If you use WhatsApp to sell or serve customers, but have not yet integrated it into your CRM, you are wasting time and opportunities.
According to Statista data, more than 80% of smartphone users in LATAM use WhatsApp as their main messaging channel.
Today, many companies already do it well: they automate responses, split conversations between teams, use shared inboxes, even have an AI managing part of the interactions. All from a single platform.
The problem? Not all CRMs are ready for this, some barely offer a basic connection or, directly, require third-party patches.
In this post you will find the best CRM with WhatsApp. Some with decent integrations and others with patches, but I’m here to dot the i’s and cross the t’s and cross the i’s.
I’m going to tell you about the good (and the bad) things about these platforms we are going to talk about. Let’s get down to business.
Quick summary: what you will learn in this post
- Why it is key to integrate WhatsApp in your CRM.
- Which CRMs do it right (and which do it wrong).
- Quick comparison of functionalities and prices.
- Which ones are suitable for SMEs and which ones require technical equipment.
- Which CRMs enable AI, automations and multi-channel trays.
- Which one is the easiest to activate without technical knowledge.
Why it is important to have WhatsApp integrated in your CRM
WhatsApp is the most used communication channel at a personal level… and also at a professional level.
Your customers have it in their pocket and check it every two minutes. If your team has to jump between apps to respond or look up history, you’re wasting time, focus and sales.
Having WhatsApp well integrated in your CRM allows you to:
- Respond from one place, without tabs jumping.
- Automate tasks according to the status of each lead.
- Assign conversations in an orderly fashion.
- View the full history of each contact (this also serves as “context” for AIs connected to your WhatsApp).
- Use artificial intelligence to qualify or even close sales.
And no, it is not valid to connect WhatsApp with any bot or use a badly connected QR. That is a botch (as they say in my country). What you need is a good integration, that works for the whole team, that is automated and gives you control.
The 7 best CRM with WhatsApp integration
Let’s get down to business, see what are the 7 best CRMs with WhatsApp integration.
Before I want to clarify that, if it appears in this list, the tool is good and is more than tested, all the tools listed here are valid to use WhatsApp.
Now, let’s go to the first one:
Clientify – All in one, easy to use and with integrated AI
Clientify offers native integration with WhatsApp Business API. No need to connect external tools or touch code. From day one, you can respond, automate, distribute conversations among your team and launch flows with artificial intelligence. All from the same tray.
While many other tools need to connect Zapier, external bots or third-party software, Clientify gives you everything ready to connect, with free support, no overhead and the option to create chatbots with AIs trained specifically on your project.
Note that in our experience configuring WhatsApp for SMEs in Clientify, the issue of Chatbots with AI is what we are most often asked for, as mentioned by Jorge Andrés Raigoza in this testimonial:
👤Jorge Andrés Raigoza – Clientify IS the tool!
It is a 100% functional tool and to receive large influx of customers either by networks or directly by whatsapp is great … the chat bot makes the process much easier … customer support is minutes.
You can see the testimonial here.
In addition, you have 14 days free to try it (chatbots included), then the price to use the whole communication module with WhatsApp included is 11.4 USD/Eur month/user.
Highlights of WhatsApp Integration into a CRM
Here are the points that make the difference when WhatsApp is well integrated into a CRM:
- WhatsApp natively integrated into the CRM
No need for external apps. Manage messages, customers, opportunities and tasks directly from the Clientify Inbox. - Automations with artificial intelligence
AI-enabled chatbots that respond, qualify leads, schedule meetings or launch workflows based on what the customer says. - Multichannel Inbox for sales teams
Automatically assign conversations, manage team responses and take full control of the channel without using personal mobiles. - Real-time metrics and tracking per contact.
Measure response times, number of messages, opportunities created from WhatsApp and conversions, all from the CRM. - Designed for SMBs: price in euros, no contact costs
From 14 days free to scalable all-inclusive plans: WhatsApp, marketing, sales, e-signature and automations.
See how ⬇️ works
You can also see a guide on how to connect WhatsApp web on Clientify.
Who is Clientify for?
These are the types of equipment most likely to benefit from Clientify:
- SMEs and medium-sized startups that use WhatsApp as their main sales or customer service channel.
- Teams without developers who need an out-of-the-box solution from day one.
- Businesses looking to automate without paying extra licenses or relying on external integrations.
- Companies betting on AI to automate conversations and filter opportunities on their own.
- Remote or ambidextrous teams, who need a single Inbox, without individual mobiles or personal accounts.
Salesforce – powerful integration with WhatsApp within Service Cloud
Salesforce is a beast, if you’ve tried it, you’ll know what I’m talking about.
And if you work in a large enterprise with multiple teams, multiple channels and complex processes… you’re probably already using it.
And if not, it’s because you know it’s expensive, technical, and not designed for SMEs.
The good thing: its integration with WhatsApp within Service Cloud and Marketing Cloud is official, powerful and fully scalable. You can connect automatic message flows, route conversations to different agents, do tracking and attribution… All with big business logic.
But beware: it is not plug & play. It requires technical equipment, extra licenses, validation with Meta, and some patience to make everything fit together.
None of this is cheap, you can only use WhatsApp from certain paid plans and with specific licenses.
If you don’t have an in-house technical team or a partner to do it for you, you’re sold.
Salesforce does not compete with tools like Clientify or Leadsales, it plays in another league. If you want something functional in minutes, forget it. But if you are looking for extreme customization, complex processes and unify everything (even what you didn’t know you had), then you might be interested.
You can see a more in-depth comparison between Salesforce and Clientify.
Odoo – WhatsApp fully integrated into your ERP/CRM ecosystem
Odoo is a huge ERP with modules of all kinds: sales, invoicing, inventory, projects… and yes, also CRM.
As a pure ERP module, it is probably my favorite, over others like Holded.
If you’re already using it as a base for your business, it makes sense to integrate WhatsApp into the system. But if you’re just looking for an easy way to manage conversations with customers, this is not the place for you.
The integration with WhatsApp works, but it is not immediate. You need the paid version (Odoo Enterprise), configure templates, connect APIs and know what you are doing. It’s not something you activate in five minutes, far from it.
Odoo is not focused on the conversational channel. It is designed for companies that want to have everything centralized: documents, quotes, contacts, shipments, etc. If that fits your way of working, fine. But if you only need an agile CRM to serve customers via WhatsApp, you’re going to overdo it here.
It also has no conversational AI, no chatbots to manage leads, and no inbox ready for teamwork. It is functional, but basic in this aspect.
Here is an extensive comparison between Odoo and Clientify
Zoho CRM – stable integration of WhatsApp, with modular ecosystem.
Zoho is a huge suite. It has CRM, email marketing, accounting, internal chat, helpdesk, automations, and endless apps that you can connect together.
If you already use several of them, integrating WhatsApp may make sense. But if you just want a CRM with WhatsApp, there are much faster and easier options.
Yes, they have official integration with WhatsApp Business API.
But you need to install an extension from their marketplace, configure everything by hand, and probably pay additional licenses (depending on the provider you use to manage the API). It’s not a clean or immediate process.
Here you can see a comparison developed between Zoho CRM and Clientify.
HubSpot – CRM with integrated WhatsApp for marketing and service teams.
HubSpot has official integration with WhatsApp, but don’t expect to use it if you’re on the free or most basic plan.
It is only available from Pro or Enterprise plans, and even then you need to configure the WhatsApp API well, which is not exactly intuitive.
The integration works, you can send messages from workflows, log conversations in the CRM and use custom templates.
Everything goes through its shared tray, which serves for email, chat and WhatsApp, but is not optimized for the latter.
If you already use HubSpot for everything: marketing, sales, customer service… it may make sense to pay for the integration with WhatsApp and manage it from there. But if you only want a CRM for WhatsApp, you’re going to have too many tools and not enough agility.
If you are in this world, you will already know that it is an incredible tool and very easy to understand, but it all depends on your needs.
Leadsales – WhatsApp-centric conversational CRM for LATAM SMBs
Leadsales is what it sounds like: a CRM made by and for WhatsApp. No weird stories, or a thousand functions that you won’t use. If you sell via WhatsApp, Instagram or Facebook and you don’t want to complicate your life, yes, it does the job…
But… Why don’t I put it higher? Because of its price and because you don’t have free and direct help to get everything ready, that’s its Achilles heel, but let’s go on with the tool:
It centralizes messages in Kanban-like columns and lets you organize conversations as if they were sales opportunities. All very visual, very intuitive and with no learning curve.
Of course, forget about native API. It works by QR code, as if you were connecting WhatsApp Web. This is quite limiting: there are no advanced automations, no real integration with other tools, and no total control over the channel.
In addition, you cannot manage several agents with the same number in a real way: each one goes with its own account.
It has no artificial intelligence or powerful chatbots. What they call “Leadbot” is for menus and quick responses, but it is not an intelligent assistant that talks only to your leads or closes sales for you.
Costs go up fast… And if you’re expecting advanced metrics or a true multichannel tray, this is not the platform.
Of course, here is a comparison between Leadsales and Clientify.
HighLevel – Advanced WhatsApp with agency automation
HighLevel is an automation machine. If you have technical knowledge or work in an agency, it’s amazing what you can set up.
You can create complex flows with WhatsApp, trigger messages based on conditions, wait for replies, send files, record audios, do automatic tracking… all without touching a line of code. But that doesn’t mean it’s easy.
It is not a plug & play tool either. There is no “activate and go” here. You need to know what you are doing or have someone to set it up for you.
You have to configure the WhatsApp API, work with external providers, and set up the flows step by step. If you don’t have the patience or technical equipment, don’t even go there.
It has no real multi-channel inbox, is very focused on WhatsApp as the main channel and is not intended for teams that want to manage multiple channels from a single inbox.
Nor does it have trainable conversational AI as such. What it has is advanced automation logic, which is not the same thing.
It’s fine for agencies that want to scale funnels, automate messages, and manage campaigns from a single platform. But it’s not a solution for SMBs that want results in two clicks. However, it can be worthwhile if you are a white label agency.
Here you can see a comparison between HighLevel and Clientify.
Quick comparison of the 7 best CRM with WhatsApp
Choosing a CRM with true WhatsApp integration is not just a matter of connectivity: it involves knowing which tools automate well, which ones require technical configuration, and which ones are ready for your team and your volume.
Here is a quick comparison table so that you can see at a glance which one is best suited to your business:
| CRM | Whatsapp Integration | Automations with AI | Multichannel Inbox | Configuration | Target audience | Price |
| Clientify | ✅ Yes | ✅ Yes | ✅ Yes | Free implementation | SMEs, Startups, teams without devs | 11.4 €/user/month |
| Salesforce | ✅ Yes | ✅ Yes | ✅ Yes | ⚠️ Requires configuration | Large teams and corporations | 75 USD/user/month, separate cost per credit |
| Odoo | ✅ Yes | ✅ Yes | ✅ Yes | ⚠️Solo on Enterpreise | Companies that want full ERP | Installation ~100 USD + ~20 USD per template; plus variable Meta costs. |
| Zoho CRM | ✅ Yes | ⚠️Sin IA | ❌ No | ⚠️ Requires configuration | Teams already in the Zoho ecosystem | 1000 free conversations/month if you are a customer; then ~0.02 USD per message. |
| Hubspot | ✅ Yes | ⚠️Sin IA | ✅ Yes | ⚠️ Requires configuration | Marketing teams, customer service | 100 USD/month per user |
| Leadsales | ✅ Yes | ⚠️Sin IA | ✅ Yes | ✅ Plug & Play | LATAM SMEs focused on networks | 83.99 USD/month for up to 3 users. |
| Highlevel | ✅ Yes | ⚠️Sin IA | ❌ No | ⚠️ Requires configuration | Agencies, technical users | 10 USD/month per sub-account + cost per message |
Quick conclusions
- If you are looking for a quick option to get started without technical configurations, Clientify stands out for its true WhatsApp integration, unified tray and pre-configured AI automations.
- Salesforce and Odoo are powerful, but require investment, technical equipment and implementation time.
- Zoho and HubSpot offer good integrations, but limited to high plans and no real AI.
- Leadsales is simple and functional for Latin SMEs, although it falls short in AI and technical control.
- HighLevel is good if you know what you’re doing and want to automate WhatsApp like a complex funnel, but it’s not plug & play.
Clientify is one of the few CRMs that offers all these functionalities in a single platform, with a clear focus on small and medium-sized teams.
Frequently Asked Questions
Before choosing a CRM with WhatsApp integration, it is normal that you have doubts: if you need the official API, if you can automate messages, or if all CRMs allow you to use WhatsApp in a professional way. Here I clarify the most important:
1. How does WhatsApp integrate with a CRM?
It depends on the CRM. Some, such as Clientify, offer native integration with WhatsApp Business API, allowing you to send, receive and automate messages from within the CRM itself. Others require external tools or only allow QR connection, which limits functionality.
2. Can WhatsApp be used on multiple devices from a CRM?
Yes, but not with everyone. CRMs like Clientify, Salesforce or HubSpot allow multi-agent and shared tray use. On the other hand, more basic tools like Leadsales use QR connection and do not allow real multichannel access from a single number.
Can I automate messages in WhatsApp without knowing how to program?
Yes, with platforms like Clientify or HighLevel you can create automations without code: respond to leads, send reminders or qualify conversations using visual flows or AI chatbots. You don’t need to program, just configure.
IBM claims that chatbots and automated flows can reduce service times by up to 40%.
4. Which CRM has WhatsApp for free?
Clientify offers a 14-day free trial with full WhatsApp integration. Other CRMs, such as HubSpot or Zoho, only allow access to WhatsApp with Pro or Enterprise plans, and require additional costs to enable the API.
Do I need an official WhatsApp Business API account to use it in a CRM?
Yes, in most serious CRMs. The official Whatsapp API guarantees stability, scalability and compliance with Meta policies. Some CRMs like Leadsales allow you to connect via QR, but it is not a professional or scalable solution.
What is the easiest CRM to use with WhatsApp?
The easiest options to activate WhatsApp without code are Clientify and Leadsales. The difference is that Clientify offers official API and AI, while Leadsales is more limited.
7. Which CRM with WhatsApp can I use without technical knowledge?
Clientify and Leadsales are the easiest options to activate without touching code. Clientify offers native integration with WhatsApp Business API and ready-to-use AI automations from day one. Leadsales works via QR code and takes minutes to set up, although it has fewer advanced features.
8. What is the most complete CRM to centralize WhatsApp, email and social networks?
If you are looking for a CRM that unifies channels and not just WhatsApp, Clientify and HubSpot are the most complete options. Both allow you to manage conversations from a shared tray. The difference is that Clientify includes AI and out-of-the-box features from more affordable plans, while HubSpot requires Pro or Enterprise versions.
9. How much does it cost to use WhatsApp in Clientify?
It depends on your needs, if you “only” need to connect WhatsApp Business API, with multichannel tray, Chatbots with AI, electronic signature and templates, you can hire the Communication module for 11,4€/user/month.
If, in addition, you want to add WhatsApp Marketing campaigns and automations with AI, you can add the Marketing module and the total would be 28.8€/month:
| Needs | Module to be contracted | Base price (annual payment) | What is included |
|---|---|---|---|
| Attending and selling via WhatsApp (inbox + chatbots AI) | Communication | 11.4 €/user/month | – Native WhatsApp Business API – Multi-channel tray (up to 5 channels) – Unlimited AI chatbots – Electronic signature, templates, segmentation |
| WhatsApp Marketing Campaigns + AI Automations | Marketing and Communication | 28,8 €/month | – WhatsApp and e-mail mass mailings – Visual automations – Landing pages, IA forms, lead-scoring – Unlimited user contacts (priced in blocks of 1,000) |
The bottom line
- You can start with Communication only (€11.4 per user) to receive and reply to WhatsApp with AI.
- If you then add Marketing, you unlock WhatsApp Marketing (bulk templates, funnels, A/B, etc.) and you still have the AI chatbots.
- Free 14-day trial of the three modules without a card.
- Apart from that, you will pay Meta’s per template/ WhatsApp conversation fees, just like in any CRM with the official API.
Practical example
– 3 sales users with WhatsApp → 3 × 11.4 € = 34.2 €/month.
– Plus 3,000 Marketing contacts (+17.4 € × 3) → 52.2 €/month in total.
Result: multichannel inbox, AI chatbots and WhatsApp/Email campaigns ready to launch in less than a day.
Choose wisely and… try before
Choosing a CRM with WhatsApp is all about finding a tool that fits the way you work, your team and your business volume.
- If you need results from day one, without complex configurations or hidden costs, Clientify is the most balanced option: official integration with WhatsApp, automations with AI, shared tray, and everything ready to use.
- If you work in a large company with complex processes, Salesforce and Odoo may be a good fit, but be prepared to invest time and technical resources.
- If you are just looking to “be” on WhatsApp without complications, Leadsales is more than enough.
- And if you’re an agency or have technical expertise, HighLevel gives you the freedom to set up true conversational funnels.
The important thing is that you don’t keep improvising with half-baked solutions. Today, integrating WhatsApp into your CRM is an almost mandatory competitive advantage.
👉 Want to test how it would work on your team without obligation?
Activate the 14 free days of Clientify and start selling (or attending) by WhatsApp in a professional way from today.
