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Optimml Connect · WhatsApp CRM

Turn WhatsApp chats into closed deals.

The conversation is the pipeline.

One shared WhatsApp inbox, automated follow-ups and a pipeline that fills itself — so no lead waits for a reply.

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Already a customer? Log in at connect.optimml.com

See it work

Every chat is a deal in progress.

Scroll to watch a WhatsApp thread become a qualified deal — the way it happens in Connect every day.

YB

Your Brand

online

Meera J.Hi, do you deliver to Pune?
Arjun P.Need 40 units for our office
Sana K.Payment done ✅ when can you ship?

Pipeline · WhatsApp leads

Sample data

New 12

Earlier lead
Meera J.Hi, do you deliver to Pune?

Qualified 7

Earlier lead
Arjun P.Need 40 units for our office

Won 4

Earlier lead
Sana K.Payment done ✅ when can you ship?$12,400
Connect · One shared inboxSample data
P

Priya S.

Can I change my delivery slot?

Support
R

Rahul M.

Price for 3 seats?

New lead
A

Ananya

Thanks, booked for Sat!

Won
V

Vikram T.

Sent the documents

Qualified

One shared inbox for the whole team

Every WhatsApp number and every teammate in one place. Assign chats, leave internal notes and see who's replying — so no customer gets two answers, or none.

  • Assignment rules and round-robin
  • Internal notes and mentions
  • Saved replies and quick templates
Connect · Broadcasts people openSample data

Hi {{name}} 👋 Our Black Friday edit is live — 20% off for you till Sunday.

Show meNot now
Black Friday — VIP list2,48068%
Back in stock: Linen range1,12054%
Appointment reminder86—

Broadcasts people open

Send approved templates to segments of opted-in contacts, with quick-reply buttons that start real conversations.

  • Segment by tag, stage or source
  • Template approval tracking
  • Delivery, read and reply reports
Connect · Chatbot flows thatSample data
Hi! Is the 2-bed on Park Road still available?
Yes it is 🙂 Want to see it this weekend?
Saturday 11am works
Booked. Sending the location now.

Chatbot flows that qualify while you sleep

Answer common questions, capture details and route hot leads to a person — at 2am or 2pm.

  • No-code flow builder
  • Handoff to a teammate
  • Office-hours routing
Connect · A pipeline thatSample data

New 14

Rahul M.
Fatima K.

Qualified 9

Vikram T.

Won 6

Ananya · $4,800

A pipeline that fills itself

Chats move from New to Qualified to Won as your team works them. Deal values and follow-up reminders live right next to the conversation.

  • Custom stages
  • Follow-up reminders
  • Source and ad tracking

Who uses Connect

D2C brands

Recover carts and answer pre-sale questions

Reminders and instant answers on the channel your customers already use.

Real estate & education

Call back every enquiry while it's warm

Click-to-WhatsApp ads route straight into a shared inbox with an auto-reply.

Agencies

Run WhatsApp for every client from one login

Separate workspaces, shared team, one bill.

Plugs into your stack.

  • WhatsApp Business
  • Meta Ads
  • Google Sheets
  • HubSpot
  • Salesforce
  • Shopify
  • Zapier
  • Razorpay
All integrations

Safe by default.

Encrypted data, role-based access and a DPA you can sign before you start.

Encrypted in transit and at restRole-based accessDPA available

Simple plans. Start free.

Compare plans

Starter

Customquote in USD

  • Shared inbox
  • Broadcasts
  • Basic chatbot
Get a quote
Most teams

Growth

Customquote in USD

  • Pipeline and reminders
  • Advanced chatbot flows
  • CRM integrations
Get a quote

Scale

Custommultiple numbers

  • Unlimited seats
  • Multiple WhatsApp numbers
  • SSO and audit log
  • Dedicated success manager
Get a quote

Services that run on Connect

Questions, answered

Something else? Ask us directly — a person replies within one working day.

Do our customers need to opt in?

Yes. WhatsApp requires opt-in for business-initiated messages. Connect stores opt-in status per contact and blocks sends to anyone who hasn't agreed.

How do template approvals work?

Marketing and utility templates are submitted to Meta from inside Connect. Most are reviewed within a day, and you'll see the status next to each template.

Can we keep our existing WhatsApp number?

Usually, yes — it needs to be moved to the WhatsApp Business Platform. We'll walk you through it during set-up.

Is there a free trial?

Yes. Start free and connect your number in minutes.

See Connect on your own data.

A 30-minute demo with someone who uses it every day. Bring your hardest question.

Book a free strategy callor start free trial