WhatsApp CRM
A CRM built around WhatsApp
Most small businesses already run their customer relationships on WhatsApp — in scattered chats nobody can search. SpotBay keeps the conversation, the purchase history and the follow-up in one place.
How it works
1
Customers are captured at billing, at the counter or through a QR code
2
Every chat, visit and purchase sits on one customer record
3
Segments and automated campaigns follow up without anyone remembering to
What you get
One record per customer
Contact, visit history, spend and loyalty balance together — built from your billing, not typed in by hand.
Shared WhatsApp inbox
Your team answers from one inbox with saved replies, so conversations do not live on someone's personal phone.
Segments that act
Group customers by what they bought, how often they visit or how long they have been away, then message that group.
Questions people ask
- Is this a full CRM or just a WhatsApp inbox?
- Both. The inbox is where conversations happen, but every contact carries their purchase history, loyalty balance and campaign history, so follow-ups are based on what the customer actually did.
- How do customers get into the CRM?
- They are captured where they already interact with you — at billing in the POS, through a QR code in the store, or by messaging your WhatsApp number.
- Do I need my own WhatsApp number?
- Not to start. You can send from SpotBay's shared number on the free plan and move to your own branded number when you want campaigns to carry your name.
Works best for
Restaurants & CafesRetail & E-commerceSalons & SpasHealthcare & WellnessReal Estate