AI sales assistant

The WhatsApp-first CRM with an AI assistant that never lets a lead go cold

Two-way WhatsApp, email and web chat tied to every contact, deal and quote. An AI assistant qualifies leads and drafts replies across channels — your team approves and closes. Meta-approved, so you can go live today.

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AI drafted a reply
“Happy to book your free site survey — does Thursday at 2pm work for you?”
Approve & send
Edit

Why reach360

Six reasons teams switch — and stay

You'll find every CRM table-stake here. These are the things that actually move the needle on closed deals.

Meta-approved

WhatsApp-native CRM

Reply to customers where they actually are. Connect your number in one click — and every chat lands on the contact record, never lost on someone's personal phone.

WhatsApp + web

AI sales assistant

Your fastest rep never sleeps. It qualifies leads and drafts replies on WhatsApp and your site around the clock — and hands off to a human the moment it matters.

Nobody else ships this

SEO & AI-Visibility suite

Climb Google and win the AI answer. See whether ChatGPT, Gemini and other assistants recommend you — then publish content that makes sure they do.

Quote-to-cash

Get paid in one flow

Send a branded quote, get paid by card, watch the deal close itself. Most CRMs stop at the proposal — reach360 takes you all the way to the bank.

All in one login

Everything for SMBs

Sales, marketing, service and contracts under one login. No more tab-juggling, and no more five tools that refuse to talk to each other.

Secure by design

Your data, locked down

Granular roles, OTP login with lockout, full audit trails and server-side plan gating — enterprise-grade control without an IT team to run it.

The two big ones

Where reach360 leaves the big CRMs behind

Almost no SMB CRM does WhatsApp properly — or ships AI you'd actually trust with a customer. reach360 nails both.

AI that drafts & qualifies — you approve

An AI assistant reads every conversation, qualifies the lead, and drafts the reply across WhatsApp and web chat. Run it in Suggest mode, or let it answer live in Auto — your call, per channel.

  • Qualifies every lead and captures the details — even after hours
  • Coach it in plain English; no prompts to engineer, no code
  • Sends the quote and books the job the moment they say yes
See the AI assistant

Built-in · Premium

Do ChatGPT, Gemini and other AI assistants recommend you?

A full search-and-AI-presence toolkit inside the CRM: Google Analytics and Search Console, Lighthouse site audits, and an AI content planner grounded in your real product facts — plus AI-Visibility (AEO) that checks whether the assistants your customers ask actually name your business.

  • Traffic (GA4) & Search Performance (GSC) — two-step connect
  • Site Audit with an AI-written, prioritized action plan
  • AI content planner: topic clusters from your real search data → drafts
  • AI-Visibility: your rank, and the businesses the AI recommends instead
Explore the SEO & AI-Visibility suite
AI VisibilityPremium
“Best air-conditioning installer in Manchester” — checked across ChatGPT & Gemini
1Competitor A
2Your businessYou ✓
3Competitor B
Overall visibility score72/100

Quote-to-cash

From quote to paid, in one flow

Most CRMs stop at the proposal. reach360 takes the deal all the way to the bank — and updates your pipeline for you.

STEP 1

Build the quote

Guided wizard pulls products, applies tax and discounts, exports a branded PDF.

STEP 2

Share a pay link

Generate a Stripe payment link per quote — embedded right in the PDF.

STEP 4

Auto Closed-Won

The linked deal moves itself to Closed Won. No manual stage updates.

One platform

Everything your team needs — nothing it doesn't

Replace the stack of half-connected tools. Sales, marketing, service, intelligence and reporting share one source of truth.

Sales

Contacts & companiesRich records, CSV import, bulk actions, activity timeline.
Pipeline & dealsTable or Kanban board views, multi-currency, auto-advancing stages.
Quotes & proposalsWizard, branded PDFs, tax, Stripe pay links.
ContractsConvert deals, track renewals, branded PDF export.

Omnichannel & marketing

Omnichannel inboxWhatsApp, 1-to-1 Gmail/Outlook and call logging, tied to contacts.
Web Chat24/7 AI website assistant with live human takeover.
Email campaignsMulti-step sequences on every plan, tracking & analytics.
Lead-capture formsPublic links or embeds that auto-create contacts.

Service & teams

Service schedulingMonth / week / day / team views, assign jobs.
Service teamsMembers and colours, filter jobs by team or client.
Tasks & activitiesDue dates, priorities, Google Calendar sync.
Product catalogSKUs, pricing and UOM that feed your quotes.

Intelligence & platform

AI IntelligenceDaily digest and sales, contact & service insights.
SEO & AI VisibilityGA4, Search Console, site audit, AI content & AEO.
DashboardsLive KPIs, pipeline by stage, team performance.
Roles & securityGranular permissions, OTP login, audit trail.
Explore every feature

AI you can trust

AI drafts and qualifies; your team stays in control

Run the assistant in Suggest mode — it reads the thread, qualifies the lead and drafts the reply for a human to approve, edit or send. Or switch to Auto on the channels you trust. Reply from the phone's WhatsApp app and the AI auto-pauses that chat.

  • Suggest or Auto — per channel, enforced by your plan
  • Generates a branded quote and Stripe pay link right in the chat
  • Books the job and notifies the owner the moment they confirm
How the AI assistant works
reach360 drafted a reply · review before send
Hi Priya! Yes — we install ducted AC for a 3-bed villa. I can arrange a free site survey on Thursday at 2pm — shall I book it in?
Suggest mode · won't send without approval
Approve & send
Edit draft

Security & platform

Enterprise-grade controls, without the overhead

Run multiple companies from one account, give every role exactly the access it needs, and keep data safe — hardened with server-side plan gating, rate-limiting and ownership guards.

See platform & security
Multi-workspaceOne login, fully-isolated workspaces, switch in a click.
Roles & permissionsGranular access across 13 modules with data-scope controls.
OTP & audit trailOptional login OTP with brute-force lockout and a full sign-in audit.
Self-serve billingStripe checkout and a customer portal to manage plans and seats.

Pricing

Simple plans that grow with you

Start free for 14 days. Pick the plan that fits today — upgrade the moment you need more. Per user, billed monthly.

Starter

Pipeline, email & 24/7 web AI

$19/ user / mo
Start free trial
  • Pipeline, quotes & Stripe payments
  • AI Web Agent + lead-capture forms
  • Email campaigns & lists
Most popular

Growth

WhatsApp AI, quoting & scheduling

$39/ user / mo
Start free trial
  • Everything in Starter
  • WhatsApp inbox + AI, 24/7
  • AI quotes, auto-booking & scheduler

Premium

Contracts, SEO & full AI

$65/ user / mo
Start free trial
  • Everything in Growth
  • Contracts & AMC agreements
  • SEO & AI-Visibility suite

Save 20% on annual billing.

Compare all plans & features

Frequently asked questions

Everything you need to know about Reach360.

What is Reach360?+

Reach360 is a WhatsApp-first, all-in-one CRM for small and mid-sized sales teams. It combines a two-way WhatsApp and email inbox, an AI sales assistant, a sales pipeline, branded quotes with online payments, email marketing campaigns, contracts, and service scheduling in one platform.

Does Reach360 work with WhatsApp?+

Yes. Reach360 includes a two-way WhatsApp inbox tied to each contact, so you can send and receive text and media, see delivery and read status, and chat straight from the contact record. You can connect your WhatsApp Business number in-app and re-engage customers after the 24-hour window using approved message templates.

How does the AI sales assistant work?+

The AI assistant talks to customers over WhatsApp and an embeddable web chat widget. It qualifies leads, collects details, and moves them through your stages — then drafts replies for your team to approve, edit, or send. It runs in suggest mode by default, so your people always stay in control.

Can customers pay online from a quote?+

Yes. Build a branded quote from your product catalog, attach a Stripe pay-online link, and share it. When the customer pays, the quote flips to Paid and the linked deal automatically moves to Closed-Won — no manual status changes.

Does Reach360 support my currency and tax rules?+

Reach360 handles multi-currency billing in USD and AED, supports TRN/VAT and per-workspace tax settings, and adds your tax number to documents. It's built to fit how teams in WhatsApp-first markets actually sell.

Is there a free trial?+

Yes. You can start a 14-day free trial and explore the full platform. Paid plans — Starter, Growth, and Premium — unlock more modules as your team grows. See the pricing page for current details.

Run your whole sales operation from one CRM

Connect WhatsApp, let the AI qualify your next lead, and send a pay-online quote — all from one place. Start free in minutes.

14-day free trial · cancel anytime