One platform for WhatsApp, CRM, AI, forms and automation
ConversaPRO replaces the patchwork of chat apps, spreadsheets and paper forms with a single place where conversations turn into structured work.
Everything in the platform
Use the modules you need today and enable more as you grow.
Shared inbox
Multi-user WhatsApp inbox with ownership, assignment and notes.
Learn moreCRM and pipelines
Contacts, tags, custom fields and lead pipelines built from conversations.
Learn moreBroadcasts
Send approved WhatsApp template messages to segmented audiences.
Learn moreAutomations and flows
Visual workflow builder with triggers, conditions, waits and approvals.
Learn moreAI agents and assisted replies
AI that drafts, answers and routes, with human escalation.
Learn moreDynamic Forms and Smart Links
Typed, versioned forms sent as secure, expiring links.
Learn moreTemplate library
100+ reusable templates you duplicate and customise.
Learn moreBranches, teams and roles
Model your organisation with role-based access control.
Learn moreAPI and integrations
Connect submissions, contacts and workflows to your systems.
Learn moreWhat changes for your team
Faster, structured service
Every conversation has an owner, a status and the customer's history beside it.
Less repetitive work
Automate routing, reminders and data entry that currently happen by hand.
Follow-up that happens
Scheduled actions and pipeline stages keep leads and cases from going quiet.
One view of the customer
Contacts, tags, submissions and conversation history live in one profile.
Data you can use
Dynamic Forms capture typed, validated fields instead of free-text chat replies.
AI with humans in charge
AI drafts and routes. Your team decides, takes over and approves.
One WhatsApp number, your whole team
A shared inbox built for teams that answer customers all day, across branches and shifts.
- Multi-user access to the same number, with clear ownership of each conversation.
- Assignment and unread state per agent, team and branch.
- Internal notes and mentions so colleagues can collaborate without the customer seeing.
- Human takeover from an AI agent or automation in one click.
Build operational workflows without code
Combine triggers, conditions, waits, approvals and actions in a visual builder. Start from a template or design your own process.
Dynamic Forms and Smart Links: structured data, collected inside the conversation
Replace long back-and-forth chats with secure forms your customers open from WhatsApp. Submissions arrive as typed, validated records that can start a workflow the moment they land.
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- Visual builder for fields, sections and layout
- Stable field keys that integrations can rely on
- Typed fields with validation rules
- Conditional logic to show only what's relevant
- Versioning with drafts and published versions
Share securely
- Secure public links unique to each recipient
- Link expiry and one-time use
- OTP or sign-in options for sensitive forms
- Delivery by WhatsApp or email
Act on submissions
- Structured submissions linked to the contact
- Review and approval queues by team or branch
- Workflow triggers on submit, approve or reject
- Export and API access to your systems
Forms teams build on the platform
A multi-tenant platform built for organisations with structure
Each business gets its own isolated workspace and its own database. Inside it, you model branches, teams and roles the way your organisation actually runs.
- Tenant-specific databases keep each customer's data physically separated.
- Branches and teams with their own inboxes, queues and reporting.
- Role-based access for administrators, managers and operational users.
- Module entitlements so each workspace only sees what it has enabled.
- 4 branches · 12 teams
- Lending, Collections modules
- 2 depots · field sales team
- Commerce, Logistics modules
- 1 site · reception, pharmacy
- Healthcare module
Illustrative example workspaces.