Connecting Your CRM to the WhatsApp AI Agent

Already work in a CRM? We connect it to the WhatsApp AI agent — any system, set up for your project. No CRM of your own? Our CRM Light inbox is included.

Illustration: connecting a CRM to the WhatsApp AI agent

You can start with our CRM Light inbox — it is part of Package 1, with no separate CRM to buy. If your team already works in a CRM, we connect it to the AI agent and WhatsApp automation: your CRM — any system, set up for your project.

What the Connection Covers

  • Lead sync — leads from the WhatsApp agent reach your system
  • Statuses — the lead’s status is passed along
  • Results — the outcome of the conversation is delivered into your system

Which fields and stages it lands in, and who on the team sees the lead, we agree for your project.

How It Works

  1. Scoping call — we look at your CRM and how it accepts data
  2. Setup for your project — we connect your system to the agent
  3. Check before launch — we confirm together with you that leads arrive in your system

No CRM of Your Own?

You don’t need one. Package 1 — WhatsApp AI + CRM Light includes our CRM Light inbox: leads, conversations, the lead card.

When Not to Order

We’ll tell you honestly:

  • You don’t use a CRM yet — CRM Light in Package 1 is enough; buying a CRM just for the agent doesn’t pay off
  • Your team doesn’t work in the CRM day to day — the connection won’t add value

Price Frame

Connecting your CRM is part of Package 2 — WhatsApp AI + your CRM (setup from ₪6,500 + ₪1,500/mo): lead sync, statuses, results delivered into your system. No CRM of your own? Package 1 — WhatsApp AI + CRM Light (from ₪3,000 + ₪750/mo) includes our CRM Light inbox. All prices are “from”: the final figure lands after a short scoping call.

The license for your own CRM, if you have one, is separate, directly from the vendor.

What’s Next

Book a consultation — we’ll come back within one business day. We’ll go over your needs and give a rough cost estimate.

Notes: Prices are “from” and not a binding offer. The exact figure is set after scoping.

Frequently asked questions

  1. Which CRMs do you support?

    Your CRM — any system, set up for your project. During the scoping call we check how your system accepts data and agree on what goes where.

  2. Do I have to buy a CRM?

    No. Without a CRM of your own, Package 1 includes our CRM Light inbox. If you already use a CRM, its license stays with you, directly with the vendor — we don't resell licenses.

  3. What exactly gets passed into my CRM?

    Your leads, their status and the conversation result, delivered into your system. Which fields and stages it lands in is agreed for your project during scoping.

  4. How long does it take?

    Package 2 — WhatsApp AI + your CRM launches in 2–4 weeks. It depends on your system and the scope of the knowledge base.

  5. What happens if I want to switch CRMs later?

    It's possible. We help move data between systems. That said, switching CRMs isn't trivial — we'll discuss it in the initial consultation.

Leave your details — then pick a time for a free demo meeting

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