For sales teams
Follow up before the lead goes cold
A prospect who messages you on WhatsApp is ready to talk now. Custoz collects their details in the chat, puts them in front of the right rep and keeps the follow-up going.
Leads · New this week
Imran Shaikh
Pricing for 20 licences
Leena Joseph
Filled the demo form
Vikram Das
Asked for a callback
Sara Ali
Replied to the product update
Routed to the rep who spoke to them last
A sales desk that lives in the chat
Forms inside WhatsApp
Ask for team size, budget or a preferred time without sending people to a web page. Answers save to the contact.
Pipelines you can see
Track each lead on a board with stages, expected value and an owner, right next to the conversation.
Back to the same rep
A returning prospect goes to the person they spoke to recently, so they don't explain themselves twice.
Callbacks they can book
Prospects pick a call slot inside your business hours, and it lands with a rep when it's due.
Audiences that update themselves
Group contacts by profile, form answers, pipeline stage or recent activity — segments refresh as data changes.
Consent you can prove
Every contact carries an opt-in status. Marketing templates only go to people who said yes, and STOP always works.
Campaign · Trial follow-up
Day 1 · Welcome template
Sent to new trial sign-ups
Wait for a reply
Up to 2 days
Replied? Hand to a rep
Otherwise send a tips template
Goal: demo booked
Leaves the journey
Nurture with campaigns
Keep the conversation going, step by step
Build a multi-step journey: send a template, wait for a reply, branch on what the prospect did, and stop the moment they reach your goal — like booking a demo.
- Quiet hours and a cap on messages per person
- Prospects leave the journey when they reply STOP
- Edit a running campaign without breaking it for people already inside
Broadcast · New plan launch
Variant A
Read by more of the test group
Variant B
Fewer reads
Sending to the rest
Opted-in contacts only
Broadcasts
Announce once, reach the right list
Send an approved template to an audience now, at a set time, or around when each person usually reads. Test up to three versions and let the better one go to everyone else.
- A health check before every launch
- A minimum gap between broadcasts to the same person
- Replies come back to your shared inbox
Questions, answered
Only contacts who have opted in. Customers can opt in by sending START or tapping a consent button, and opt out at any time by sending STOP.
Explore the features behind it
Your customers are already messaging you. Answer them well.
Bring your WhatsApp number, your team and your FAQs. Custoz does the rest.
No credit card needed.