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, and a Copilot tells you what to do next β€” your team approves and closes. Guided setup gets you live in minutes.

14-day free trial No credit card to start Cancel anytime

ONE LOGIN Β· FIVE MODULES

SalesMarketingWhatsApp & AIServiceSEO & AI-Visibility
A WhatsApp chat with CoolAir Services where the Reach360 AI drafts a reply for the team to approve and send, qualifies the lead and books the site survey

Why Reach360 CRM

Six reasons teams switch to Reach360 CRM β€” and stay

Contacts, pipeline and quotes are table stakes β€” every CRM has them. These six are what actually close deals: WhatsApp-first messaging, an AI sales assistant, a Copilot that tells you what to do next, and quote-to-cash built in.

Meta-approved

WhatsApp-native CRM

Reply to customers where they actually are. Connect your number in one click β€” 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 β€” and hands off to a human the moment it matters.

Win the AI answer

SEO & AI-Visibility suite

Climb Google and win the AI answer. See whether ChatGPT, Gemini and other assistants recommend you β€” 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 β€” reach360 takes you all the way to the bank.

Reach360 Copilot

A Copilot that works, not just chats

Ask β€œWhat should I do next?” and get your overdue follow-ups and unanswered leads, ranked. Tell it to create the deal or set the follow-up β€” it previews, you confirm.

Secure by design

Your data, locked down

Granular roles, OTP login with lockout, full audit trails and server-side plan gating β€” 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 β€” or ships AI you'd actually trust with a customer. reach360 nails both.

AI that drafts & qualifies β€” 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 β€” your call, per channel.

  • Qualifies every lead and captures the details β€” even after hours
  • Coach it in plain English; no prompts to engineer, no code
  • Sends the quote and requests the job the moment they say yes β€” your team confirms
See the AI assistant

AI you can trust

AI drafts and qualifies; your team stays in control

Run the assistant in Suggest mode β€” 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 β€” per channel, enforced by your plan
  • Generates a branded quote and Stripe pay link right in the chat
  • Creates a requested Scheduler job and notifies the owner the moment they confirm
How the AI assistant works
Reach360 WhatsApp AI Agent inbox: the AI qualifies a pest-control enquiry, drafts a reply in Suggest mode, and the team approves, edits or takes over

One login Β· five modules

Sales, Marketing, WhatsApp & AI, Service, and SEO β€” one platform

Replace the stack of half-connected tools. Every module shares one contact record, one pipeline and one source of truth β€” and you only pay for the modules your plan includes.

Reach360 Sales

See module
Contacts & companiesRich records, CSV import, bulk actions, Next Step & Last Activity follow-up columns.
Pipeline & dealsTable or Kanban board views, multi-currency, auto-advancing stages.
Quotes & paymentsWizard, branded PDFs, tax, Stripe pay links, auto Closed-Won.
Contracts & AMCConvert deals, recurring visits, renewals, branded PDF export.

Reach360 Marketing

See module
CampaignsMulti-step sequences and one-off broadcasts, with warm-up and sending windows.
Lead-capture formsPublic links or embeds that create contacts and alert the owner.
Sales InboxConnect sales@ β€” AI turns genuine enquiry emails into leads, filters the rest.
Opens, clicks & dashboardPer-recipient tracking, campaign analytics, email log.

WhatsApp & AI

See module
WhatsApp inboxMeta-approved one-click connect, two-way threads on the contact, templates.
AI sales assistantQualifies, quotes and books on WhatsApp and web β€” Suggest or Auto, per channel.
AI Web Agent24/7 website chat with live human takeover; built from your site in minutes.
1-to-1 email & callsTwo-way Gmail/Outlook with AI Draft, plus call logging β€” all on the timeline.

Reach360 Service

See module
Service schedulingMonth / week / day / list / team views; AI bookings arrive as Requested.
Service teamsMembers and colours, filter jobs by team, contract or client.
Tasks & activitiesDue dates, priorities, Google Calendar sync.
Product catalogSKUs, pricing and UOM that feed your quotes.

Copilot & platform

See module
Reach360 CopilotAsk what to do next, or tell it to create the deal β€” previewed, role-aware.
SEO & AI VisibilityGA4, Search Console, site audit, AI content & AEO.
Dashboards & reportsLive KPIs, pipeline forecast, Sales reports, AI Agent Dashboard.
Roles & securityGranular permissions, device-trusted OTP, audit trail.
Explore every feature

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 β€” 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 β€” embedded right in the PDF.

STEP 4

Auto Closed-Won

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

Built-in Β· 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 β€” plus AI-Visibility (AEO) that checks whether the assistants your customers ask actually name your business.

  • Traffic (GA4) & Search Performance (GSC) β€” two-step connect
  • Site Audit with an AI-written, prioritized action plan
  • AI content planner: topic clusters from your real search data β†’ drafts
  • AI-Visibility: your rank, and the businesses the AI recommends instead
Explore the SEO & AI-Visibility suite
Reach360 AI Visibility screen: a 72/100 visibility score, tracked buyer questions checked on ChatGPT and Gemini, and whether they recommend your business

From sign-up to first lead

A CRM that works for you from day one β€” no training, no consultant

Most CRMs hand you an empty screen. Reach360 sets itself up with you, tells you what to do next, and answers every β€œhow do I…?” on the spot.

Guided setup

Your AI assistant is live in about 5 minutes

Enter your website address. Reach360 reads it, writes your AI assistant, and lets you chat with it exactly as a customer would β€” before anything is saved. Then paste one snippet and it answers your site 24/7.

Reach360 Copilot

Ask it what to do next. Tell it what to do.

Your Dashboard opens with a morning brief: what changed since yesterday, the top things to do, what's at risk β€” each line linked to the record. Ask β€œWhat should I do next?” for a ranked list, or say β€œCreate a deal for Ahmed, AED 12,000, closing Friday” and confirm the preview card. It only sees what your role allows.

Help on every plan

Ask Reach360 β€” and a full course built in

The Ask Reach360 button knows which screen you're on and answers β€œhow do I…?” in plain steps, strictly from the product guide. Prefer reading? The Learning Center walks you from first sign-in to billing.

  • Nothing changes without a Confirm β€” Copilot previews every write
See Copilot and guided setup

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 β€” 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 for every module with data-scope controls.
OTP & audit trailOptional login OTP β€” asked once per device β€” 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 β€” upgrade the moment you need more. Per user per month, billed annually.

Starter

Pipeline, email & 24/7 web AI

$12/ user / mo, billed annually
Start free trial
  • Pipeline, quotes & Stripe payments
  • AI Web Agent + lead-capture forms
  • Email campaigns & lists
Most popular

Growth

WhatsApp AI, scheduling & AMC contracts

$23/ user / mo, billed annually
Start free trial
  • Everything in Starter
  • WhatsApp inbox + AI, 24/7
  • AI quotes, scheduler & AMC contracts

Premium

Get found on Google and by AI

$32/ user / mo, billed annually
Start free trial
  • Everything in Growth
  • SEO & AI-Visibility suite
  • Service Dashboard

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, 24/7. It qualifies leads, collects details, and moves them through your stages β€” then drafts replies for your team to approve, edit, or send, or answers live in Auto mode. The website assistant is on every plan; WhatsApp AI starts on Growth.

How long does it take to set up Reach360?+

Minutes, not weeks. A guided Quick Setup runs on your first login: enter your website address, Reach360 reads it and builds your AI assistant, you try it exactly as a customer would, then paste one snippet on your site. A Getting Started checklist ticks itself from real data as you go. No training or consultant is needed β€” the Ask Reach360 help assistant and the Learning Center course are included on every plan.

Does Reach360 have an AI copilot?+

Yes. Reach360 Copilot sits at the top of every screen. Ask it β€œWhat should I do next?”, β€œHow are sales this week?” or β€œWho has gone quiet?” and it answers from your live CRM data, within your role's permissions. Tell it to create a deal, add a note or set a follow-up and it shows a preview card you confirm before anything is saved.

Can Reach360 turn enquiry emails into leads?+

Yes. Connect the mailbox where enquiries arrive β€” Gmail, Google Workspace, Outlook or Microsoft 365, read-only β€” and the Sales Inbox checks it every 5 to 60 minutes. AI classifies each email: genuine sales enquiries become leads with name, phone, service and urgency extracted and the email attached to the contact; newsletters, receipts and internal mail are filtered out. Every new lead triggers the same alert as a WhatsApp or web-chat lead.

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 β€” 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. Start a 14-day free trial with no credit card and explore the full platform (the SEO & AI-Visibility suite is excluded from the trial). Paid plans β€” Starter, Growth, and Premium β€” 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 β€” all from one place. Guided setup gets you live in minutes, and Copilot tells you what to do next.

14-day free trial Β· no credit card Β· cancel anytime