One view of every customer.
Every interaction and data point in one profile, so agents see the full story before they type a word.
Free plan available. No downloads or installation.
Features
Know every customer before you reply.
A CRM built around conversations, not spreadsheets.
One profile
One location for all your customer data
Collect and store all customer data in one place, ready to use in every conversation and campaign.
Onboarding
Importing your data is a breeze
Bring your existing contacts with you and switch without losing history.
Flexibility
Customize how you manage data
Create your own fields and rules for organizing and tracking customer data.
Insight
Track activity and interactions
Follow each customer’s activity and interactions to understand what they need.
Search
Find the data you need, fast
Filter by any field to find exactly the customers you’re looking for.
Contacts
Manage contacts easily
Add, edit and remove contacts in seconds.
Clean data
Merge duplicates
Merge duplicate contacts so every customer has exactly one profile.
Organization
Categorize contacts with tags
Tag contacts to group, find and target them later.
Portability
Export your data anytime
Export your customer data for backup or other systems whenever you need it.
Also in the CRM
The details that keep data clean.
Tags
Categorize customers by adding tags to their profiles.
Custom table
Choose which columns show in your table view.
Filters
Find customers by location, purchase history, tag and more.
Private notes
Keep sensitive notes about a customer stored securely.
Saved segments
Save segments to target campaigns or track performance.
Contact details
See every detail about a contact on one profile.
Questions, answered.
Connect your channels (WhatsApp, web chat, SMS, email, voice and social) to one shared inbox. AI Agents answer routine questions instantly and hand complex conversations to your team with full context.
No. Whelp runs in your browser and you can get started in minutes. iOS and Android apps are available for agents on the go.
A modern web browser is all you need. Some channels, like the WhatsApp Business API, need a short verification with the provider.
Every plan includes unlimited conversations. WhatsApp Business Platform fees are billed separately by Meta.
All cloud connections are encrypted end to end, two-factor authentication is available, and on-premises deployment is available for maximum control. See our privacy policy for full details.
Yes. Contact our team and we’ll cancel it. Your plan keeps its features and limits until the end of the billing cycle.
Yes. Premium and Enterprise customers get packages tailored to their volume. Talk to us for a quote.