About Cooby
Cooby is a productivity and integration platform designed to help businesses manage customer communication more efficiently through messaging channels, especially WhatsApp.
Cooby is a productivity and integration platform designed to help businesses manage customer communication more efficiently through messaging channels, especially WhatsApp. The software focuses on bridging the gap between messaging applications and customer relationship management (CRM) systems. By synchronizing conversations, contacts, and team collaboration tools, Cooby enables organizations to convert everyday messaging into structured customer data. The platform is particularly useful for sales teams, customer service departments, and marketing professionals who rely heavily on WhatsApp for communication. Key features include CRM integration, contact synchronization, message organization, collaboration tools, and automation capabilities that help teams streamline communication workflows and track customer interactions.
Pros & Cons
- Stops the nightmare of sales reps manually typing chat notes into the CRM for hours every day.
- Customers actually reply to WhatsApp messages way faster than they ever do with cold emails or calls.
- It puts all the lead info right in the chat screen so you aren't constantly flipping between tabs.
- Managers can finally see what's happening in private chats without having to hover over a rep's shoulder.
- Set up is so simple that teams can usually start closing deals with it in under 15 minutes.
- Since it relies heavily on WhatsApp Web, it might not be the best fit for purely mobile-first teams.
- If your team doesn't already use HubSpot or Salesforce, setting up custom webhooks can be a bit technical.
- Pushing too many WhatsApp messages could potentially annoy customers who prefer keeping their personal apps for private use.
- You are at the mercy of WhatsApp's own updates, which could occasionally break how the browser extension looks.
- Smaller startups might find the cost of a dedicated WhatsApp CRM tool hard to justify early on.
Features
Key features
Automatically syncs and centralizes all WhatsApp conversations within your existing CRM to ensure full visibility of customer interactions.
Overlays a management interface directly onto WhatsApp Web so agents can view and update customer data without switching tabs.
Generates customizable reports on sales representative activity to turn messaging data into actionable training and coaching insights.
Prevents sales fraud and ensures regulatory adherence by keeping a permanent, unalterable record of all message exchanges.
Helps teams reach "inbox zero" by providing organizational tools like templates and advanced message tracking directly in the workspace.
Additional features
Bridges the gap between mobile messaging and official databases by logging every text in real time.
Displays a sidebar in the browser that allows for on-the-spot CRM actions while chatting with prospects.
Tracks specific KPIs for each sales rep to help managers understand who is performing and why.
Maintains a secure trail of all communications to meet SOC 2 Type 2 and GDPR standards.
Allows users to create and use standardized responses to speed up follow-ups and ensure brand consistency.
Provides features to organize, filter, and clear out WhatsApp chats to keep the sales pipeline manageable.
Monitors the volume and frequency of exchanges to identify gaps in the sales cycle.
Ensures that any action taken in the WhatsApp "mini-CRM" is instantly updated across the entire company cloud.
Offers dedicated integration flows for HubSpot, Salesforce, Creatio, and Zapier.
Implements high-level protection measures to keep sensitive customer conversations private and encrypted.
Pricing
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About Cooby
Cooby is a productivity and integration platform designed to help businesses manage customer communication more efficiently through messaging channels, especially WhatsApp.
Cooby Details
Cooby's In-App Market Place
Does Cooby have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N.A
Pricing Options
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), AUD (A$), CAD (C$), JPY (¥), CNY (¥), INR (₹), RUB (₽), MXN ($)
Pros & Cons
- Stops the nightmare of sales reps manually typing chat notes into the CRM for hours every day.
- Customers actually reply to WhatsApp messages way faster than they ever do with cold emails or calls.
- It puts all the lead info right in the chat screen so you aren't constantly flipping between tabs.
- Managers can finally see what's happening in private chats without having to hover over a rep's shoulder.
- Set up is so simple that teams can usually start closing deals with it in under 15 minutes.
- Since it relies heavily on WhatsApp Web, it might not be the best fit for purely mobile-first teams.
- If your team doesn't already use HubSpot or Salesforce, setting up custom webhooks can be a bit technical.
- Pushing too many WhatsApp messages could potentially annoy customers who prefer keeping their personal apps for private use.
- You are at the mercy of WhatsApp's own updates, which could occasionally break how the browser extension looks.
- Smaller startups might find the cost of a dedicated WhatsApp CRM tool hard to justify early on.
Cooby's Support Options
Cooby's Alternatives
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Portus Platform
Portus Platform is a robust logistics and trade facilitation solution designed to modernize complex supply…
Riva CRM Integration
Riva CRM Integration is a robust enterprise-grade platform designed to bridge the gap between communication…
Ledgerflow
LedgerFlow is an emerging AI-powered accounting solution designed to simplify financial management for modern businesses.
