Talk to clients where they already are.

Connect your WhatsApp accounts, manage conversations, run campaigns, and track every message all from inside Zippix. No switching apps. No missed follow-ups. No scattered conversations.

Schedule a Demo
A

Active

12

P

Pending

43

S

Sent

23

S

Synced

65

+ Chat Status

Total Clients

Multi-Number

1

Total AUM

Campaigns

2

Total SIP

Live

3

Total SIPs

Template-Driven

4
+ Message Summary

Ravi Kumar

Aisha Patel

Jamal Khan

+ Conversation Owners

Multi-Number

WhatsApp Management

Campaigns

at Scale

Live

Conversation Feed

Template-Driven

Messaging

Clarity across your client communication

1

Connect once. Manage every conversation from one place.

Integrate WhatsApp directly into your workflow and centralise all communication. No switching tools or managing multiple systems everything runs from a single, structured interface built for your team.

2

Every client conversation, organised and accessible.

Bring all WhatsApp interactions into one unified inbox. Track conversations across clients and advisors with full visibility, ensuring nothing gets missed or lost in scattered chats.

3

See the full conversation with complete client context.

Access every chat alongside relevant client information and advisor activity. Respond with clarity and confidence, backed by the full context of each interaction.

4

Focus on conversations that need attention now.

Filter and sort chats based on urgency, status, or follow-ups. Stay on top of important messages and ensure timely responses without unnecessary noise.

5

Reach clients at scale with structured communication.

Send messages to targeted client groups with consistency and control. Deliver updates, campaigns, or reminders efficiently without losing a personalised touch.

6

Create and launch campaigns in a few clear steps.

Set up messaging workflows using predefined templates or custom content. Plan, schedule, and execute campaigns seamlessly within your communication system.

7

Structured templates for speed and consistency.

Use pre-approved WhatsApp templates to ensure compliant and efficient communication. Maintain flexibility while keeping messaging clear, consistent, and scalable.

8

Every message updated instantly across your system.

View all incoming and outgoing messages in real time across connected numbers. Stay informed and responsive without delays or manual refresh.

9

Filter conversations by connected WhatsApp numbers.

Select specific numbers to view related conversations instantly. Manage multiple accounts with clarity and switch context without losing continuity.

Every tool your team needs for professional client communication.

W

WABA ID

382319528293882

Connected

Admin Office

98765 32145

Remove
W

WABA ID

382319528293882

Disconnected

Rahul Patel

98765 32145

Connect
W

WABA ID

382319528293882

Connected

Operation Manager

98765 32145

Remove
W

WABA ID

382319528293882

Connected

Creative Solutions

54321 09876

Remove

Multi-Number Management

Manage multiple WhatsApp numbers in one place. Switch seamlessly, stay organized.

RP

Rahul Patel

Super excited for the weekend trip...

Innovative Concepts: 98765 43210

2 min ago

SR

Sara Robinson

Hey! Did you see the new updates?

Innovative Concepts: 98765 43210

5 min ago

MT

Michael Thomas

Just got a message about...

Innovative Concepts: 98765 43210

10 min ago

LA

Liam Anderson

Did you hear about the news...

Innovative Concepts: 98765 43210

15 min ago

Sorted Chat Lists

Focus on conversations that matter first. Sort and filter without the noise.

W Admin : 98765 32140
Sync Templates
Name Language Category Status Quality Score
Summary Report en Marketing Pending Pending quality
Office Info en Authentication Approved High quality
Client Document en Utility Rejected Medium quality
Sales Data en Finance Pending Low quality
Project Overview en Marketing Approved High quality
User Feedback en Marketing Rejected Low quality
Compliance Review en Utility Approved High quality

Template Sync

Keep templates updated automatically. All approved WhatsApp templates sync instantly. No manual updates needed.

Name Status Template Date Action
R Workflow Overview
12 43 23 23 65 65
Spring Sale 15/05/2024 →
R User Journey
12 43 23 23 65 65
Summer Launch 10/06/2024 →
C Market Analysis
12 43 23 23 65 65
Fall Release 05/09/2024 →
F Competitive Review
12 43 23 23 65 65
Winter Event 12/12/2024 →
C Analytical Review
12 43 23 23 65 65
Year-End Wrap-Up 31/12/2025 →

Campaign Flexibility

Launch campaigns your way fast or fully customized. Use templates for speed or build from scratch when needed. Always structured, consistent, and ready to scale.