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Guide

Free WhatsApp CRM: how to use a complete one without paying

Anyone looking for a free CRM wants to organize WhatsApp without taking on a cost before seeing results. The safest way is to test a complete CRM, with the whole team and the AI turned on. On atendIA that is 7 days free on any plan, no credit card.

atendIA dashboard in dark mode: the conversation list from WhatsApp, Instagram, Messenger and email with tags and the AI badge, and the five connected inboxes

The short answer

To use a complete WhatsApp CRM without paying, start with the atendIA trial: 7 days free, no credit card, with every feature of the plan you pick. The AI works during the trial too, and we cover its cost. If it fits, you stay on the plan. If not, just do not continue.

What to look for in a free CRM

A free version is usually a showcase with the essentials cut out. Before building your operation on it, compare these points.

PointWhat usually happensIn the atendIA trial
UsersOne or two agents and the rest paidUnlimited team from day one
MessagesA monthly allowance that runs out mid monthUnlimited messages
ChannelsOnly one WhatsApp numberWhatsApp, Instagram, Messenger and email in the same inbox
AILeft out or billed separately by usageAI included in Essential and Professional, even in the trial
CardAsks for a card to unlock featuresNo credit card
CommitmentA contract with a minimum termNo lock in, cancel in the dashboard

What you use during the trial

  • Several agents on the same number, each conversation with an owner
  • A queue with automatic distribution by round robin or to whoever is least busy
  • Automatic greeting and department menu on WhatsApp
  • A visual sales pipeline, with your company's stages
  • Quick replies, tags and history search
  • Automatic transcription of the voice messages customers send
  • Report on new leads, closings and conversion

How to make the most of the 7 days

A short trial pays off when the team really uses it. Connect your main number, bring in everyone who answers customers and let the AI reply after hours. At the end you have a report of what came in and what closed, and you decide with numbers in hand.

  1. 1Create your accountSign up with your company details. 7 days free, no credit card.
  2. 2Connect WhatsAppScan the QR code, just like WhatsApp Web. Your number and conversations stay the same.
  3. 3Invite the team and turn on the AIAdd the agents at no cost per person and fill in the AI form with what you sell, prices and hours.

Plans and pricing

After the trial, Basic costs $49 per month, Essential with AI costs $99 and Professional, with the AI that books, costs $199. You can change plans at any time.

See all plans

Frequently asked questions

Do I need a credit card to try it?

No. Signing up only asks for your company details, phone, email and password. The 7 days are free, and billing only starts if you decide to continue. You cancel from the dashboard itself.

Does the AI work in the free trial?

Yes. In the Essential and Professional trial the AI really replies, and we cover its cost. You do not need to create an OpenAI account or add a key.

What happens when the trial ends?

You pick a plan and keep going with the same conversations, contacts and settings. There is no lock in: if you prefer not to continue, just do not subscribe.

Is there a limit on messages or users?

No. Messages are unlimited on every plan, and you add as many users as you need, with no per seat cost.

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Start serving customers better today

Try atendIA for 7 days with your team and your customers. No credit card, no long-term contract.