Early Access

Contact context

Keep customer context close to every WhatsApp conversation

See the customer name, phone number and conversation history where your team is already working.

Customer contextEarly Access
Customer recordConversation in progress

Identity and message history stay together.

First enquiryQuestion received
Team responseContext reviewed
Next stepFollow-up stays visible

Built for the workday

Customer context that supports the conversation

Whatsly keeps core identity and message history close to the inbox, without presenting a full CRM that does not yet exist.

Useful for

  • Teams that need prior WhatsApp history
  • Salespeople returning to an earlier enquiry
  • Support agents checking customer context
  • Owners searching across connected numbers

What it helps you do

Keep the customer conversation connected to the next business step

01

Context without a heavy CRM

Whatsly is conversation-first. Basic customer details support the inbox instead of turning daily communication into a complex database exercise.

02

Find prior conversations quickly

Search names, phone numbers and message content to recover context before replying.

03

Contact management is still growing

Standalone contact records, custom fields, labels, lead stages and broader CRM workflows are coming soon.

How the workflow fits together

Recover context before the next reply

The current customer view is lightweight and conversation-first.

  1. 1

    Search the customer

    Use a name, phone number or message phrase to find the relevant conversation.

  2. 2

    Confirm the identity

    Review the available customer name, phone number and connected WhatsApp number.

  3. 3

    Read the history

    Understand what has already been discussed before sending the next message.

Early Access

Available in early access

Basic customer identity, conversation history and search are available or in early access. Custom fields, lead stages, labels and full contact management are coming soon.

Explore product features

Common questions

What teams ask about contacts and crm

Answers about features, access and how the workflow fits your team.

Is Whatsly a full WhatsApp CRM?

Not yet. Whatsly currently provides conversation-first customer context. Standalone contact records, custom fields, labels and lead stages are still planned.

What customer information can teams see?

The current workflow can show the customer name, phone number, conversation history and the connected WhatsApp number associated with the conversation.

Can teams search old WhatsApp conversations?

Yes. Conversation search can use customer names, phone numbers and message content to help recover prior context.

Start with Whatsly

Ready to manage WhatsApp as a team?

Bring customer conversations, follow-ups and connected workflows together in Whatsly.