From first quote to renewal, WA CRM keeps every policy enquiry, follow-up and renewal date tracked on WhatsApp — so you sell more policies and never miss a renewal.
The problem
Policy renewal dates slip by unnoticed and customers lapse or switch insurers.
Quotes shared on WhatsApp go cold because there's no reminder to nudge the prospect.
Managers can't see which agents are working leads or sitting on stale quotes.
How WA CRM helps
WA CRM turns your team's WhatsApp into a productive, trackable sales pipeline.
Follow up on every enquiry at the right time so more insurance leads convert — no deal lost to a forgotten reply.
One-click lead capture from WhatsApp Web means your team spends time selling, not copy-pasting into spreadsheets.
Stages, notes and reminders keep every lead moving forward automatically, so nothing falls through the cracks.
Managers see every rep's pipeline, hot leads and overdue follow-ups on one dashboard — so no money is left on the table.
In practice
FAQ
Yes. Set a reminder for each customer's renewal date and WA CRM alerts you in time to renew before the policy lapses.
Yes. Managers get a shared dashboard of every agent's leads, quotes and conversions, with role-based access for agents and team leads.
You can add policy type, premium and notes to each lead; message content is never stored — only the details you choose to save.
Pricing
Start free. Upgrade when you're closing more. No per-lead fees, no lock-in.
Get started solo
Start freeFor the power seller
For sales teams