WhatsApp CRM for retail and physical stores
Someone messages on WhatsApp to ask whether you have a model in before coming down to the store, and it lands exactly when you're serving a customer at the counter. ChatyFunnel gathers those inquiries in a shared inbox, replies for you when you can't, and makes sure the person who asked and never came gets a follow-up instead of disappearing.
Book a demoInquiries that arrive while you're serving in store
In a physical store the customer in front of you comes first, and the phone keeps buzzing. With welcome messages and out-of-hours auto-replies, whoever writes gets an answer immediately and your team picks the conversation up when they're free, with the inquiry already captured.
- Automatic welcome message on first contact
- Replies outside store hours
- AI agent for first questions and qualification
- Shared inbox so it doesn't depend on one phone
- Shared templates for the questions that come up every day
The person who asked and never came doesn't get lost
The most common retail inquiry is also the easiest to forget: someone asks about a product, says they'll drop by and never shows. Each conversation sits in a funnel stage — inquiry, interested, visit planned, sale — and follow-ups are scheduled, so someone writes back without you having to remember.
- Unlimited sales funnels from the Company plan
- Every inquiry visible in its funnel stage
- Scheduled follow-ups for the people who never came in
- Reminders and tasks tied to each customer
- In-store appointment booking from the conversation
Big purchases that take several conversations
A sofa, a pair of prescription glasses, a piece of jewelry or an expensive appliance is rarely decided in a single message: there are measurements, comparisons, a chat with a partner and days in between. With the full history in front of them, anyone on your team can pick the conversation back up knowing what was discussed and what price was given.
- Full history for each customer on the contact record
- Chat assigned to the salesperson handling the case
- Stripe payment links for deposits and holds from the chat
- Contracts and e-signature sent to the customer
- Chat history imported when you connect the number
Several stores, one number kept in order
When two or three stores share a number, nobody knows who's handling what or what was promised where. In ChatyFunnel conversations live in the business workspace, get shared out by agent or team, and metrics show who replies, who closes and which stage inquiries fall over in.
- Chat assignment by agent, team or stage
- Absence coverage with automatic reassignment
- Role-based permissions for salespeople, managers and ownership
- Per-agent and per-stage funnel metrics
- Multiple workspaces if you run stores independently
Frequently asked questions
- What is a WhatsApp CRM for retail?
- It's a system that centralises a physical store's WhatsApp inquiries — questions about a product, a price or an appointment — in a shared inbox and organizes them as a staged sales funnel. ChatyFunnel lets you assign each conversation to a salesperson, schedule follow-ups for people who asked but never came in, and see where inquiries are getting stuck.
- Can ChatyFunnel tell a customer whether a product is in stock?
- No. ChatyFunnel manages WhatsApp conversations, sales funnels and commercial follow-up, but it doesn't know your stock and doesn't connect to inventory or point-of-sale systems. Availability and price are always confirmed by your team inside the conversation, with the customer's full history in front of them.
- How does WhatsApp get answered when the team is serving in store?
- ChatyFunnel lets you set up welcome messages and auto-replies outside store hours, plus an AI agent that asks the first questions. Whoever writes gets a reply immediately, and any team member picks the conversation up from the shared inbox once they're free.
- Can several stores share the same WhatsApp number?
- Yes. ChatyFunnel connects one number to a shared inbox where several people work at once, with chat assignment by agent, team or stage, automatic reassignment when someone is away, and role-based permissions. If you'd rather keep businesses separate, you can also use multiple workspaces. The Freelance plan includes 1 user, Company 3 and Enterprise 5.
- Can I tell whether WhatsApp inquiries end in a sale?
- ChatyFunnel shows per-agent and per-stage funnel metrics, so you can see how many inquiries make it through to a sale and where they stall. The Enterprise plan also lets you import offline conversions into Google Ads with GCLID, to attribute sales closed away from the website back to your campaigns.
Don't leave a single inquiry unanswered
In a demo we'll show you how to organize your store's conversations and automate replies and follow-ups.
Talk to the team