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WTOCRM overview

WTOCRM brings customer conversations, contacts, sales work, automation, and AI agents into one workspace.

Main areas

  • Dashboard shows activity and operational indicators.
  • Conversations brings messages from connected channels into one inbox.
  • Contacts stores customer details, history, and scheduled actions.
  • Pipelines helps your team move opportunities through defined stages.
  • Products keeps the items your team sells in one place.
  • Automation runs actions when configured conditions are met.
  • Agents lets you create and manage AI assistants for customer workflows.
  • Channels connects WhatsApp, email, social messaging, SMS, Telegram, and the website widget.
  • Settings controls users, teams, roles, labels, templates, integrations, and workspace preferences.
Start with the quickstart, then choose a task from the navigation.