WhatsApp Sales CRM

The sales CRM that lives inside WhatsApp.

Cooby turns WhatsApp Web into a complete sales workspace, pipeline, contacts, deals, tasks, and follow-ups, so your team closes from the place they already work, and every update flows to your CRM automatically.

3×

faster follow-ups

minutes of manual data entry

100%

of conversations captured

50+

CRMs supported out of the box

Everything a CRM does, where you sell

Your pipeline, finally in the right place.

No more tab-switching between WhatsApp and a CRM nobody updates. Cooby brings the pipeline to the conversation.

Pipeline, see every deal move in real time

Drag deals across stages, set values and close dates, and watch the board update as conversations happen. Your pipeline reflects what's actually being said, not what someone remembered to log.

Custom stagesDeal value & ownerForecast at a glance

Contacts, every contact, enriched automatically

The moment someone messages, Cooby builds a rich profile, company, role, deal history, and CRM fields, right beside the chat. New numbers become CRM contacts without a single form.

Auto-created & matchedEdit CRM fields in WhatsApp

Follow-ups, never let a deal go cold

Set reminders on any chat, schedule the next touch, and get nudged before a lead slips. Templates and scheduled messages keep your whole team consistent and on time.

Per-chat remindersSaved reply templates

How it works

From chat to closed, in one place.

Install & connect

Add Cooby to Chrome and link your CRM in under two minutes. Nothing changes about how WhatsApp Web works.

Sell from WhatsApp

Tag chats, move deals, set reminders, and fire off templates, all in the side panel beside your conversation.

CRM stays in sync

Every action mirrors to HubSpot, Salesforce, or your CRM in real time. Managers get an accurate pipeline, automatically.

“

Our reps stopped living in two tools. Cooby connects WhatsApp to our CRM so well that pipeline reviews finally match reality, and follow-ups don't fall through the cracks.

DCDaniela CruzHead of Sales, GrowthLane

Questions

Frequently asked

Is Cooby a replacement for my CRM?

Cooby is a WhatsApp-native sales workspace that works on its own or on top of your existing CRM. Most teams keep HubSpot or Salesforce as the system of record, and Cooby connects WhatsApp to it automatically, everything syncs both ways.

Can I manage my whole pipeline in WhatsApp?

Yes. Create stages, move deals, set values and close dates, assign owners, and track tasks, all from the Cooby side panel next to your chats. Your pipeline updates as conversations happen.

Does it work for a whole team?

Cooby is built for teams. Shared tabs, templates, and a unified pipeline give managers full visibility, and new reps get the entire relationship history the moment they open a chat.

How long does setup take?

Under two minutes. Install the Chrome extension, sign in, connect your CRM, and you're live, no migration or IT project required.

Is my data secure?

Cooby encrypts your data end-to-end: messages flow from WhatsApp Web through Cooby's servers to your CRM over an encrypted connection. Cooby is GDPR and SOC 2 Type II compliant. You control exactly what syncs.

Run sales where you already work

Make WhatsApp your sales CRM.

Get pipeline, contacts, and follow-ups in one place, and keep your CRM perfectly in sync.

No credit card required · Free plan available