Everything a customer writes you, in one place — and nothing goes unanswered.
Wupli CRM brings WhatsApp, forms, email and calls into a pipeline built for your industry, and warns you before an opportunity goes cold. Spanish first, English always.
Free trial · cancel anytime · your data always exportable.
Pipeline · Services
New contact
Café Rincón CriolloDigital menu
Clínica SonrisaWhatsApp
Discovery
Autopartes del NorteMarketing
Proposal sent
Terrastone3 locations
Closed won
El JibaritoWon
Stages and fields per industryAlerts on Puerto Rico timeWhatsApp, IG and Facebook in the pipelineForms, surveys and API
How it works
Three moves and you're running.
No consultant, no three-month project, no spreadsheet only one person understands.
01
Pick your industry
Creating the account applies the pack: pipeline stages, custom fields, email templates, forms and ready-made automations. All editable afterwards.
02
Connect where they write you
WhatsApp, Instagram and Facebook through El Socio; your forms on your site; your email (Gmail or SMTP) with the inbox inside the CRM. Every message lands as an opportunity with its conversation.
03
Let the system remember
Alerts when a lead sits too long in a stage, visual automations that take the next step, and surveys that tell you how the customer felt.
What's included
What is already built and running.
None of this is a roadmap promise: it's what you open on day one.
Pipeline
Pipeline and lead management
Board by stage, owner, source, notes, tasks and your industry's own fields. Drag, note, close — and the history stays.
Alerts
Stalled-lead alerts
SLA rules per stage that count in business hours and in your company's time zone. Nobody gets a reminder at 3 am.
El Socio
WhatsApp that lands by itself
Contacts from WhatsApp, Instagram and Facebook arrive as opportunities with their conversation, no copy-paste; stage changes sync back.
La Asistente
Calls with clear rules
Outbound calls with consent, do-not-call list, local 8 am–9 pm window, attempt caps and private recordings. The policy is evaluated twice before dialing.
Automations
Visual flows, no code
Canvas editor with triggers, conditions, waits and actions. Publish, try it in test mode and read the history of every run. Ready-made templates per industry.
Forms
Native forms
Own builder, hosted page or embedded on your site. Each submission creates or updates the opportunity, with anti-spam, limits and private file uploads.
Surveys
NPS and CSAT surveys
Campaigns that go out on their own when something happens — a won deal, a completed consultation — with a single-use link, reminders and the score attached to the opportunity.
Loopi
Help inside the product
The assistant that answers “how do I…?” with the exact steps for your screen — and tells you when something does not exist yet instead of inventing it.
Email
An inbox next to the customer
Send and reply from the opportunity with your own Gmail or SMTP. Only threads that started in the CRM come back in: we do not sync your mailbox.
White label
Your brand up front
Logo, colors, typeface, your own domain and a verified sender on the screens your customer sees. On the plan that includes it, the platform badge goes away.
API
REST API and webhooks
Keys with scopes and limits, stable pagination, idempotency and a published OpenAPI spec. Inbound and outbound webhooks with retries and signatures.
Industries
Industry editions, not generic templates.
Each edition ships its stages, its fields, its templates and its automations. See them in full before you pay.
Placeholder: these blocks get filled with real customers and their written approval before the site goes live.
Wupli
From here to the world.
Built in Puerto Rico to a global standard: works the same in Bayamón, Santo Domingo or Miami. Per-company isolation, mandatory two-factor and an audit trail on every change.
