Industry
Client work, organised on WhatsApp.
Book consultations, collect documents and keep clients updated on their case — with every conversation stored next to the client’s CRM record.
- Consultation requests
- Documents in the chat
- Updates and reminders
Hi, I need help filing my returns this year.
Booked for Monday at 11 AM. Please share last year’s return and Form 16 here.
Form16_2026.pdf
Documents received · assigned to Neha
Customers worldwide
Trusted by high-growth businesses across the world
What you can do
How firms use WhatsApp Hub
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Consultation requests
Clients request a meeting and share details with a WhatsApp Form.
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Collect documents
Clients send documents in the chat — no more email chains.
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Reminders and updates
Send meeting reminders and case updates with approved templates.
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Everything on the client record
Every chat sits on one timeline with the client’s contacts, tasks and deals.
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Shared team inbox
Assign clients to the right professional and keep internal notes.
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Quick replies
Answer common questions in seconds with canned replies.
How it works
Up and running in three steps.
Connect your number
Link your firm’s WhatsApp Business Account.
Set up intake
Create a consultation form and reminder templates.
Serve clients
Collect documents and share updates from one inbox.
Questions, answered
Can clients send documents on WhatsApp?
Yes. Documents shared in the chat stay in the conversation history for your team.
Can we book consultations?
Clients request a slot with a WhatsApp Form and your team confirms it.
Can several professionals share one number?
Yes. The shared inbox assigns clients to the right person.
Is everything linked to the CRM?
Yes. Conversations sit on the client’s timeline with contacts, tasks and deals.
Meta Business Partner
Bring every WhatsApp conversation into one place.
Connect your number to BullCRM WhatsApp Hub and answer every chat with full CRM context.