The WhatsApp CRM for agencies running several accounts at once
An agency lives with two pipelines open: its own and each client's. ChatyFunnel lets you separate every account into its own workspace, control who sees what with role-based permissions, measure how each account manager performs, and prove with offline conversions that the leads you generate turn into sales.
Book a demoOne workspace per client, no crossed conversations
Running several clients' WhatsApp from a single inbox ends in expensive mistakes: replying to a lead in another brand's voice, or leaving one account's information visible to another account's team. Each client lives in its own workspace under the same account.
- Multiple workspaces under one account
- Independent sales funnels per client, brand, or campaign
- Shared templates scoped to each workspace
- Chat history imported when you onboard a new account
- Interface in 15 languages for international teams and clients
Role-based permissions for your team and for the client
Not everyone should see everything. Role-based permissions decide who gets into each workspace, who can edit templates and automations, and who only works the conversations assigned to them.
- Role-based permissions over each account's data and conversations
- Chat assignment by agent, team, or funnel stage
- Absence coverage: automatic reassignment when an account manager is out
- Separate per-workspace access for juniors, freelancers, and contractors
Per-agent and per-stage metrics, account by account
When a client asks why the leads aren't closing, the answer is usually in response time or in one specific funnel stage. Per-agent and per-stage metrics give you the number instead of a hunch.
- Response time and performance per account manager
- Conversion by funnel stage on each account
- Conversation distribution across funnel stages
- Scheduled follow-ups so no lead is left waiting
Prove the ROI of the campaigns you run
If you run Google Ads for a client, your problem is theirs: attribution dies at the click and the sale closes on WhatsApp. ChatyFunnel stores the Google click identifier (GCLID) attached to the conversation and sends the offline conversion when the opportunity is marked won.
- GCLID captured on the conversation the ad produced
- Offline conversions imported into Google Ads with the real sale value
- Campaigns optimized on closed sales, not form fills
- Revenue attributed to the campaign and funnel that produced it
- Available on the Enterprise plan
Frequently asked questions
- Can I manage several clients in the same ChatyFunnel account?
- Yes. ChatyFunnel lets you create multiple workspaces under one account, so each client has its own conversations, sales funnels, templates, and metrics without mixing with the agency's other accounts.
- How do I control what each person on the team sees?
- With ChatyFunnel's role-based permissions. You define who accesses each workspace, who can edit templates and automations, and who only works the conversations assigned to them — necessary when an agency mixes in-house staff, freelancers, and contractors.
- How do I prove to a client that the leads we generate turn into sales?
- ChatyFunnel attaches the Google click identifier (GCLID) to the WhatsApp conversation and, when the opportunity is marked won, imports the offline conversion into Google Ads with the real deal value. The client sees revenue attributed to the campaign, not just clicks or form fills. It's included in the Enterprise plan.
- What happens when an account manager goes on holiday?
- ChatyFunnel includes absence coverage with automatic reassignment: the absent person's chats pass to whoever covers them, with the full conversation history, so the client doesn't notice the handover and no lead is left unanswered.
- Which plan does an agency need?
- It depends on team size. In ChatyFunnel, Company is €147.99/mo (€125.79/mo billed annually) and includes 3 seats with unlimited funnels and conversations; Enterprise is €247.99/mo (€210.79/mo billed annually), includes 5 seats, and adds Google Ads measurement and offline conversions — which is what agencies running campaigns usually need.
Get your agency and your clients' accounts in order
We'll show you in a demo how to set up a workspace per client and measure each account separately.
Talk to the team