For sales teams

WhatsApp for sales teams: close the sale in the conversation it started in

WhatsApp for sales teams who already sell in it. Your best leads are talking to your reps on WhatsApp right now. The trouble is that nobody else can see those threads, nothing chases the quiet ones, and the sale leaves the chat the moment money is involved. Companion keeps the whole deal in one place.

14 days free. No card. Your team keeps its numbers.

  • Verified Meta Tech Provider
  • Official WhatsApp Business Platform
  • Data stored in the UK
  • GDPR compliant
What you use

WhatsApp for sales teams: a pipeline you can see, on the channel customers prefer

Reps keep their own numbers and their own phones. The business gets a WhatsApp sales tool with the view, the follow-up and the handover it never had: a shared WhatsApp inbox and WhatsApp CRM, WhatsApp lead management, and WhatsApp payments in the thread.

Every deal visible, with an owner

Connect the numbers your reps already use and every conversation lands in one inbox. Each thread has an owner, internal notes and its full history, so a manager can see what is live and a colleague can cover a day off without asking for screenshots.

  • Assign and reassign a conversation in one click
  • Internal notes the customer never sees
  • History stays with the business when a rep moves on
ELEmma LarssonCould you do the band in platinum?Sarah
MBMarcus BellSent the deposit, thanksLena
PRPriya RamanIs the viewing still on Saturday?Unassigned

Follow-ups that chase the quiet ones

Most lost deals are not lost, they are forgotten. Set the rhythm once and the nudge goes out on schedule, then stops the instant the customer replies so nobody is chased twice.

  • Sequences over days or weeks, per kind of enquiry
  • Stops automatically the moment they reply
  • A flag when a hot conversation has gone quiet
Quote sentStraight after the enquirySent
Gentle nudgeTwo days later, if no replySent
Last check-inFive days later, then stopQueued

Products and payment inside the thread

Send a product card with the right price and stock from your own catalogue, then a payment link while the customer is still interested. No PDF, no portal, no unfamiliar checkout page to talk them through.

  • Product cards pulled from your live catalogue
  • Payment links sent and tracked in the conversation
  • The same prices whoever is replying
Do you have that in a size M?14:20
Yes, one left in M. I have sent the link so you can secure it.14:21
Payment link · £128.00 · paid

Numbers on a channel that never had any

Response times, conversations per rep, sales through chat and where enquiries stall. The reporting you already expect from email and phone, for the channel doing most of the selling.

  • Sales and payment links by rep and by week
  • Response time and open conversations at a glance
  • See which follow-ups actually get replies
Sales through chatThis week£18,420
Median first replyAcross the team4 min
Quotes awaiting replyOlder than three days6
The difference

A sales tool, not a number your team has to share

Unlike shared-number inboxes and a generic WhatsApp CRM for sales, Companion leaves each rep on the number their customers already know, and gives the business everything around it.

A typical shared-number inbox

  • Everyone moves to a new company number
  • Customers lose the rep they were talking to
  • Reps stop using the WhatsApp app they know
  • Selling still happens on a separate payment page

With Companion

  • Reps keep their own numbers and their own phones
  • Customers keep talking to the person they know
  • Managers see every thread, owner and outcome
  • Products and payment are sent inside the chat

See plans from £49 a month

In practice

What this looks like on a working sales floor

Two worked examples of how a team would set this up. They are illustrations of the product, not customer results.

Turning enquiries into paid deposits

A showroom with five reps takes most enquiries by WhatsApp after an in-store visit. Deposits used to wait for a bank transfer and a reminder that was often forgotten.

  • Each rep connects their existing number
  • A quote follow-up runs at two and five days
  • Deposits go out as payment links in the thread

Covering accounts when a rep is away

A supplier's account managers each hold years of customer history on their own phones. Holidays meant missed orders and customers left waiting.

  • All threads land in one inbox with their history
  • A colleague picks up the conversation with the notes attached
  • The manager sees what is open before the week starts
FAQ

WhatsApp for sales teams: what sales managers ask

Do my reps have to give up their own WhatsApp numbers?

No. Each rep keeps their number and the WhatsApp Business app on their own phone. Companion connects the number through WhatsApp Coexistence, so every conversation also lands in the team inbox with an owner and its history.

Can I see which reps convert and which quotes have gone quiet?

Yes. Sales and payment links by rep and by week, median first reply, open conversations and quotes older than three days are all in the analytics. Follow-ups chase the quiet ones automatically and stop the moment the customer replies.

Can reps send quotes and take deposits inside WhatsApp?

Yes. Product cards come from your live catalogue (Shopify, WooCommerce or over 50 other connectors) and payment links through Square are sent and tracked in the thread. The same prices whoever is replying.

What does WhatsApp for a sales team cost?

From £49 a month for three seats and three numbers; Growth at £99 covers eight seats and five numbers. Meta bills message fees at its own rates with no mark-up. 14 days free, no card.

See your team's conversations in one place

Start a free trial and connect a number your team already uses, or book a short call and we will set the first one up with you.

14 days free. No card. Your team keeps its numbers.

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