Built for WhatsApp teams

A CRM built for WhatsApp

Manage every conversation, contact and agent from a single shared inbox — with tags, automations and CRM sync built in.

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Features

Everything your team needs in one place

Shared team inbox

All WhatsApp chats in one inbox — assign agents, leave notes and never miss a customer.

Unified contact profiles

Every contact gets a full profile with conversation history, tags, lifecycle and custom fields.

Smart segmentation

Tag contacts automatically based on intent, source or behaviour for laser-targeted outreach.

Filters & saved views

Slice contacts by tag, agent, status or last activity and save your favourite views.

Workflow automation

Trigger follow-ups, ticket creation or status changes when chats hit defined conditions.

SLA & ticket tracking

Track first-response time, resolution time and team-level SLAs for every conversation.

Team performance

Agent leaderboards, CSAT, AHT and conversion analytics in one dashboard.

CRM integrations

2-way sync with HubSpot, Zoho, Salesforce, Google Sheets, Shopify and webhooks.

Roles & permissions

Granular RBAC, audit logs, GDPR controls and SSO for enterprise teams.

Why teams switch

Turn WhatsApp into a revenue engine

Stop juggling spreadsheets, personal WhatsApp accounts and disconnected tools. Trikon CRM centralises every customer interaction.

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  • One source of truth for every customer conversation
  • Auto-assign chats based on routing rules
  • Internal notes and @mentions for collaboration
  • Quick replies & canned responses
  • Custom fields and lifecycle stages
  • Native sync with your existing CRM

Bring your WhatsApp team together

14-day free trial. No credit card required.