AI CRM for small business

AI CRM for small business, built around WhatsApp

Every conversation on WhatsApp, chat, email or phone updates the same contact, lead and deal. AI agents score leads, log what matters and suggest the next step, so your sellers spend their time selling.

  • Free plan, no time limit
  • No credit card required
  • Launch in minutes

An AI CRM is a customer relationship management system that fills and updates itself from your conversations instead of relying on manual data entry. In Rexenda, every WhatsApp, chat, email and phone conversation lands on one contact, AI agents score leads from 0 to 100 and log key facts, and your team tracks opportunities on a pipeline with fixed stages.

Your CRM is always one chat behind

Your team sells on WhatsApp, but the CRM only knows what someone remembered to type in.

The same customer shows up several times: one record per phone, email and Instagram account.

Nobody knows which leads are hot until they have already gone cold.

A CRM that fills itself in

Built for teams of 2 to 25 sellers who close deals in conversations, not in spreadsheets.

One contact across every channel

WhatsApp, Instagram, Messenger, Telegram, web chat, email, SMS and calls attach to one identity. Merge duplicates and keep custom fields, tags and notes in one place.

A living brief for every contact

The AI keeps up to five key facts per contact and updates them as the conversation moves. Facts your team writes stay locked, so the AI does not overwrite them.

Lead scoring with context

Every lead gets an AI score from 0 to 100, buying intent, sentiment, estimated value and a next best action, so sellers know who to call first.

A ready-made pipeline

Follow deals on a kanban board with ready-made stages: New, Contacted, Qualified, Proposal, Won and Lost. Tasks and follow-ups stay attached to each deal.

Quotes and payment links

Send a quote with line items, discounts and tax straight from the deal. Customers accept it from a link, and card payments go to your own Stripe account; Rexenda takes no cut. In Mexico, issue CFDI 4.0 invoices.

Import, sync and measure

Import contacts from CSV, with a ready profile for WATI exports and undo if needed. Sync with HubSpot, honor per-channel opt-outs and track results with analytics from the Growth plan.

Spreadsheet vs. generic CRM vs. Rexenda CRM

SpreadsheetGeneric CRMRexenda CRM
WhatsApp conversationsNot recordedUsually need a separate integrationNative: every chat is linked to the contact
Data entryAll by handMostly by handAI agents log facts, tags, tasks and follow-ups
Who to call firstYour own judgmentRule-based scores you set upAI score from 0 to 100, buying intent and next best action
Sales pipelineWhatever columns you inventUsually customizable stagesFixed stages, from New to Won or Lost
Bringing your contacts inAlready in your fileAn import plus setup workCSV import with a WATI export profile and undo

How your team gets started

  1. Bring your contacts

    Upload a CSV, map the columns and review before saving. WATI exports have a ready-made profile, and an import can be undone.

  2. Connect your channels

    Connect WhatsApp, social inboxes, web chat, email and phone so every conversation lands on the right contact.

  3. Turn on AI agents

    As they talk to customers, AI agents tag contacts, save details, move deals through the pipeline, create tasks and schedule follow-ups.

  4. Sell from one screen

    Your team works conversations, leads and deals together, sends quotes and payment links, and hands off with full context.

What to expect

  • Pipeline stages are ready-made and the same for every workspace; custom pipelines are not available.
  • HubSpot is the only native CRM sync today. Other systems can receive events through outbound webhooks; there is no public API with keys.
  • Analytics are included from the Growth plan up. Electronic invoicing is available for Mexico only (CFDI 4.0).

Questions about the Rexenda CRM

What makes Rexenda an AI CRM?

AI agents update the CRM while they talk to customers. They save contact details, add tags, score leads, move deals to the next stage, create tasks and schedule follow-ups. Each contact also has a living brief with up to five key facts. Your team reviews and corrects instead of typing everything in by hand.

Does Rexenda work as a WhatsApp CRM for small teams?

Yes. Rexenda is built for teams of 2 to 25 sellers who sell through conversations. WhatsApp connects through the official Business Platform, and every chat is tied to a contact, a lead and a deal. Plans count human users, and the number of AI agents is not limited by plan. There is a free plan with no time limit.

Can I import my contacts from WATI or another tool?

Yes. Upload a CSV exported from your current tool, map the columns and review the results before saving. WATI exports have a ready-made profile, so the mapping is already done. Duplicates can be merged afterward, and if something looks wrong you can undo the import.

Does Rexenda integrate with HubSpot?

Yes. HubSpot is the native CRM sync available today. Rexenda does not offer other native CRM integrations or a public API with keys, but outbound webhooks can send events to your own systems, and AI agents and flows can call your own APIs.

Can I customize the pipeline stages?

Not today. The pipeline uses ready-made stages: New, Contacted, Qualified, Proposal, Won and Lost. They follow the typical sales cycle of a small team and let AI agents move deals consistently. To capture what is specific to your business, add custom fields and tags to your contacts.

Stop typing your CRM by hand

Create your free account and let AI agents keep contacts, leads and deals up to date. The free plan has no time limit and needs no credit card.

Start for free