CRM and sales conversations on WhatsApp

Sell and support customers on WhatsApp with a built-in CRM

Organize conversations, track opportunities, automate follow-ups and turn WhatsApp into a sales operation with history, context and management.

Merge Platform — CRM and WhatsApp

Brands that improved their customer service with Merge

Where sales and support
get lost on WhatsApp

Leads without follow-up

Prospects ask for a quote, price or timeline and never hear back — the sale goes cold before it closes.

Customers repeating themselves

Every new contact starts from zero because the previous conversation stayed with another agent — no shared history.

Conversations without an owner

Scattered messages, no assigned agent and no organization — deals slip through the cracks for lack of control.

History trapped in a rep's phone

Entire negotiations live in each rep's personal WhatsApp. When the rep leaves, the customer history leaves too.

Managers with no pipeline visibility

No stages or metrics — nobody knows how many deals are open, where they stall or how much will close this month.

Support without SLAs

No queue, response time or priority — customers wait, and give up, without anyone noticing in time.

What you can do
with Merge

Abandoned cart and opportunity recovery

Win back customers who abandoned their cart in your store or went quiet mid-negotiation, with automated WhatsApp messages.

Campaigns for your customer base

Send segmented campaigns to your base — promotions, launches and seasonal dates directly on WhatsApp, with result tracking.

Automated follow-ups

Sequences that keep deals moving: reminders, reviving stalled conversations and reactivating inactive customers — all based on history.

Post-sale and relationship

Confirm delivery, collect NPS and request reviews automatically — and keep the relationship alive to drive the next purchase.

Sales conversations on WhatsApp

Organize conversations by queue, department and agent. Full customer history always available for whoever takes the chat.

CRM for sales teams

A visual pipeline with stages, deals and owners: every negotiation tracked from first contact to close.

Less chaos on WhatsApp. More control to sell.

Merge helps companies that sell and support customers on WhatsApp organize conversations, recover opportunities and track the whole sales operation in one place.

Fewer lost leads

Conversations, history and follow-up organized so your team doesn't rely on each agent's memory.

More recovered opportunities

Campaigns, abandoned cart, repurchase and post-sale via WhatsApp to bring customers back.

More operational control

WhatsApp, Instagram, Messenger, CRM, automations and AI in one place, with assisted onboarding.

+23M
messages sent
+750
active users
+130
companies served

From zero to full operation
in a few simple steps

1

Connect your data

Import contacts and customers — and if you sell online, connect your e-commerce platform.

2

Centralize your channels

WhatsApp, Instagram, Messenger and Meta API in a single inbox.

3

Organize your operation

Assign conversations, create queues and keep each customer's history organized.

4

Activate automations and AI

Follow-ups, campaigns, opportunity recovery and automated replies running 24/7.

5

Track results

Dashboards with support performance, campaign results and revenue generated via WhatsApp.

Want to see this working for your operation?

Book a demo

Sell online? Connect your e-commerce
to Merge's inbox, automations and AI

Connect your platform, bring orders and customers into your conversations and sell with more context.

Centralize your conversation channels
into a single operation

WhatsApp
Instagram
Messenger
Telegram
Mercado Livre
Webchat
Meta API
Meta Business Partner

Merge is a Meta Business Partner — official integration with the WhatsApp Business Platform.

Campaigns

Campaigns and automations via official WhatsApp

Send segmented messages to your customer base with real-time tracking — all inside the Merge platform.

  • Abandoned cart recovery
  • Repurchase and inactive customers
  • Post-sale and review requests
  • Seasonal campaigns (Black Friday, Mother's Day...)
  • Order confirmation and delivery tracking

ℹ️ Campaign features are available in Merge. Sending via official WhatsApp may involve conversation/message costs charged by Meta, depending on category and volume of use.

Merge Platform
Artificial Intelligence

AI as support, not a replacement

Merge's AI helps your team scale without losing the quality of human support.

  • Pre-screening and automatic routing
  • Answers for frequently asked questions
  • Routing to the right department or salesperson
  • Scaling during peak hours without overloading the team
  • Human support always available when needed

Businesses that trust Merge

Blühen

Fashion e-commerce that uses Merge to organize support and automate cart recovery via WhatsApp.

Movie Fitness

Sports goods store that centralizes support and automates post-sale with the Merge platform.

Rosa Azul Kids

Children's boutique that uses Merge to manage customer relationships and increase repurchase.

Questions before you start

Does Merge work with my e-commerce platform?

Merge has integrations for Shopify, Magazord, Bling, Uoou, BW Commerce, Livexa and other platforms, depending on implementation scope. If yours isn't on the list, talk to our team — we're continuously expanding available integrations.

Do I need to change my WhatsApp number?

Not necessarily. Depending on the infrastructure used, it may be possible to use your current number. Our team will guide you to the best path for your operation.

Can I use both human support and AI at the same time?

Yes. Merge is designed for AI and human support to work together. AI handles triage and simple questions, while the human team takes over cases that need personalized attention.

Does Merge recover abandoned carts?

Yes. With the integration to your store and Merge's automations, you can configure automatic WhatsApp messages for customers who abandoned their cart — with custom timing, product details and a personalized link.

Does Merge charge for WhatsApp messages?

No. Conversation and message costs are paid by you directly to Meta, based on your usage (category and volume). Merge charges only for the platform — no markup, per-message fee, or commission on what you send.

How do campaigns via official WhatsApp and Meta API work?

Campaign features are available in Merge. Sending via official WhatsApp may involve conversation/message costs charged by Meta, depending on category and volume of use. Merge does not charge an additional fee for campaign features — they are included in your plan.

Does Merge prevent WhatsApp account blocks?

Merge helps organize your operation and use official channels where possible, but blocks depend on Meta's rules and review process. We don't promise to eliminate that risk — which is why we always recommend following platform best practices.

Is there a minimum contract or lock-in period?

Talk to our team to learn about the available plan options. We work to find the model that best fits each operation and company size.

To improve your clients' results

Bring WhatsApp, CRM, AI and automations to your clients with support from Merge — without having to build everything from scratch.

  • New revenue for you
  • More perceived results for your clients
  • Deployment with support from Merge
Become a partner

Ready to sell more on WhatsApp
without losing control of your operation?

Talk to our specialists and see how Merge works for your sales and support operation.

Book a demo