The WhatsApp-First CRM That Never Lets a Lead Go Cold
Reach360 CRM brings sales pipelines, WhatsApp conversations, AI-assisted follow-up, quoting, payments, marketing, and service scheduling into one cloud-based platform.
It is designed for SMEs, sales teams, service businesses, and agencies that want to replace a stack of half-connected tools with a single system built around how customers actually communicate.
Built Around the Way Customers Actually Buy
For many growing businesses, sales conversations happen on WhatsApp, quotes are built in spreadsheets, payments are chased by hand, and customer records live in someone's phone. Leads go cold simply because nobody followed up in time.
Reach360 CRM brings these workflows together. Every WhatsApp and web chat conversation is linked to a contact record, an AI assistant qualifies leads and drafts replies, and deals move from enquiry to quote to payment inside one pipeline.
The platform is Meta-approved for WhatsApp, so teams can connect their business number and go live quickly — with AI working in Suggest mode under human approval, or Auto mode where preferred.
Reach360 CRM Features
Sales, messaging, quoting, payments, marketing, and scheduling — in one cloud-based platform.
Contacts & Sales Pipeline
Keep every contact, company, and deal organised with full activity history and clear pipeline stages.
- Contact and company records with activity timelines
- Kanban board and table pipeline views
- Multi-currency deal tracking
WhatsApp Inbox & AI Assistant
Manage customer conversations in a two-way WhatsApp inbox, with an AI assistant that reads every conversation, qualifies the lead, and drafts the reply.
- Meta-approved two-way WhatsApp inbox
- AI lead qualification and drafted replies
- Suggest mode (human approval) or Auto mode
- Web chat widget with 24/7 AI support
Quotes & Payments
Move deals from enquiry to payment in one flow, with branded quotes and embedded payment links.
- Branded quote builder with tax calculations
- PDF export with your branding
- Embedded Stripe payment links
- Automatic deal stage advancement on payment
Marketing, Scheduling & Growth
Support the wider customer journey with campaigns, service scheduling, contracts, and search visibility tools.
- Email campaigns and lead-capture forms
- Service scheduling with team assignment
- Contracts and AMC agreement tracking
- SEO & AI-visibility suite (GA4, Search Console, site audits)
Designed for Teams That Sell Through Conversations
Reach360 CRM is built around the practical sales, service, and follow-up workflows growing businesses run every day.
WhatsApp-Native
Built for markets where sales happen on WhatsApp — Meta-approved, so your business number can go live today.
AI You Can Trust
The AI assistant qualifies leads and drafts replies, with human-in-the-loop Suggest mode or fully automated Auto mode.
Replaces Disconnected Tools
CRM, messaging, quoting, payments, campaigns, and scheduling in one platform instead of a stack of half-connected tools.
Quote-to-Cash in One Flow
Send a branded quote with a payment link, and watch the deal advance automatically when the customer pays.
Cloud-Based for Growing Teams
Multi-currency pipelines and cloud delivery support teams selling across different markets and locations.
Built for Small and Mid-Sized Sales Teams
Reach360 CRM is designed for organisations that sell through conversations and need sales, marketing, and service operations in one place.
Best fit for
- SMEs and growing businesses
- Sales teams in WhatsApp-first markets
- Service and maintenance businesses that schedule jobs and manage AMC contracts
- Consultants, agencies, and professional service firms
- Retailers, trading, and distribution businesses
- Teams replacing spreadsheets, personal phones, and disconnected sales tools
Stop Losing Deals to Slow Follow-Up
Many growing businesses manage sales through personal phones, spreadsheets, and disconnected tools. Reach360 CRM brings these workflows into one clear system.
Common Challenges
- Leads going cold in WhatsApp chats nobody follows up
- Customer conversations scattered across personal phones
- No clear view of the sales pipeline or deal stages
- Quotes built manually in Word or Excel
- Payments chased by hand with no link back to the deal
- Marketing campaigns disconnected from customer records
- Service visits and contract renewals tracked in spreadsheets
What Reach360 CRM Helps Businesses Improve
Respond to Every Lead, Fast
AI qualifies incoming enquiries and drafts replies so no lead waits — and none go cold.
Keep Conversations on Record
Every WhatsApp and web chat message is linked to the contact record, not a personal phone.
See Your Pipeline Clearly
Track every deal by stage, value, and currency across kanban and table views.
Get Paid Faster
Send branded quotes with embedded payment links and let deals advance automatically on payment.
Reduce Tool Sprawl
Replace separate CRM, messaging, quoting, campaign, and scheduling tools with one platform.
Stay in Control of AI
Choose Suggest mode with human approval on every message, or Auto mode where it suits your team.
Practical Ways Businesses Use Reach360 CRM
Real-world sales, service, and follow-up workflows that teams run through Reach360 CRM every day.
SMEs and Growing Businesses
Manage enquiries, pipelines, quotes, and payments in one place instead of spreadsheets and personal phones.
Service and Maintenance Businesses
Schedule service visits, assign team members, and track AMC contracts and renewals alongside customer records.
Consultants and Agencies
Send branded proposals and quotes, collect payments through embedded links, and keep client conversations organised.
Retail, Trading, and Distribution
Handle WhatsApp product enquiries with AI assistance, track multi-currency deals, and follow up automatically.
Marketing-Led Teams
Capture leads through forms and web chat, run email campaigns, and grow search and AI visibility with the built-in SEO suite.
Explore Reach360 CRM Pricing and Plans
Reach360 CRM is priced per user per month across three plans — Starter, Growth, and Premium — with a 14-day free trial and a 20% discount on annual billing.
For detailed pricing, feature comparisons, and to start a free trial, please visit the dedicated Reach360 CRM product website or see our pricing page.
If your organisation has specific sales, WhatsApp messaging, quoting, or service scheduling requirements, contact HRX360 Ltd to discuss suitability and setup options.
Connect Customer Operations with Your People Operations
For organisations that also need workforce management, employee records, leave or attendance workflows, HRX360 supports workforce operations as part of the HRX360 Ltd software portfolio.
Explore HRX360
reach360crm.comVisit the Reach360 CRM Product Website
For detailed product information, feature updates, pricing, and free trial sign-up, visit the dedicated Reach360 CRM product website.
Visit Reach360 CRM WebsiteFrequently Asked Questions
What is Reach360 CRM?
Reach360 CRM is a cloud-based, WhatsApp-first CRM that brings sales pipelines, customer conversations, AI-assisted lead follow-up, quoting, payments, marketing, and service scheduling together in one platform.
Who is Reach360 CRM suitable for?
Reach360 CRM is suitable for SMEs, sales teams, service businesses, consultants, and agencies — particularly organisations in WhatsApp-first markets that want to manage sales, marketing, and service operations without multiple disconnected tools.
Does Reach360 CRM work with WhatsApp?
Yes. Reach360 CRM provides a two-way WhatsApp inbox that is Meta-approved and linked directly to contact records, so teams can manage customer conversations alongside deals, quotes, and activity history.
Does the AI assistant reply to customers automatically?
That is up to you. The AI assistant reads conversations, qualifies leads, and drafts replies. Teams can use Suggest mode, where a human approves every message before it is sent, or Auto mode for fully automated responses.
Can Reach360 CRM handle quotes and payments?
Yes. Reach360 CRM includes a branded quote builder with tax calculations and PDF export, and quotes can carry embedded Stripe payment links. When a customer pays, the deal advances automatically in the pipeline.
Can Reach360 CRM be used by organisations outside the UK?
Yes. Reach360 CRM is designed for international use, with multi-currency pipeline support and features built for WhatsApp-first markets around the world.
Ready to Bring Sales, Conversations, and Payments Together?
Reach360 CRM helps growing businesses manage pipelines, WhatsApp conversations, quotes, payments, and scheduling in one platform — with an AI assistant that never lets a lead go cold.