In Latin America, Southeast Asia, and large parts of Europe and Africa, WhatsApp is not a messaging app. It is the messaging app. For sales teams operating in these markets, email is secondary. The first touchpoint with a prospect, the negotiation, the contract discussion, the post-sale follow-up - it all happens on WhatsApp. Yet most CRMs treat WhatsApp as an afterthought, if they support it at all.
We have been hearing this from our users since day one. "I close 80% of my deals on WhatsApp, but none of those conversations show up in my CRM." The result is a blind spot. Pipeline reviews miss critical context. Handoffs between team members lose conversation history. AI assistants cannot reference WhatsApp threads when drafting follow-ups. The CRM becomes an incomplete record of the customer relationship.
A CRM that does not capture your primary communication channel is not a CRM. It is a contact database with aspirations.
We are not launching WhatsApp today. We are sharing that the foundation is in place and development is actively underway. Here is what exists right now:
We have completed the OAuth flow for connecting a WhatsApp Business account to SalesSheet. The connection uses Meta's Cloud API, which means we do not need to host our own WhatsApp infrastructure. Users will connect their WhatsApp Business account in Settings, authorize the required permissions, and select which phone number to use for sending messages. The entire setup takes under two minutes.
WhatsApp messages have a different structure than emails. They are shorter, often contain media (images, voice notes, documents), and belong to conversations rather than threads. We designed a new message schema that captures all WhatsApp-specific metadata: message type (text, image, video, document, voice, location), delivery status (sent, delivered, read), and reaction data. These messages sit alongside emails and call logs in the unified contact timeline, giving users a single chronological view of every interaction with a contact.
WhatsApp Business requires pre-approved message templates for initiating conversations outside the 24-hour customer service window. We built a template management interface where users can create, submit for approval, and manage their message templates directly inside SalesSheet. When a user wants to reach out to a contact who has not messaged them recently, the system automatically shows available templates instead of a free-text input.
The features currently in development:
We are targeting a beta launch in late Marzo 2026, starting with a small group of users who rely heavily on WhatsApp for their sales workflows. The beta will include two-way messaging, template management, and timeline integration. Media handling and AI-powered replies will follow in Abril. Automation triggers are planned for Mayo.
If you want early access to the WhatsApp beta, reply to any email from us or reach out at andres@salessheets.ai. We are prioritizing users who can give detailed feedback on their WhatsApp sales workflows, especially teams operating in markets where WhatsApp is the dominant communication channel.
We build SalesSheet for the way sales actually works, not the way CRM vendors assume it works. For millions of sales professionals, work happens on WhatsApp. It is time their CRM reflected that.
Stay tuned. The foundation is laid. The walls are going up next.
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