EazeeBooks CRM
WhatsApp CRM for Businesses in UAE
Manage every WhatsApp conversation, customer and lead in one shared inbox. Your team works from the same history, and an AI assistant answers routine questions from your own business knowledge, handing over to a person when it should.
Free plan available, no card needed · Built on Meta's official WhatsApp Business Platform
Why WhatsApp gets hard to manage as you grow
In the UAE, customers expect to message a business on WhatsApp and get a quick answer. One phone and one person can handle that for a while. Then the volume grows.
Chats spread across phones
Enquiries land on whichever phone has the business number, or on staff's personal WhatsApp. When someone is off sick or leaves, their conversations go with them.
Leads that never get a reply
A busy afternoon buries new enquiries under older chats. Nobody notices until the customer has already booked with a competitor.
No shared history
A colleague picking up a chat can't see what was promised last week, which price was quoted, or who handled it before.
The same questions, typed again
Opening hours, prices, locations and delivery areas get answered by hand dozens of times a day.
Forgotten follow-ups
“I'll get back to you tomorrow” depends on someone remembering. There's no list of open deals or who owns them.
One place for every WhatsApp conversation
EazeeBooks CRM connects your business number through Meta's WhatsApp Business Platform and brings every chat into a shared inbox. Each customer gets a contact record with their full conversation history, and each enquiry can be tracked as a deal until it closes.
Your team sees who is handling which chat. Automations take care of tagging and follow-ups, and the AI assistant answers the questions you'd otherwise type out again and again, so your people can spend their time on the conversations that need them.
WhatsApp CRM features
Shared team inbox
Every WhatsApp conversation on your business number in one inbox. Assign chats to teammates, set a status, leave internal notes, use quick replies, and send photos, documents and voice notes.
AI replies and drafts
One-click AI-drafted replies for your team to check and send, plus an optional auto-reply assistant for routine questions, with a per-conversation reply cap.
Business knowledge base
Add your services, prices, policies and FAQs. The AI answers from that content instead of guessing, and you can try it in a playground before switching it on.
Contacts with full history
Each WhatsApp number becomes a contact with tags, custom fields and the complete conversation history. Import existing contacts from CSV.
Sales pipelines
Track enquiries as deals on a Kanban board with your own stages, linked to the conversation they came from, so you can see what each lead is worth.
No-code automations
Tag new leads, send a follow-up after a wait, or build button menus customers tap through, triggered by new messages, new contacts, keywords or a schedule.
Broadcasts with approved templates
Send Meta-approved message templates to a filtered list of contacts and track delivery, reads and replies.
Team roles
Invite teammates as owners, admins, agents or viewers. Each role sees and does only what it's allowed to.
AI WhatsApp CRM, with a person in the loop
The AI is there to take routine work off your team, not to replace them. You decide what it knows, whether it replies on its own or only drafts, and who it hands chats to.
- Faster first replies
- The assistant can answer routine questions as soon as they arrive, including outside office hours, so customers aren't left waiting for a simple answer.
- Answers from your own information
- Replies are based on the knowledge you add, such as your price list, service areas and policies, not on generic internet content.
- Drafts your team stays in control of
- Agents can generate a suggested reply, edit it, and send it themselves. Messages the bot sent are marked with an AI badge in the inbox.
- Handoff to a person
- When the AI can't help or hits its reply limit, it passes the chat to a teammate or the unassigned queue with a short summary note. Any agent can take over or resume the AI from the conversation.
AI replies use an API key from OpenAI, Anthropic or Groq that you provide; that provider bills your AI usage. Searching your knowledge by meaning also needs an OpenAI key.
Who it's for
Real estate
Keep property enquiries, viewing requests and follow-ups in one inbox, with each lead tracked on a pipeline from first message to deal.
Clinics
Help front-desk teams organise enquiries about services, timings and availability, and answer common questions from your own approved information.
Service businesses
Cleaning, maintenance, salons, training centres and similar businesses that quote and book over WhatsApp can centralise enquiries and reuse answers.
Sales teams
Share one WhatsApp number across the team, assign leads to the right person, and see which conversations are turning into sales.
How it works
1. Create your EazeeBooks CRM account
Sign up on the Free plan. A setup wizard asks about your business so the AI has context from the start.
2. Connect WhatsApp
Link a number from Meta's WhatsApp Business Platform. The in-app guide shows where to find each ID and token Meta gives you.
3. Configure your AI agent
Add your knowledge, choose your AI provider (OpenAI, Anthropic or Groq), set who chats are handed to, and test it before going live.
4. Manage conversations and leads
Invite your team, assign chats, move leads through your pipeline and let the AI take the routine questions.
You'll need a number on Meta's WhatsApp Business Platform. Meta charges some message types directly to your Meta Business account.
Why EazeeBooks
- Built on the official WhatsApp Business Platform
- EazeeBooks connects through Meta's WhatsApp Cloud API, not an unofficial workaround that puts your number at risk.
- Inbox, CRM and AI in one place
- Conversations, contacts, pipelines, automations and AI replies share the same data, so nothing has to be copied between tools.
- You choose the AI provider
- Use your own OpenAI, Anthropic or Groq API key. Keys are stored encrypted, and AI usage is billed by your provider at their rates.
- Pricing that fits how you use it
- Start free. When you need more, our team recommends a plan based on your team size, WhatsApp volume and automation needs.
EazeeBooks also makes invoicing software and AI invoice extraction for UAE businesses, if you'd like to tidy up the bookkeeping side too.
Flexible plans for your business
Tell us about your team, WhatsApp usage and business requirements. We'll help you choose the right EazeeBooks plan and discuss pricing with you. Prefer to try it first? Start on the Free plan.
WhatsApp CRM FAQ
What is a WhatsApp CRM?
A WhatsApp CRM connects your business WhatsApp number to customer-management tools: a shared inbox your team works from, a contact record for every customer, and a way to track enquiries as leads or deals. Instead of conversations living on individual phones, the whole team works from the same history.
Who can use EazeeBooks WhatsApp CRM?
Any business that handles customer enquiries over WhatsApp, from a single owner to a team of agents sharing one number. It's commonly a fit for real estate, clinics, service businesses and sales teams.
Can I manage WhatsApp conversations with my team?
Yes. Several teammates can work from one shared inbox on the same number. You can assign conversations, leave internal notes, and give each person a role (owner, admin, agent or viewer).
Does EazeeBooks support AI-powered WhatsApp conversations?
Yes. The AI can draft replies for your team, or answer routine questions automatically from the knowledge you add, handing the chat to a person when needed. It uses an API key from OpenAI, Anthropic or Groq that you provide, and that provider bills your AI usage.
Can I manage leads from WhatsApp?
Yes. Every WhatsApp number becomes a contact, and you can create deals linked to conversations and move them through your own pipeline stages.
Can I connect my WhatsApp Business account?
EazeeBooks connects to Meta's WhatsApp Business Platform (the Cloud API), not the WhatsApp Business app on your phone. An existing number can often be used, but it must be registered on the WhatsApp Business Platform first. Meta charges some message types directly to your Meta Business account.
Is EazeeBooks available for UAE businesses?
Yes. EazeeBooks is built for businesses in the UAE, and you can reach our sales team on a UAE number by WhatsApp or through the contact form.
How does EazeeBooks pricing work?
There's a Free plan to get started. For the Professional, Business and Enterprise plans, our team recommends a plan based on your team size, WhatsApp volume and automation needs, and discusses pricing with you directly. There's no online checkout.
Can I start before discussing a paid plan?
Yes. Create a free account and start using the CRM straight away, no card needed. You can talk to our team about another plan whenever you're ready.
Is this the same account as EazeeBooks invoicing?
No. The WhatsApp CRM runs at crm.eazeebooks.com with its own sign-up, separate from the EazeeBooks invoicing and bookkeeping app.
Other questions? Contact the EazeeBooks team.
Ready to manage your WhatsApp conversations better?
Start using EazeeBooks or talk to our team about the right plan for your business.