Introducing Visito CRM
Meet Visito CRM, the AI-native CRM built for messaging. Set up your pipeline and let your agent track leads and follow up across WhatsApp and Instagram.
Keeping up with customer messages is hard. That’s why I’m excited about the new Visito CRM: the AI-native CRM built for messaging channels like WhatsApp.
To get started, your agent learns from your conversations and recommends a pipeline for you. For instance, this could be a sales pipeline for new prospects or a support pipeline for existing customers who need help.
Once your pipeline is set up, the agent goes over your conversations to identify leads and move them to the right stage. For instance, if someone is interested in buying or making a reservation but hasn’t done so yet, the agent moves them to the qualified stage. And when someone makes a purchase, it marks the opportunity as won. Of course, you can step in and make changes at any time.
We’ve also improved follow-ups. You can now choose how proactive your agent should be and give clear instructions for how you’d like your agent to follow up.
You can review messages before they’re sent or let the agent send them automatically. There’s also a setting for quiet hours, so follow-ups pause overnight based on your time zone.
And the CRM works across your messaging channels that you’ve connected to Visito, including WhatsApp and Instagram.
You can get started in the CRM section of your Visito dashboard.
Support documentation:
