# The WhatsApp CRM that runs every channel. > A WhatsApp CRM for Singapore businesses with a unified inbox across WhatsApp, email, Instagram and Telegram, plus a real sales pipeline and analytics. A WhatsApp CRM with one unified inbox across WhatsApp, email, Instagram, Messenger, Telegram, Line, SMS, and your website widget. A real sales pipeline: opportunities, OCR-to-order, quote and order tracking. Broadcasts, CSAT, analytics. Agentic at the core, built for Singapore businesses that already run on WhatsApp and need the operating system around it to catch up. Looking for the WhatsApp agent? → 01 / Conversations Unified inbox ## Every channel. One workspace. Zero lost context. WhatsApp opens most conversations in Singapore. Email, Instagram DMs, Messenger, Telegram, Line, SMS, and your website widget cover the rest. The CRM funnels all of them into one inbox. Each customer keeps one contact panel and one continuous history, whichever channel they came in on. Your team never has to hunt down 'where did we last talk to this customer?' The side panel shows customer profile, orders, custom attributes, and prior conversations while you're chatting. Assign owners by team or agent, mark conversations open, pending, resolved, or closed, and add internal notes that the customer never sees. Filter the queue by AI-enabled or unread, sort by incoming message, and manage unread counts per agent. Auto-summary ## Every conversation, summarised on arrival. Every customer conversation gets a clean, structured summary so your team doesn't need to scroll forty messages to figure out what's going on. The summary covers key details, what the customer is asking for, action items, and next steps. Handovers stay clean and new staff get up to speed in seconds rather than days. Whether you're handling bookings, orders, support queries, or complaints, everyone sees what's going on at a glance. Multilingual replies ## Speak to customers in their language. Native support for English, Chinese, Malay, Tamil, and 10+ other languages. The AI detects which language the customer wrote in and answers in the same one, so 'Boleh check' gets a Malay reply and Mandarin gets Mandarin back. Your team can keep typing in English while customers receive the translated version automatically. Singlish and code-switched messages parse correctly, and voice notes in Hokkien or Cantonese get transcribed alongside the text. Intelligent escalation ## When the AI gets stuck, the handover happens cleanly. If a customer asks something the AI can't confidently answer, the conversation passes to a human agent automatically. The handover comes with a short summary of what the customer asked and what's already been said, so the agent doesn't have to scroll back through forty messages to figure out the situation. Special pricing requests, complaints, VIP customers, and anything the AI flags as outside its remit all route to the right person on your team. The customer stays in one conversation thread the whole time. Automated labelling ## Tagged on arrival. Sorted before you read it. Incoming messages get tagged automatically, so your team doesn't have to manually sort them. The AI knows whether a customer is asking about pricing, booking an appointment, requesting a specific product, complaining, or sending something that looks like a scam. These labels route chats to the right team member and surface urgent cases first. Spam and obvious scams get filtered out before they reach your team. Voice notes ## Voice notes, read like text. Singapore customers send voice notes constantly, especially on WhatsApp. The AI transcribes them into clear text inline under the message and answers naturally if the conversation is AI-enabled. Your team stops replaying 47-second audio clips at 2x speed trying to catch what someone said. Handwritten orders ## OCR-to-order from a photo, in one tap. Customers send photos of handwritten orders, delivery chits, purchase orders, and invoices. Your teammate taps once. The AI reads handwriting and product codes off multi-page scanned PDFs under variable lighting, matches each line item against your catalogue, and prices the order before creating it. Push it to Shopify or Odoo, or confirm with the customer first. Accuracy holds above 95%, so the manual data entry that used to eat your mornings goes away. 02 / Pipeline Instant lead response ## Respond to lead ads in seconds. The moment a customer submits a Meta lead form, the CRM auto-sends a template broadcast on WhatsApp with their name and product interest already filled in. Same for Google ads and any other lead source you've connected. By the time the customer switches back to their phone, you're already in their inbox. The AI starts qualifying as soon as the customer replies. Asking the right follow-up questions, capturing budget and timeline, routing hot leads straight to a sales rep, and parking the rest in the right segment for nurture sequences. The result is a shorter qualification cycle and warmer hand-offs to your sales team. Opportunities pipeline ## From first message to closed order, without leaving the chat. Every conversation lives inside a real sales pipeline. The opportunities table holds deals, stages, owners, and expected close dates. Move a deal to the next stage and the CRM logs the change, notifies the owner, queues the right follow-up, and surfaces it in the next daily digest. The AI auto-populates custom attributes from the conversation, so you don't fill in 'budget' and 'timeline' manually. Filter and export to CSV when you want to slice it differently. The chat that opened the deal stays one tap away. Lead capture & attribution ## Every lead, tagged with where it came from. Every new conversation gets a lead record with source attribution: Meta ad, Google ad, organic WhatsApp link, or referral. The conversation panel shows ad click timestamps and WhatsApp ad metadata, so you can trace exactly which campaign opened the chat. Embed a website widget to capture leads from your own site, and the CRM auto-sends a template broadcast the moment a Meta lead form gets submitted. You see which channel actually drives pipeline. The CSV export breaks revenue down by source when you need it. Before the customer ever types, the CRM logs which pages they visited, how long they spent on each, the campaign that brought them, and any earlier sessions on the same device. That trail sits in the conversation panel from the very first message, so your team can size up intent before opening the chat. 03 / Outbound WhatsApp broadcasts ## Send to a segment. Optimise the send time. Stay onside. Send marketing broadcasts to a segment. Schedule them for a specific date and hour, or run them daily or weekly on a cron schedule. Upload a CSV phone list when you need to push to a new audience. Optimised Blast picks the send time per contact based on when they actually read, so open rates hold up. The CRM enforces WhatsApp messaging windows so you don't get throttled, and unsubscribe lists sync across channels automatically so you stay onside with PDPA and the WhatsApp quality rating. Follow-up sequences ## Sequences that fire themselves. Customers say things like 'I'll think about it tomorrow' or 'help me check this' all day, and in a busy shift it's easy to forget. The AI detects these moments and either creates a follow-up reminder for the right teammate or chases the customer directly if you've enabled that. Beyond those one-off cases, build named sequences: 'lead quiet for 48 hours' triggers one message, 'appointment not confirmed' triggers another. Build the sequence once and the CRM runs it for every lead across every channel. 04 / Automation Automation rules ## Per-channel rules. Multi-step actions. One settings panel. Each channel has its own workflow settings. Configure how conversations get handled, routed, resolved, and escalated per channel. WhatsApp can use round-robin while email routes by language. AI behaviour, assignment logic, follow-up cadence, and escalation thresholds all live under one set of rules per channel. Inside those settings, build named multi-step rules where one event fires a chain. A new booking sends the customer a confirmation, notifies the assigned therapist, schedules a reminder 24 hours out, and updates the deal stage in the pipeline. The whole workflow lives in one place, so anyone on your team can read it and change it later without unpicking custom code or remembering which Zapier zap does what. Ticketing ## Support stays organised as volume grows. Turn every conversation into a trackable ticket with clear ownership, priority, and status. Round-robin auto-assignment distributes workload across the team, and AI auto-prioritisation pushes urgent issues to the top of the queue before anyone has to ask. Each ticket carries the full context with it: customer profile, prior conversations, internal notes, and any actions taken so far. When ownership changes hands or a senior steps in, no one re-asks the customer for their order number. Round-robin assignment ## Every new chat, assigned the moment it arrives. Every new conversation gets assigned the moment it arrives. Pick by language, region, channel, business hours, or simple round-robin within the right team. Push notifications fire when a conversation lands in your queue, and the round-robin counter holds even when half the team is offline, so distribution stays balanced over the week instead of dumping on whoever happens to be online. No more 'who's picking this one up?' in the team chat. CSAT escalation ## Bad ratings escalate before they become complaints. Whenever a customer rates 2 stars or lower, the team lead gets pinged automatically with an internal note explaining what happened. Low scores trigger escalation before they turn into public complaints or refund requests, so the lead actually has time to make it right. Chat with your CRM ## Ask the CRM a question. Get an answer. Skip the SQL and the report builder. Type 'show me customers whose subscription renews next month' or 'which agent has the fastest reply time this week?' and the CRM answers in plain English, with the rows pulled and ready to act on. Drill into a specific number, segment a list for a follow-up campaign, build a saved view, or just check what's been keeping your team busy. The CRM understands your data and what you actually mean when you ask. Tool calling (MCP) ## When the AI needs to act, it calls the tool. MCP lets the bot reach into your other systems to do real work. Check inventory in Shopify before promising a customer. Pull the patient's last appointment from your booking system before answering a reschedule. Update a Xero invoice when an order changes. Confirm tomorrow's slot in Calendly before booking. The AI picks the right tool based on the customer's question, calls it, and answers from live data. Configure MCP servers per inbox with OAuth, scoped to only the tools that channel actually needs. Each call is logged in the conversation panel, so you can see why the bot answered the way it did and audit every action it took on your behalf. Integrations ## Connect to the systems you already use. Shopify and Odoo for orders. Xero for invoices. Stripe for payments. Microsoft 365 for calendars and mail. The CRM ships with 100+ open integrations to systems that publish a usable API. When the integration you want doesn't exist yet, the webhooks and REST API give your team enough rope to wire it up themselves without rebuilding your stack to get the CRM to play nice. WhatsApp Shopify Odoo Xero Stripe Microsoft 365 See all integrations → Daily stats ## Know what's happening without logging in. Daily performance snapshots land in your WhatsApp inbox at 7am, summarising what your team handled yesterday: open conversations, response times, deals moved, the categories of enquiries that came in, and which ad sources brought them. AI category analysis surfaces what customers are actually asking for most often, so you can prioritise stocking that product, training that team member, tuning the bot for that intent, or planning your next promotion. Channel attribution shows which campaigns bring qualified pipeline so your ad budget goes to channels that actually convert. 05 / Mobile Mobile app ## The full inbox, from your phone. Agents handle conversations from their phones with the mobile app. Set a personal signature and toggle it per conversation when you want to drop the corporate sign-off. Sort the inbox by last incoming message so customer replies surface above system activity. Push notifications keep you in the loop without forcing you to open the app every five minutes. 06 / Outcomes Real results ## Measured outcomes from production deployments. Before and after numbers from Singapore businesses running the CRM in production. Reply time 2+ hours · Instant Enquiries handled Manual, limited · 300% increase Hours saved monthly 0 · 60+ hours Pipeline visibility Spreadsheets and memory · Live across team CSAT response rate Email surveys at 5 to 10% · WhatsApp at 40%+ Channel coverage WhatsApp only · 8 channels unified | Metric | Before | After | | --- | --- | --- | | Reply time | 2+ hours | Instant | | Enquiries handled | Manual, limited | 300% increase | | Hours saved monthly | 0 | 60+ hours | | Pipeline visibility | Spreadsheets and memory | Live across team | | CSAT response rate | Email surveys at 5 to 10% | WhatsApp at 40%+ | | Channel coverage | WhatsApp only | 8 channels unified | ## Common questions. One unified inbox across WhatsApp, email, Instagram, Messenger, and Telegram, so your team works every conversation from one place instead of switching between apps. No. We build and deploy the CRM as a custom project, then it moves to a usage-based subscription that scales with your messaging volume, not per seat. All plans include unlimited users, and you own your data. The agent reads order documents, from purchase orders to payment slips and handwritten notes, and turns them into structured orders in your pipeline, so nobody re-keys them by hand. Yes. WhatsApp Business API, Shopify, WooCommerce, Xero, Odoo, HubSpot, and more. If your system has an API, we can connect it so the CRM reads and writes your live data. Yes. SMEs are eligible for up to 50% Productivity Solutions Grant (PSG) support for the adoption of Voltade AI solutions, a Pre-Approved Solution under the IMDA SMEs Go Digital programme. Voltade's AI CRM is built for Singapore SMEs specifically: multi-modal AI that reads documents and voice notes, a WhatsApp-first unified inbox, and deep local integrations like Plato, WESS, and ECDA that generic CRMs don't cover. It's eligible for PSG support, and for larger builds we also file GenAIxDL grant claims on your behalf. Keep reading ## Go deeper. WhatsApp AI AgentThe agent that sits on top of this CRM. Voice, OCR, knowledge base, multilingual conversations. Integrations directoryPlato, WESS, Shopify, HubSpot, Odoo, Salesforce, Microsoft 365, and custom APIs. GenAIxDL grantThe IMDA GenAI x Digital Leaders route for non-ICT firms with in-house tech teams. We act as your Lead Company. PricingTier-based pricing with unlimited team members. PSG and AIxDL grant options. Singapore-region infrastructure included. PSG grantHow to receive up to 50% PSG support for AI CRM deployment. Customer case studiesHow Singapore SMEs deploy the agent and CRM stack in real workflows. ## Your customers live across channels. Your CRM should too. We'll map your channels, pipelines, and your team's workflows, then give you a clear cost including PSG grant options. Talk to Volty → · Take the 5-min assessment → Free scoping. No commitment. Updated 4 Sep 2026 ## Links - [Looking for the WhatsApp agent? →](https://voltade.com/sg/whatsapp-automation/whatsapp) - [See all integrations →](https://voltade.com/sg/integrations) - [GenAIxDL grantThe IMDA GenAI x Digital Leaders route for non-ICT firms with in-house tech teams. We act as your Lead Company.](https://voltade.com/sg/grants/genaixdl-grant) - [PricingTier-based pricing with unlimited team members. PSG and AIxDL grant options. Singapore-region infrastructure included.](https://voltade.com/sg/voltade-grants) - [PSG grantHow to receive up to 50% PSG support for AI CRM deployment.](https://voltade.com/sg/grants/psg-grant) - [Customer case studiesHow Singapore SMEs deploy the agent and CRM stack in real workflows.](https://voltade.com/sg/case-studies) - [Take the 5-min assessment →](https://voltade.com/sg/assessment)