WhatsApp contacts, your CRM speaks WhatsApp
WhatsApp without a CRM is like sales without a pipeline: you have conversations, but no system behind them. With Leadmatix every WhatsApp contact becomes a structured CRM record, with full history, automatic tags, lead score and seamless integration into your sales process.
The WhatsApp integration for Leadmatix arrives in summer 2026. Get started now with our website AI agent and be ready the moment WhatsApp goes live.
WhatsApp without a CRM costs you revenue every day
Imagine this: a prospect reached out on WhatsApp three weeks ago, showed interest and is now back in the conversation. But who was it again? What did they look at? Which rep was responsible? Without CRM integration you scroll through WhatsApp chats, search through spreadsheets or rely on memory.
The Leadmatix CRM solves this problem at the core. Every WhatsApp contact is automatically captured in your database. Every conversation is saved. Tags, notes and status updates happen automatically. At a glance you see who the contact is, where they sit in the funnel and what to do next.
This is especially valuable for agencies and teams with multiple reps: clear ownership, shared conversation history and no more duplicate replies.
All contact data at a glance
Professional contact management for WhatsApp
Leadmatix connects WhatsApp Business with a complete CRM, built for companies that use WhatsApp as their main communication channel.
Central contact database
All WhatsApp contacts in one place, with complete conversation history, lead status, notes and assigned workflows. No more tab chaos.
Tags and labels
Organize contacts with as many tags as you need: industry, lead source, funnel stage, product interest. Tags automatically trigger workflows.
Dynamic segmentation
Create segments based on behavior, tags, lead score or custom fields. Segments update automatically in real time.
Lead scoring
Every contact automatically gets a score based on interactions, activity and profile attributes. Prioritize sales time for your best leads.
Contact assignments
Assign contacts to reps, manually or automatically based on rules. Every lead has a clear owner.
Data synchronization
Sync contacts bidirectionally with HubSpot, Salesforce or other CRMs. No duplicate entries, always up to date everywhere.
Easily import and create contacts
Whether you are bringing an existing contact base or starting from scratch, Leadmatix makes it easy to get data in.
CSV import
Import existing contacts from any spreadsheet or CRM export
API integration
Push contacts automatically from forms, shop systems or other tools
QR code or link
Customers scan the QR code and are automatically added as a tagged contact
Incoming messages
Every new person messaging you on WhatsApp is automatically added as a contact
See the Leadmatix CRM live in action
In the demo we show you how Leadmatix CRM connects to your WhatsApp and how all contacts, conversations and automations come together in one central place.
Segmentation, the key to relevant communication
The biggest mistake in WhatsApp marketing: treating all contacts the same. A new customer who reached out for the first time yesterday needs a different tone than an existing customer who has been buying for 6 months.
With Leadmatix segmentation you split your contacts into precise groups and send them exactly the messages that are relevant to them. The result: higher open rates, more replies, fewer opt-outs.
- Segments based on tags, fields and behavior
- Dynamic segments update in real time
- Segments automatically trigger drip campaigns
- Export segments for external campaigns
- Overlapping segments supported (multi-tag filters)
- Use segments as audiences for broadcasts
GDPR and data protection
WhatsApp marketing is subject to strict data protection rules. Leadmatix is built GDPR compliant from the ground up.
- Opt-in date is automatically saved and documented
- Opt-out requests are executed and logged instantly
- Data is stored on EU servers (GDPR compliant)
- Privacy policy links configurable in every communication
- Data export for information requests in one click
- Automatic deletion routines based on defined retention periods
Important: opt-in on WhatsApp
Via the WhatsApp Business API you may only message contacts who have actively consented to be contacted. Leadmatix helps you collect and document opt-ins in a legally compliant way, through QR codes, website widgets or direct invitations.
More on WhatsApp automation
Manage your WhatsApp contacts like a pro
Say goodbye to chaotic WhatsApp threads and spreadsheets. Leadmatix gives you a structured CRM solution built specifically for WhatsApp. 100 AI replies free, no credit card required.