AI CRM for sales teams
Your CRM lives in WhatsApp. Just tell it what happened.
After every call or visit, send a text or a voice note. TratoTech's AI agents update the CRM for you, ask about anything missing, and tell you what to do next.
Sales reps sell. They don't fill out forms.
Most CRMs ask your team to stop, open an app and type into a dozen fields. So the updates wait until Friday, the details get lost, and the CRM stops reflecting what's really happening with your customers. TratoTech flips it around: the CRM works for the rep, not the other way around.
How it works
Step 1: Tell it.
Message the CRM on WhatsApp right after a call, visit or meeting — by text or voice note. Plans for upcoming meetings count too.
Step 2: The AI agents record it.
They understand what you said and do the data entry: customer, contact, activity, opportunity, next steps.
Step 3: Missing something? It asks.
If details are incomplete, the CRM sends you a quick follow-up question on WhatsApp — or saves the interaction and leaves the open points pending for you to complete later in the web app.
Step 4: It keeps you on track.
You get recaps, daily and weekly summaries, and suggested next actions, right in WhatsApp.
TratoTech CRM
- Rep:Voice noteTranscript:
Just left Ferretería Delgado. Spoke with Laura, the purchasing manager. She wants a quote for 40 units and I'll follow up Thursday.
- TratoTech CRM:
Got it Logged a visit to Ferretería Delgado with Laura (purchasing manager). Created an opportunity for 40 units. Reminder set for Thursday.
- TratoTech CRM:
One question: what's Laura's email, so the quote goes to the right person?
- Rep:
laura@ferreteriadelgado.mx — I'll send it tomorrow.
- TratoTech CRM:
Done. I added "Send quote" to tomorrow's to-dos.
Built for the people who sell
Easy to use, easy to set up.
No complex definitions, no long configuration projects. Your team starts by sending a message.
Works for the sales rep.
Designed for reps who need the CRM to work for them, not the other way around.
Talk to your CRM.
It listens, understands and assists you throughout your sales journey — by text or voice.
Focus on the customer.
Spend your time with the customer; the AI agents take care of the details.
What it is, and what it isn't
It is
- A CRM your sales reps talk to through WhatsApp
- AI agents that do the CRM data entry and follow-up questions
- Recaps, summaries and next-step suggestions for each rep
- A full web app to review, complete and manage everything
It isn't
- A chatbot that talks to your customers
- A WhatsApp inbox or customer-service tool
- A tool that sends messages to customers on your behalf
- A replacement for the conversations your reps have with customers
Your customers never see it. It's a tool for your team.
WhatsApp for the field. The web app for everything else.
Reps capture and get reminders on WhatsApp. In the web app, they complete pending details, review their pipeline and history. Sales managers get their own views and reports to follow their team's activity and pipeline in one place.
FAQ
Do my customers interact with the CRM?
No. Only your sales team messages the CRM. Customers never see it or receive messages from it.
Do my reps need a special app or phone?
No. Each rep messages the TratoTech CRM contact from the WhatsApp they already use — a personal or a company number. The rep's number is registered in the CRM, and the CRM only processes messages from registered numbers; anything else is ignored.
Can reps send voice notes? In what languages?
Yes, text or voice notes. Spanish and English are proven. Because voice notes are transcribed by AI, other languages may also work.
What happens if a rep leaves out information?
The CRM asks a follow-up question on WhatsApp, or records the interaction and marks the missing details as pending so the rep can complete them later in the web app.
What reports do reps receive?
Recaps after each interaction, daily and weekly summaries, and suggested next actions.
How is our data protected?
Your information is stored in a secure cloud database, and the CRM only accepts WhatsApp messages from your team's registered numbers. See our privacy notice for details.
Do managers get reports too?
Yes. Managers have their own views and reports in the web app to follow their team's activity and pipeline.
How much does it cost?
We tailor plans to your team. Request a demo and we'll walk you through the options.
Let your CRM do the paperwork.
See how your team can keep the CRM up to date with a WhatsApp message.