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For teams that sell on WhatsApp

The AI CRM that answers your leads.

SalesSheets answers WhatsApp messages and calls, qualifies every lead, and creates the contact and deal, until your rep takes over.

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Half your pipeline no longer runs on email

That is the message count our customers have synced in SalesSheets as of August 5, 2026.

204,712emails
49.66% email WhatsApp 50.34%

The CRMs you already know were built around email, because they were born in markets where email is the sale. If your team closes on WhatsApp, half your operation lives outside the system.

Why we exist

Right now you have to choose: inbox or CRM

Teams that sell on WhatsApp end up paying for two tools and copying data from one into the other.

The WhatsApp tools

Kommo · Whaticket · Leadsales · ManyChat

  • Built around the inbox, and that part they do well.
  • They do not dial a phone from the same tool.
  • Their AI answers messages, but it does not move the pipeline or quote.

The CRMs you already know

HubSpot · Salesforce · Pipedrive

  • Excellent products, with years of road behind them.
  • WhatsApp arrived later, as an add-on.
  • They charge per seat, so growing the team costs more.

SalesSheets

What we do differently

  • WhatsApp built in from day one, not bolted on afterwards.
  • Agents that answer, qualify, dial and quote.
  • Priced per workspace, so the whole team is already in the plan.
Agents

It answers in seconds and steps aside when you arrive

The usual worry is whether to let a bot talk to your customers at all. These three things are what leave that decision with you.

It answers

It replies inside the chat

The agent writes in the same conversation, in your customer's language, using your business and the prices you loaded. It does not hand you a summary and leave you to write the reply.

Draft mode

Nothing sends on its own

Leave it in draft mode: it proposes the reply, your rep reads it and sends it from the inbox. Once you trust it, you switch it to automatic.

It stands down

It stops the moment you step in

As soon as someone on your team writes in the conversation, the agent stops replying. Every decision it made is logged, and you can go read it.

The lead reaches the right rep, in seconds

Automatic routing

  • One rotation for the whole team, or a different route per channel.
  • WhatsApp, Instagram, Messenger, Meta forms and your own site.
  • You can pause someone without losing their place in the rotation.

It does not sound like a robot. It sounds like you.

Voice DNA

  • It reads your sent mail and learns your tone: how formal you are, how you sign off, which words you reach for.
  • Then it drafts in your name, and you change whatever you want.
  • Give it style rules and it keeps them.
Zero data entry

A CRM gets abandoned when nobody fills it in

Typing in data is work that does not sell, so it always waits until later. Here the contact and the deal are created alongside the conversation.

Contacts Companies Opportunities Reports
AM
Search contacts… All Stage
NameCompanyStageSourceLast activity
1 Renata Solís Clínica Altavista NewQualified WhatsApp 4s ago
2Mauricio LaraGrupo CordilleraProposalReferral2h ago
3Paulina BermúdezTextiles del BajíoContactedMeta Adsyesterday
4Ignacio FuentesHospital San JudasQualifiedWhatsAppyesterday
5Diana MárquezConstructora PeñaContactedWebsite2 days ago
The agent replied and qualified — 42s

SalesSheets' real interface, recreated with sample data.

1

A WhatsApp comes in

An unknown number asks about price at nine on a Sunday night. Nobody on the team is online.

2

The contact creates itself

No form, no copy-paste, no "I'll enter it Monday". The row appears with its source and its conversation already attached.

3

Which is why it does not get abandoned

The CRM is current because nobody had to make it current. When your rep opens the sheet on Monday, the information is already there.

From conversation to close

In your market, deals close on a quote

The agent writes, dials, quotes and moves the pipeline in the same place your team works, so there is nothing to transfer by hand afterwards.

Contacts Companies Opportunities Reports
AM
Clínica Altavista
Renata Solís
$2,400
WhatsApptoday
New32
Textiles del Bajío
Paulina Bermúdez
$1,800
Meta Adsyesterday
Constructora Peña
Diana Márquez
$3,100
Website2 days
Contacted121
Hospital San Judas
Ignacio Fuentes
$5,600
WhatsAppyesterday
Proposal12
Grupo Cordillera
Mauricio Lara
$9,200
Referral2h
Won4
Alianza Médica
Sergio Ontiveros
$7,400
ReferralMonday
Quote sent · stage moved to Proposal

SalesSheets' real interface, recreated with sample data.

1

The deal creates itself

Out of that same WhatsApp conversation comes an opportunity with an amount, a source and an owner. Nobody created it by hand.

2

First call, first movement

The voice agent dials, holds the conversation, and leaves the transcript and the outcome written on the deal.

3

The quote goes out and the pipeline moves

Every action the agent takes is written to a log. You do not find out at the end of the month: you watch it happen.

Building an agent

Describe it the way you would describe it to a new hire

There are no flow charts to assemble. You write what your business does, the way you would explain it to someone starting on Monday, and SalesSheets drafts the instructions, the questions it should ask and how it opens the conversation. Then you change whatever you want.

We sell apartments in Guadalajara and handle buyers over WhatsApp…
Identity
Name, tone and the instructions it follows
Behaviour
What it asks, what it never says, when it hands off
Channels
WhatsApp, site chat and calls

Yes, it is also a whole CRM

Moving to a tool that does half the job leaves you running two tools.

Unified inbox

WhatsApp, Instagram, Messenger and email in one place, with the history attached to the contact.

Pipelines and reports

Your own stages, a board, a forecast, and reports that send themselves every week.

Dialer and recordings

Call from the browser. The call is recorded, transcribed, and stays on the contact.

Email and calendar

Gmail and Outlook properly synced, with the day's meetings on the home screen.

Quotes

Build the quote, send it as a link, and the pipeline moves when they open it.

Meta lead ads

Facebook and Instagram forms come straight in, with no CSVs to paste by hand.

Automations

If this happens, do that. Without three screens of flow chart.

Mobile that holds up

Your reps sell out on the street. The CRM has to fit under a thumb.

API and MCP

Wire it to what you already run — or let your own Claude or ChatGPT read the CRM.

Who has already moved

Companies that already switched

Two full operations, working every day.

left Pipedrive

Grupo Endor

Their CRM was tidy, but WhatsApp lived somewhere else — and WhatsApp was where the selling happened.

Lead routing live
leaving HubSpot

TuDashboard

On their way out of HubSpot. The migration runs this month, with the Spanish field mapping already solved.

Migrating
The cost of switching

We do the move

What really keeps you stuck in your current CRM is not the product, it is the work of switching. We bring across contacts, companies, deals, notes and your WhatsApp conversations, and the AI reads the Spanish column names.

HubSpotPipedriveKommoCopperCSV / Excel
It knows «Nombre del cliente», «Teléfono cel» and «Etapa del trato» without being told.
Pricing

Per workspace, not per seat

Charging per user punishes the exact thing you want to happen: the whole team logging in and using it. Here users are unlimited, and the usage is in the box.

Starter

$49USD / mo · per workspace

Billed annually · $588 USD / year

For a team coming off a WhatsApp tool: one team, one line, and finally out of the spreadsheets.

  • Unlimited users
  • 1 WhatsApp number
  • 3 email connections (Outlook or Gmail)
  • Unified inbox: WhatsApp + email
  • Full CRM, pipelines, tasks and mobile · 10,000 contacts
  • 200 AI credits/mo · 25 data credits
  • 5 active automations
  • —No social channels, no campaigns, no agents, no calling
Get started
The volume plan

Pro

$149USD / mo · per workspace

Billed annually · $1,788 USD / year

For the team already living in WhatsApp: campaigns, an AI agent and the dialer.

  • Unlimited users
  • 2 WhatsApp numbers
  • 5 email connections (Outlook or Gmail)
  • 1 Facebook Page · 1 Instagram
  • Broadcast campaigns (Meta rates at cost)
  • 1 chat agent · 500 conversations/mo
  • Dialer + 300 call minutes, shared
  • 1,000 AI credits · 100 data credits/mo
  • Unlimited automations · scheduled reports · API + MCP
  • 100,000 contacts
Get started

Ultra

$399USD / mo · per workspace

Billed annually · $4,788 USD / year

For the operation running several lines, AI voice and real volume.

  • Unlimited users
  • 4 WhatsApp numbers
  • 10 email connections (Outlook or Gmail)
  • 2 Facebook Pages · 1 Instagram
  • 3 agents incl. a voice agent · 300 voice min/mo
  • 1,000 agent conversations/mo
  • 1,000 call minutes · unlimited AI copilot (fair use)
  • 300 data credits/mo · 1M contacts
  • Advanced permissions, audit log and priority support
Get started

No plan charges per user: put the whole team in without changing what you pay. Prices are shown monthly so they are easy to compare, but licenses are annual and billed for twelve months. Every plan comes with a free trial, and no card to start it.

Who is on the other side of this

I used to be the one buying these CRMs

For 12 years I ran QuestionPro's business across Latin America. I hired the reps, built the team, and took it from under $200K to $7.7M a year.

I bought these CRMs, rolled them out to my reps, ran the training, and fought every week to get the data entered. Every one of them ended up abandoned, always for the same reason. It was never laziness: they were selling.

SalesSheets is what I wish I could have bought back then. I built it myself, with AI-assisted development.

12years in Latin America
$7.7Ma year, built

Get your CRM answering this week

Connect your WhatsApp and your email, bring your contacts across, and try it on your own customers.

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