flexinbox
WhatsApp CRM integration

Your team's own
WhatsApp number,
inside your CRM.

Scan the QR code and let your team keep messaging from its current WhatsApp number. Every message matches the right customer record in Zoho, Bitrix24, HubSpot or GoHighLevel. Manage your Telegram conversations from the same panel.

No credit card  ·  14 days free  ·  Setup in minutes

WhatsApp
WABA
Telegram
FlexInbox
Bitrix24
Zoho CRM
HubSpot
GoHighLevel

Wherever a message comes from, it lands on the right CRM record

Live demo

We would rather show you than tell you

The panel below is the live product. Walk through it, open a conversation, look at the reports, all without signing up. The data is sample data, the screen is real. Demo page.

app.flexinbox.io preview
FlexInbox inbox and CRM card

The real panel, with demo data

Setup

Three steps, same day

No application, no waiting. Your team keeps working from its own number. Details: how it works.

01

Scan the QR code

Your team scans it from their own phone. You do not need a new number.

02

Connect your CRM

Choose the CRM you use. From that point on, every conversation is written to the right record.

03

Start writing

Your team replies from one screen. The assistant takes the first questions.

One inbox

All channels in one list

Your team works from a single screen: one shared WhatsApp inbox. No time lost hunting for who wrote from which phone, or asking 'did you see this message'. Details: product features.

WhatsApp your own number
WABA whatsapp business api
Telegram your own number
WhatsApp groups on QR code lines
Conversations 15 Unread · 4
E
Emily Carter 19:51

Clinic line · Ayşe Kılıç

Could I get some information about the rhinoplasty package?

2
M
Mehmet Kaya 19:05

Clinic line · Deniz Arslan

Could we push my appointment back by a week?

A
Anna Lehmann 15:15

Clinic Telegram · Ayşe Kılıç

When is my follow-up appointment?

1
L
Laura Bianchi 18:39

Official line · Ayşe Kılıç

I am waiting for the quote, thank you.

1

Could I get some information about the rhinoplasty package?

19:51

When is my follow-up appointment?

15:15

Four separate sources in one list;
your team never opens a second screen

Habits

Whatever WhatsApp has, this has too

Your team does not have to learn anything new. Read receipts, voice notes, quoted replies and emoji reactions work the same way in the panel.

00:15

Emily Carter

Could we push my appointment back by a week?

Of course, Tuesday and Thursday are open. Which one suits you better?

You do not have to guess whether the customer read it

E
Emily Carter

Clinic line

Close
OwnerAyşe Kılıç StageQuote sent Add a comment
Rhinoplasty International + tag

Emily Carter

Could I get a clear answer on the price?

Ayşe Kılıç

The quote is ready, I am sending it now.

17:41

Stage

New
Quote sent
Won

Change the stage, the owner and the note
without leaving the conversation

Record

The CRM sits right above the conversation

While you are talking to the customer, update the deal, add your note and change the owner on the same screen. Once the conversation ends, there is no leftover 'let me write this into the CRM' step.

  • When a new number writes in, it opens the record on its own and does not create the same person twice
  • Whoever follows the customer also sees the conversation
  • For people who prefer working in the CRM, the conversation also opens inside the record
  • The history of a conversation stays in the CRM and is not lost when the agent changes
See the Bitrix24 integration
AI

An assistant trained on your own content

The 'how much does it cost' message that arrives at night does not wait until morning. The assistant answers with your own information, learns what the customer needs and leaves your team a conversation that is ready to continue.

  • Give it your price list, your frequently asked questions or your website, and let it learn
  • When 'complaint' or 'payment' comes up, it hands the conversation straight to you
  • It goes quiet the moment you start typing, so the customer never hears two voices
  • Try it yourself before you open it to customers and see its answers

Your knowledge base

Price list.pdf Your frequently asked questions page Notes you wrote by hand
S

Sofia Rossi

Clinic line

Assistant on

How much is your rhinoplasty, and is accommodation included?

03:12

Assistant

Our rhinoplasty package starts at 2,450 EUR, including three nights of accommodation and follow-up visits. Which dates are you considering?

Source: Price list.pdf

Can I speak with an agent?

03:14

Assistant stopped, conversation handed to Ayşe Kılıç

03:14

It answers from your own documents,
and hands off to your team when needed

Reports

21.08 - 03.09 CSV

0 min

Avg. first reply

%0

SLA ≤ 5 min

4

Unanswered conversations

Agent performance

Agent Conversations Avg. first reply Unanswered
Ayşe Kılıç 62 2 min 0
Deniz Arslan 48 6 min 1
Mert Yılmaz 36 14 min 3

Daily message volume

Who replied and how fast,
name by name

Reporting

Who replied, and how fast

You see which agent replies fastest, which hours are busiest and how many customers are still waiting for an answer. Manage with numbers, not guesses.

  • Customers waiting without a reply are listed by name
  • See which days and hours are busiest and plan your shifts accordingly
  • See how many people wrote for the first time and how many came back
  • Download the report as CSV, open it in Excel and share it
Official line

WhatsApp Business API and forms

If you need a corporate line, you manage the Meta-approved official WhatsApp number from the same panel. The three follow on from one another, so take them in order. Details: WhatsApp Business API.

Template list and Meta approval statuses

See which text is approved
and which is still waiting

If your customer has not written to you in the last 24 hours, you can only write with approved texts. You prepare these texts in the panel, send them for Meta approval and follow their status in the list.

  • Approved templates and templates awaiting approval appear in one list
  • Person-specific fields (name, date, amount) are added as variables
  • Messages with images and buttons can be sent too
  • If you have more than one line, each keeps its own templates
Form fields and the CRM fields they map to
How the form will look on the phone

What the customer sees

As you write a field,
the phone view builds instantly

Instead of sending the customer a link, you open the form inside WhatsApp. You choose the fields, and the preview shows the phone view instantly. A published form cannot be changed, so you see it in draft first.

  • Short text, dropdown, date, multiple choice and file fields
  • Mark fields as required and change their order
  • Start from ready-made patterns such as appointment request and intake form
  • You see how many people received the form, how many filled it in and how long they took on average
Answers coming from the form

Whatever the customer picked
is what the CRM shows

You pull the fields from your CRM, so the options match the CRM exactly. When the customer submits the form, the answers land in the conversation and are written to the fields of the record.

  • Fields come from the CRM, so no made-up option appears
  • Transfer only turns on when every field is mapped to the CRM, so no half record is written
  • If the contact is not in the CRM a new record is created; if it exists, overwriting is your call
  • Every answer is noted on the timeline of the record
Meta ads

Your Facebook and Instagram ads connect to your CRM

Someone who clicks the ad and fills in the form turns into a record in your CRM without you lifting a finger. No screen to open, nothing to download, nothing to copy and paste. Details: Meta Lead Ads integration.

Connection status of Meta lead forms

Which form is connected, how many fields are mapped:
see it at a glance

When you connect your Facebook account, your lead forms drop into the list. You decide which ones to connect; a form you do not connect writes nothing to your CRM.

  • Connected and unconnected forms in one list
  • When you create a new lead form, it appears in the list on its own
  • Campaign, ad set and ad details are added to the record automatically
  • You can disconnect a form whenever you want
Mapping form questions to CRM fields

Whatever the customer wrote
sits in the right field in the CRM

The answer to the question ‘which treatment do you want’ is written to the right field in the CRM. Answers you do not map go into a note, so none of them are lost.

  • You choose the target field for every form question
  • Multiple choice answers are written to their match in the CRM list
  • The owner and source fields are set in advance
  • Unmapped answers are not lost, they go into a note
The record of conversions sent to Meta

Which stage was sent and its trace code
are kept here

When the customer accepts the offer, you report it to Meta. By learning which leads turn into real sales, Meta helps you optimize your campaigns for more valuable results.

  • You set up the mapping between stage and Meta event
  • The trace code of every conversion sent stays on the record
  • A stage you do not want reported is not sent
  • For stages that carry an amount, the sales amount is sent too
M

Marta Kowalska

Lead

Ad details

Meta Campaign Dental Treatment - September
Meta Ad Set Manchester 25-45
Meta Ad Creative 4 - Video
Meta Form Dental Treatment - September - Manchester
Meta Platform Instagram

Leads by campaign

Your CRM’s own report, last 30 days

Dental Treatment - September 84
Hair Transplant - October 52
General Info - August 23

Because the fields are dropdowns, they can be filtered, grouped and reported on.

See which ad brought the customer
in your own CRM report

The campaign, ad set and ad each lead came from is written to the record. Because it is a dropdown and not free text, you can filter and report on it in the CRM.

  • Campaign, ad set, ad, form and platform (Facebook or Instagram) one by one
  • When a new ad goes live the list grows on its own, you add no options by hand
  • Even if the ad is renamed later, past records are tracked by ID
  • UTM fields are filled in too, so the built-in ad analytics of your CRM needs no extra setup

Ad

The person fills in the form

CRM record

Answers into the right fields

Sale

The stage moves on

the sales data goes back to Meta

Meta learns which leads turn into real sales

Scope

What the platform includes

Included in your base line subscription

The features below come with every line you connect, with no extra user or module fee.

Ready-made message texts

Pick texts such as appointment reminders from a ready-made list, or write your own.

Saved replies

Stop retyping the same answer, send the saved reply with one click.

Tagging

Mark them as ‘asked for a price’ or ‘booked an appointment’, then come back to those people easily.

Who sees what

An agent sees only their own customers, an admin sees all of them. You decide the permissions.

Remote line connection

Send a new hire a link and they connect from their own phone. They do not need to come to you.

Instant notification

An alert appears on your screen when a new message arrives, so you do not keep checking the tab.

Account security

Require a second factor at sign-in, and end the session of a lost device remotely.

Who did what

When a record changes, it says who changed it. No argument.

GDPR requests

If a customer says 'delete my data', do it from one place; export a file if they ask for one.

Eight languages

Your teams abroad use it in their own language: English, German, French, Spanish, Portuguese, Russian, Arabic.

Works from a phone too

On the road or at home: sign in from a browser and reply. No app to install.

No per-person fee

Adding people to your team is free. You pay only for the line you connect.

Security

Your customer data is yours alone

Conversations travel encrypted, access is authorized and critical actions are logged. Details: security.

Data is hosted in Germany

Your customer data is kept on servers in Germany. Connections travel encrypted and backups are encrypted. Your data is not used for advertising and is not sold.

Who did what is visible

Every message shows which agent sent it, in the conversation and in reports. Platform actions on your account and support access are listed in a separate audit trail.

You decide who gets access

Agents see only the lines and conversations they are authorized for. When you cut a user's access, their open session ends within seconds.

Prepared for outages

Encrypted backups are kept in a separate location and restore drills are run regularly. Line and service status are monitored continuously.

Pricing

You pay per line, not per person

The price does not change no matter how many people you add to your team. You pay only for the number of lines you connect, and you can add or remove lines at any time.

WhatsApp line

Your own number, by QR code

$50 / month · per line

on monthly billing

  • Connects in a minute by QR code, no application to wait for
  • WhatsApp groups in the same inbox
  • Voice notes, photos and documents
  • The conversation opens inside the CRM record

Telegram line

Your own number, by QR code

$50 / month · per line

on monthly billing

  • Connects by QR code, two-step verification supported
  • Same inbox and same reports as WhatsApp
  • No template or 24-hour window rule
  • Conversations are written to the same CRM record

Official line

most chosen

WhatsApp Business API

$60 / month · per line

on monthly billing

  • Meta-approved business number, the customer sees your business name
  • Approved templates and WhatsApp forms
  • Meta ad attribution and conversion reporting
  • The number belongs to the company, not to the team member

Meta ads module

Facebook and Instagram ads

$79 / month · per ad account

on monthly billing

  • Lead forms flow into the CRM record, no manual download
  • Campaign, ad set and ad breakdown are written to the record
  • The sale is reported back to Meta as a conversion
  • One price, no matter how many campaigns you run

Included with every line

  • Unlimited users, no per-person fee
  • Zoho, Bitrix24, HubSpot and GoHighLevel connections
  • Reports, tags, saved replies
  • Eight languages and mobile browser support
  • Audit trail and GDPR tools
  • Daily backups and support straight from the team

14-day free trial

You start with one WhatsApp line and 500 AI credits; with the default model that is about 60 assistant replies (usage varies by model and reply length). We do not ask for a credit card, and the trial does not turn into a paid subscription on its own.

Start free

Meta's usage fees for the official line are separate. WhatsApp Business API usage fees are calculated separately by Meta, based on message category and destination country, and are paid directly to Meta. We add no commission to those fees. If you work with your own number, there is no such fee.

Prices are in US dollars. At checkout your own currency and your country's tax are calculated and shown, and our payment provider issues the invoice.

FlexInbox runs on top of a CRM. Your Zoho, Bitrix24, HubSpot or GoHighLevel subscription is separate and you pay for that service yourself. If you do not have a CRM, we help you set one up.

FAQ

What you may be wondering

Which CRMs does the WhatsApp CRM integration work with?

With Zoho CRM, Bitrix24, HubSpot and GoHighLevel. We have a separate page for each one: Zoho, Bitrix24, HubSpot, GoHighLevel. Record matching, owner and stage management work with each CRM's own concepts.

Will my number be banned?

FlexInbox is designed to protect your number: messages go out at human speed, and it is not a bulk messaging tool. Even so, we will not write that the risk is zero, because WhatsApp makes that call. If you send bulk messages to people who never wrote to you, there is risk with any tool. For corporate use and high-volume communication, a Meta-approved WhatsApp Business API line is the safer and more sustainable option.

Do you use an official line or a personal number?

Both are available, and the choice is yours. You connect your own number by QR code, or you open a Meta-approved official WhatsApp Business API line. Both land in the same inbox and enter the same reports. We set out the difference honestly in the comparison table above.

I do not use a CRM. Can I still use it?

No. FlexInbox runs on top of a CRM: Zoho, Bitrix24, HubSpot or GoHighLevel. The record, the owner and the history of a conversation live in the CRM. If you do not have a CRM, you need to set one up first, and we help with that setup.

Will WhatsApp on my phone shut down?

No. Even if you move to an official line, the app on your phone stays open. You use the same number from both the phone and the panel, and when you write from the phone your team sees it in the panel.

How many users can I add?

We do not charge per person. The price does not change no matter how many people you add to your team; the fee is set by the number of lines you connect.

How long does setup take?

If you start with your own number, scanning the QR code is enough and you can write the same day. An official line is subject to Meta's business verification and number approval; that timing is on Meta's side.

Do I have to give card details to try it?

No. We do not ask for a credit card during the free trial.

What happens to my conversation history if I stop?

Because your conversations are written into your CRM records, they stay in your CRM. When you stop the subscription the connected lines close, and your history stays with you.

If there is something you could not find an answer to, write to us. We reply the same day.

flexinbox

Scan the QR code today, start messaging today

We do not ask for a credit card. Your team keeps working with its own number, and no customer hears about a change of number.