If your customers talk to you on WhatsApp, the conversations are your pipeline. MoveUpMark connects your WhatsApp Business Platform number to a CRM, so every chat belongs to a contact, a team member and a deal instead of living on one phone.
The conversation appears in the shared inbox for your team.
2
A contact is created or matched
A new number becomes a new contact. A known number joins the existing contact and its history.
3
Someone owns it
Assign the conversation to a team member, or let an AI agent reply first.
4
It becomes a deal
Track the opportunity through your pipeline, with notes, tasks and appointments on the same contact.
One inbox for the whole team
Several people can work the same business number without sharing a phone or a login.
Assign conversations to team members and see who is handling what
Send and receive images, documents, audio and video, with a media gallery per conversation
Open the contact's details, notes and deals beside the chat
Give staff access only to the conversations assigned to them, if you want
Templates and campaigns
WhatsApp only allows a free-form reply within 24 hours of a customer's last message. Outside that window, and for any first message, you need a template approved by Meta. MoveUpMark works with that rule instead of around it.
Use your approved WhatsApp templates from inside a conversation
Build a campaign that sends an approved template to a smart list or to all contacts, preview the audience and schedule it
See what was sent, delivered, read and failed
More than one number
An account can include more than one WhatsApp number. When it does, each conversation shows which number it belongs to.
AI agents and automation on WhatsApp
An AI agent can answer new conversations and qualify the lead before a person steps in, and workflows can send WhatsApp messages as follow-up steps.
A WhatsApp Business Platform (Cloud API) number from Meta, on your own WhatsApp Business account. MoveUpMark does not provide the number.
That number's phone number ID, WhatsApp Business Account ID and an access token from Meta, entered once in Settings under WhatsApp, with the MoveUpMark webhook added in your Meta app.
Templates approved by Meta, for first messages and campaigns.
Questions and answers
Does this work with the WhatsApp Business app on my phone?
No. MoveUpMark connects to the WhatsApp Business Platform, the API that Meta provides for businesses. It does not connect to the personal app or the WhatsApp Business phone app.
Can several people reply from the same number?
Yes. The team shares one inbox, each with their own login and permissions, and conversations can be assigned to individuals.
Can I message a customer first?
Only with a template approved by Meta. That is a WhatsApp rule: free-form messages are allowed for 24 hours after the customer last wrote to you.
Can I connect more than one WhatsApp number?
Yes, when your account includes more than one number. Each conversation shows which number it came in on.
Do you supply the WhatsApp number or the Meta account?
No. You connect a number from your own WhatsApp Business account with Meta.
What happens to a chat from someone who is already a contact?
It joins that contact. Phone numbers are matched, so the same person does not become two records.
