Your team
Several people, one numberDepartmentsAdvanced and PremiumPermissionsPremiumQuick repliesAutomatic repliesReportsAdvanced and PremiumBy business type
Retail and eCommerceWellness and classesProfessional servicesReal estateEducation and coursesAgencies and teamsA CRM for your WhatsApp
What they told you on WhatsApp, their labels and your team’s notes. Beside the chat when they message again.
Contacts, labels and notes in Standard, Advanced and Premium.
Are we still on for Thursday’s class?
Private contact note
Interested in the Thursday evening group.Last edited · Sara · today, 10:45
Record available to the team with access
Open their record from the chat to see the details you saved.
I’ll check and confirm tomorrow.
Private contact note
Knows the schedule and price. Still needs to confirm the booking.Last edited · Sara · today, 10:45
Marc can continue with this information
Edit the contact’s private note. The team sees the latest edit.
Check consent before sending a campaign
Filter by the label you added when saving each interest.
Latest note by Sara · awaiting confirmation
A useful note beats asking again. Contact details stay beside the chat even when someone else takes over.
How the next shift continuesContactDetails at hand
TeamPrivate notes
ConversationContext to continue
Organize details without taking the conversation out of WhatsApp.
Group by interest, customer type or whatever your business needs.
Save email, notes and custom fields in the contact record.
Import contacts from a file and prepare campaign lists.
No. Contact notes are private to your team. They are not sent as customer messages.
Yes. Import a file with phone numbers and contact details. Check columns and formatting before saving.
No. Information is saved on the contact. People with access to the number can view it according to their role and permissions.