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Built for financial teams that run on WhatsApp

Manage every client conversation from one shared workspace with complete visibility, structured handovers, and built-in compliance

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GDPR compliant · ISO 27001 certified

No WhatsApp Business API required

Powering 5000+ businesses across 50+ countries

Built for Operations, Sales, and Support teams

If any of this sounds familiar, here’s what changes once every client conversation lives in one place.

OPERATIONS

Client conversations are happening across personal phones with no clear visibility or record.

With Periskope

Keep every interaction in one place with audit trails, role-based access, and complete ownership.

SALES

Client history and relationship context stay with individual team members.

With Periskope

Keep conversations with the business so handovers stay smooth and no context gets lost.

SUPPORT

Important client queries are easy to miss across multiple chats and numbers.

With Periskope

Convert conversations into tracked tickets with ownership and SLA-based follow-ups.

The only platform you need to keep every client conversation on WhatsApp visible, secure, and on record

CONVERSATION RECORDS

Keep every client conversation on record

Complete conversation history: every client group and 1:1 chat in one shared workspace, so your team always has the full picture

Audit logs across teams: every conversation and action stays on record, no matter who last handled it

Search and filter: instantly retrieve past client conversations across groups, chats, and numbers

Works with any number: no WhatsApp Business API required. Works with regular WhatsApp numbers.

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Inbox

Nova Capital

Client

Lars: sending the invite links

Elena Rossi

+ Label

Can we move the call to 4pm?

Daniel Ruiz / Lendly

Warm Lead

Are you still planning to add…

Bluefin Advisors

Client

Here’s the list of key links

Trident Wealth

Signup

Docs uploaded, please confirm

Nova Capital <> Periskope

Elena Rossi, +00 415 220 1180, Periskope Support +4

Lars Andersen · +00 415 220 3391

The group keeps disconnecting when we add new members directly. Can you check?

11:24

Sofia Bergman · Periskope

Send invite links instead of adding members directly.

11:26 ✓✓

Elena / Nova Capital

Got it — we’ll switch to invite links.

12:27

Message…

➤

Audit logs

(3 changes)

L. Andersen changed custom property

21 days ago

Plan End Date:

Jul 06, 2026

→

Aug 06, 2026

S. Bergman changed custom property

a month ago

Number of Users:

108

→

112

D. Ruiz changed custom property

a month ago

Number of Phones:

→

TICKETS & SLAS

Make sure important queries don't get missed

Tickets from chats: instantly convert any client query across group or 1:1 chats into a tracked ticket with clear ownership

SLA tracking and escalation: response timelines and escalation rules so requests don’t disappear between teams or handovers

Automated follow-ups: reminders and follow-ups that don’t depend on anyone’s memory

Integrate with your systems: sync chats and tickets with HubSpot, Freshdesk, Zoho, Slack, and more

Book a Demo

MULTI-NUMBER WHATSAPP

Manage multiple numbers without losing visibility

Shared inbox across numbers: handle conversations across teams, regions, and accounts from one unified dashboard

Multi-agent access: your whole team works from the same workspace without switching phones or WhatsApp sessions

Central view: every conversation across every number, visible in one place

No Business API required: connects with the regular WhatsApp numbers your teams already use

Book a Demo

Team

Manage who has access to this workspace

User

Role

Phones

Sofia Bergman

sofia.bergman@novacapital.com

Admin

All phones

Lars Andersen

lars.andersen@novacapital.com

Agent

+00 415 900 2048

Amara Okafor

amara.okafor@novacapital.com

Agent

+00 415 900 3391

Daniel Ruiz

daniel.ruiz@novacapital.com

Viewer

+00 415 ••• ••48 (masked)

ACCESS CONTROL

Give teams access without giving up control

Role-based permissions: restrict access to chats and numbers by team or role, so the right people see the right conversations

Number masking: protect client and agent privacy by masking WhatsApp numbers

Controlled access: keep sensitive client information protected while conversations stay accessible to the teams that need them

Full audit trail: every conversation, ticket, and action is logged and on record

Book a Demo

What Sets Periskope Apart

V/S

OTHER PLATFORMS

Connects only with Business API numbers

Works only with 1:1 chats

24-hour conversation windows

Template approval for messages

Pay per message

Manage single numbers

Primarily for marketing

Connects with regular WhatsApp numbers

Works with both group & 1:1 chats

No restriction on conversation windows

No template approval needed

No cost per message

Multi-number, multi-agent Inbox

Best for sales, CS and operations

Trust & Security

✓ GDPR compliant and ISO/IEC 27001 certified

✓ TLS 1.3+ encryption in transit; sensitive data encrypted at rest

✓ Full audit trail on every conversation and ticket

✓ Role-based access and number masking for client privacy

✓ Point-in-time backups with a disaster recovery plan

✓ Data deleted on request or on customer exit

Your security is our top priority

At Periskope, we're GDPR compliant and ISO/IEC 27001 Certified, reflecting our commitment to protecting your data with globally recognized privacy and information security standards. From secure infrastructure to robust access controls, safeguarding your customer conversations is built into everything we do.

What Our Customers Are Saying

Periskope is unbelievable. It lets our 50 CS agents manage hundreds of client WhatsApp groups without missing important messages. It’s the only tool that’s scaled with us — clean, reliable, and built for how we work.
Zach R.
CEO
We need each sales agent to have their own WhatsApp number, and for managers to easily track conversations — but Business API’s chat window & template restrictions made it hard. Periskope made the whole setup effortless to scale.
Dhairya T.
Lead, Product
As we expand in Europe, we’ve found that sellers prefer WhatsApp groups for all communication — but the Business API just doesn’t work for that. Periskope lets us manage group chats freely and track tickets, and integrates well with Freshdesk
Jim M.
Director, Operational Excellence
With over 250 program managers talking to 30K+ learners, we had zero insight into those conversations. Periskope gave us full visibility across messages, SLAs, and agent-level tracking, all in one place.
Amit M.
Product Manager
Both our sales and ops teams rely heavily on their own WhatsApp numbers for onboarding and support. We’d been searching for over a year for a unified WhatsApp workspace — Periskope's multi-number shared inbox has been perfect.
Mariana F
Chief of Staff
Our daily operations run entirely on WhatsApp groups. Before Periskope, we used to routinely miss queries that our ground staff posted on groups leading to operational delays. Now we can easily manage queries and connect to Google sheets & Jira to keep track
Omkar J
Head, Customer Experience
Periskope is unbelievable. It lets our 50 CS agents manage hundreds of client WhatsApp groups without missing important messages. It’s the only tool that’s scaled with us — clean, reliable, and built for how we work.
Zach R.
CEO
We need each sales agent to have their own WhatsApp number, and for managers to easily track conversations — but Business API’s chat window & template restrictions made it hard. Periskope made the whole setup effortless to scale.
Dhairya T.
Lead, Product
As we expand in Europe, we’ve found that sellers prefer WhatsApp groups for all communication — but the Business API just doesn’t work for that. Periskope lets us manage group chats freely and track tickets, and integrates well with Freshdesk
Jim M.
Director, Operational Excellence
With over 250 program managers talking to 30K+ learners, we had zero insight into those conversations. Periskope gave us full visibility across messages, SLAs, and agent-level tracking, all in one place.
Amit M.
Product Manager
Both our sales and ops teams rely heavily on their own WhatsApp numbers for onboarding and support. We’d been searching for over a year for a unified WhatsApp workspace — Periskope's multi-number shared inbox has been perfect.
Mariana F
Chief of Staff
Our daily operations run entirely on WhatsApp groups. Before Periskope, we used to routinely miss queries that our ground staff posted on groups leading to operational delays. Now we can easily manage queries and connect to Google sheets & Jira to keep track
Omkar J
Head, Customer Experience
Periskope is unbelievable. It lets our 50 CS agents manage hundreds of client WhatsApp groups without missing important messages. It’s the only tool that’s scaled with us — clean, reliable, and built for how we work.
Zach R.
CEO
We need each sales agent to have their own WhatsApp number, and for managers to easily track conversations — but Business API’s chat window & template restrictions made it hard. Periskope made the whole setup effortless to scale.
Dhairya T.
Lead, Product
As we expand in Europe, we’ve found that sellers prefer WhatsApp groups for all communication — but the Business API just doesn’t work for that. Periskope lets us manage group chats freely and track tickets, and integrates well with Freshdesk
Jim M.
Director, Operational Excellence
With over 250 program managers talking to 30K+ learners, we had zero insight into those conversations. Periskope gave us full visibility across messages, SLAs, and agent-level tracking, all in one place.
Amit M.
Product Manager
Both our sales and ops teams rely heavily on their own WhatsApp numbers for onboarding and support. We’d been searching for over a year for a unified WhatsApp workspace — Periskope's multi-number shared inbox has been perfect.
Mariana F
Chief of Staff
Our daily operations run entirely on WhatsApp groups. Before Periskope, we used to routinely miss queries that our ground staff posted on groups leading to operational delays. Now we can easily manage queries and connect to Google sheets & Jira to keep track
Omkar J
Head, Customer Experience
Periskope is unbelievable. It lets our 50 CS agents manage hundreds of client WhatsApp groups without missing important messages. It’s the only tool that’s scaled with us — clean, reliable, and built for how we work.
Zach R.
CEO
We need each sales agent to have their own WhatsApp number, and for managers to easily track conversations — but Business API’s chat window & template restrictions made it hard. Periskope made the whole setup effortless to scale.
Dhairya T.
Lead, Product
As we expand in Europe, we’ve found that sellers prefer WhatsApp groups for all communication — but the Business API just doesn’t work for that. Periskope lets us manage group chats freely and track tickets, and integrates well with Freshdesk
Jim M.
Director, Operational Excellence
With over 250 program managers talking to 30K+ learners, we had zero insight into those conversations. Periskope gave us full visibility across messages, SLAs, and agent-level tracking, all in one place.
Amit M.
Product Manager
Both our sales and ops teams rely heavily on their own WhatsApp numbers for onboarding and support. We’d been searching for over a year for a unified WhatsApp workspace — Periskope's multi-number shared inbox has been perfect.
Mariana F
Chief of Staff
Our daily operations run entirely on WhatsApp groups. Before Periskope, we used to routinely miss queries that our ground staff posted on groups leading to operational delays. Now we can easily manage queries and connect to Google sheets & Jira to keep track
Omkar J
Head, Customer Experience

Periskope is unbelievable. It lets our 50 CS agents manage hundreds of client WhatsApp groups without missing important messages. It’s the only tool that’s scaled with us — clean, reliable, and built for how we work.
Zach R.
CEO
We need each sales agent to have their own WhatsApp number, and for managers to easily track conversations — but Business API’s chat window & template restrictions made it hard. Periskope made the whole setup effortless to scale.
Dhairya T.
Lead, Product
As we expand in Europe, we’ve found that sellers prefer WhatsApp groups for all communication — but the Business API just doesn’t work for that. Periskope lets us manage group chats freely and track tickets, and integrates well with Freshdesk
Jim M.
Director, Operational Excellence
With over 250 program managers talking to 30K+ learners, we had zero insight into those conversations. Periskope gave us full visibility across messages, SLAs, and agent-level tracking, all in one place.
Amit M.
Product Manager
Both our sales and ops teams rely heavily on their own WhatsApp numbers for onboarding and support. We’d been searching for over a year for a unified WhatsApp workspace — Periskope's multi-number shared inbox has been perfect.
Mariana F
Chief of Staff
Our daily operations run entirely on WhatsApp groups. Before Periskope, we used to routinely miss queries that our ground staff posted on groups leading to operational delays. Now we can easily manage queries and connect to Google sheets & Jira to keep track
Omkar J
Head, Customer Experience
Periskope is unbelievable. It lets our 50 CS agents manage hundreds of client WhatsApp groups without missing important messages. It’s the only tool that’s scaled with us — clean, reliable, and built for how we work.
Zach R.
CEO
We need each sales agent to have their own WhatsApp number, and for managers to easily track conversations — but Business API’s chat window & template restrictions made it hard. Periskope made the whole setup effortless to scale.
Dhairya T.
Lead, Product
As we expand in Europe, we’ve found that sellers prefer WhatsApp groups for all communication — but the Business API just doesn’t work for that. Periskope lets us manage group chats freely and track tickets, and integrates well with Freshdesk
Jim M.
Director, Operational Excellence
With over 250 program managers talking to 30K+ learners, we had zero insight into those conversations. Periskope gave us full visibility across messages, SLAs, and agent-level tracking, all in one place.
Amit M.
Product Manager
Both our sales and ops teams rely heavily on their own WhatsApp numbers for onboarding and support. We’d been searching for over a year for a unified WhatsApp workspace — Periskope's multi-number shared inbox has been perfect.
Mariana F
Chief of Staff
Our daily operations run entirely on WhatsApp groups. Before Periskope, we used to routinely miss queries that our ground staff posted on groups leading to operational delays. Now we can easily manage queries and connect to Google sheets & Jira to keep track
Omkar J
Head, Customer Experience
Periskope is unbelievable. It lets our 50 CS agents manage hundreds of client WhatsApp groups without missing important messages. It’s the only tool that’s scaled with us — clean, reliable, and built for how we work.
Zach R.
CEO
We need each sales agent to have their own WhatsApp number, and for managers to easily track conversations — but Business API’s chat window & template restrictions made it hard. Periskope made the whole setup effortless to scale.
Dhairya T.
Lead, Product
As we expand in Europe, we’ve found that sellers prefer WhatsApp groups for all communication — but the Business API just doesn’t work for that. Periskope lets us manage group chats freely and track tickets, and integrates well with Freshdesk
Jim M.
Director, Operational Excellence
With over 250 program managers talking to 30K+ learners, we had zero insight into those conversations. Periskope gave us full visibility across messages, SLAs, and agent-level tracking, all in one place.
Amit M.
Product Manager
Both our sales and ops teams rely heavily on their own WhatsApp numbers for onboarding and support. We’d been searching for over a year for a unified WhatsApp workspace — Periskope's multi-number shared inbox has been perfect.
Mariana F
Chief of Staff
Our daily operations run entirely on WhatsApp groups. Before Periskope, we used to routinely miss queries that our ground staff posted on groups leading to operational delays. Now we can easily manage queries and connect to Google sheets & Jira to keep track
Omkar J
Head, Customer Experience
Periskope is unbelievable. It lets our 50 CS agents manage hundreds of client WhatsApp groups without missing important messages. It’s the only tool that’s scaled with us — clean, reliable, and built for how we work.
Zach R.
CEO
We need each sales agent to have their own WhatsApp number, and for managers to easily track conversations — but Business API’s chat window & template restrictions made it hard. Periskope made the whole setup effortless to scale.
Dhairya T.
Lead, Product
As we expand in Europe, we’ve found that sellers prefer WhatsApp groups for all communication — but the Business API just doesn’t work for that. Periskope lets us manage group chats freely and track tickets, and integrates well with Freshdesk
Jim M.
Director, Operational Excellence
With over 250 program managers talking to 30K+ learners, we had zero insight into those conversations. Periskope gave us full visibility across messages, SLAs, and agent-level tracking, all in one place.
Amit M.
Product Manager
Both our sales and ops teams rely heavily on their own WhatsApp numbers for onboarding and support. We’d been searching for over a year for a unified WhatsApp workspace — Periskope's multi-number shared inbox has been perfect.
Mariana F
Chief of Staff
Our daily operations run entirely on WhatsApp groups. Before Periskope, we used to routinely miss queries that our ground staff posted on groups leading to operational delays. Now we can easily manage queries and connect to Google sheets & Jira to keep track
Omkar J
Head, Customer Experience

Periskope is unbelievable. It lets our 50 CS agents manage hundreds of client WhatsApp groups without missing important messages. It’s the only tool that’s scaled with us — clean, reliable, and built for how we work.
Zach R.
CEO
We need each sales agent to have their own WhatsApp number, and for managers to easily track conversations — but Business API’s chat window & template restrictions made it hard. Periskope made the whole setup effortless to scale.
Dhairya T.
Lead, Product
As we expand in Europe, we’ve found that sellers prefer WhatsApp groups for all communication — but the Business API just doesn’t work for that. Periskope lets us manage group chats freely and track tickets, and integrates well with Freshdesk
Jim M.
Director, Operational Excellence
With over 250 program managers talking to 30K+ learners, we had zero insight into those conversations. Periskope gave us full visibility across messages, SLAs, and agent-level tracking, all in one place.
Amit M.
Product Manager
Both our sales and ops teams rely heavily on their own WhatsApp numbers for onboarding and support. We’d been searching for over a year for a unified WhatsApp workspace — Periskope's multi-number shared inbox has been perfect.
Mariana F
Chief of Staff
Our daily operations run entirely on WhatsApp groups. Before Periskope, we used to routinely miss queries that our ground staff posted on groups leading to operational delays. Now we can easily manage queries and connect to Google sheets & Jira to keep track
Omkar J
Head, Customer Experience
Periskope is unbelievable. It lets our 50 CS agents manage hundreds of client WhatsApp groups without missing important messages. It’s the only tool that’s scaled with us — clean, reliable, and built for how we work.
Zach R.
CEO
We need each sales agent to have their own WhatsApp number, and for managers to easily track conversations — but Business API’s chat window & template restrictions made it hard. Periskope made the whole setup effortless to scale.
Dhairya T.
Lead, Product
As we expand in Europe, we’ve found that sellers prefer WhatsApp groups for all communication — but the Business API just doesn’t work for that. Periskope lets us manage group chats freely and track tickets, and integrates well with Freshdesk
Jim M.
Director, Operational Excellence
With over 250 program managers talking to 30K+ learners, we had zero insight into those conversations. Periskope gave us full visibility across messages, SLAs, and agent-level tracking, all in one place.
Amit M.
Product Manager
Both our sales and ops teams rely heavily on their own WhatsApp numbers for onboarding and support. We’d been searching for over a year for a unified WhatsApp workspace — Periskope's multi-number shared inbox has been perfect.
Mariana F
Chief of Staff
Our daily operations run entirely on WhatsApp groups. Before Periskope, we used to routinely miss queries that our ground staff posted on groups leading to operational delays. Now we can easily manage queries and connect to Google sheets & Jira to keep track
Omkar J
Head, Customer Experience
Periskope is unbelievable. It lets our 50 CS agents manage hundreds of client WhatsApp groups without missing important messages. It’s the only tool that’s scaled with us — clean, reliable, and built for how we work.
Zach R.
CEO
We need each sales agent to have their own WhatsApp number, and for managers to easily track conversations — but Business API’s chat window & template restrictions made it hard. Periskope made the whole setup effortless to scale.
Dhairya T.
Lead, Product
As we expand in Europe, we’ve found that sellers prefer WhatsApp groups for all communication — but the Business API just doesn’t work for that. Periskope lets us manage group chats freely and track tickets, and integrates well with Freshdesk
Jim M.
Director, Operational Excellence
With over 250 program managers talking to 30K+ learners, we had zero insight into those conversations. Periskope gave us full visibility across messages, SLAs, and agent-level tracking, all in one place.
Amit M.
Product Manager
Both our sales and ops teams rely heavily on their own WhatsApp numbers for onboarding and support. We’d been searching for over a year for a unified WhatsApp workspace — Periskope's multi-number shared inbox has been perfect.
Mariana F
Chief of Staff
Our daily operations run entirely on WhatsApp groups. Before Periskope, we used to routinely miss queries that our ground staff posted on groups leading to operational delays. Now we can easily manage queries and connect to Google sheets & Jira to keep track
Omkar J
Head, Customer Experience
Periskope is unbelievable. It lets our 50 CS agents manage hundreds of client WhatsApp groups without missing important messages. It’s the only tool that’s scaled with us — clean, reliable, and built for how we work.
Zach R.
CEO
We need each sales agent to have their own WhatsApp number, and for managers to easily track conversations — but Business API’s chat window & template restrictions made it hard. Periskope made the whole setup effortless to scale.
Dhairya T.
Lead, Product
As we expand in Europe, we’ve found that sellers prefer WhatsApp groups for all communication — but the Business API just doesn’t work for that. Periskope lets us manage group chats freely and track tickets, and integrates well with Freshdesk
Jim M.
Director, Operational Excellence
With over 250 program managers talking to 30K+ learners, we had zero insight into those conversations. Periskope gave us full visibility across messages, SLAs, and agent-level tracking, all in one place.
Amit M.
Product Manager
Both our sales and ops teams rely heavily on their own WhatsApp numbers for onboarding and support. We’d been searching for over a year for a unified WhatsApp workspace — Periskope's multi-number shared inbox has been perfect.
Mariana F
Chief of Staff
Our daily operations run entirely on WhatsApp groups. Before Periskope, we used to routinely miss queries that our ground staff posted on groups leading to operational delays. Now we can easily manage queries and connect to Google sheets & Jira to keep track
Omkar J
Head, Customer Experience

Frequently Asked Questions (FAQs)

What numbers does Periskope work with?

Periskope works with normal WhatsApp numbers (across regular and WhatsApp Business app)

Does Periskope work with WhatsApp groups?

Periskope is custom built for WhatsApp group & community management (in addition to 1:1 chats)

How does Periskope keep customer data secure?

Protecting customer data is built into everything we do. Periskope is GDPR-compliant and ISO/IEC 27001-certified, adhering to internationally recognized information security standards. From secure infrastructure and access controls to privacy-first product design, we help businesses keep their WhatsApp operations secure.