A CRM That Speaks
WhatsApp Natively.

Every conversation writes to a contact record. Tags, custom fields and live segments keep that record useful, so a campaign audience is a query, not a spreadsheet you rebuild each month.

Live segmentsCustom fieldsConsent historyImport and export
Contacts Search anything…⌘K GSGauravOwner

Contacts

4,182 people · synced from every chat, form and campaign

Search contactsAllHot leadsCustomersNurture Import
Contact
Segment
Owner
Value
PMPriya Menon+91 98•• ••210
Hot lead
Rahul K
₹1.2Cr
DODaniel Okoyedaniel@acme.io
Customer
AI agent
₹84K
LFLena Fischer+49 15• •••44
Nurture
Aisha N
₹12K
ASAmit Sharma+91 90•• ••145
Repeat
Team
₹46K
MIMeera Iyermeera@shop.in
Hot lead
Rahul K
₹3.4L
VSVikram Shah+91 99•• ••301
Customer
Aisha N
₹1.1L
FNFatima Noorfatima@mail.com
Nurture
AI agent
₹8K
CWChen Wei+65 8••• •12
Customer
Team
₹62K
RKRahul Kapoorrahul.k@site.in
Hot lead
Rahul K
₹2.0Cr
SGSana Gupta+91 98•• ••778
Repeat
Aisha N
₹39K
JMJohn Mathewjohn@corp.com
Nurture
AI agent
₹15K
TATara Anand+91 70•• ••909
Customer
Team
₹54K
01

Audiences that stay current

A segment is a saved query. New contacts who match it join automatically, without a re-import.

02

Context in the chat

Agents see fields, tags, past campaigns and consent state next to the conversation.

03

Consent you can prove

Every opt in and opt out carries a source and a timestamp, kept for the record.

Segments

Build an audience once, use it forever

Combine tags, custom fields, conversation history and campaign behaviour into a segment, save it, and every campaign and automation can target it from then on.

Segments update as contacts change, so a “replied but did not book” audience is accurate the moment you open it.

  • Unlimited tags with bulk apply and remove
  • Typed custom fields: text, number, date, list
  • Segments on behaviour as well as attributes
  • CSV import with column mapping and dedupe
Segments11 saved
SegmentContactsTrend
Replied, not booked1,284+64
High intent buyers412+18
Opted out96—
Stale over 90 days2,207-140
Total contacts 18,904 · consented 17,84211 segments

How it works

From zero to live,
in four steps.

01Import or syncUpload a CSV with column mapping, or let conversations create contacts on their own.
02Define your fieldsAdd the properties your business actually uses, typed so they filter properly.
03Tag and segmentSave the audiences you send to again and again.
04Use them everywhereCampaigns, automations and reporting all read the same segments.

What is inside,
in detail.

Custom fields

Text, number, date and list properties, with validation on import.

Tags

Flat, fast tagging with bulk apply, remove and filter.

Live segments

Saved queries over attributes, tags and behaviour that stay current.

Consent log

Opt in and opt out events with source and timestamp per contact.

Import and export

CSV in with dedupe and mapping, CSV out whenever you want it.

Conversation history

Every chat, call and campaign against the contact, in one timeline.

Where rivals say no

The same feature,
across four platforms.

FeatureWBIZWATIInteraktAiSensy
Behavioural segments, not just tagsLimitedLimitedLimited
Typed custom fields with validationPartialPartial—
Consent event log with source———
Segment used by campaigns and automations alikePartialPartialPartial
Full export on any planHigher tierHigher tierHigher tier

Competitor entries are indicative, from public 2026 pages. See the full 89-row benchmark.

FAQ

Contacts and CRM questions

Anything missing, a founder will answer directly.

It is a conversation first CRM. Contacts, fields, tags, segments and history are all here, and the API pushes to your system of record if you have one.

Yes, by CSV with column mapping and duplicate detection on phone number.

Each contact carries opt in and opt out events with a source and a timestamp, and stop keywords cancel pending sends automatically.

Yes. A segment is a live query, so contacts join and leave as their data changes.

Yes, any time, on any plan.

Everyone who messages you becomes a contact, and you can import a list or add them from a form or a scanned card.

Name, number, tags, custom fields, consent state and the full history of messages and calls.

Yes. Custom fields like city, plan or last purchase let you segment and personalise.

A saved filter, say customers in Mumbai who bought in the last 30 days, that updates on its own as contacts change.

Yes. Contacts that share a number are kept as one, so the history is not split.

Tags are quick labels you toggle. Fields hold values. Both feed into segments.

Yes. Each contact shows how and when they opted in, which matters for marketing sends.

You can push and pull through the API or an automation step, so WBIZ and your CRM stay aligned.

Yes. Select a segment and apply a tag, a field or an action to all of them at once.

They are marked opted out and skipped by marketing sends, while service replies still work.

Explore more

The rest of the platform

Campaigns

Point a broadcast at a saved segment and let it stay current.

See campaigns

Lead forms

Feed new contacts in from pages, ads and QR codes.

See lead forms

Analytics

See how segments behave over time, not just today.

See analytics

Turn your chat history into a usable database

Start free, import a list, and build the first segment you will use every week.