WhatsApp that writes to your CRM
Pair a number by QR and every inbound message lands against a contact record. Reply from the contact page — the thread is the same one on the phone.
Contacts · Chat status
WhatsApp pairing is live — no Cloud API application neededYour customers message you.
Your customers message you.
ClientBridge does the rest.
ClientBridge turns WhatsApp conversations into tracked contacts, moving deals, and paid invoices — in one workspace your whole team can see.
Free plan forever · 14-day Pro trial · Export your data any time
Connected
Qualified$18.4k
Nordwind Logistics
$12,000
RetailKerr & Sons
$6,400
TradeProposal$41.2k
Meridian Foods
$24,800
WholesaleBright Harbour
$16,400
ServicesWon$33.9k
Castellan Group
$33,900
EnterpriseHalden Marine
$9,250 · moved from Proposal
- 1 QR
- to connect a number
- 0
- messages that miss the CRM
- 6
- linked record types
- < 1 day
- to first tracked deal
What it does
Everything a small team needs, done properly
ClientBridge is not a general-purpose CRM with a chat plugin bolted on. It is built around the fact that the deal happens in the conversation.
A pipeline you can move with your hands
Drag a deal from Proposal to Won and the stage, the forecast, and the dashboard all update at once. No separate status field to remember.
Deals board
A real ledger, not just billing
Every invoice is a sale billed to a customer or a purchase billed by a vendor. Line items can pull from your product catalog, and draft → sent → paid rolls up into collected revenue, spend, and net position automatically.
Invoices
A catalog that restocks itself
Products carry a price, a cost, photos, and stock on hand — import them in bulk from a spreadsheet, or add one at a time. Reference one on an invoice and saving it — a sale or a restocking purchase — adjusts stock automatically.
Products
The whole lifecycle on one record
Lead, active, customer, dormant. Every contact carries its organization, tags, open tasks, deals, and conversation history in a single view.
Contacts · Organizations
Bulk import your existing data
Bring contacts, deals, products, or invoices in from a CSV or XLSX export. Download a template, map your columns, preview the first rows, and import — matched by phone, SKU, or invoice number so re-running it updates instead of duplicating.
Import
E-commerce ready
A token-authenticated webhook already turns a storefront order into a resolved contact, a sale invoice, and an automatic stock adjustment. The hosted storefront front-end is next.
Storefront webhook
How it works
Live on the first afternoon
- 01
Pair your number
Scan one QR code from the chat status page. No number porting, no migration, no telling customers to message somewhere new.
- 02
Let the record build itself
Incoming messages create and enrich contacts. Attach them to organizations and deals as the conversation turns into an opportunity.
- 03
Close and bill in the same place
Move the deal to Won, raise the invoice against it, and read the result on the dashboard the same afternoon.
Pricing
Priced per seat, not per conversation
Every plan includes the pipeline, the contact record, and the WhatsApp thread attached to it. Upgrade when you need more numbers, automation, or controls.
Free
For a solo operator wiring up their first pipeline.
$0/seat/mo
Free forever
Start free- 1 seat
- Full CRM — contacts, deals, invoices, products
- No WhatsApp integration
- Manual data entry
- Community support
Most popular
Starter
For solopreneurs and small teams running real revenue through chat.
$15/seat/mo
Billed monthly
Start Starter- 1 WhatsApp number
- Up to 5 seats
- Unlimited contacts & organizations
- Bulk CSV/XLSX import
- Automated invoicing & reminders
- Conversation-linked deal history
- Email support
Business
For growing teams that have outgrown a single tier of seats.
$25/seat/mo
Billed monthly
Start Business- 1 WhatsApp number
- Up to 15 seats
- Everything in Starter
- Vendor role for external suppliers
- Analytics: velocity, revenue, conversion
- Priority email support
Enterprise
For companies that need the official Cloud API, e-commerce, and controls.
Custom
Volume and platform pricing
Talk to sales- Unlimited WhatsApp numbers
- Official WhatsApp Cloud API
- E-commerce storefront webhook
- SSO, audit log, role-based access
- Custom fields & API access
- Dedicated environment
- SLA and onboarding support
FAQ
Questions people actually ask
ClientBridge is a CRM built around WhatsApp. Every message from a paired number becomes (or updates) a tracked contact, and you can send product cards, contact cards, and reply templates straight from the chat — no separate tool to keep in sync.
Stop copying messages into a spreadsheet
Pair your number, import your contacts, and watch the first deal move across the board before the end of the day.