Turn scattered WhatsApp conversations into a full sales pipeline — with broadcast campaigns, automated follow-ups, and invoicing built in. So small teams never miss a lead or lose a deal again.
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Product Showcase
A quick look at how a WhatsApp conversation turns into a tracked deal, an automated follow-up, and a paid invoice — without ever leaving the chat.
Want the chaptered version, or a walkthrough tailored to your business? Both are one click away.
The Problem
You get 50 messages a day. Inquiries from potential customers buried between messages from family. That hot lead from last week? Can't find them. The follow-up you meant to do? Forgot completely.
50+ conversations and no way to find the ones that matter. Critical business inquiries disappear below newer messages.
Is that lead just browsing? Did they receive a quote? Are they ready to buy? No idea. Dead deal.
You had a great chat. Then it vanished into the archive. That lead went to your competitor who bothered to remember.
Your team shares one WhatsApp number but has no shared view of conversations. Who talked to this customer last?
Flying blind on business decisions. No data for growth planning. Can't identify problems early.
No systematic way to track order details, values, and items. Important deal info lives in random chat threads.
Got a new offer or restock? Messaging customers one by one takes hours — so most never hear about it.
Invoices in one app, chats in another. Customers wait, payments get confused, and the numbers never quite add up.
Transform informal WhatsApp commerce into structured business operations. Lead tracking, pipeline visualization, team collaboration, and analytics — without leaving WhatsApp or learning complex software.
The average small business loses 67% of leads they actually converted — but never followed up on. Most of those lives in WhatsApp. Convertlr fixes that.
Why Convertlr
Built for businesses that sell on WhatsApp — without the enterprise complexity.
Continue managing conversations through WhatsApp with added CRM visibility.
Built on WhatsApp Business API via Meta's official Embedded Signup. Not a workaround or third-party hack — just secure, authorized access to your own data.
We handle messages sent to your WhatsApp Business account after you authorize access via Meta's official APIs. We never use it for advertising, and we never share it with third parties.
Not enterprise software that takes weeks to configure. Create your account, connect via Meta's onboarding, and see your pipeline — all in the same day.
Benefits
Not a list of features. Here's what actually changes for your business.
Visual pipeline board showing every deal from first message to cash in hand
Drag deals through New → In Progress → Completed. Know exactly how much revenue is in each stage. No more guessing what's hot and what's dead.
Automatic stale alerts when a lead goes quiet for 3+ days
Follow up before they buy from your competitor. Color-coded urgency levels for prioritization. Clear metrics on how long each lead has been waiting.
Anyone on your team sees the full history with any customer
Shared notes attached to each contact. No more "who talked to this person last?" Stop customers repeating themselves to different team members.
Revenue, conversion rates, and response times in one dashboard
Make decisions with data, not gut feel. See closed revenue, conversion rates, average response time, and lost leads — all in one view.
Broadcast campaigns, drip sequences, and automated replies
Send an offer to a whole list in seconds, keep leads warm with automated sequences, and let rules handle the repetitive replies for you.
Turn orders into invoices and shareable bills in a click
Convert a conversation to a structured order, generate an itemized invoice, and send customers a clean e-bill they can view and download — all in one flow.
Most small businesses lose 67% of converted leads they never followed up on. Enter your numbers to see what that's actually costing you.
Based on businesses recovering 40% of lost leads (based on typical usage patterns)
Leads recovered per month
4
Revenue recovered per month
$800
Annual impact
$9,600
Close just 1 extra deal with Convertlr and the Growth plan pays for itself for 2 months.
Features
From first message to paid invoice — organize contacts, automate outreach, close deals, and get paid, all in one place.
All your business contacts in one searchable place, separate from personal chats.
Color-coded tags (VIP, Lead, Prospect) for instant visual identification of lead status.
Bring in existing contacts with a smart field extractor that maps your columns automatically.
Track every new inquiry from first message to qualified opportunity — nothing slips.
Full profile per customer — company, email, tags, order history, and notes in one view.
Send and receive WhatsApp replies right from Convertlr, with full conversation history per contact.
Reusable approved templates with bold/italic formatting and header images — ready to send in a tap.
Reach a whole contact list at once with a personalized template message. No spreadsheets, no copy-paste.
Multi-step drip sequences that keep leads warm automatically over days or weeks.
Auto-reply, auto-tag, send documents, and add delays — set the rule once and let it run.
Automatic alerts when a lead goes quiet, so you follow up before they buy from a competitor.
Reward repeat customers with a points-based loyalty program that keeps them coming back.
Drag-and-drop deals through New Order → In Progress → Completed → Cancelled.
One click turns a conversation into a structured order with line items and value.
Create itemized invoices from an order and share them without leaving the chat.
Send customers a clean, link-based bill they can view and download as a PDF.
Closed revenue, conversion funnel, lead sources, and a 14-day revenue trend at a glance.
Invite your team to a shared workspace so everyone works from the same customer view.
Team-visible notes with agent attribution — everyone knows what was discussed.
Share a QR code that drops new leads straight into your WhatsApp and your CRM.
Built For
Whether you're a freelancer or a 5-person team — if you sell on WhatsApp, this was built for you.
Managing all client communication in WhatsApp but struggling to track multiple ongoing projects and follow-ups
Team shares WhatsApp but has no shared view of conversations, leads, or pipeline status
Salons, repair shops, tutoring, event planning — customer inquiries come via WhatsApp but get lost
Fashion boutiques, gadget sellers, and local stores selling through WhatsApp with no structured order or billing system
Food businesses taking orders on WhatsApp with no way to track orders, preferences, or repeat customers
How It Works
Simple setup guided step-by-step. Connect your WhatsApp Business account through Meta's authorization process.
Create your account and access your dashboard instantly — no installation required.
Takes 2 minutesConnect your WhatsApp Business account through Meta's official onboarding flow.
Takes a few minutesWatch your contacts, messages, and pipeline appear. Send campaigns, set up automations, and invoice customers — all from one place.
Instant resultsI used to spend hours scrolling through WhatsApp trying to find old conversations with returning clients. Half the time I'd just give up and ask them to remind me what we discussed. Convertlr changed everything. Now I see the full history in seconds. My closing rate went up — I actually follow up now because I have the context.
Boutique Fashion Reseller, Singapore
40% increase in follow-up conversionsFAQ
Do I need to switch from WhatsApp?
No. Convertlr integrates with WhatsApp Business via the Meta's official onboarding flow. You continue managing customer conversations through WhatsApp, with additional CRM tools in Convertlr.
Is my data safe?
We handle messages sent to your WhatsApp Business account after you authorize access via Meta's official APIs. We never use it for advertising, and we never share it with third parties.
Does my whole team need to use it?
The more the merrier. Anyone on your team can see customer history and add notes. Perfect for teams sharing a single WhatsApp number who need shared context on customers.
How long does setup take?
Getting started is straightforward — create an account and connect your WhatsApp Business account through Meta's authorization flow. We guide you through every step with clear instructions. Most businesses are up and running within the same day.
What if I'm a solopreneur?
Perfect. Convertlr was built for freelancers managing everything from one phone. Whether you have 10 clients or 100, you'll never lose track of a conversation again.
What's the WhatsApp Business onboarding process?
Connecting your WhatsApp Business account requires authorizing Convertlr through Meta's official onboarding flow. You'll be guided to log into your Meta account and grant the necessary permissions. On first setup, Meta may require business verification before your WhatsApp Business account is fully connected.
What's included in the free trial?
Full access to all features for 7 days. Import your contacts, test the pipeline, set up your team.
What data does Convertlr access?
By connecting your WhatsApp account, you authorize Convertlr to access and process your business messages via Meta's APIs. Your data is used solely to organize conversations into your CRM — never for advertising or third-party sharing.
Can I send messages to many customers at once?
Yes. Broadcast campaigns let you send an approved WhatsApp template to a whole contact list at once, and message sequences keep leads warm with automated multi-step drips. WhatsApp templates go through Meta's standard approval, and we guide you through it.
Can Convertlr reply to customers automatically?
Automation rules can auto-reply, auto-tag contacts, send documents, and add delays — you set the rule once and it runs. You stay in full control and can jump into any conversation at any time.
Can I invoice and bill customers through Convertlr?
Yes. Convert a conversation into a structured order with line items, generate an itemized invoice, and share a clean e-bill link your customer can view and download as a PDF — without leaving the chat.
Can my team share more than one WhatsApp number?
Depending on your plan, you can invite multiple team members to a shared workspace and connect multiple WhatsApp Business numbers, so everyone works from the same customer view.
Pricing
No hidden fees. Pick the plan that fits your business.
Free$0 /month | Starter | Growth | Most PopularPro | |
|---|---|---|---|---|
| Basic analytics | ✓ | ✓ | ✓ | ✓ |
| Unlimited contacts | ✓ | ✓ | ✓ | ✓ |
| Bulk contact import | ✗ | ✓ | ✓ | ✓ |
| Tags | 5 / month | Unlimited | Unlimited | Unlimited |
| Orders | 20 / month | Unlimited | Unlimited | Unlimited |
| Basic CRM | ✓ | ✓ | ✓ | ✓ |
| Basic conversations | ✓ | ✓ | ✓ | ✓ |
| WhatsApp templates | ✓ | ✓ | ✓ | ✓ |
| Broadcasts | 2 / month | Unlimited | Unlimited | Unlimited |
| Members | 1 | 1 | 1 | 5 |
| WABA | 1 | 1 | 1 | 3 |
| Automation | ✗ | ✗ | ✓ | ✓ |
| Sequences | ✗ | ✗ | ✓ | ✓ |
| Remove branding | ✗ | ✗ | ✓ | ✓ |
| Invoices & E-Bills | ✗ | ✗ | ✗ | ✓ |
| Advanced analytics | ✗ | ✗ | ✗ | ✓ |
| Loyalty program | ✗ | ✗ | ✗ | ✓ |
| Premium support | ✗ | ✗ | ✗ | ✓ |
Join thousands of small businesses turning WhatsApp chaos into customers and revenue. Start your free trial today.
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