Inbox & routing
Assign conversations by skill, schedule, or priority. Use SLAs, collision prevention, and supervisor oversight.
Product details
A complete operating system for WhatsApp CRM teams.
Flowstack CRM combines inbox management, automation, templates, and compliance controls into one workspace to support WhatsApp Cloud API approvals and daily operations.
Core modules
- Omnichannel inbox (WhatsApp-first)
- Automation builder
- Campaigns & broadcasts
- Templates & approval tracking
- Analytics & QA
Modules built for enterprise-ready WhatsApp operations
Every module is aligned to reduce approval risk, improve customer experience, and ensure teams stay compliant.
Automation builder
Design flows for onboarding, reminders, and renewals with policy-safe templates and opt-out triggers.
Campaign studio
Create bulk sends with rate controls, quiet hours, and engagement scoring to protect quality.
Template governance
Track status, approvals, and edits. Maintain visibility for every template across teams and regions.
Customer 360
Combine CRM data, consent status, and purchase history to deliver contextual WhatsApp experiences.
Insights & compliance
Watch complaint rate, opt-outs, and delivery quality with actionable alerts and reports.
Security and data handling
Flowstack CRM is designed with privacy and regulatory readiness in mind for regulated and global industries.
- Role-based access and audit logs
- Configurable retention and export controls
- Encrypted data in transit and at rest
- Region-aware data routing
Operational governance
Compliance playbooks
Prebuilt checklists for consent capture, template approval, campaign review, and incident response.
Implementation timeline
Launch in days, not months, with guided onboarding and compliance support.
01
Discovery & approval plan
Review WhatsApp requirements, brand policy, and key use cases.
02
Template onboarding
Draft, review, and submit templates with the approval tracker.
03
Automation setup
Build journeys for marketing, sales, and support with guardrails.
04
Launch & monitoring
Go live with quality dashboards and continuous optimization.
Need a tailored WhatsApp CRM roadmap?
Get a policy-first plan for message templates, consent flows, and automation design.
Schedule a strategy session
- Approval readiness review
- Architecture recommendations
- Migration support
- Agent training outline