Product
WhatsForm
WhatsApp-first customer engagement platform
A WhatsApp-led platform for customer engagement, shared team inbox, CRM, forms, document collection, reminders, automation, AI assistance, and communication workflows.
WhatsForm transforms WhatsApp from a personal messaging channel into a structured customer-engagement system for businesses and professional organisations. It converts conversations into structured business processes — from a single business WhatsApp number.
It brings customer communication, shared team inbox, lead and CRM management, forms, document collection, reminders, follow-ups, broadcasts, automation, AI assistance, and work triggers into one connected platform. Customers continue using the WhatsApp interface they already know, while the organisation gains complete context, ownership, tracking, collaboration, and control behind every conversation.
Instead of customers being dependent on individual employees and scattered chats, WhatsForm creates an organised, trackable, and automated engagement layer — making WhatsApp a reliable interface for sales, service, support, collections, onboarding, and ongoing client communication.
Capabilities
Everything behind one business WhatsApp number
Shared team inbox
A single business WhatsApp number managed by the whole team, with ownership, assignment, and complete customer context behind every conversation.
Leads & CRM journeys
Capture leads and requests via forms, run CRM journeys, and keep every enquiry moving through a defined process.
Forms & data capture
Structured forms inside WhatsApp for registrations, requests, onboarding, and data collection — no separate portal or app needed.
Document collection
Request, receive, and organise documents directly in the conversation, tied to the right customer and process.
Reminders & follow-ups
Automated reminders, scheduled actions, and follow-up discipline so nothing depends on individual memory.
Broadcasts & automation
Targeted broadcasts, automated responses, and workflow triggers that turn conversations into accountable next actions.
AI assistance
AI support for responding, classifying, and guiding conversations so teams handle more with better quality.
Payments & work triggers
Payment reminders, payment-link collection, and triggers that convert conversations into tracked work.
The outcome
The result is a measurable improvement in response quality, follow-up discipline, customer experience, and team productivity. WhatsForm ensures that every enquiry, document, request, approval, and next action moves through a defined process — rather than remaining dependent on individual phones, memory, or fragmented chats.
See WhatsForm in action
A short WhatsApp conversation is all it takes to get a walkthrough tailored to your business.