Early Access

Lead management

Keep WhatsApp leads visible from first question to next follow-up

Respond from a shared workspace, recover prior context and use consistent messages for the next step.

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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

Keep new WhatsApp enquiries visible and easier to continue

Lead management in Whatsly starts with the conversation: capture the first message, review context and make the next follow-up consistent.

Useful for

Inbound sales teams
Small-business owners
Education enquiry teams
Professional services handling quote requests

What it helps you do

Keep the customer conversation connected to the next business step

Capture the conversation

New inbound messages are retained in the shared inbox with the customer name or phone number available in context.

Continue with context

Search prior messages before answering product, price or availability questions.

A focused lead workflow

Dedicated stages, ownership, scoring and broader CRM records are coming soon. Whatsly remains conversation-first.

How the workflow fits together

A conversation-first lead journey

This workflow uses available inbox capabilities while clearly separating the CRM functions that are still being built.

1
Capture
Retain the inbound enquiry with the customer name or phone number in the workspace.
2
Qualify through conversation
Review the question, ask the next useful question and keep the answer in history.
3
Follow up
Return to the conversation and send a consistent next-step message manually or through an approved API workflow.

Early Access

Available in early access

Inbox history, search, templates and connected forms can support the workflow. Lead stages, scoring, assignment and automated sequences are coming soon.

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Common questions

What teams ask about lead management

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

Can Whatsly capture WhatsApp leads?

Inbound WhatsApp enquiries appear in the conversation workspace with available customer identity and message history.

Can leads be assigned to salespeople?

Not yet. Conversation assignment and ownership are coming soon.

Does Whatsly replace a full CRM?

No. Pipelines, custom fields, scoring and advanced lead reporting are not included yet.