A WhatsApp CRM that keeps every chat in your system, powered by Otis
OptiFlow connects WhatsApp to your CRM through Otis, so every conversation, contact and action is captured where the rest of your business lives. Otis does not just log the chat, it acts on it. From 1,500 pounds a month.
WhatsApp chats should not live outside your CRM
For a lot of businesses WhatsApp has become a second inbox that nobody else can see. Deals get agreed, details get shared and questions get answered, all in a chat that never reaches the CRM. When the person who owns that phone is off, it all goes with them.
OptiFlow closes that gap. Otis sits between WhatsApp and your CRM, capturing every conversation and contact where the rest of the business can see it, and acting on each chat rather than just filing it.
What the WhatsApp CRM does
Logs every conversation
Each WhatsApp chat is captured against the right contact in your CRM automatically.
Keeps contacts in sync
New numbers and details flow into your CRM, so nothing lives only on one phone.
Acts on the chat
Otis does not just record the conversation, it updates records, books and follows up.
One view of the customer
WhatsApp joins email, calls and orders in a single history your whole team can see.
Never lost when staff leave
Because it lives in the CRM, the relationship stays with the business, not the handset.
Works with your CRM
Otis fits the CRM you already run rather than asking you to move to a new one.
Why a WhatsApp CRM matters
No more hidden inbox
WhatsApp stops being a private channel and becomes part of your shared system.
Keep the relationship
Conversations and contacts stay with the business even when people move on.
Act, do not just log
Otis works the chat, so your CRM stays live rather than becoming a filing cabinet.
Otis also provides full WhatsApp automation. See the full product on the OptiFlow WhatsApp Agent page.
See WhatsApp flow into your CRM
Prefer to talk it through first? Send us a message and we will come back to you.
Common questions
What is a WhatsApp CRM?
It is a way to connect WhatsApp to your CRM so every chat and contact is captured there. OptiFlow does this through its agent Otis, which also acts on each conversation.
Does it work with my CRM?
Yes. Otis fits the CRM you already run rather than asking you to switch.
Does it capture contacts automatically?
Yes. New numbers and details flow into your CRM, so nothing lives only on one phone.
Does it do more than log chats?
Yes. Otis acts on conversations, updating records, booking and following up, not just recording them.
How much is it?
OptiFlow WhatsApp Agent starts at 1,500 pounds a month, scoped to your setup.