Product

WhatsApp CRM for Lead Ownership and Follow-ups

Organise WhatsApp leads, customer history, ownership, follow-ups and outcomes in one supporting CRM workflow with Ommly.

The Problem

Leads trapped in WhatsApp chats with no structure

Important details stay buried in chat threads. Ommly adds a CRM layer so ownership, follow-ups and outcomes sit next to the conversation.

Features

Contact Profiles

One record per customer with conversation history, tags and custom fields.

Lead Ownership

Assign each lead to a team member with clear accountability.

Follow-up Tracking

Set next-action reminders and track whether they happened.

Outcome Recording

Log what happened — enquiry converted, lost, or in progress.

CRM as a Layer

CRM works alongside messaging and automation, not as a separate silo.

Getting Started

Step 01 /

Contacts are organised inside Ommly from the first message.

Step 02 /

Make accountability and next actions explicit.

Step 03 /

See what happened for each lead and customer.

FAQ

A CRM layer that captures, organises and tracks customer relationships that originate from WhatsApp conversations.

Yes. Any lead or conversation can be assigned to a named team member with a follow-up due date.

Yes. All WhatsApp conversation history is stored and linked to the customer record.

Get started

Share how your team uses WhatsApp today — we will show the matching Ommly setup.