WhatsApp Team Inbox & CRM
InboxOne
Every customer WhatsApp in one place, with a record of who said what.
One shared WhatsApp inbox for the whole team — every customer conversation logged against a contact, assigned to an agent, and visible to the owner.
What it is
InboxOne is a WhatsApp team inbox and CRM built by DataX Technologies. Several staff answer one business number from their own logins, every conversation is saved against a customer record, and owners can see response times, who handled what, and which enquiries were never answered.
The problem it solves
In most businesses here, the real CRM is WhatsApp — and it is sitting on individual phones. One salesperson has the enquiry, another has the follow-up, and when somebody leaves, the conversation history and often the customer leave with them.
Nobody can answer the simple questions. How many enquiries came in last week? Which ones were never replied to? How long does a customer wait for an answer? The information exists, but it is scattered across personal handsets.
InboxOne puts one business number behind a shared inbox. Staff answer from their own logins, every message is stored against a customer record, and the history belongs to the business rather than to whoever was holding the phone.
What InboxOne does
One number, many agents
Several staff work the same business WhatsApp number from separate logins, with conversations assigned so two people are not replying to the same customer.
Every chat on the customer record
Messages attach to a contact alongside their orders, quotes and notes, so the next person to pick up the conversation can see what was already said.
Supervisor view
Owners and managers can read the business account’s conversations, see response times per agent, and find enquiries that were never answered.
Templates and quick replies
Approved message templates for the answers your team sends fifty times a week, so quality does not depend on who is on shift.
Handover without loss
Reassign a conversation and the whole history goes with it. Staff changes stop costing you the context.
Works with your other systems
Connects to the CRM, rental or booking system you already run, so a WhatsApp enquiry becomes a record in the system rather than a note somebody retypes.
Modules included
- Shared team inbox on one business number
- Per-agent logins and conversation assignment
- Customer records with full message history
- Supervisor view of business-account conversations
- Response time and first-reply reporting
- Unanswered enquiry detection
- Message templates and quick replies
- Tags, notes and follow-up reminders
- Broadcast to a segmented customer list
- Integration with existing CRM and booking systems
- Export of conversation history for a customer
Built for
- Travel agencies and ticketing
- Real estate and property marketing
- Rental and fleet businesses
- Clinics, labs and pharmacies
- Retail and e-commerce
- Any business where sales happen on WhatsApp
Built with
What changes after rollout
Instead of history on personal phones
Response times rather than impressions
Conversation history when staff leave
Questions about InboxOne
Can managers read employees’ WhatsApp conversations?
They can read conversations on the company’s business account — the number customers message — which is the business’s own record. It does not read staff personal WhatsApp, and it cannot: a personal account is a separate account on a separate device. Tell your team in writing that the business account is monitored; it is the fair thing to do and it avoids a dispute later.
Do staff need the business SIM in their phone?
No. That is the problem it removes. Staff log in to the inbox with their own account from a laptop or phone, and the number itself lives with the business.
What happens to the history when someone resigns?
It stays. You disable their login and reassign their open conversations; the messages were never on their handset to begin with.
Does this use the official WhatsApp Business API?
Yes. We set it up on the official API rather than an unofficial workaround, because unofficial tools get numbers banned and you would lose the number your customers already have.
Can it connect to the system we already run?
Usually yes. If your rental, travel or property system has an API, a WhatsApp enquiry can create or update a record in it directly instead of someone retyping it.
Read more on this
Related services
See InboxOne on your own data.
We will walk through the system with your actual workflow — including the awkward cases — and tell you plainly whether it fits as-is, needs adapting, or is the wrong tool.
Book a demo on WhatsApp