Run sales, chat, orders, and invoices from WhatsApp
Kelolain gives SMB teams one dashboard for customer conversations, CRM follow-up, product catalogs, quotes, orders, invoices, payments, and lightweight business reports.
Inbox
3 priority threads
Maya Chen
Lead source: Broadcast campaign
One workspace
One workspace for WhatsApp revenue
Every module is connected around the same customer record, so agents can move from message to follow-up, order, payment, and report without rebuilding context.
Inbox
Live WhatsApp conversations with customer context, ownership, and handoff.
CRM
Lead stages, deals, tasks, source tracking, and follow-up dates.
Products
Catalog, prices, stock quantities, low-stock alerts, and movement history.
Orders
Draft and confirm orders directly from chat or dashboard workflows.
Sales & Invoices
Quotes, invoices, payment recording, statuses, and gentle reminders.
Accounting Lite
Revenue, unpaid invoices, expenses, cashflow snapshots, and simple reports.
Broadcasts
Segmented campaigns with staggered sending and performance tracking.
Reports
Sales, finance, marketing, pipeline, product, and operational visibility.
Sales workflow
From customer message to business report
The workflow mirrors how small teams actually sell on WhatsApp: chat first, then qualify, quote, invoice, collect, and learn.
Chat
A WhatsApp message arrives in the shared inbox.
Lead
The contact is tagged, qualified, and assigned.
Quote / Order
Agents create a draft from products and chat context.
Invoice
The sale moves to an invoice with clear payment status.
Payment
Record payments and trigger follow-up reminders.
Report
Track revenue, pipeline, stock, and campaign attribution.
Shopee integration
Bring Shopee products into your WhatsApp sales flow
Connect your workspace-owned Shopee Seller app, authorize shops, sync products, and let agents use the marketplace catalog when they prepare WhatsApp quotes and orders.
Seller app credentials
Store Partner ID and encrypted Partner Key for the workspace-owned Shopee Open Platform app.
Authorized shops
Generate signed authorization links and connect the shops your seller account is allowed to manage.
Product sync
Queue product imports from connected shops and track sync status before agents use the catalog.
Catalog to order
Use synced products as the shared source for WhatsApp quotes, orders, and inventory-aware selling.
Marketplace setup path
A simple operator flow from seller app to sales workspace.
Save and test Shopee seller credentials
Authorize shops with a signed callback flow
Sync marketplace products into Kelolain
Prepare WhatsApp quotes and orders from one catalog
Shopee stays a product and shop source while Kelolain keeps customer conversations, quotes, orders, invoices, and follow-up work in the WhatsApp workspace.
WhatsApp providers
Connect the way your business operates
Keep Baileys QR sessions and Meta WhatsApp Cloud API as selectable provider options per device, with provider-neutral inbox, broadcast, chatbot, and automation workflows on top.
Baileys QR
Connect WhatsApp Web sessions through the existing QR-based device flow.
Meta Cloud API
Use official Cloud API channels with manual Meta app credentials.
Kelolain Developer API
Let your apps send WhatsApp messages through Kelolain
Create workspace API tokens for trusted external apps, call the public send-message endpoint, and route text messages through a connected WhatsApp device while usage stays visible to admins.
Create token
Owners and admins can create workspace tokens from Settings and copy the full token once.
Call endpoint
Send text payloads to the public WhatsApp message endpoint using bearer authentication.
Use a device
Messages are scoped to connected devices in the same workspace.
Track usage
Token usage count and last-used time stay visible in the Developer API table.
Send message endpoint
A compact API path for trusted internal tools.
Endpoint
/api/public/whatsapp/messages/send
curl -X POST /api/public/whatsapp/messages/send \ -H "Authorization: Bearer wapi_..." \ -H "Content-Type: application/json" \ -d '{"device_id":"...","to":"628123456789","text":"Order update"}'Requires whatsapp:send-text token ability.
Uses a connected workspace device.
Records usage and message history.
Safe automations
Automations that create auditable business actions
Flow nodes can do useful sales work without pretending to be a black-box finance system. Actions stay explicit, deterministic, and safe for v1.
AI assistance can help the conversation, while sensitive ownership, document creation, reminders, and handoff rules remain visible to the team.
Tag or update contact
Keep lifecycle stage, source, owner, and notes current.
Create deal or task
Turn qualified chats into assigned sales work.
Draft order, quote, or invoice
Prepare business documents without leaving the conversation.
Send catalog or reminder
Share products and payment nudges with deterministic rules.
Human handoff
Move sensitive conversations from AI flow to an agent.
Reports
Lightweight reporting from real business documents
Reports are derived from contacts, messages, deals, orders, invoices, payments, expenses, products, inventory movement, and campaigns. No formal double-entry ledger is implied in v1.
Business health
This month from WhatsApp workflows
Revenue
IDR 84.2M
+18% vs last week
Open pipeline
IDR 31.5M
42 qualified deals
Unpaid
IDR 12.8M
9 invoices need reminders
Revenue trend
Mock weekly sales from WhatsApp orders
Subscription plans
Choose the plan that matches your WhatsApp sales maturity
Start lean, then unlock more devices, team capacity, automation, reporting, and campaign volume as your operation grows.
Basic
Rp 25K
per month
14-day free trialValidate the WhatsApp sales workflow before your team commits.
Choose BasicIncludes
- 1 workspace
- 1 WhatsApp device
- Basic inbox and contacts
- 50 chatbot or broadcast messages/month
- Starter reports
- 50 Developer API sends/month
Go
Rp 50K
per month
14-day free trialA focused starter plan for small teams organizing sales from chat.
Choose GoIncludes
- 2 WhatsApp devices
- 5 team members
- Inbox and CRM pipelines
- Products and simple inventory
- Quotes and orders
- 1,000 chatbot or broadcast messages/month
- 2,000 Developer API sends/month
Plus
RecommendedRp 345K
per month
14-day free trialThe growth plan for active sales teams that need automation and finance visibility.
Choose PlusIncludes
- 5 WhatsApp devices
- 15 team members
- Orders, quotes, and invoices
- Payment tracking
- Automation actions
- Advanced sales and finance reports
- 10,000 chatbot or broadcast messages/month
- 25,000 Developer API sends/month
Pro
Custom
for scale
Higher limits and operational control for larger WhatsApp sales teams.
Talk to salesIncludes
- 10+ WhatsApp devices
- 50 team members
- Advanced automations
- Campaign visibility
- Inventory signals
- Priority support
- Custom broadcast and Developer API limits
Trials activate after email verification. Basic, Go, and Plus use Midtrans checkout for monthly subscription activation.
Give your SMB sales team one WhatsApp operating system
Start with conversations, then keep the sales, stock, payments, and reports moving in the same workspace.