, reply with a button, stage moved to “Customer”. If it goes quiet, the “Follow-up without reply” scenario, started by hand, follows up once after 24 hours.

Each rep’s own WhatsApp, or the company’s

In B2B, many conversations already run through reps’ personal WhatsApp. The trouble starts when one of them leaves, or when two people answer the same client.

Need Each rep’s WhatsApp WYP.chat
Knowing who owns this lead Nobody knows One owner per conversation, visible to the whole team
A rep leaves The history leaves with their phone Conversations stay on the company’s number
Several offerings or countries One phone per number Up to 3 numbers (Team) or 10 (Pro), one team per number
Discovery call Video link pasted by hand Google Calendar slot and Meet link created from the conversation
Contact record The phone’s address book Stage, tags, notes and source, shared
Response time Not tracked Tracked with alerts (Team and Pro plans)
Link to your CRM None CSV export; HubSpot, Salesforce and Pipedrive: coming soon
Rules to know

B2B outreach on WhatsApp: with consent

Whatever the local rules on B2B marketing, WhatsApp’s policy is the strictest layer: a business needs the contact’s opt-in before sending any message on its own initiative. In Spain, the LSSI also bans unsolicited electronic marketing to companies; France’s CNIL allows B2B outreach without prior consent only if the message concerns the recipient’s job and they can object.

WhatsApp campaigns →
A bought list is not consent
A list of decision-makers’ mobile numbers does not give you the opt-in WhatsApp requires. Blocks and reports can get your number restricted.
Let the contact message you first
A wyp.chat/w/… link and its QR code on your business card, stand or signature: the contact messages you from their own WhatsApp. If they send the consent wording unchanged, the opt-in is recorded with its proof.
Marketing messages
Always sent as a Meta-approved template, only to contacts who opted in. A STOP unsubscribes the contact across the whole workspace.

Several reps, several offerings, one tool

Attach each number to a team: sales, pre-sales, support, a brand or a country. Each rep only sees their own teams’ conversations; admins see everything.

Teamwork in WYP.chat →
Assignment
A rep clicks “Take”, or a manager assigns the conversation. Everyone else can see who owns it.
Notes and mentions
An internal note and @name to bring in pre-sales or an expert: the client sees nothing.
Response times
On the Team and Pro plans: a target per team or per number, an alert, then an escalation.
Slack
Alerts reach the team’s Slack channel, with a link to the conversation. You can also reply to clients from Slack, in one thread per conversation (Team and Pro plans).

The contact record, next to the conversation

WYP.chat is not a sales CRM: no deal values, no forecasts, no kanban board. It keeps what the team needs to reply well, and exports to your CRM.

WYP.chat’s WhatsApp CRM →
Stage
Prospect, qualified, customer or lost. Every change is logged in the thread.
Tags and segments
Sector, size, service, trade show: filter the directory and save your segments.
Source
Click-to-WhatsApp ad or entry point (link, QR code): the source shows in the conversation.
Your CRM
CSV export of the directory. HubSpot, Salesforce and Pipedrive connectors: coming soon, no date announced.

Quotes and proposals: what works today

For a service, send your quote as a PDF, then a message with reply buttons (up to 3, 20 characters each): “Approved”, “I have a question”. The client replies with one tap, and the answer goes to the rep.

Selling products by the box? Wholesalers →
Priced proposal
For products or packages in your product list, the WYP.chat proposal shows lines, discount, total and validity, with “Accept” and “Change”. “Accept” confirms the order and notifies the rep. Its lines are counted in boxes, so it is a poor fit for time-based services.
Deposit
From an order, the “Pay” button sends your bank’s or payment provider’s link. WYP.chat takes no payments.
Signature
WYP.chat does not handle contract signing: send the link from your e-signature tool.

What B2B messages cost

Messages from your leads are free. So are your free-form replies within 24 hours of their last message, up to 1,000 per month per number; beyond that, Meta charges the utility rate of the contact’s country.

WhatsApp message pricing →
Beyond the free tier
€0.0182 per reply in the UK (utility rate, price list of 1 October 2026).
Following up after 24 hours
It goes out as a Meta-approved template. A sales follow-up is a marketing message: €0.0526 in the UK.
WYP.chat
Free plan (50 conversations a month), then €29 per month excl. VAT. Teams and response times with Team, €99. Unlimited users.

Wholesaler or large support team? Two better pages

This page is for companies selling consulting, projects or subscriptions to other businesses. Two neighbouring cases have their own page.

Customer service →
Wholesalers and distributors
Orders from restaurants counted in boxes, proposals accepted with one button, production by delivery day.
Customer service
Dozens of people, supervisors, several numbers, response times and escalations.

Get started in four steps

Your number stays the same, and the WhatsApp Business app can stay on the company phone.

  1. 1 Create your workspace Email address and company name, no card needed.
  2. 2 Connect your WhatsApp number From WYP.chat, with your Meta account. Until Meta approves WYP.chat, our team connects it with you.
  3. 3 Plug in your entry points Website chat, link and QR code for business cards and trade shows, contact email.
  4. 4 Invite the team Sales, pre-sales, support: unlimited users. Each person connects their own Google Calendar.

An AI agent for B2B services

The WYP.chat AI agents most useful for this industry, one per mission. Your team always stays in control.

Coucou, welcome AI agent

Coucou AI agent

Welcome · Available

Answers a prospect’s first message from your pages and FAQ, and hands over to the sales team as soon as price comes up.

Prospect, prospecting AI agent

Prospect AI agent

Prospecting · Coming soon

Will spot requests left unanswered and draft a first message for each one. Nothing will be sent without your approval.

Chiffre, quotes AI agent

Chiffre AI agent

Quotes · Coming soon

Will gather the need and prepare a proposal from your prices, for you to approve.

Coucou and Allô are available today on WhatsApp, Messenger, Instagram, Telegram and your website chat, and Veilleur replies when you are closed, with your reopening time. The other agents are coming soon.

Every AI agent, mission by mission →
Recommended plan

Team, €99 per month excl. VAT

Teams per number, tracked response times, up to 3 WhatsApp numbers and unlimited users. Just one rep for now? Solo (€29 excl. VAT) is enough to start.

See all pricing →

Questions from sales teams

Can WhatsApp Business be used for B2B?

Yes, for inbound leads, account follow-up and meetings. To message a contact first, WhatsApp requires their opt-in, even between businesses. WYP.chat shares the company number between reps, with assignment and history.

Is B2B outreach on WhatsApp allowed?

WhatsApp’s policy requires the contact’s opt-in before any message you initiate, whatever the country. Local law adds its own rules: in Spain, the LSSI bans unsolicited electronic marketing, including to companies; in France, the CNIL allows B2B outreach without prior consent if it concerns the recipient’s job and they can object.

Does WYP.chat replace HubSpot, Salesforce or Pipedrive?

No. WYP.chat handles conversations and a simple contact record (stage, tags, notes, source). Connectors to those CRMs are coming soon, with no date announced; meanwhile, the directory exports to CSV.

Can each rep have their own number?

Yes: Team brings together up to 3 numbers and Pro up to 10, each attached to a team. A shared company number has one advantage: the history stays when a rep leaves.

What are the drawbacks of WhatsApp Business?

The app runs on one main phone and 4 linked devices, with no conversation assignment or response-time tracking. Free-form replies are only possible within 24 hours of the contact’s last message; after that you need a paid, Meta-approved template.

Can a client approve a quote on WhatsApp?

The client can reply with a button under your PDF quote, and the reply stays in the history. Keep contract signing in your e-signature tool. For products in your list, the WYP.chat proposal confirms the order when the client taps “Accept”.

Similar industries

  • WhatsApp for accountants and solicitors

    Each client is assigned to the person handling their file, others only see their own team and sensitive actions are logged. Sensitive documents stay in your secure tool.

  • WhatsApp for estate agents

    Every buyer, tenant or seller enquiry has an owner, viewings go into Google Calendar and conversations stay with the agency.

  • WhatsApp customer service software

    Several people working across one or more numbers, an owner for every conversation, response times tracked and escalated, supervisors for each team.

How to do it in WYP.chat

Help centre articles that walk through each setting, screen by screen.

When a salesperson leaves, their WhatsApp conversations with leads stay with the company

While Meta reviews WYP.chat, our team connects your WhatsApp number with you.