Questions and answers about InvestCRM

Click Sign up free, fill in your name, email and password and type the 6-digit code sent to your email. The account opens on the Free plan.

No. It has no time limit, needs no card and lets you get to know the system with up to 100 contacts. Broadcasts, automations and the AI answering your customers start on the Start plan.

Start, Business and Enterprise, paid monthly or yearly. Yearly comes with a 35% discount and is billed at once. What each plan includes is in the pricing section of the home page.

By automatic card or by boleto/Pix, through Asaas. The card is saved on Asaas's secure page, and the system tells you if it is declined.

There is a 3-day grace period with an email notice. After that, sending messages is paused until the payment arrives; then it resumes on its own.

Yes. The subscription lasts until the end of the period you already paid for, and then the account moves to the Free plan.

In Connections, click to connect: Meta's own window opens. You sign in with Facebook, pick or create your business portfolio and confirm the number with a code sent by SMS or call. No app to create.

Yes, with Coexistence mode: you keep answering on your phone and the conversations also show up in InvestCRM. At the end, you scan a QR code with the app. If you confirm, your contacts and up to 6 months of one-to-one chats come along (groups do not).

On that number the app loses disappearing messages, view once, live location and broadcast lists (existing ones become read-only). Linked devices are disconnected and sending is capped at 20 messages per second. That is why Coexistence is for customer service; for large broadcasts, an API-only number works best.

One WhatsApp number per account. Need more numbers? Create more accounts: each one has its own number, contacts and subscription.

You pay Meta directly, on the payment method in your Meta account. InvestCRM does not resell messages or charge anything on top.

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. Run the numbers in the cost calculator.

Meta is refusing to send because of a payment problem on your Meta account. On the first 131042, InvestCRM pauses the running broadcasts on that number and shows a notice in the dashboard. Once the payment is fixed at Meta, click Resume: the system sends 1 test message, at most 1 every 10 minutes, and if it goes through, sending returns to its normal pace.

It is a message Meta approves before you send it. You need one to message a customer first or outside the 24-hour window. In InvestCRM you write the template, see a preview and submit it for approval on the same screen.

Yes. Meta requires it. Before publishing, InvestCRM asks you to confirm that the audience agreed to receive messages, and the "Subscribed" condition sends only to contacts with a recorded opt-in. Anyone who replies STOP (or SAIR or PARAR, in Portuguese) is unsubscribed right away and left out of future broadcasts.

Yes: pick the day, the time (Brasília time) and the pace. On the Business and Enterprise plans you can also split the audience into batches, one per day.

Each broadcast shows sent, delivered, read and clicks, per flow block and per button, plus the reason for each failure.

You build an agent with a profile, tone, rules and a knowledge base (text, PDFs, spreadsheets or pages from your site) and try it in a test chat before turning it on. It joins your automations through the AI support block.

Not in InvestCRM. It uses your OpenAI (ChatGPT) or Anthropic (Claude) key, which bills the usage directly to you, with a daily call limit. To understand voice notes, the account needs the OpenAI key.

Yes. On the Business and Enterprise plans there is a human support queue with departments, business hours and a first-response deadline. The AI, an automation or a button hands the conversation over.

Yes. Create a wa.me link with a ready-made message (the link generator on this site does it) and use the wa.me Link trigger: when the person sends that message, the automation starts.

Yes, on paid plans. Each person joins by invitation with an access level: Viewer, Collaborator, Editor or Administrator. The Owner handles billing.

Yes. The agency joins as Administrator and works on automations, AI and broadcasts with no access to billing.

Yes: with an authenticator app on your phone and backup codes for when you do not have your phone.