WhatsApp for SaaS and B2B
Qualify before you reply.
Multi-step forms collect what your team needs, map to CRM fields, and route the lead to the right rep.
What you actually get
1
Qualify before the conversation starts
A multi-step form runs before the chat opens, so the first message your rep sees already includes company, role and use case. Lead forms are a Pro feature.
2
Fields that match your CRM
Twelve canonical fields mirror standard CRM properties, so what you collect maps to what you already store instead of arriving as free text.
3
Route the demo to the right rep
Rules send the lead by page, device, traffic source or time of day. Round-robin spreads volume evenly when no rule matches.
Common questions
Does this replace our contact form?
- It can, or it can sit alongside one. The difference is that the conversation continues on WhatsApp instead of waiting in an inbox, which usually means a faster first reply.
Can we push leads into our own systems?
- Yes. Webhooks fire on each lead with retry and idempotency, and you can export to CSV. Webhooks are a Pro feature.
What if the visitor is on desktop?
- They scan a QR code and continue on their phone, so a desktop visitor is not a dead end.
Tomorrow's conversations are already visiting your website today.
The opportunity isn't only getting more visitors. It's connecting with the ones you already have, before their interest fades.
One line of code. No credit card. No waiting.