CONTACTS & GROUPS
Shared WhatsApp inbox: bring 1:1 chats and groups from every connected number into one CRM view
Contact records: every WhatsApp contact is saved for your whole workspace, with labels and every chat they are part of
Custom properties: add text, date, file and dropdown fields like deal stage, plan or renewal date to any chat
Labels and filters: segment chats and contacts by stage, region or owner, and filter your inbox in one click
PIPELINE & OWNERSHIP
Assign chats: give every conversation an owner, manually or with automated assignment rules and agent shifts
Tasks and reminders: turn any message into a task with an assignee, due date and reminder
Private notes: leave internal context on a deal for your team, invisible to the customer
Scheduled and recurring messages: queue follow-ups and reminders so no lead goes cold
CRM INTEGRATIONS
HubSpot: link chats to contacts and companies, log WhatsApp messages, sync tickets and send messages from HubSpot workflows
Zoho CRM: link chats to contacts, accounts and leads, sync messages and auto-create new records
Freshdesk, Zoho Desk and Google Sheets: push tickets and chat data to the tools your team already works in
Salesforce, Zapier, Pabbly and APIs: connect 5,000+ apps, or build your own sync with REST APIs and webhooks
TICKETS, AI & REPORTING
Tickets on WhatsApp: convert any message into a ticket with one click or an emoji, with custom ticket fields
AI agent: answer first-level questions from your FAQs and documents, then hand off to a human
Bulk messages: send personalised broadcasts to saved lists of contacts and groups, with no per-message fees
Team analytics: track messages, response times and tickets closed for every agent and every number
TYPICAL WHATSAPP CRMs
Needs the WhatsApp Business API
1:1 chats only, no groups
24-hour reply windows
Template approval for outreach
Pay per message
One number per inbox
Built for marketing blasts
V/S
Works with regular WhatsApp numbers
CRM for groups and 1:1 chats
Reply anytime, no session windows
No template approval needed
No per-message fees
Every number in one CRM
Built for sales, CS and operations
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 is a WhatsApp CRM?
A WhatsApp CRM keeps every WhatsApp conversation, contact and deal in one shared system instead of on individual phones. With Periskope, your team works all WhatsApp numbers, 1:1 chats and groups from one inbox, adds labels, custom properties, tickets and tasks to each chat, and syncs that data to the CRM you already use.
Do I need the WhatsApp Business API to use Periskope as a CRM?
No. Periskope connects regular WhatsApp and WhatsApp Business App numbers by scanning a QR code, the same way WhatsApp Web works. There is no Business API application, no template approval and no 24-hour reply window.
Which CRMs does Periskope integrate with?
Periskope has native integrations with HubSpot and Zoho CRM, plus Freshdesk, Zoho Desk and Google Sheets. Salesforce and 5,000+ other apps connect through Zapier or Pabbly, and you can build your own sync with Periskope’s REST APIs and webhooks.
What does the HubSpot WhatsApp integration do?
You can link Periskope chats to HubSpot contacts and companies, see HubSpot properties next to the chat, sync WhatsApp messages and Periskope tickets to HubSpot, auto-create contacts and companies, and send WhatsApp messages from HubSpot workflows.
Can I manage WhatsApp groups in the CRM, not just 1:1 chats?
Yes. Periskope is built for WhatsApp groups as well as 1:1 chats. Every group gets the same labels, custom properties, assignment, tickets and notes as a contact, so teams that serve customers in groups can run them like accounts.
Can several agents use the same WhatsApp number?
Yes. Invite your whole team, assign chats to owners, set role-based permissions, and limit each agent to the chats you label for them. Number masking hides customer phone numbers from agents and contractors.
Can AI help my team inside the WhatsApp CRM?
Periskope’s AI agent answers first-level questions from your FAQs and documents and hands off to a human when needed. AI also flags important messages, summarises chats and suggests replies, and the Periskope MCP server lets Claude or ChatGPT work directly on your WhatsApp data.
How much does Periskope cost?
Periskope is priced per user: Starter is $25 and Pro is $35 per user per month on monthly billing, or $15 and $25 per user per month on annual billing. Your first connected phone is free and each additional phone is a separate license. There are no per-message fees, and every license includes 3,000 bulk message credits a month.
Is my WhatsApp data secure?
Periskope is GDPR compliant and ISO/IEC 27001 certified. Media is served through secure, expiring links that only members of your organisation can open, and every change to a chat or ticket is recorded in audit logs.
