WHATSAPP CRM PLATFORM

WhatsApp CRM, AI agents and campaigns in one platform

A shared team inbox for WhatsApp with a built-in CRM, AI agents, follow-ups and campaigns on the official API. See every capability, how it is controlled, what it connects to and how long it takes to go live.

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Companies already operating with Sailer

Arco Educação
Hotmart
Valor e Saúde
XpertPack
Copa Energia
Grupo GC
ASAAS
Rede Alpha fitness
AmorSaúde
LingoPass

+R$100M

in sales carried

14.5×

average return per unit

-66%

average drop in cost

+30%

minimum lift in conversion

SAILER CAPABILITIES

From the first WhatsApp message to an up-to-date CRM, in one journey.

From the agent that holds the conversation to the CRM that updates itself, every capability shares context and keeps the operation moving.

Not a bot on top of WhatsApp. The layer that connects everything a conversation depends on.

A good answer depends on five things. Sailer brings them all together, with capabilities that meet.

  • Channels: WhatsApp, Instagram, website, email
  • Context: History, open deal, what was already said
  • Rules: Playbook, autonomy, routing, tone
  • Systems: CRM, ERP, calendar, billing
  • People: Rep, manager, IT — each sees their own

Autonomous agent and chat

Handles, understands and resolves on its own whatever can be resolved — under your rules.

  • Reply in seconds, 24/7, over WhatsApp, Instagram, website and email.
  • Transcribes voice notes and highlights what matters.
  • Knows when to stop: hands off to the right person with the summary ready.
  • Test before you ship: changes run in a sandbox before they reach a customer.

Follow-up sequences

The second, third and fourth touch actually happen — with new context each time.

  • Triggered by silence, by stage or by date — you set how many attempts and how far apart
  • Every re-engagement uses what was already said: it moves the conversation forward instead of resending the same text
  • Stops on its own when the customer replies, and routes them to the right place
  • Whoever does not answer after N attempts goes to nurturing or is marked as lost — with a reason

An autonomous CRM that syncs with Salesforce, HubSpot, RD Station and Pipedrive

Contact, deal, stage and loss reason come out of the conversation itself.

  • Creates and updates contact and deal while the conversation happens — nobody types afterwards
  • Moves the pipeline stage when the conversation changes, not when someone remembers
  • Records the loss reason in plain words, not as an empty field
  • Works as your CRM or syncs with the one you already have — HubSpot, Salesforce, RD, Pipedrive

Campaigns

Reaches the dormant base by trigger and keeps the conversation going when someone answers.

  • Audience by filter: stage, behaviour, date, book of business
  • Sent through the official Meta API with an approved template — no blocking risk
  • Whoever replies lands straight with the agent or the rep, with the campaign as context
  • Results per campaign: delivered, replied, qualified, closed

Reports

SLA, conversion per stage and what came up in this week's conversations that has not turned into a decision yet.

  • SLA, conversion and loss reason per person
  • Results per campaign: delivered, replied, qualified, closed

MORE CAPABILITIES

Capabilities that round out the experience

  • Dashboard

    An overview of your leads, conversions and performance metrics

  • Testing (Sandbox)

    Test your agents before going live

  • Audiences

    Manage your contact lists and audience segments

  • Tools

    Create and manage custom tools that extend what your agent can do

  • Queues

    Create and manage queues to organise your team’s workflow and route conversations efficiently

  • Templates

    View and manage your WhatsApp message templates across every connected channel in one place.

  • Objections

    Manage common objections and suggested responses

  • Schedules

    Manage your business hours and availability

  • Teams

    Create and manage teams to organise the people in your company.

  • Service channels

    Create and manage your business’s communication channels.

  • Knowledge base

    The information agents look up to answer questions during conversations.

ALREADY SAILING WITH US

Accounts from teams that put the operation in motion.

Amor Saúde

“We can now answer fast, hold the context and prioritise whoever is ready to move forward.”

Read the case

-66%

Cost to serve

24%

Booking conversion

28%

CDT conversion

R$14,50

ROI per R$1 invested

See all success stories

USE CASES BY SEGMENT

Every market has its own commercial route

The product is the same; playbook, integrations, autonomy, and human involvement adapt to each operation.

Education

Pains

  • Qualify leads quickly.
  • Opportunities go without follow-up.

Solution

  • Prospecting and qualification
  • Consistent follow-up

E-commerce

Pains

  • Qualify leads quickly.
  • Opportunities go without follow-up.
  • Handoffs between stages break

Solution

  • Prospecting and qualification
  • Consistent follow-up
  • Lower CAC

Dealerships

Pains

  • Qualify leads quickly.
  • Opportunities go without follow-up.

Solution

  • Prospecting and qualification
  • Consistent follow-up

Healthcare

Pains

  • Qualify leads quickly.
  • Opportunities go without follow-up.
  • Handoffs between stages break

Solution

  • Prospecting and qualification
  • Consistent follow-up
  • Lower CAC

Info products

Pains

  • Qualify leads quickly.
  • Opportunities go without follow-up.

Solution

  • Prospecting and qualification
  • Consistent follow-up

Fitness & Wellness

Pains

  • Qualify leads quickly.
  • Opportunities go without follow-up.
  • Handoffs between stages break

Solution

  • Prospecting and qualification
  • Consistent follow-up
  • Lower CAC

Insurance

Pains

  • Qualify leads quickly.
  • Opportunities go without follow-up.

Solution

  • Prospecting and qualification
  • Consistent follow-up

CRM INTEGRATIONS

Connect WhatsApp to Salesforce, HubSpot, RD Station and Pipedrive

Connect systems, data and channels to run the journey with no friction and no change of route.

SECURITY AND COMPLIANCE

Enterprise-grade security, built in.

Built for teams that cannot afford to get security wrong.

  • Role-based access & audit log
  • MSA, DPA & custom terms
  • SAML & SCIM
  • AI guardrails & policy controls
  • Workspace isolation per brand
  • GDPR & LGPD compliant
  • Encryption in transit & at rest

FREQUENTLY ASKED

Frequently asked questions about Sailer AI

Before you board, settle your questions. If yours isn't here, talk to our team.

Talk to a consultant

No. It takes on repetitive tasks, keeps the journey moving and brings the team in at the points your operation defines.

READY TO MOVE?

See what Sailer would do in your operation.

Bring your scenario: how many channels, which CRM, how many people answer. We show you where the platform fits.