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Sendwo
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AI CRM for sales conversations

Move deals forward from the chat that started them.

Manage customer conversations, update deals, and schedule follow-ups inside Sendwo’s Shared Inbox. Use AI to catch up on a thread and draft your next reply.

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WhatsApp · Instagram · Facebook Messenger · Telegram · Web Chat

From the Sendwo customer community

From first message to next sales action

Keep the deal and its conversation together so anyone taking over can see what the customer asked for and what your team promised.

01

Find the lead

Open the conversation and check the contact’s history and context.

02

Record the opportunity

Update the deal stage, value, and owner alongside the chat.

03

Set the next action

Schedule a reminder, prepare a reply, or assign a message sequence.

See the sales workflow in a demo

Omnichannel inbox

Find the right conversation before you reply.

Open messages from your connected WhatsApp, Instagram, Facebook Messenger, Telegram, and Web Chat accounts in the same shared inbox.

  • Find the thread. Filter by channel and account, label, sequence, teammate, bot reply status, recent communication, or date. Search the chat when you need to find an earlier message.
  • See the customer’s context. Check when they first messaged, their latest activity, language, country, and time zone where data is available. Start a WhatsApp call where calling is supported.
Open your Sendwo account

CRM Overview and Customer Snapshot

Update the deal while the conversation is open.

When a customer asks for a quote, update the opportunity beside the chat. The CRM Overview keeps the pipeline, stage, active deal, value, currency, expected close, owner, score, and source together.

  • Keep contact details close. Edit the email and check the connected bot, subscription status, opt-in source, and applicable messaging window in Customer Snapshot.
  • Use AI autofill when it helps. Enable it in inbox settings to populate supported CRM fields from the conversation. Review the active deal description and adjust the record when needed.
See the CRM inside the inbox

Sales pipeline

See which deals need attention next.

Open the CRM Board to see opportunities by stage. Set up pipelines around your sales process, then drag a deal from Qualified to Proposal, Negotiation, or Won as it progresses.

  • Make the board yours. Add and edit stages, choose their color and status type, and set a default pipeline.
  • Focus your review. Search deals and filter by pipeline, owner, or lead score. Keep an owner, expected close date, and value on the record so your team has the same view.
Start building your sales pipeline

AI Assistant

Get caught up on the chat and draft your reply.

Use Analyze Customer Conversation to pull out intent, sentiment, key details, and a suggested next action. Choose Low for a quicker pass, Medium for a balanced review, or High for deeper analysis.

  • Spot a conversation that needs a closer look. The analysis can surface lead score, churn risk, customer status, and possible escalation or safety signals, including toxicity or personal information.
  • Ask for a reply that fits the conversation. Use Help me to reply to ask about the customer or draft a response. Review the suggestion before you send it.
Book a demo of the AI Assistant

Follow-ups and automation

Give each conversation an owner and a next step.

Set a follow-up with a date, time, reason, and note. Check follow-up history inside the thread or open the Follow-up List to see what is due.

  • Organize and assign. Pick an agent or team, add a label or list, and update custom fields for future replies. Create a label or list as you work.
  • Set up the next touch. Assign a message sequence for the connected channel or send a configured flow. Use Quick Actions to review scheduled items, open Google Meet, or pause the bot and AI separately when a teammate takes over.
Start organizing your follow-ups

Reply tools

Write the reply in the language your customer uses.

Translate an incoming message or a draft from the reply composer. Use the Reply and Note tabs to keep customer-facing messages and internal context separate.

  • Reuse common answers. Type / to find a saved response. Add attachments, emoji, or voice where supported.
  • Choose the right format for the channel. Send an existing bot flow or an eligible WhatsApp message template when the conversation calls for it.
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How businesses use Sendwo

Customer stories from across the Sendwo platform.

Dhillon Dairy UK

Shares promotions and customer updates, and follows up with customers.

Dilbagh Singh

PamV Estates

Handles resort inquiries and booking questions with chatbot-assisted replies.

Philip Mensah, CEO

EZ35

Uses click-to-WhatsApp ads to start conversations and qualify leads.

Ingo Lederer

Aura International

Keeps students informed with class reminders and education updates.

Daren Hunt
View All Customer Case Studies

Sendwo CRM FAQs

Which channels work with the shared inbox CRM?

Connect WhatsApp, Instagram, Facebook Messenger, Telegram, and Web Chat to see their conversations in Sendwo. Reply tools, calling, messaging windows, and available customer details depend on the channel and account.

Can I make a pipeline with my own stages?

Yes. Open CRM Board, select Pipelines, and configure the stages for your sales process. On the board, drag deals between stages as they progress.

Does AI update the CRM automatically?

When AI CRM Autofill is enabled in Inbox Settings, it can fill supported deal details from the conversation. You can edit the CRM Overview and switch autofill off. Conversation analysis and the reply helper are also available from the AI Assistant.

How is a follow-up reminder different from a message sequence?

A reminder tells your team when to follow up and why. A sequence is a configured series of messages for a supported channel. Use the reminder for a task your team owns and the sequence for messages you want to automate.

What can I do when a WhatsApp messaging window is closed?

Check the messaging window indicator in the conversation. Where applicable, use an eligible approved WhatsApp template and follow the requirements for your account.

Can my team translate messages and drafts?

Use the inbox translation tool for supported incoming messages and outgoing drafts. Sendwo includes inbox translation in the subscription without a separate translation API charge.

Can I hand a chat from AI to a teammate?

Assign the conversation to an agent or team, add a private note, and use the separate bot and AI pause controls as needed. The new owner can open the same conversation and review its CRM context.