Close more mortgages with WhatsApp.
On autopilot.

Q: Does it integrate with my CRM or banking management system?

Yes. ManyContacts integrates with the main software in your sector via API, Zapier or Make. If your system has an API, we can connect it.

Q: Is it GDPR compliant?

Yes. ManyContacts is GDPR compliant. Data is stored on European servers and you can export or delete any contact at any time.

Q: What happens if an advisor leaves the company?

Conversations and the clients book stay on the panel. You reassign conversations to another teammate with one click. Zero context loss.

Q: How long does setup take?

Basic setup takes less than 1 hour. Our team supports you through the migration and onboarding process at no extra cost.

The WhatsApp CRM for financial firms.
All your team in one panel. Stop losing operations to unanswered messages.

Book a 20-min demo → Chat with us on WhatsApp →

The problem

Sound familiar?

Your financial advisors talk with clients on WhatsApp from their personal phones. When one leaves, they take the book with them. Weekend messages get lost. You have no real visibility into your operation pipeline. Scaling the team without losing quality feels impossible.

The solution

3 things that change everything

Shared multi-agent inbox

All your team WhatsApp in one panel. Each financial advisor sees their own. You see everything. Auto-assignment of clients.

Operations kanban + templates

Drag by status: Lead · Study · Approved · Signed. Professional templates for your sector and quick replies.

Integration with your stack

HubSpot, Pipedrive, Salesforce, Holded and banking software. Every client with their full profile, synced in real time.

Success story

15 financial advisors managing operations on WhatsApp in a single panel. Before it was impossible to have visibility. Now we control the entire operation pipeline.
— Sales Director, Mortgage Broker Plus

15 financial advisors connected

+45% response rate

< 4 min avg. response time

Pricing

Transparent. No surprises.

From 49 /mo + 18 per financial advisor

Example: team of 10 financial advisors = 229 /mo

14-day free trial
No commitment
Migration included
Unlimited contacts and messages

Start your free trial

Frequently asked questions

Does it integrate with my CRM or banking management system?

Yes. ManyContacts integrates with the main software in your sector via API, Zapier or Make. If your system has an API, we can connect it.

Is it GDPR compliant?

Yes. ManyContacts is GDPR compliant. Data is stored on European servers and you can export or delete any contact at any time.

What happens if an advisor leaves the company?

Conversations and the clients book stay on the panel. You reassign conversations to another teammate with one click. Zero context loss.

How long does setup take?