A WhatsApp CRM that qualifies buyers before a rep joins.
Querygen asks your first questions, fills the lead from the answers and hands the chat to a rep with everything in view.
Daniel · Brightway Co.
Hi, we need 40 laptops for two offices.
Happy to help. When do you need them?
Before March. Our IT head signs off on it.
Lead filled from the chat
- Quantity
- 40 laptops
- Sites
- 2 offices
- Timing
- Before March
- Approval
- IT head
Ready for a call
To Lisa
Every buyer gets the same first questions
Whether you follow up first or the buyer writes in, Querygen asks what your best rep would ask, and saves the answers before anyone takes over.
Existing contacts
You follow up
Follow-ups stop when they reply.
New enquiries
The buyer writes first
Querygen replies right away.
Same first questions
Querygen asks what your rep would ask first.
Rep takes over
The answers are already in the inbox and the CRM.
Every enquiry becomes a lead
The lead keeps the chat and the details from it. Querygen suggests the next stage, and you approve it or let it move on its own. Every change stays in the lead's history.
Daniel Kim · Brightway Co.
40 laptops · 2 offices · before March
Suggested: move to Quote sent
Lisa shared the price for 40 units at 11:05 am.
Stage history
- New enquiry · Mon 9:12 am
- Qualified · Mon 9:20 am
Your reps see when to step in
Campaign replies and new chats from WhatsApp and Instagram land in one inbox. It shows which chats the AI is still handling and which need a rep. Once a rep replies, the AI steps back from that chat.
Inbox
- DKDaniel KimBefore March. Our IT head signs off.AI asking questions
- SRSofia ReyesCan we get a demo this week?Needs a rep
- NSNorthside StudioThanks, the quote looks right.Lisa replied · AI paused
- AFArlo FitnessDo you ship to Denver?AI answered
A brief of the deals that need attention, on WhatsApp each morning
Tell Pulse what to look for, like price requests, a competitor's name or a promised demo. It checks the chats you pick every day or week and sends the findings to WhatsApp or email, each with the message behind it. Alerts flag slow replies and keywords as they happen.
Querygen
Querygen Pulse: Sales watch is ready
Your daily Pulse has new findings.
8:00 am
Open Pulse
Download PDF
Sales watch · 3 findings
- 1Brightway Co. needs a price before Tuesday.“Our IT head wants a per-unit price before Tuesday.”
- 2Two buyers mentioned another supplier.“We already have a quote from TechSource.”
- 3A promised demo still isn't booked.“I'll send you demo slots tomorrow.”
Send the answers to the CRM you already use
- Google Sheets
- Supabase
- Your systems, by webhook
- HubSpot, via Zapier
- Thousands more via Zapier
Start with your own WhatsApp account
- 1
Connect WhatsApp
Sign in with Meta and connect your WhatsApp Business account. Instagram connects through Instagram Business Login.
- 2
Choose the first questions
Add your product details and FAQs, then pick what Querygen should ask before a rep joins.
- 3
Test, then go live
Try a few sample chats. Go live once the answers and the handoff look right.
Questions about the WhatsApp CRM
What is Querygen's WhatsApp CRM?+
A CRM filled from your WhatsApp and Instagram chats. Each enquiry becomes a lead with its stage, its details and the chat it came from, so reps don't type anything in.
How does Querygen qualify a buyer?+
You choose the first questions, such as quantity, timing and who signs off. Querygen asks them in the chat, saves the answers on the lead and hands the chat to a rep when the buyer is ready.
How is a lead's stage decided?+
Querygen suggests a stage from the conversation. A rep approves it, or you let stages move on their own. Every change stays in the lead's history.
Can a rep jump in at any time?+
Yes. A rep can reply in any chat and sees the whole conversation. Once a rep replies, the AI steps back from that chat.
How do follow-ups work?+
Tasks for quotes, demos and custom orders get a due date and a reminder, linked to the lead and the chat. Follow-up messages to a list stop for anyone who replies.
Can we see whether a message arrived?+
Yes. You can see delivery, reads and replies. Read status depends on what WhatsApp reports.
Can lead data go to the CRM we already use?+
Yes. Leads can go to Google Sheets, Supabase or your own systems through webhooks, and to HubSpot and thousands of other apps through Zapier.
What is Pulse?+
A scheduled check of the chats you choose. You describe what to look for, and Pulse sends the findings daily or weekly to WhatsApp or email, each linked to the conversation behind it.
Are WhatsApp charges included?+
No. WhatsApp charges for messages separately from Querygen.
Pick the questions. We'll set up the rest.
Tell us what your reps ask first, and we'll set up the questions, the handoff and the reminders in your trial.