WiseCRM
Wise Chat

WhatsApp CRM: every channel in one inbox.

WhatsApp, WhatsApp Business, Instagram and Messenger on one screen. New chats go to the right rep automatically, Wise AI drafts the reply, and the customer card stays open beside the chat.

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WhatsAppWhatsApp Business APIInstagramMessenger
Channels

Wherever your customers write from.

Every channel lands in the same inbox; reps reply without switching apps, and every chat is linked to the customer record.

WhatsAppConnect your existing number with a QR code; several numbers on one screen.Multiple numbers with unread counts per numberGroups and group infoChats from campaign lines in the rep's list
WhatsApp Business APIOfficial Meta Tech Provider connection; set up in minutes with Embedded Signup.Approved templates for bulk and utility messages24-hour window trackingApproved business display name
InstagramInstagram DMs in the same inbox, so messages from your ads are never lost.DMs, story replies and reactionsQuick reply buttons and ice breakersLead card beside the chat
MessengerMessages to your Facebook page in the same place.Page messages in one inboxThe same distribution and assignment rulesHistory linked to the customer record
Phone calls in the chat timeline too: missed calls and call durations appear between messages.

From first message to sale, every step on one screen.

01Automatic distribution

New chats go to the right rep on their own.

Pick the distribution type for each inbox: round-robin or weighted. Set working hours; reps on a break don't get new chats. Who owns each chat is visible on every row.

Round-robin or weighted; percentages calculated for youWorking hours: distribute only during business hours"Working / On a break": no new chats on a breakClaim, send to pool, hand over to the data teamDistribution report: who received how much
02Wise AI suggestions

In every chat, the next message that leads to a sale.

Wise AI reads the conversation and works out the customer's expectations, objections and why the conversation stalled. It suggests the message that moves toward a sale, in the customer's language; the rep drops it into the composer in one click.

Status summary: stage, objections, budget, next stepReasoned suggestions: expectation, why it stalled, goalIn the customer's language; translation and voice-to-textCompany rules and rep preferencesRisk flags: complaints, tension, harsh tone
03Wise AI agent

Wise AI takes the conversation to a sale itself.

When a message arrives, the Wise AI agent replies by your rules, collects missing details and moves the customer toward a quote, booking or deposit. You approve what it will do first and set its limits.

Tasks that run on new messages, hourly or dailyPreview and approval before it startsNever the same message twice to one person within 24 hoursSends only from authorised linesMy tasks, team tasks, company tasks
04CRM beside the chat

Leads, deals and activities without leaving the chat.

The customer card stays open beside the chat: source, the service they want, the owner. Turn them into a lead, start a deal or plan the next step in one click.

Convert to lead, move to customerStart a deal and pick the first stageNotes, history and activitiesMedia tab: photos, files, voice messagesPanel on the left or right; adjustable width
05Templates

Reach customers even after 24 hours with approved templates.

Create WhatsApp templates in the panel and submit them to Meta for approval. When the 24-hour window closes, reps reach out again with an approved template; sends and opens are listed for each template.

Marketing and utility categoriesText, image, video, document or location headerVariables, quick reply and call-to-action buttonsStatus and quality: Active, In reviewSent and opened counts
Template gallery

Reach customers any time with ready templates.

From booking confirmations to campaigns, the most used WhatsApp templates. Variables fill in from the customer's details; send from the chat in one click, even after the 24-hour window has closed.

Booking confirmationUtility
Hi Ayşe, your facial appointment on 14 May 14:30 is booked. See you soon!
Confirm booking
Location
Booking reminderUtility
Hi Ayşe, a reminder of your appointment tomorrow at 14:30. Please let us know if you can't make it.
I'm coming
I'd like to change it
Payment linkUtility
Hi Ayşe, your secure payment link for instalment 2 of ₺2.500 is ready.
Pay now
Quote follow-upMarketing
Hi Emma, have you had a chance to look at our hair transplant quote? We're happy to answer any questions.
View quote
Call me
CampaignMarketing
October only: 20% off the full body laser package! Limited spots, book now.
Copy code: OCT20
Book now
SatisfactionMarketing
Hi Ayşe, were you happy with today's facial session?
Very happy
Could be better
One click from the chatPick it with "Send template", fill in the variables, send.Even after 24 hoursWhen the window closes Wise Chat warns you; reach out again with an approved template.Create them in the panelCategory, header, variables and buttons; Meta approval and quality status in the list.
Mobile app

Conversations in your pocket, no customer left waiting.

Conversations keep going when your agents leave the desk. The WiseCRM mobile app brings your WhatsApp lines, chats and the customer card together.

All your WhatsApp numbers in one app with the line pickerSend photos, videos, documents and voice messagesLong-press to reply, forward or copyCall from the chat with one tap through your PBXJump to the contact card to see customer details

Everything a rep needs.

Reply, forward, edit, deleteRecord and play voice messagesPhotos, video, documents · 100 MBRead receipts in the listSearch across all numbersArchive and pinMessage translationAdd to blocklistWho owns it, on every rowNew enquiry alertsMissed calls in the timelineAll / Mine / Chats / Groups
Trusted by

1,200+ system users work with WiseCRM every day.

Aesthetic Clinic
Queenzz
Zendora Deluxe
Black Paradise Deluxe
VIP Queenzz
Estetic Clinic
Capital+
Clinic Expert
Wise Chat

Questions about Wise Chat

Which channels can I connect?

WhatsApp (via QR), WhatsApp Business API, Instagram and Facebook Messenger. They all land in one inbox and follow the same distribution rules.

Can I use my existing WhatsApp number?

Yes. Connect it with a QR code, or move to the official WhatsApp Business API with Embedded Signup in a few minutes.

How are new chats distributed to reps?

Choose round-robin or weighted distribution for each inbox. Outside working hours, and while a rep is on a break, they don't receive new chats.

Does Wise AI reply to customers on its own?

It works two ways: it suggests reasoned messages to the rep, or, with tasks you approve, it steps in when a message arrives and moves the conversation toward a sale. You decide when and under which rules.

What if the customer writes in another language?

Wise AI translates the message and writes the suggestion in the customer's language; it also turns voice messages into text.

How does the 24-hour WhatsApp rule work?

On the WhatsApp Business API, free-form messages can't be sent 24 hours after the customer's last message. Wise Chat shows this, and you reach out again with an approved template in one click.

Can reps see each other's chats?

You set the visibility rules; reps can be limited to chats assigned to them, and team leads see their team's chats.

Can I use it on mobile?

Yes. In the mobile app you pick your lines, see your chats and send text, photos, documents and voice messages.

Bring your business onto one screen today.

Try it free for 14 days; no credit card or setup needed.

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