A WhatsApp CRM for Small Sellers: From Scattered Chats to a Customer List

CRM · 2026-11-13 · 5 min read

How to use contacts, labels, notes and the pipeline in Nexus so every WhatsApp chat becomes a customer you can follow through to a sale.

One chat, one contact

Everyone who messages your number is saved as a contact with their profile name, number and full chat history. Anyone on the team who opens the chat sees the same history, so a customer does not have to repeat their story when another agent takes over.

Add labels (for example "asked about price" or "repeat customer") and short notes. Labels make it easy to filter the list before you send a broadcast to the right group.

The sales pipeline

The pipeline sorts contacts into stages, for example just asked, negotiating, waiting to pay, and bought. You move contacts between stages on a board, and see who is at which stage.

That way a customer who negotiated but has not paid does not sink under new chats; they stay in their stage until someone follows up.

Who replies to what

Chats can be shared out to agents with the roles and permissions you set. Quick replies store the sentences you use often so agents do not retype them.

The free plan includes 1 WhatsApp number, 1 agent and 500 contacts to try it. The pipeline, broadcasts and chatbot are on paid plans; current plans and prices are shown on the home page and in the app.

Limits

Nexus stores the contacts and notes you enter or receive through chats; nothing is added from other sources. You are responsible for making sure contacts agreed to be contacted.