WhatsApp CRM for accountants and financial advisers
Someone looking for an accountant messages three practices on WhatsApp at once and asks all of them the same thing: what's included and what does it cost. ChatyFunnel gathers those inquiries in a shared inbox, sorts them into sales funnels by service type, and keeps new client onboarding separate from the day-to-day work with the clients you already have.
Book a demoThe same inquiry reaches three practices: the one who replies wins
A sole trader about to register, a company changing bookkeepers or someone comparing mortgage options rarely writes to just one practice. When the inquiry arrives on WhatsApp, the difference between winning the client and not usually comes down to how long you take to reply. With welcome messages and out-of-hours replies, the conversation starts even when the team is mid-filing or it's Friday afternoon.
- Automatic welcome message on first contact
- Replies outside practice hours
- AI agent for first questions and qualification
- Chat assigned to the adviser who handles that service
- Shared inbox: anyone available can carry the conversation on
One funnel for new clients, another for the ones you already have
Winning a new client and serving the ones already on retainer are two different flows, and on a single phone they end up mixed together. In ChatyFunnel each conversation sits in a stage — inquiry received, quote sent, deciding, paperwork pending, onboarded — and each service can have its own funnel, so commercial inquiries don't get buried under day-to-day questions.
- Unlimited sales funnels from the Company plan
- A funnel per service: tax, payroll, bookkeeping, mortgages or insurance
- Every conversation visible in its stage, regardless of who wrote last
- Drag and drop conversations between stages
- Per-stage metrics to see where inquiries fall through
Quotes you've sent that don't go unanswered
A services quote isn't decided in the same message: the client looks at it, compares and often never writes back. Scheduled follow-ups and reminders are tied to the contact and its funnel stage, so the second nudge happens without anyone having to go through the chats one by one.
- Scheduled follow-ups per funnel stage
- Reminders and tasks tied to each contact
- Shared templates for fees, services and onboarding paperwork
- Contracts and e-signature sent straight to the client
- Stripe payment links from the conversation
Seasonal peaks, and conversations that stay in the practice
Tax season and year-end pack months of volume into a few weeks, and that's exactly when outstanding paperwork gets lost between messages. Sharing chats out by adviser, covering absences automatically and working from shared templates means the peak gets absorbed without improvising. And because everything lives in the practice's workspace, when someone leaves the team the conversations stay with you, not on their personal phone.
- Chat assignment by agent, team or stage
- Absence coverage with automatic reassignment
- Role-based permissions over who sees and edits each contact
- Chat history imported when you connect the number
- Multiple workspaces if you have more than one office
Frequently asked questions
- What is a WhatsApp CRM for an accountancy or advisory practice?
- It's a system that centralises a practice's WhatsApp conversations — fee inquiries, quotes, onboarding paperwork and client questions — in a shared inbox and organizes them by stage. ChatyFunnel lets you assign each conversation to an adviser, schedule follow-ups and see where inquiries are being lost, instead of running everything from one person's phone.
- How do new inquiries get kept apart from existing clients' questions?
- In ChatyFunnel you can run separate sales funnels and assign each conversation to an agent, a team or a specific stage, so commercial inquiries and support for existing clients don't compete in the same list. Every conversation stays visible in its funnel stage, so it's clear at a glance what's waiting to move forward.
- Does ChatyFunnel help with tax season and year-end peaks?
- Yes. ChatyFunnel spreads conversations across the team with chat assignment by agent or by stage, reassigns automatically when someone is away, and lets you reply with shared templates and scheduled follow-ups. That means your busiest periods are handled on top of an organized inbox rather than scattered chats.
- Who can see the practice's client conversations?
- In ChatyFunnel, conversations live in the practice's workspace and access is controlled with role-based permissions, so each team member sees and edits only what's theirs to handle. Because nothing is run from personal phones, the conversations stay with the practice when someone leaves the team.
- Can the whole practice use the same WhatsApp number?
- Yes. ChatyFunnel connects the practice's number to a shared inbox where several people work at once, with chat assignment and automatic reassignment when someone is away. The Freelance plan includes 1 user, Company 3 and Enterprise 5, and every plan imports up to 1,000 chats of existing history.
Don't let an inquiry or a quote stall
In a demo we'll show you what your practice's funnels would look like with the conversations you already have.
Talk to the team