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About InvestCRM

An official WhatsApp system built by a marketing agency

InvestCRM is a product of Consig Invest Marketing Digital, an agency that serves businesses across Brazil with paid ads, SEO, websites and AI automation.

What it is

Serve and sell on official WhatsApp, in one place

InvestCRM brings together what a business needs to serve and sell on WhatsApp: broadcasts with Meta-approved templates, an AI support agent, visual flow automations, a shared team inbox and a CRM with a sales pipeline.

It also sends back to your Meta and Google ads what became a qualified lead and a sale, so your campaigns learn from the people who actually buy.

How it works

What holds for every account

  • 01

    Official channel only

    InvestCRM is a Meta Tech Provider. Your number is connected through Meta's own window, on the official WhatsApp Business API or the Coexistence API.

  • 02

    No markup on Meta

    Meta charges you for messages directly, on your account's payment method. InvestCRM does not resell messages or add a fee.

  • 03

    The AI uses your key

    The AI agent uses your OpenAI or Anthropic key: that company bills the usage to your account, with a daily call limit.

  • 04

    Billing stays with the owner

    Each account has its own contacts, conversations and subscription. Only the Owner touches billing: an agency can join as Administrator without seeing any of it.

Who builds it

Consig Invest

Consig Invest Marketing Digital Ltda. (CNPJ 32.627.756/0001-51) is a digital marketing agency: paid ads on Google and Meta, SEO, websites and AI automation for businesses across Brazil.

InvestCRM was born inside the agency and is developed by it. Consig Invest also runs the Marketing Hub, with free marketing tools.

Contact

Talk to us

Questions about the system, plans or partnerships: email us or message us on WhatsApp.

  • E-mail: contato@investcrm.com.br
  • WhatsApp: (51) 98349-3659

Are you an agency that wants to resell InvestCRM to your clients? Reach us through the same channels.

Start free on InvestCRM

The Free plan has no time limit and needs no card. Connect your number through the Meta window and try the system.