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WhatsApp CRM built for conversations

One profile per customer — every WhatsApp message, campaign, tag, and agent reply on a single timeline, shared with email when you run cross-channel programs.

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CRM hero

What is CRM-lite on CampaignHQ?

CampaignHQ CRM-lite is not a separate sales CRM — it's the contact layer that powers WhatsApp, email, and automations. Every interaction writes to the same record.

Tags, lifecycle stages, and custom fields help segments stay accurate without exporting to spreadsheets.

  • Unified profiles

    WhatsApp + email touches on one contact.

  • Tags & stages

    Segment for campaigns and routing.

  • Agent context

    Support and sales see full history.

Spreadsheets vs conversation-native CRM

When contact data lives outside your messaging tool, teams reply blind.

Disconnected data

CSV exports & silos

  • WhatsApp history not in CRM
  • Manual tag updates
  • Duplicate records across channels
  • Slow handoffs between tools

CampaignHQ

Conversation-native profiles

  • Auto-update from bots and campaigns
  • Shared fields for email + WhatsApp
  • Filter and segment in-platform
  • Agent inbox reads the same record
  • Unified contacts
  • Tags
  • Lifecycle
  • Custom fields
  • Timeline

From zero to live

Organize contacts in four steps

No developers required. Connect your channels, configure in CampaignHQ, and go live with measurable customer journeys.

  1. Import or sync contacts

    Step 01

    Import or sync contacts

    Bring contacts from CSV or your product via API.

  2. Tag and segment

    Step 02

    Tag and segment

    Organize lifecycle stage, intent, and custom fields.

  3. View unified profiles

    Step 03

    View unified profiles

    See WhatsApp, email, and campaign history per contact.

  4. Act from insights

    Step 04

    Act from insights

    Target segments in the next campaign or journey.

Profiles

See every touch in one place

Open any contact to view messages, campaigns received, tags, and attributes.

  • Import CSV or sync via API
  • Edit fields from inbox
  • Merge duplicate awareness
  • Export segments when needed
See every touch in one place

Who uses CRM-lite daily

  • Sales handoff

    Bots qualify; humans see full context.

    “Tagged hot lead — requested enterprise pricing.”

  • Support prioritization

    VIP tags route to senior agents.

    “Customer tier: Platinum — billing issue.”

See crm in action with your use case.

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CRM-lite

All Your WhatsApp Contacts in One Place

  • Unified customer profiles

    One record for every WhatsApp conversation and campaign touch

  • Tags, labels & lifecycle stages

    Segment and organize contacts without spreadsheets

  • Full conversation history

    See every message, campaign, and agent interaction on the timeline

  • Custom attributes & filters

    Store the fields your team needs and find contacts fast

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WhatsApp CRM contact profile with tags and conversation history

Frequently asked questions

Common questions about crm on CampaignHQ.

CampaignHQ provides CRM-lite: contacts, tags, lifecycle, and history optimized for messaging-led teams. Integrate with Salesforce, HubSpot, or Zoho via API where needed.

Yes. One contact record can include both channels when identifiers match.

Pricing

WhatsApp + email plans that scale with your volume

Combo plans include your platform, contacts, and email sending credits. WhatsApp message usage is billed separately based on how much you send. Compare WhatsApp and combo tiers.

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More WhatsApp capabilities

View all whatsapp features · WhatsApp marketing platform

Still sending single-channel campaigns?

Your customers are on WhatsApp. It's time to build high-converting conversations where they already hang out.

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30-minute walkthrough · no commitment