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WhatsApp CRM: turning chats into customer records

A thousand WhatsApp threads in someone's phone is a liability. The same conversations, structured into contacts with history and lifecycle, are a CRM.

5 min

Contacts, not chats

Xelp resolves every conversation — across WhatsApp, Telegram, email and the rest — to a single contact with full timeline: messages, calls, notes, AI runs and handovers.

Lifecycle and ownership

Stages, assignment and activities turn an inbox into a pipeline. AI agents qualify and tag; your team works the contacts that matter.

Plays well with your existing CRM

Native HubSpot and Salesforce integrations, plus Zapier/Make/n8n, webhooks and a developer API keep Xelp in sync with the system your sales team already lives in.

Follow along with a live workspace

The fastest way through this guide is hands-on — start a free trial and build as you read.