Free checklist
The WhatsApp CRM Switcher's Checklist: 12 Questions to Ask Before You Leave HubSpot, WATI, or SleekFlow
Know exactly what you are buying before you sign — and what you are losing when you leave.
- The 5 WhatsApp-native features your current CRM probably does not have (and why they matter for a team)
- True monthly cost worksheet: subscription + Meta API fees + per-seat charges + AI add-ons — calculate what you are actually paying
- The mobile app test: can every agent reply from their phone without opening a browser?
Get your free copy
Instant download, and we'll email you the link so you never lose it.
No spam, ever. Your details stay with us.
What's inside
- The 5 WhatsApp-native features your current CRM probably does not have (and why they matter for a team)
- True monthly cost worksheet: subscription + Meta API fees + per-seat charges + AI add-ons — calculate what you are actually paying
- The mobile app test: can every agent reply from their phone without opening a browser?
- The AI test: does your tool handle WhatsApp conversation flows or just email drip sequences?
- The data migration questions: what to ask your current provider before you cancel to avoid lock-in surprises
- 12 demo questions to ask any new CRM vendor — and the answers that should give you pause
- Red flags in demos: what flashy dashboards hide about the actual WhatsApp workflow underneath
- Switch timing: when in your contract cycle to move without paying twice
Who this is for
Sales managers and operations leads at Kuala Lumpur SMEs with a team handling WhatsApp enquiries, currently paying for a CRM that was not built for WhatsApp and actively considering a switch.
Made by the team behind Yalla — the chat-native CRM where the AI does the work, not just the talking.