WhatsApp CRM

Sell more on WhatsApp with a CRM that adapts to your business.

Your whole team serves every customer from the same number, every deal sits in the right pipeline stage and no contact goes unanswered. Sales, orders and finance managed in one system.

Official WhatsApp (Meta API) Integrated with Meta and Google Ads Onboarding done with you

The first CRM with an AI SDR trained for sales conversations

Built for your business

Not just another CRM: the CRM that adapts to your company's processes and reality.

Our specialists first learn how your sales process works, and only then configure the pipeline, AI, orders and dashboards around it.

Specialists reviewing a sales process on screen
Your process comes firstWe map how your team sells before configuring the system.

Your pipeline

Your own stages, loss reasons and timelines, not a generic template.

New › Quote › Visit › Closed

Your AI sales SDR

Trained to pre-qualify leads for your products and services, with your qualifying questions and tone of voice.

“What date do you need the order for?”

Your orders

Every product or service with the steps your operation follows through delivery.

Paid › In production › Delivered

Your numbers

Dashboards with the metrics that matter to your business, not just message counts.

Margin by service, month by month
You never set it up alone. Onboarding is part of Winkie.See how onboarding works
If you sell on WhatsApp

WhatsApp sells far more once you organize what happens in it.

“Every rep answers on a different phone.”

With Winkie, the whole team works from the same number, and you see every conversation.

“A customer messaged and nobody replied.”

Every conversation has an owner, and the AI SDR replies instantly to anyone who writes after hours.

“They asked for a quote and vanished. Nobody followed up.”

The system flags who has no next step and who stopped replying.

“I don't know how much is in my pipeline this month.”

The pipeline shows open value, conversion and where deals stall.

“A rep left and took the contacts.”

Contacts, history and conversations stay with the company, not on someone's phone.

“Half the day is customers asking if it's ready.”

Customers track their own orders through their personal link.

For businesses advertising on Google and Meta

Every dollar spent on ads becomes an answered lead, a measured sale and a smarter campaign.

Winkie was designed for businesses that run campaigns. The lead who clicked the ad is answered instantly, the source is tracked all the way to the sale, and the sale goes back to the ad platform as a conversion.

  1. The lead arrives from an adEvery contact who comes in through WhatsApp keeps the ad and campaign it came from.
  2. It's answered right awayThe AI SDR replies in seconds, including nights and weekends, when the click has already been paid for.
  3. The sale is recordedThe contact moves through the pipeline to a win, with its value, or to a loss, with its reason.
  4. The conversion goes back to the campaignWe send Meta and Google who became a qualified lead and who bought. Their algorithms then look for more customers like them.
Paid media · OctoberSample data
CampaignLeadsSalesCost per customerReturn
Meta · Power of attorney14231$586.1×
Google · Apostille8822$714.8×
Meta · Translation1209$1961.3×
Google · Brand3614$249.2×
Conversions sent back this month53 qualified leads and 76 sales sent to Meta and Google
The CRM

Everything your team needs to sell on WhatsApp.

Conversations, pipeline, customers and follow-up in one place, with no spreadsheets and no switching screens.

Team inbox

Every conversation on the company number in one inbox, with owners, filters and the customer profile alongside.

Sales pipeline

Kanban stages you move from inside the conversation, with deal value, loss reason and time in each stage.

Customer profile

Details, purchase history and conversations. Returning customers are recognized, with everything that happened before.

Activities and follow-up

Today's agenda, dated callbacks and alerts for customers with no next step, so no deal goes cold.

Message templates

WhatsApp-approved templates to re-engage, confirm and request payment in one click.

Sales reports

Conversion by stage, lead sources, loss reasons and performance per rep, with export.

Differentiators

What Winkie has that other WhatsApp CRMs don't.

Beyond the CRM, three modules that follow the customer from the first message to payment.

AI sales SDR

An AI trained on your sales process, not a menu bot.

It learns your products, services and your best rep's qualification script. It answers new contacts in seconds, asks the right questions, fills in the profile and hands off to your team with a ready summary.

  • Replies at any hour, in English and Portuguese
  • Follows the qualifying questions you defined
  • Never makes up prices or promises deadlines: hands off to a person when needed
  • Tested with your company's real conversations before going live
New contact · 11:47 PMAnswered in 7 s
Hi! Do you make cakes for 40 people?11:47 PM
We do! What date is it for? And would you like pickup or delivery?AI SDR · 11:47 PM
The 18th, delivery to Boca Raton11:48 PM
Got it! Carla will message you tomorrow at 9 AM with options and pricing.AI SDR · 11:48 PM
OrderCake for 40
Date and deliveryOct 18 · Boca Raton
Handed toCarla, 9 AM
Order management

The sale doesn't end at “won”. Every order moves through to delivery.

Product or service, every order follows your operation's steps, with a deadline and an owner. The team sees what's late, and the customer follows along through their own link.

  • Order pipeline with the steps you actually use
  • Step-by-step flow per product or service
  • Customer portal showing each order's progress
  • Fewer “is it ready yet?” messages on WhatsApp
Orders in progress2 late
Ana Ferreira · Power of attorneySigning scheduled
On time
Lucas Dias · Cake for 40In production
On time
Beatriz Rocha · ApostilleWaiting on document
Late
Pedro Alves · TranslationReady for delivery
Ready
Customers see their order's progress through a link, without having to ask.
Financial management

What you sold, collected and earned, in the same system as the sale.

Payment requests go out from the order itself as a payment link and switch to paid automatically. The dashboard brings together sales, receipts, costs and margin, built around your business metrics.

  • Payment links tied to the customer and the order
  • Receipts, costs and margin by product or service
  • Custom results dashboard
  • Export to spreadsheets whenever you need
Results · OctoberSample data
Sold$62,400+12%
Collected$54,900
Margin41%+3 pts
010k20k Wk 1Wk 2Wk 3Wk 4 (partial)
Why this grows revenue

Fast replies and consistent follow-up turn into revenue.

What market research shows, and what Winkie does to get your business there.

21×

higher odds of qualifying a lead when you respond within 5 minutes instead of 30.

The AI SDR answers new contacts in seconds.
Lead Response Management Study, MIT and InsideSales
7×

higher odds of qualifying a lead when you respond within the first hour rather than later.

Every conversation has an owner and a wait-time alert.
Harvard Business Review, 1.25 million leads
$8.71

average return for every dollar invested in CRM.

Pipeline, follow-up and reports in one system.
Nucleus Research
84 h

per month given back to the team in an operation with 600 new contacts a month.

AI on first replies and a customer portal.
Winkie estimate. Run your own numbers below.
Calculator

How much could Winkie earn your business?

Enter your business numbers. The estimate adds up the sales you lose today to slow replies and the hours your team gets back.

Currency 
600
$150
20%
15%
Adjust assumptions
Estimated gain over 12 months
$31,104
Extra sales per month7.2
Extra revenue per month$1,080
Hours given back to the team per month84 h
Value of those hours per month$1,512

Estimate based on the assumptions shown. Once Winkie is running, the results dashboard shows your company's real numbers.

See this for my business
Comparison

WhatsApp tools organize conversations. Winkie organizes the business.

What changes when a CRM is built to sell, deliver and measure, not just collect messages.

Typical WhatsApp CRM tools
Winkie CRM
Typical toolsConnect through a WhatsApp Web extension or QR code, outside Meta's rules and at risk of getting the number banned.
Winkie CRMMeets all of Meta's policies, avoiding account bansOfficial WhatsApp API, approved message templates and opt-out requests honored.
Typical toolsNo idea which ad brought each customer, or how much they bought.
Winkie CRMSends data to optimize Google and Meta campaignsEach lead's source tracked to the sale, with conversions sent back to the ad platforms.
Typical toolsMenu chatbot or keyword auto-replies.
Winkie CRMSales AI trained to work as an SDRQualifies new contacts in seconds, fills in the profile and hands off to a rep with a summary.
Typical toolsOne template for everyone: the business has to adapt to the tool.
Winkie CRMAdapts to your company's reality and servicesPipeline, stages, AI questions and dashboards configured for your process.
Typical toolsScreens full of settings that take the team a long time to learn.
Winkie CRMIntuitive for your teamStage changes, profiles, activities and payment requests all happen inside the conversation.
Typical toolsEach rep works from their own phone, with no visibility for the manager.
Winkie CRMThe whole team on one number, with an owner per conversationRole-based access: management, service or sales only.
Typical toolsRecords typed by hand, when there's time.
Winkie CRMCustomer profile filled in during the conversationReturning customers are recognized, with their full history.
Typical toolsFollow-up depends on whoever remembers.
Winkie CRMDaily agenda and alerts for customers with no next stepNo deal goes cold forgotten in the pipeline.
Typical toolsThe sale ends at the “won” card.
Winkie CRMOrder management with steps, deadlines and a customer portalCustomers track their own orders without asking on WhatsApp.
Typical toolsBilling and payments tracked outside the system.
Winkie CRMFinance connected to the salePayment links on orders, receipts, costs and margin by product or service.
Typical toolsReports that count messages and contacts.
Winkie CRMMetrics that show where sales are won and lostConversion by stage, source, loss reasons and performance per rep and for the AI.
Typical toolsYou set it up yourself from video tutorials.
Winkie CRMOnboarding and training with Winkie specialistsWe map your sales process before switching the system on.
Onboarding

You tell us how you sell. We get Winkie ready.

Our team supports you from start to finish.

01

Conversation

We learn how your team serves and sells today, and where customers drop off.

02

Setup

We set up the pipeline, orders and users, and connect your official WhatsApp number.

03

AI SDR training

We train the AI on your products, services and real conversations, and test it before going live.

04

Live, with support

We train your team and review the numbers with you in the first weeks.

4,917

real messages analyzed to train the AI SDR of a document services company in Florida, before it handled a single conversation.

FAQ

Frequently asked questions

Do I need to change my business WhatsApp number?

No. Your number moves to the official WhatsApp API, and we handle the migration with you.

How many people can use it at once?

Your whole team works from the same number. Each person has their own login and sees what their role allows: management, service or sales only.

Does it work for businesses that sell products?

Yes. The pipeline, orders and AI SDR are configured for what you sell, whether custom orders, products or services.

Does the AI SDR answer every customer?

The AI SDR handles the first conversation with new contacts. Existing customers go straight to your team, and the AI hands the conversation to a person whenever needed.

Do I need to use every module?

No. The CRM is the foundation. The AI SDR, orders and finance modules are turned on as your business needs them.

How much does it cost?

It depends on your team size and the modules that make sense for you. We present a proposal during the demo, based on your situation.

Do I own my data?

Yes. Contacts, conversations, orders and reports belong to your company and can be exported at any time.

Demo

See Winkie working with your company's process.

  • 30 minutes, online
  • We show the CRM set up for the way you sell
  • You leave with a proposal for your situation
Eduardo Nivinski
Eduardo NivinskiWinkie founder. Runs every demo.

We reply on WhatsApp within one business day.