Mercately is a WhatsApp-native CRM and sales automation platform built for businesses that want to sell, support, and engage customers through the messaging channel they already use every day.
Powered by the official WhatsApp Business API, Mercately gives sales and support teams a centralized platform to manage all customer conversations, automate repetitive workflows, and track performance without the chaos of personal phones or scattered chats.
The platform brings all your WhatsApp conversations into a shared team inbox where you can assign chats to specific agents, collaborate internally with notes, and make sure no lead falls through the cracks.
With the automation and chatbot builder, you can create no-code workflows that automatically respond to inquiries, qualify leads, send reminders, and route conversations to the right team member based on custom rules.
Broadcast campaigns let you send personalized bulk messages to segmented contact lists for promotions, announcements, or re-engagement, all fully compliant with WhatsApp policies.
The built-in CRM tracks every interaction, lets you tag contacts, add custom fields, and maintain a complete history of each customer relationship. You can move leads through visual sales pipelines directly from WhatsApp conversations, so your team always knows where each opportunity stands.
Mercately connects with your existing tools including HubSpot, Zapier, webhooks, and custom APIs to keep your data synchronized across systems. Built-in analytics and reporting let you monitor response times, conversation volumes, agent performance, and campaign results.
Mercately is built specifically for the way businesses sell in Latin America, where WhatsApp is the primary sales channel. The platform supports Spanish and Portuguese, understands regional business workflows, and provides local support.
Whether you run a gym following up on trial memberships, an e-commerce store recovering abandoned carts, or a B2B company nurturing leads, Mercately helps you turn WhatsApp conversations into closed deals.