WhaleBiz - The Platform Your Autonomous Sales System Runs On
WhaleBiz is the platform all our AI agents run on. One system, from marketing to a closed deal.
The agent creates leads, updates statuses, and writes notes. You just decide.
A CRM Rebuilt for the AI Era
Classic CRM systems were built for a world where people enter data manually.
WhaleBiz was built for a world where the agent is the primary user of the system.
It meets the customer, understands the need, documents everything - and hands you only what requires a human decision.
Why we built WhaleBiz this way, and who is behind it, is on our about page.
What's Included in WhaleBiz
Everything a business needs for the agent to work - and for you to see results
Agent Creates Leads Automatically
When a customer chats with the agent on WhatsApp, your website, or Telegram - the agent creates a lead on its own: name, phone, email, status, and description. No manual input needed.
All Conversations in One Place
A single interface that centralizes all agent dialogues with your customers. See exactly what was said, when, and on which channel.
Lead Management Without Manual Entry
A lead card with all the fields you need: name, contact info, status, description, and more. The agent fills it in - you make the decisions.
Interface in Three Languages
WhaleBiz is available in Hebrew, Russian and English, including full right-to-left layout in Hebrew and a dark mode. Your business is local - the platform speaks your language and looks the part, rather than like an interface translated after the fact.
Open API for Any CRM
Already using Monday, HubSpot, or another system? WhaleBiz sends leads straight there via an open API. Switch systems or add an AI layer - risk-free.
Built on the Same Infrastructure That Runs the Agents
WhaleBiz is the platform on which all our AI agents operate. Every one of our clients already gets access to it.
Follow-ups by rule, not a mailing list
An enquiry left unanswered gets a follow-up on a rule you set: after how much silence, to whom, at most how many times and how far apart. The moment the customer replies the sequence stops itself. That is the opposite of a monthly blast to the whole list, after which the list stops replying.
Automated processes without a developer
Build a process on a canvas: what starts it, which condition is checked, what happens on each branch and when to wait - including waiting until a date held in a field on the record itself. No code and no ticket to us.
Your data shaped like your business
Beyond leads and customers you can define record types of your own, with the fields you actually need. A business that works in cases, properties or treatment cycles does not get squeezed into a generic lead card.
Your data, on the way out too
API keys, webhooks on events, export, and a retention period you set. If you decide tomorrow to work differently, the data leaves with you - that is what separates a system you control from a box that locks you in.
Traditional CRMvs.WhaleBiz
The difference isn't in the features - it's in who does the work
| Parameter | Traditional CRM | WhaleBiz |
|---|---|---|
| Who fills leads? | Sales rep - manually | The agent - automatically |
| When is status updated? | When the rep remembers | In real time |
| Conversations saved? | Rarely | Always, everything |
| Implementation cost | High + training | Included in plan |
| Availability | Business hours | 24/7 |
Works with the Systems You Already Have
No need to replace your existing CRM. WhaleBiz sends leads to Monday, HubSpot, and any system with an API - your choice.
Open API · Full documentation · More integrations coming
All integrations and connectionsSecurity and access
The CRM holds your business's customers, conversations and bookings. So it is always clear who sees what, and your data stays yours.
Roles and permissions: admin, manager, agent and viewer. Each user sees and does only what their role allows.
Two-step verification with a code sent by email, so a leaked password is not enough to get in.
Each business's data is separated at the database level, and one business cannot see another's.
Fields you mark as hidden from AI, such as an ID number, are never seen by the AI agent.
Export all your business data at any time, and deletion on request. The servers are in the EU.
Questions about the WhaleBiz platform
Do we have to leave Monday or HubSpot to work with WhaleBiz?
No. WhaleBiz can run alongside the system you already have and send it every lead the agent creates, through the API. Some businesses keep their existing CRM and use WhaleBiz as the agent layer, others move over completely. Connecting an outside system is an integration, and we tell you its price before we start.
Who fills in the lead card, the agent or our team?
The agent. When a customer writes on WhatsApp, on your website or on Telegram, the agent opens the lead itself and fills in the name, phone, email, status and a description of what the customer needs. Your team sees a ready card, can edit any field and decides the next step.
Can WhaleBiz hold things other than leads, such as cases or properties?
Yes. Beyond leads and customers you define record types of your own with the fields you need: a legal case, a property, a course of treatment. Your data takes the shape of your business instead of being squeezed into a generic lead card.
How are WhaleBiz follow-up messages different from a mailing?
A mailing goes to the whole list at once. A follow-up goes only to a specific enquiry that was left without a reply, by a rule you set: after how long a silence, at most how many times and at what interval. The moment the customer replies, the sequence stops by itself.
Do we need a developer to build an automated process?
No. You build a process on a board: what triggers it, which condition is checked, what happens on each branch and when to wait, including waiting until a date stored on the record itself. A process you build or change yourself does not count as a change, and there is no run meter.
Who can see our data in the system?
Your users, each according to their role, and the WhaleBiz team while it sets up the system and supports you. The AI agent sees only the fields it needs for the conversation, and a field you mark as hidden from AI never reaches it. Other businesses on the system cannot see your data, and you can export all of it at any time.
One autonomous sales system: from the post to the payment
AI attracts customers on every network, answers them and sells in every channel, and the CRM keeps every customer and shows what worked. You approve, the system does the work.
AI creates content, publishes it and runs campaigns on every network. You just approve.
Presence, content and newsletters
Every customer, conversation and post in one system, with numbers that show what worked.
One system
Let your autonomous sales system do the selling - so you don't have to.
WhaleBiz is included in every plan.
Choose a plan, and the agent starts working - including lead management.