Data

Contacts & lightweight CRM

Keep contacts, tags, attributes and consent in one organised place.

Every conversation is tied to a contact record with attributes, tags and notes, so your list becomes a working CRM rather than a phone's address book.

Segments built from tags and attributes power targeted campaigns and automation while keeping consent state visible.

How it works

  1. 1Import contacts or let them be created from incoming conversations.
  2. 2Add tags, custom attributes and notes.
  3. 3Build segments from those attributes.
  4. 4Use segments in campaigns and automation.

Use cases

Common ways teams use it

Segmentation

Group contacts by interest, stage or source for relevant messaging.

Consent tracking

Record opt-in and opt-out so you only message people who agreed.

Bulk import

Import existing contacts from CSV with mapped fields.

Good to know

Honest limitations

What to keep in mind so expectations match how the WhatsApp Business Platform actually works.

  • Contacts must have opted in before you send business-initiated messages.
  • Contact limits may vary by plan.

FAQ

Questions about this feature

Can I import my existing contacts?

Yes, contacts can be imported from a CSV with mapped fields. Only message contacts who have opted in.

How is opt-out handled?

Opt-out state is stored on the contact so you can exclude them from future business-initiated messages.

Bring every WhatsApp conversation into one workspace

Set up a shared inbox, run opted-in campaigns and automate the routine — with clear, honest pricing for your region.

Questions first? Talk to the team.