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// A CodeVector product · CRM

GoldTick is the WhatsApp CRM your whole team runs on.

GoldTick puts every WhatsApp chat, from every branch, into one inbox your whole team can work from. You can run broadcast campaigns, set up chatbots for the questions you answer a hundred times a day, track deals through a pipeline, and take payment right in the conversation. And since you host it yourself, your customer data stays with you.

Runs on the official WhatsApp Business Platform. Self-hosted, so your data stays yours.

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Channels, one inbox
01What GoldTick does

Everything your sales team needs, day to day.

Four sets of tools that take a customer from their first WhatsApp message all the way to a paid order, without hopping between apps.

01
Converse

One inbox for the whole team

Shared team inbox

All your WhatsApp, Instagram and email conversations show up on one screen. Assign a chat to the right person, leave private notes for your team, and @mention a colleague when you need a hand. Nothing slips through, and customers never have to explain themselves twice.

Sticky ownership & routing

Set your own rules for sending each chat to the right branch or person. Once a conversation has an owner, it stays with them until the sale is done, so nobody loses the thread halfway through.

Quick replies & macros

Save the answers you type every day and drop them in with a tap. Macros go a step further and can tag a chat, reply and close it at once, which keeps everyone consistent even on a busy day.

02
Grow

Turn conversations into orders

Broadcast campaigns

Message thousands of customers at once with approved templates, and pick exactly who gets each one by tag, city or what they last bought. You can watch the delivered and read counts come in, then follow up with the people who didn't open.

Catalog & checkout in chat

Share products, put together a cart and collect payment without leaving the chat. As soon as the customer pays, the order shows up in your system. Nobody gets bounced to another app, so fewer people drop off along the way.

Click-to-chat & lead capture

Ads, QR codes and buttons on your site can open a WhatsApp chat with you, and each one is tagged with where it came from. So when a new lead arrives, you already know what brought them in.

03
Automate

Handle the repetitive stuff for you

No-code chatbots & flows

Build simple chatbot flows by dragging blocks around. They can greet people, answer the usual questions and book appointments at any hour, then pass the chat to a person once the customer is ready to buy.

Smart assignment & SLAs

Share incoming chats evenly across the team, respect your working hours, and get a nudge when a reply is running late so customers aren't left waiting around.

04
Measure

See how the team is doing

Contacts & sales pipeline

Every phone number gets its own profile with the full chat history, tags and any fields you want to add. Move deals through your pipeline stages so a promising lead doesn't quietly get forgotten.

Analytics & reports

See how each agent is doing, how quickly chats get answered and closed, how your campaigns performed and how happy customers are. The kind of numbers that actually help you decide what to fix next.

Broadcast that lands

Reach thousands, and see how it lands.

Send an approved template to a specific group of customers and watch the delivered and read counts come in. When it's done, one tap follows up with everyone who didn't open it.

  • Segment by tag, city, spend or last purchase
  • See delivery and read rates as they happen
  • Follow up with non-openers in one tap
02Getting started

Live on your own number in about a week.

You don't have to replace anything. Bring the number you already use, and we'll help you set up verification, imports and routing.

01

Connect your number

Bring the WhatsApp business number you already use onto the official platform, verified badge included. It usually takes about a day.

02

Bring your contacts

Import your customers, add tags, and find all your past conversations in one place.

03

Route & assign

Set up rules so each new chat lands with the right branch and person on its own.

04

Automate the routine

Let chatbots take the common questions and bookings, so your team only steps in when it matters.

05

Broadcast & sell

Run a campaign to the right group of customers, share your catalog, and take payment in the chat.

06

Measure & improve

Check the dashboards to see what's working and where to put your effort next.

Where your data lives

Your customer data should stay yours.

GoldTick runs on your own servers or a private cloud, branded as yours, with the customer data sitting on infrastructure you control. There's no per-seat pricing that charges you more every time you hire, and no lock-in if you ever decide to move on. Add a branch or a few more agents whenever the business needs it.

  • Self-hosted or private cloud
  • White-labelled to your brand
  • No per-seat lock-in
  • Export anytime
  • Full data ownership

A verified number customers trust.

Because GoldTick uses the official WhatsApp Business Platform, your number shows a verified business name and your message templates get properly approved. You can message at volume without the throttling and bans that come with unofficial bulk-sending tools.

  • Official Business Platform
  • Verified business name
  • Reviewed template messaging
  • Deliverability at scale
03Questions

Good to know.

The questions sales teams usually ask before switching. If yours isn't here, drop us an email.

Do we have to change our WhatsApp number?

No. You keep the number you already use and bring it onto the official platform. Customers see the same number, just with a verified badge now.

Can several staff work one number at once?

Yes, that's what the shared inbox is for. Your whole team works the same number, and chats get assigned so two people don't end up replying to the same customer.

Is our customer data safe?

Your data sits on infrastructure you control. We never sell or share it, and you can export all of it whenever you want.

Does it handle multiple branches?

Yes, it's built for that. Each branch gets its own inbox view, routing and reports, while you still see everything in one account.

How long until we're live?

Most teams are up and running within a week. We help you through verifying the number, importing contacts and setting up routing.

// See it on your numbers

Want to see it in action?

Book a walkthrough and we'll set GoldTick up with your own number, catalog and team, so you can try it on a real conversation.

Built for teams that sell over WhatsApp.