One inbox. Four channels. A CRM that runs on the conversation.
WhatsApp, SMS, RCS and Email in one workspace — capture the lead, let the AI reply, hand off to a human. Packs add the records you already run. Insights show the funnel and the overlays you install — never one blended number.
No credit card required · Free trial included
- SMS
- RCS
One conversation OS. Industry packs, store overlays, and Insights that keep census, ads and journeys as different questions.
Emma Walsh
Can you still take a new order this week?
Luca Bianchi
Thanks, the brochure looks great.
Fatima Al-Hassan
When can we schedule a callback?
James Whitaker
Payment went through — please confirm.
Emma Walsh
● online
Four channels, one thread list
WhatsApp, SMS, RCS and Email — assign and reply without switching apps.
Records that match the work
Industry packs install objects, fields and pipelines. The inbox stays the same.
Insights that stay honest
Overview for today. Analytics for the funnel. Overlays never blended into one number.
Your keys, your tenant
Isolated workspace. Bring your own WhatsApp provider and AI key.
Live on a channel in three steps.
Capture anywhere. Engage on the channel. Hand off when it matters.
- 1
Connect a channel
WhatsApp, SMS, RCS or Email — your provider, your credentials. The team is live on that channel without a developer project.
- 2
Capture and assign
Every inbound thread is a lead in a pipeline. Route by product, source or availability so the right person owns the conversation.
- 3
Automate, then hand off
Journeys and the AI agent handle the repetitive replies. The moment it needs a person, the human picks up the same thread with full context.
Inbox, pipeline, and journeys — then packs and Insights.
Three things a team uses every day. Vertical packs, store overlays, and the dashboard live just below.
Realtime Multi-Channel Inbox
WhatsApp, SMS, RCS and Email in one live inbox — every thread from every channel on a single screen. Assign, tag, snooze, and hand off between the AI agent and a human without switching apps, so no message waits and no customer repeats themselves.
Custom Pipelines & Lead Management
Build the pipeline your business actually runs on — name your own stages, set win and loss rules, and drag leads across a live kanban. Capture and route every enquiry automatically by product, by source, or by counsellor availability, then add custom fields so no detail about a lead ever lives in someone’s head.
AI Agent & Journeys
The AI agent answers from your catalog, qualifies the lead, and escalates with the full thread. Studio flows sit underneath — templates, waits, branches, and a clean handoff the moment a person should take over. One motion from first reply to follow-up, on every channel.
Conversations in the kernel. The rest as packs.
The OS is the same for every tenant: inbox, people, pipelines, journeys, AI, campaigns, Insights and cases across WhatsApp, SMS, RCS and Email. An industry pack sits on top of that kernel. It does not fork the product — it installs the objects, fields, pipelines, roles and templates a school, dealership, clinic or agency already runs. Capability packs overlay numbers you already trust elsewhere — installs, reviews, social, orders — without becoming that other product.
- OS — shared inbox, assignment, automation and AI, isolated per workspace.
- Pack — e.g. Course and Batch on a student, or Vehicle and Test drive on a buyer.
- Still one thread — the conversation never leaves the inbox, whatever records hang off it.
Overview
Pipelines
Objects a pack addsListen and overlay. Do not become the other tab.
Sales, cases, store downloads, reviews, social pulse, paid media, owned-channel conversions, website pulse and orders sit on the same OS. Each pack answers one question. We never mix store census, ads spend, GA4 key events, CAPI sends and a WhatsApp journey into a single number.
- Pack
Sales workspace
Where is the deal?
Opportunity and Quote records beside the inbox, with a deal pipeline and a sales-rep role — without forcing that chrome on every vertical.
- Pack
Cases & SLA
Who is waiting, and by when?
A thread becomes a tracked case with priority, an owner, and first-response / resolution clocks on your business-hours calendar. The clock pauses while you wait on the customer.
- Pack
App installs
How many downloaded?
Store-reported Play and App Store downloads, with an optional Adjust or AppsFlyer overlay for paid first opens. Census and attribution stay two series — never one blended number.
- Pack
Store reviews
What are people writing?
Pull Play and App Store reviews into Insights and reply when the store APIs allow it. A reputation inbox — not download census, and never attached to a lead.
- Pack
Social insights
Did the Page post get seen?
Read-only Facebook Page, Instagram Business and X pulse — posts and viewers. Not a messaging channel, not Ads Manager, and not a social inbox.
- Pack
Paid media pulse
What did we spend?
Meta Ads spend, clicks and platform-reported conversions, with optional Google Ads on the same pack. Overlay only — not Ads Manager, and never added to store downloads or WhatsApp conversion.
- Pack
Owned-channel conversions
Tell Meta/Google this thread converted
Write-back via Meta CAPI and optional Google Enhanced Conversions when a WhatsApp lead is won or an order is confirmed. Not Paid Media Pulse, and not Adjust. Lead Ads / CTWA form fills are a separate listen into ingest.
- Pack
Website pulse
What happened on the site after the message?
GA4 sessions, engaged sessions and key events in Insights. Overlay only — not tag manager, and never added to ads spend or WhatsApp conversion.
- Pack
Google Business Profile reviews
What are people writing on Maps?
Pull Google Maps reviews into Insights and reply from the tile. A local reputation inbox — not Play or App Store reviews, and never attached to a lead.
- Connection
Store orders
Did they buy?
Odoo, Shopify and WooCommerce orders land on the matching person when phone or email already exists. We listen — we are not your store admin.
- Connection
WhatsApp payment links
Did money land on this thread?
Razorpay payment links beside the inbox. Distinct from platform billing. Helps close on WhatsApp without becoming a PSP admin.
See the funnel. Never one blended number.
Insights is two pages, not a vanity wall. Overview is the workspace pulse. Analytics is whether messages actually reached people — and, of those people, who moved to Won. Pack tiles appear only after you install them, and only for the questions they own.
- Overview is the daily dashboardWho still needs a reply, which threads are in human takeover, where the pipeline sits, and what went out this month. Modelled from the records your workspace actually runs — custom pipelines, fields and objects included.
- Analytics is the engagement funnelDelivery, open and click rates against Sent — queued never counts. Conversion after contact and attributed revenue in one currency. Filter by range, channel and teammate.
- Pack overlays stay their own seriesInstall App Measurement, Store Reviews or Social Insights and the matching tiles appear. Store downloads, MMP installs and journey conversion are three questions. We will not add them up.
Delivery
77%
Open
49%
Click
6%
Conversion after contact is association, not last-click. Attributed revenue only when every order shares one currency — never a made-up ROI.
Four channels. One inbox.
WhatsApp, SMS, RCS and Email land in the same thread list.
The channel your customers already live in — templates, sessions, and a live inbox.
SMS
Land on any phone, no app required. The reliable fallback when chat isn’t delivered.
RCS
Rich cards, carousels and tap-to-reply, native on Android — no extra app for them.
Newsletters, receipts and longer threads, sitting in the same inbox as every chat.
Simple plans that grow with your relationships.
Start free. Upgrade whenever your team is ready. Insights, industry packs and store-order listen sit on these prices — they are not extra monthly SKUs.
Industry and capability packs are requested from your workspace and approved by us. They are not extra monthly fees on these plans.
Curious about VartaDesk?
The questions teams ask us most, before they get started.
WhatsApp is the core channel, with SMS, RCS and Email available on eligible plans. Every conversation — whichever channel it arrives on — lands in the same realtime inbox, so your team works from one screen.
You can bring your own WhatsApp provider and AI keys per workspace — no shared credentials and no lock-in. If you are just getting started, our team can help you get a number provisioned.
Yes. VartaDesk is multi-tenant by design: your company, team and data are fully isolated, with role-based access for owners, admins and agents. Agents only ever see the leads and conversations assigned to them.
The AI agent is grounded in your own catalog and data. It answers common questions, qualifies leads and escalates to a human the moment a personal touch is needed — and it pauses cleanly the instant a teammate takes over a conversation.
Yes. Build multi-step journeys triggered by product or source — send pre-approved templates, wait, branch and follow up, all without code. Bulk campaigns respect opt-out and your plan quota automatically.
Industry packs install the objects, pipelines, roles and templates a vertical already runs — courses, listings, test drives, appointments — on the same inbox. Capability packs overlay a number you already trust in another tab: store downloads, reviews, social pulse, paid media spend, a sales workspace, or cases with SLAs. Store orders from Odoo, Shopify or WooCommerce listen onto the matching person. We do not become Play Console, Ads Manager or your store admin.
Overview is the daily dashboard — who needs a reply, where the pipeline sits, what went out. Analytics is the engagement funnel: delivery, open and click rates against messages handed to a provider (queued is excluded). Conversion after contact is association among people you messaged, not last-click. Attributed revenue only when every order shares one currency. Store downloads, MMP installs, paid media spend and journey conversion stay separate series if you install those packs.
No. Industry and capability packs are requested from your workspace and approved by us. They are not extra monthly fees on Trial, Premium or Platinum. Store-order listen from Odoo, Shopify or WooCommerce is the same — a connection, not a new SKU.
Set up your workspace in under five minutes — no credit card required. Start free and upgrade whenever your team is ready.
Ready to make every conversation count?
Set up your workspace in under five minutes. Free to start, no credit card required.