Click-to-WhatsApp ad
The person clicks the ad and lands in your chat.
Meta Tech Provider: a platform approved by Meta
Broadcasts on the official WhatsApp API, advanced AI customer service and offline conversions for Google and Meta.
Broadcasts with Meta-approved templates, segmented audiences and delivery, read and click reports. Whoever replies is answered right away by an AI that knows your business, and the sale lands in your pipeline.
- No credit card
- You pay Meta directly, no markup
- Official API and Coexistence with WhatsApp Business
- AI on paid plans, at no extra cost
- Support in Portuguese
Built for every kind of business.
If your customers talk to you on WhatsApp, InvestCRM sends, replies and organizes every sale. A few examples:
- Dental clinics
- Aesthetic and health clinics
- Law firms
- Loan brokers
- Payroll loans
- Real estate
- Online courses
- E-commerce and retail
- Gyms and studios
- Marketing agencies
- And your business
Disparo API
From approved template to report, in 5 steps.
No spreadsheets and no 256-contact lists: the broadcast goes out on the official API and you see the result of every send. Anyone who asked to STOP is always left out.
Step 1 of 5
Pick a Meta-approved template.
Marketing, utility or authentication, with image, video or document and buttons. The preview shows up instantly.
Step 2 of 5
Choose who gets it.
One audience condition (tag, segment, opt-in source...) plus rows to exclude people who should not get it, with a live contact count. Anyone who asked to STOP is always left out.
Step 3 of 5
Choose when and how fast.
Scheduling by day and time (Brasília time) and 1 to 600 messages per minute. Or split it into 2 to 30 batches, one per day (Advanced Sending, from the Business plan).
Step 4 of 5
Every button becomes a path.
Whoever clicks gets another message, a tag, a spot in the pipeline or a chat with the AI.
Step 5 of 5
See what happened.
Sent, delivered, read and clicked, by block and by button, with the reason for each failure and the estimated cost.
A "Ready to broadcast?" checklist won’t let you send with something missing.
Sign up freeAI support
Not a simple bot. An attendant who knows your business.
It reads the conversation, checks what you taught it and knows when to call in a person.
Knows who it is talking to
Reads the conversation, knows who the contact is, the day and the time, and understands "tomorrow" and "Friday".
Spots the objection before pushing
Recognizes "too expensive", "I’ll think about it" and fear before trying to book.
Learns from your files and takes real action
Learns from PDF, Word, spreadsheets and pages on your website. Checks one of your systems via API (calendar, orders, records) before replying.
Listens to audio and understands photos
Transcribes voice notes (with the OpenAI key) and looks at the image the customer sent. Off by default; you turn it on whenever you want.
Calls a person at the right moment
Queues by department, business hours, a deadline that turns red and "hand back to AI". From the Business plan.
Reminds the customer who went quiet
Up to 2 reminders written by the AI from the conversation, then it closes the chat.
5-part editor: Profile, Behavior, Knowledge, Settings and External links.
Test agent: chat with it before going live, with no customer seeing it.
Uses your own OpenAI (ChatGPT) or Anthropic (Claude) key: you pay that company directly, with a daily call limit.
Meta and Google conversions
The CRM tells Meta and Google who became a customer.
So your ads are measured by sales, not just by clicks.
Conversation in InvestCRM
The AI or the team replies, and the contact enters the pipeline.
“Qualified lead” stage
The event goes to Meta through the Conversions API. You review every event on its own screen.
Sale
Becomes an offline conversion in Google Ads, in 3 levels: first message, qualified and closed.
Meta and Google conversions: from the Business plan. The Meta event applies to people who came from a click-to-WhatsApp ad.
Automated service and a sales pipeline in one place.
Service automation
14 triggers, visual flows, A/B tests, sequences of up to 50 steps and after-hours replies.
CRM and sales pipeline
Pipelines with loss reasons, tasks, a calendar and a shared inbox with team and queue.
Integrations and API
InvestCRM talks to Meta, Google and your own system.
- Key-based API to create contacts, apply tags and enroll in sequences (from the Business plan).
- Automatic notifications to your system, set up with help from our team.
- Native integration with Odonto Invest.
Your WhatsApp: before and after.
Before
- A 256-contact broadcast list
- Only one person answering, on their own phone
- Leads lost in a spreadsheet
- Customers waiting for a reply overnight
With InvestCRM
- Broadcasts on the official API, with reports
- AI replying 24 hours a day
- A pipeline with every lead in its place
- A team with a queue and deadlines
Who we serve
We serve businesses across many industries.
Small, mid-sized or large: if your business sells or serves customers on WhatsApp, InvestCRM keeps every conversation and every sale in one place.
Health
Health clinics and practices
Dental, psychology, nutrition, aesthetics and physical therapy: the AI answers questions and follows up and, once connected to your calendar (Odonto Invest or another system via API), books, confirms and reschedules appointments.
Law
Law firms and legal professionals
Civil, labor, social security and other areas: AI triage and handoff to the right lawyer, with the whole conversation.
Technical
Engineers, architects and technical professionals
Quote requests organized in the pipeline, quick AI replies and a reminder for anyone who didn’t answer the proposal.
Knowledge
Consultants, mentors and experts
Launches, message sequences and follow-up for people who didn’t buy, with every lead in the right pipeline stage.
Services
Service companies and franchises
Support by department with queues and deadlines, reply automations and a report for every broadcast to your base.
Lending
Lenders and loan brokers
Payroll loans, credit and financing: opt-in broadcasts to your base, AI triage and a pipeline per proposal.
24h emergency
24-hour emergency services
Towing, drain cleaning, locksmiths and 24h assistance: the AI answers right away, even overnight, and passes the call to the team.
B2B
B2B companies
A pipeline for every deal, tasks and automatic follow-up, and every sale reported to Meta and Google.
E-commerce
E-commerce and online stores
Order updates, utility messages, win-back for people who didn’t buy and reactivation of past customers.
Real estate
Developers and real estate agencies
Launches, sales and rentals: the lead comes from the ad, the AI qualifies it and the agent takes over with the whole conversation.
Education
Schools, courses and colleges
Student recruitment during enrollment: the AI answers questions right away and no interested person goes unanswered.
Food
Restaurants and delivery
Bookings and orders on WhatsApp, menu questions answered by the AI and promotions for people who opted in.
Industry
Manufacturers and factories
Quote requests from distributors and resellers organized in the pipeline, with tasks and follow-up for every proposal.
Pet
Pet shops and vet clinics
Grooming, vaccine and appointment reminders, reactivation of customers who haven’t come back and booking by the AI when it is connected to your calendar.
How to start
Get started in 3 steps.
Create your account
Free, no card and no time limit.
Connect your number
Through Meta’s own window (Embedded Signup), without creating an app. It takes minutes.
Serve customers on the official number
Reply to your customers in the Inbox. Broadcasts and automations start on the Start plan.
Pricing
Priced in reais, with no markup on Meta.
- Zero markup on MetaYou pay Meta’s official price directly, on your card.
- AI on paid plans, at no extra costInvestCRM charges nothing more for it. AI usage is billed to your OpenAI or Anthropic key.
- A free plan to get startedNo card and no time limit. When you need more, just switch plans.
Grátis
R$ 0/mo
No card, no time limit
R$ 0/year
No card, no time limit
To get to know InvestCRM.
- Up to 100 contacts
- Inbox on your official number
- Just you on the account
- No broadcasts, automations or AI
Start
R$ 147/mo
Billed every month
R$ 1,146.60/year
Same as R$ 95.55 a month
To start using the tools.
- 1,000 contacts
- 1,000 broadcast messages a month
- Scheduling by date and time
- 2 automations
- 1 sales pipeline
- 1 AI agent
- You plus 1 person
Business
R$ 297/mo
Billed every month
R$ 2,316.60/year
Same as R$ 193.05 a month
For teams that sell every day.
- 5,000 contacts
- Unlimited broadcasts
- Batch sending
- 10 automations
- 5 sales pipelines
- 5 AI agents
- Human handoff with queues
- Meta and Google conversions
- API and webhooks
- You plus 3 people
Enterprise
R$ 597/mo
Billed every month
R$ 4,656.60/year
Same as R$ 388.05 a month
For large operations.
- Unlimited contacts
- Unlimited broadcasts
- Batch sending
- 50 automations
- Unlimited pipelines and AI agents
- Pipeline conversion report
- Everything in Business
- You plus 15 people
Partners
Want to become an InvestCRM partner?
Agencies and professionals can refer or resell InvestCRM and earn a commission.
Frequently asked questions
Does it use the official API?
Yes. InvestCRM is a Meta Tech Provider, a platform approved by Meta. You choose: the official API (the number lives only in InvestCRM) or the Coexistence API (the same number stays on the WhatsApp Business app on your phone). Either way, you connect through Meta’s own window.
Read more: what the official WhatsApp API is
How much does Meta charge?
Meta charges per delivered message, priced by category and country. Since October 1, 2026, regular replies inside the 24-hour window are charged too, after 1,000 free per number each month. People who come from a click-to-WhatsApp ad still open a free window. You pay Meta directly, with no markup.
Read more: what the official API costs, with the BRL rate card · cost calculator
Can my number be blocked?
The official API is the path Meta approves, but Meta monitors each number’s quality. InvestCRM asks you to confirm opt-in before every broadcast, removes anyone who asked to STOP and shows your number’s rating so you can act early.
Read more: 8 good practices for WhatsApp broadcasts
Can I keep using WhatsApp Business on my phone?
Yes, with the Coexistence API: the same number works in the phone app and in InvestCRM at the same time. It is great for customer service; for very large broadcasts, a number on the official API only sends faster.
Read more: how Coexistence works
Does the AI cost extra?
Not from InvestCRM: on paid plans it comes at no extra cost. It uses your own OpenAI (ChatGPT) or Anthropic (Claude) key, which bills usage directly to you, with a daily call limit. To understand voice notes, the account needs the OpenAI key.
Is there a free plan?
Yes, with no time limit and no card: up to 100 contacts to get to know InvestCRM. Broadcasts, automations and the AI answering your customers are available from the Start plan.
Can I cancel anytime?
Yes, on the Subscription screen. The paid plan stays active until the end of the period already paid, then the account moves to the Grátis (free) plan.
Do you work with agencies?
Yes. We partner with agencies that want to resell InvestCRM. How it works and what the agency earns are on the agencies page.
Start today
Serve your customers on official WhatsApp today.
Start free, no credit card.