Customer Management

Your WhatsApp contacts, structured in one unified database

Stop losing customer preferences in scrolling chat histories. Create central customer profile cards containing tags, lead sources, assigned agents, and histories.

WhatsApp CRM

Organize contacts, segments, and notes in one record

A customer profile is built automatically for each contact. You can assign customer segment tags, log customer details, designate staff PICs, and trace booking history directly alongside your live chat conversations.

  • Central database of WhatsApp customer profiles
  • Custom tags for customer segmentation and broadcasts
  • Track conversation notes and preferences
  • Maintain lifetime booking and visit history
  • Filter contacts list by tags or lead source
CRM Profile Sheet
VIP Customer
AT

Amanda Teoh

+60 11-2345 6789Source: WhatsApp Ad / QR
Assigned Agent
Sarah Lim
Lifecycle Stage
VIP Customer
Segment Tags
Salon RegularChemical TreatmentWeekend Only
Recent Activity & Booking History

Balayage Color + Haircut

Date: 20 Jun 2026 · Staff: Nadia

Confirmed

Advanced Scalp Treatment

Date: 15 May 2026 · Staff: Siti

Completed

Ready to manage WhatsApp conversations more professionally?

Start your 7-day free trial or talk to our team to see how Whatsup2u fits your business.