WhatsApp CRM for SMBs

Sell more on WhatsApp,
without losing a single chat.

Trato organizes support, contacts and sales in one place: shared inbox, pipelines, automations and AI — on the WhatsApp your customer already uses. 30 days free, no card.

Start free → See the case See plans

✓ 30 days free, no card ✓ Official WhatsApp API ✓ Portuguese-first support ✓ Built by Play Hard Studio

Inbox 3 new

Marina · Order #482Closed! You can ship it 🎉

João ConstruçõesWhat's the delivery time?

Ana — Salão BelezaI want to reschedule to Friday

Carlos AtacadoSend me the new price list

03 — Product case study

From conversation to business.

Trato organizes support and sales in the channel where relationships already happen. Conversations, contacts, opportunities and automations become a shared commercial operation.

Product: WhatsApp CRM for SMBs
Experience: Web app + official API
Play Hard scope: Product · UX/UI · Engineering
Status: Live web product

The starting point

A conversation without context becomes a lost opportunity.

When every agent operates alone, history, ownership and the next action disappear between messages. The challenge was to organize WhatsApp without taking away the channel’s speed and familiarity.

Every conversation needs context, an owner and a next step.

01 Support

One inbox for the whole team

Conversations are distributed, assigned and resolved with shared visibility, without losing history or ownership.

02 Sales

The pipeline starts in the conversation

Every opportunity keeps contact, value, stage and history close to the dialogue moving the deal.

03 Management

An operation that can be read

Volume, progress and performance move beyond each agent’s phone and become inputs for decisions.

Experience architecture

Message, context and action.

WhatsApp remains the customer channel; Trato’s core organizes identity and automation; the team works in a shared interface.

Customer WhatsApp

Start a conversation
Receive replies
Stay in the same channel
Keep familiarity

Trato core

Unify contacts
Apply rules and tags
Run automations
Preserve history

Team workspace

Own conversations
Move opportunities
Collaborate on support
Track results

Product decisions

Organization without losing speed.

Explicit ownership

Every conversation shows its owner and state, avoiding duplicate replies, silent waiting and ownerless work.

Pipeline attached to dialogue

The commercial opportunity stays close to the conversation, reducing screen switching and context loss.

Automation with control

Rules handle repetitive work while states and history remain visible so the team understands what happened.

AI as assistance

Suggestions and summaries accelerate reading and replies without removing the final relationship decision from the agent.

04 — What you get

Everything to sell on WhatsApp.

💬

Unified inbox

Your whole team serves customers from the same WhatsApp number, with no lost conversation or mess. Assign chats, mark as resolved, reply with templates.

🔀

Sales pipelines

Drag each deal through the stages and know exactly what can close today. Value, tags and history of every opportunity in one place.

⚡

Automations

Automatic replies, follow-ups and tagging on autopilot. The repetitive work comes off your team's plate and no customer goes unanswered.

📣

Broadcast messages

Reach your whole base with one click through the official Meta API — no risk of the bans unofficial apps carry.

✨

AI in support

Reply suggestions and conversation summaries that speed up every interaction, so your team responds better in less time.

👥

Team and permissions

Invite agents, set roles (owner, admin, agent) and track everyone's performance in the dashboard.

05 — How it works

Starts in minutes.

Connect your WhatsApp

In minutes, right from the dashboard, through the official Meta API. No number swap, no unofficial app.

Organize contacts and pipelines

Import your base, create tags and see every opportunity in the right stage of the sales pipeline.

Sell more, serve better

Automate the repetitive work and focus your team's energy on closing deals. Track everything in real time.

06 — Pricing

Simple, no surprises. 30 days free.

Starter

To start selling on WhatsApp

R$ 97 /month

1 WhatsApp number · 2 agents

✓ Unlimited contacts, pipelines and tags
✓ Shared inbox
✓ Automations and message templates
✓ Broadcast messages via the official API
✓ Reports and custom fields
✓ Portuguese-first support

Select

Frequently asked questions.

What is Trato?

Trato is a WhatsApp CRM for small and medium businesses. It brings support and sales together in one place: shared inbox, sales pipelines, automations, broadcast messages and AI — all running on the WhatsApp your customer already uses.

Do I need a card to try it?

No. It's 30 days free, no credit card. You only subscribe if you like it.

Does it work with my current number?

Yes. You connect your WhatsApp through the official Meta API, no need to switch numbers.

How much does it cost?

Three plans: Starter R$ 97/month, Pro R$ 197/month and Business R$ 397/month. The yearly plan gets a 20% discount. All include a 30-day free trial with no card.

How many agents can I have?

It depends on the plan: 2 agents on Starter, 6 on Pro and unlimited on Business. The inbox is shared across the whole team.

Can I cancel any time?

Yes. There's no contract or penalty — you cancel directly from the dashboard, whenever you want.

Is my data safe?

Yes. Each account is isolated and conversations travel through the official WhatsApp API, no unofficial app involved.

Who is behind it?

Trato is a product by Play Hard Studio — a Brazilian digital product studio. We built Trato as our own product and run it end to end.

Want technical details? See the Trato documentation (in Portuguese).

Start selling more on WhatsApp today.

30 days free, no card. It takes just a few minutes to get your team serving customers better.

Start free → Already have an account

Built by Play Hard Studio · made in Brazil

Page updated in July 2026

Sell more on WhatsApp,without losing a single chat.