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Features

PageCRM features for WhatsApp-first sales teams

PageCRM brings together lead capture, messaging, pipeline management, AI, email, and operational follow-up in one CRM. Instead of stitching separate tools together, your team can work from one shared system designed for fast response and clear ownership.

Lead capture and channels

  • WhatsApp CRM with quick QR onboarding and Meta Official WhatsApp API support
  • Facebook Pages and Instagram DM connection for social inbox workflows
  • NFC tap-to-lead with mobile forms and branded PDF follow-up delivery
  • Web form and manual lead capture with pipeline-ready contact creation

Sales execution

  • Organization-wide contacts, products, documents, and pipeline views
  • Shared inboxes for WhatsApp and email with assignment and status tracking
  • Workflow automation, reminders, follow-ups, and stage-based triggers
  • Calendar, notes, and opportunity tracking for active deals

AI and operations

  • Five AI assistants for sales, support, analytics, collections, and management
  • OpenAI, Claude, Groq, DeepSeek, Gemini, and OpenRouter support
  • REST API plus MCP server connectivity for AI clients and custom integrations
  • Admin controls, organization settings, and readiness checks for key channels

Why these features matter

Many CRM tools store records well but do not help teams capture new conversations quickly. PageCRM is structured around channels where buyers actually start: WhatsApp, Facebook, Instagram, email, and in-person interactions through NFC business cards.

Once a lead enters the workspace, the platform can keep the conversation history, connect the contact to products and opportunities, trigger reminders, and route tasks to the right team member. That makes the CRM useful in the moment of selling, not just for reporting later.

The result is a CRM that fits real operations for trading businesses, real estate teams, agencies, consultants, and modern small businesses that need speed without losing control.

Frequently asked questions

Does PageCRM support both quick WhatsApp onboarding and official API setup?

Yes. Organizations can use the fast QR-based WhatsApp connection or switch to Meta Official WhatsApp API when they need an approved official setup.

Can the whole team see the same CRM data?

Yes. The shared CRM modules are organization-scoped so products, contacts, documents, events, and core pipeline data can be visible across the organization.

Is PageCRM only for large sales teams?

No. It is designed to work for founders, small businesses, and growing teams that need faster lead response without managing many disconnected tools.