Customer relationships
Every customer conversation, in one place.
WeMate CRM brings contacts, sales, marketing and service together, so a team sees each customer’s whole story: where they came from, what they were sent, what they asked and what was agreed.
One organisation can run several products from the same account, each with its own pipeline and audience.
- For
- Sales, marketing and support
- Channels
- Email, SMS and social
- Works in
- Any modern browser
Highlights
Built for teams that sell, market and support.
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A single customer record
Contacts and companies with custom fields, duplicate merging, and import and export.
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A pipeline you can trust
Leads become deals that move through stages, with forecasts in the reports.
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Measured campaigns
Email and SMS campaigns from templates, with opens, clicks and short links tracked.
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Every channel answered
Social messages and email arrive in one shared inbox, and a chat can become a lead.
Modules
Everything in WeMate CRM.
Sales
From first contact to closed deal.
- Contacts and companies Segments, custom fields, imports and merging.
- Leads Captured from forms, chats and Meta lead ads.
- Pipeline and deals Stages for each product, and every deal in one list.
- Forecasting Pipeline snapshots over time, shown in the reports.
Marketing
Reach the right people, and see what worked.
- Email and SMS campaigns Templates, bulk sends and delivery tracking.
- Social publishing Posts scheduled to Facebook, Instagram, LinkedIn, X and Telegram.
- Automations Visual flows that act on what customers do.
- Short links Links with click and unsubscribe tracking.
Service
Every question answered, nothing forgotten.
- Shared inbox Facebook, Instagram, WhatsApp, Telegram, X and LinkedIn messages together.
- Mailbox The team’s email accounts, with mail turned into tickets or leads.
- Tickets and tasks Follow-ups assigned, tracked and closed.
- Calendar Meetings with video links and shared availability.
Insight and control
Know what is happening, and who did it.
- Dashboard and reports The numbers that matter, ready to export.
- Activity feed Everything that changed, as it happens.
- Roles and audit log Who may do what, and a record of every change.
- Recycle bin Deleted records kept for a while, so mistakes can be undone.
Inbox
Every conversation, in one inbox.
Messages from Facebook, Instagram, WhatsApp, Telegram, X and LinkedIn arrive in one shared inbox. Assign a chat, reply as a team, and turn a promising conversation into a lead in one step.
Contacts
A complete record of every customer.
Contacts and companies with tags, status, owner and custom fields, ready to search, segment, import and export, with duplicates merged instead of multiplied.
Leads
Never lose track of an enquiry.
Every lead shows where it came from, its value, priority and expected close date, so the team knows exactly what to follow up next.
Dashboard
The numbers that matter, at a glance.
Revenue, open pipeline, win rate, contacts and campaigns on one screen, with revenue by month and deals by stage.
Calendar
Meetings and follow-ups, in one calendar.
Meetings, calls and tasks sit in one shared calendar with video links, so nobody double-books and nothing slips.
Reports
Forecasts you can plan around.
Weighted forecasts, stage velocity, revenue by month and deals by stage, each ready to export.
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