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WhatsApp Inbox and CRM: setup steps

From the demo call to your team replying from one inbox

Our team sets it up for you, with no setup fee. You send us two things.

Step 1 of 5: The demo call

The call: who's replying to your customers

We'll walk you through the inbox and the job board, and ask how your team replies today. If a plan fits, you choose monthly or annual. Book your demo call

Step 2 of 5: What we need from you

Your number and who replies

  • Your WhatsApp number. It's connected for you, so your team replies to it from the inbox.
  • Who on your team will reply. Each person gets their own login, and chats are assigned to them. WhatsApp Inbox includes 3 users.

Step 3 of 5: Setup by our team

We set up the inbox for you

Once we have everything in step 2, our team:

  • Connects your WhatsApp number for you.
  • Gives each person on your team a login.
  • Sets up a job board for your trade, from our ready-made templates.

Step 4 of 5: Go live

Every chat with a name on it, from your first day

From your first day live:

  • Your team replies from one inbox, each from their own login.
  • Every chat is assigned to a person.
  • Every chat is filed against the lead in your CRM.
  • Every job sits in one column on the job board.

Once you're live, ask us anything in your WhatsApp group. See how support works

Step 5 of 5: First-month check-in

We check which chats waited in your first month

At the end of your first month, we look at the inbox with you: which chats waited for a reply, whether every chat has a person on it, and whether the board's columns match how your jobs run.

What you pay, and how to stop

Prices are in Singapore dollars, with no setup fee. Annual plans are paid up front, with no refund after 14 days. Monthly plans have a one-month minimum, then 30 days' notice.

To cancel, send us a WhatsApp message at +65 8971 9405. On a monthly plan, the 30 days' notice starts from that message.

See full pricing

Start with the demo call

We'll walk you through the inbox and the job board on a call.

Already a customer? Get support

Book a demo call