AsisteCRM — The CRM that lives in your chat
Stop losing sales because you don't know who's reaching out
When a customer reaches out,
Do you know if it's the third time they ask the same thing? If they've already bought? If they have an open complaint?
With AsisteCRM, all history appears next to the chat. No searching. No asking.
+$49/month to your current plan
+1,200 companies use AsisteClick in LATAM
Does this sound familiar?
«Hi, I'm asking about the product I saw yesterday"
And you have no idea which product, who they are, or if it's the fifth time they ask without buying.
Your salesperson attends to someone via WhatsApp.
Another salesperson serves them on Instagram. Neither knows it's the same customer.
"Can you tell me the status of my order?"
You have to open the CRM, search by email, copy the number, go back to chat... while the customer waits.
You closed an important sale 3 months ago.
Today they write again. You don't remember anything. You start from scratch.
This happens when your CRM lives in one tab and your attention in another.
What if all the context appeared automatically?
AsisteCRM lives INSIDE your chat inbox. When someone writes to you, you instantly see:
Name, company, phone
All previous conversations (from all channels)
Purchases, complaints, pending quotes
Notes left by your team
Open sales opportunities
How much this customer is worth (lifetime value)
Provide superior customer service with advanced automation
Forget manually loading contacts
Every person who writes to you automatically becomes a contact with their full history. Regardless of the channel, all arrive at the same unified profile.
Got duplicate contacts? AsisteCRM detects and merges them without losing information.
- Auto-creation from any channel
- Duplicate detection and merging
- 36 fields per contact
- Bulk import up to 50,000 records
- Lifetime value calculated automatically
Know who's in charge of every account
Maria writes via WhatsApp. Juan writes via email. Both from the same company. AsisteCRM groups them automatically by email domain. You see the full business relationship history, not just isolated conversations. When Maria asks for a discount, you know Juan has already bought 3 times this year.
- Automatic grouping by domain
- Company Health Score (churn risk)
- 65 fields per company
- Defined roles (decision-maker, technical, billing)
- Expansion potential identified
Your opportunities on a board, not in your head
How many quotes have you sent this month? How many are about to close? How many have gone cold?
With the AsisteCRM pipeline, you see it at a glance. You drag between stages and the system does the rest: marks as won, calculates weighted value, updates metrics.
From any chat you can create an opportunity with just one click.
- 40+ ready-to-use pipeline templates
- Kanban + List view (synchronized)
- Automatic weighted value (value × probability)
- Win rate, sales cycle, at-risk deals
- Multi-currency (USD, ARS, EUR, MXN, CLP, COP, BRL)
Follow-up starts where the conversation ends
You end a chat promising to call tomorrow. One click. The task is created with the customer's context attached.
When the task appears, the history comes with it. You pick up where you left off. No reading 50 messages to remember.
AsisteCRM also sends you a WhatsApp reminder before it's too late.
- Tasks linked to contacts, companies and deals
- Subtasks with automatic % progress
- Integrated WhatsApp reminders
- Kanban + List view
- Assignment to users and departments
Bulk broadcasting without exporting contacts
Need to communicate news, a reminder, or a promotion? In
AsisteCRM you select the exact segment from your contact base and launch a WhatsApp or Email campaign, all from one place.
Segment by interests and create audiences with a fast search: add or remove contacts in seconds until you find the ideal segment.
- Segmentation by CRM fields, tags and statuses
- Bulk sending via WhatsApp and Email from a single platform
- Personalization with variables (name, company, interest, stage, etc.)
- Campaign scheduling and conversation-level tracking
- Automatic logging in contact history (to resume with context)
Forget manually loading contacts
Every person who writes to you automatically becomes a contact with their full history. Regardless of the channel, all arrive at the same unified profile.
Got duplicate contacts? AsisteCRM detects and merges them without losing information.
- Auto-creation from any channel
- Duplicate detection and merging
- 36 fields per contact
- Bulk import up to 50,000 records
- Lifetime value calculated automatically
Know who's in charge of every account
Maria writes via WhatsApp. Juan writes via email. Both from the same company. AsisteCRM groups them automatically by email domain. You see the full business relationship history, not just isolated conversations. When Maria asks for a discount, you know Juan has already bought 3 times this year.
- Automatic grouping by domain
- Company Health Score (churn risk)
- 65 fields per company
- Defined roles (decision-maker, technical, billing)
- Expansion potential identified
Your opportunities on a board, not in your head
How many quotes have you sent this month? How many are about to close? How many have gone cold?
With the AsisteCRM pipeline, you see it at a glance. You drag between stages and the system does the rest: marks as won, calculates weighted value, updates metrics.
From any chat you can create an opportunity with just one click.
- 40+ ready-to-use pipeline templates
- Kanban + List view (synchronized)
- Automatic weighted value (value × probability)
- Win rate, sales cycle, at-risk deals
- Multi-currency (USD, ARS, EUR, MXN, CLP, COP, BRL)
Follow-up starts where the conversation ends
You end a chat promising to call tomorrow. One click. The task is created with the customer's context attached.
When the task appears, the history comes with it. You pick up where you left off. No reading 50 messages to remember.
AsisteCRM also sends you a WhatsApp reminder before it's too late.
- Tasks linked to contacts, companies and deals
- Subtasks with automatic % progress
- Integrated WhatsApp reminders
- Kanban + List view
- Assignment to users and departments
360° view without leaving the chat
You open a conversation and you have everything:
- Who they are (contact + company)
- What they bought (deal history)
- What they owe (open opportunities)
- What's pending (tasks)
- What happened before (activity timeline)
One panel. Zero extra tabs. The context your team needs to close.
- Integrated panel in every chat
- Automatic activity timeline
- Audit of who changed what
- Advanced filters (AND/OR/NOT)
- Search in seconds
Teams already selling with context
"We used to lose 20 minutes per customer searching history. Now we see it before writing Hello."
[Name], [Position] at [Company]
"My salespeople stopped asking 'who are you?' The customer notices. So do sales."
[Name], [Position] at [Company]
"We imported 30,000 contacts in one afternoon. Without losing a single piece of data."
[Name], [Position] at [Company]
"I have HubSpot but no one opens it"
You're not the only one.
Most CRMs are abandoned in the first year. Not because they're bad, but because they live in another tab.
They require your team to LEAVE the chat to ENTER the CRM.
AsisteCRM is different:
It doesn't compete with your CRM. It's the CRM your team WILL use because they don't have to open anything — it's already there.
Traditional CRM
AsisteCRM
Where does it live?
Another tab, another app
Inside your chat
How are contacts loaded?
Manual or integration
Automatic from conversations
When do you see it?
When you remember to open it
Always, next to every message
Duplicates
You clean them yourself
They merge automatically
Forecasting
Separate paid module
Included (weighted value)
Price
$25-50/user/month
$49/month for the whole team
Active in your account in 24-48 hours
You contact us and we activate AsisteCRM in your account.
If you have contacts in another system, we migrate them together. If not, you start fresh and they grow on their own.
Your team starts seeing context next to every chat. We train them to make the most of it.
AsisteCRM: $49/month added to your current plan.
Your whole team. Always.
AsisteCRM is an addon that works with any AsisteClick plan:
Business ($20) + AsisteCRM = $69/month
Company ($110) + AsisteCRM = $159/month
IA Plus ($260) + AsisteCRM = $309/month
One single recovered sale pays for the whole year.
Most CRMs charge $25-50 per user. With 3 salespeople, you're already at $75-150/month.
No user limit. No per-contact cost.
Every conversation without context is an opportunity going cold
We're not selling you the most complete CRM in the world. We're giving you the CRM your team will actually use, because it lives where they already work.
The one that will make you look good with the customer who returns after 6 months and you know exactly who they are, what they bought and what they need.
That moment when the customer says "how nice that you know me" starts with a CRM that doesn't live in another tab.
Frequently Asked Questions
Can I import my contacts from another CRM?
Yes. You upload a CSV of up to 50,000 records and in minutes everything is migrated. The system detects duplicates, validates data and alerts you if anything fails. We also connect with HubSpot, Pipedrive and Salesforce via API.
Will my agents know how to use it?
It's intuitive and designed for support teams, not technical users. Contacts, companies, opportunities and tasks in a simple interface. Plus, we train and accompany you during implementation.
What if I already have a CRM?
You can use both. AsisteCRM doesn't replace your corporate CRM, it complements it with the conversational context that CRM lacks. Or you can replace it if your current CRM is gathering dust. You decide.
Does it work with multiple teams or countries?
Yes. Multiple pipelines with different permissions. Sales sees its opportunities. Support sees its own. Multi-currency included: USD, ARS, EUR, MXN, CLP, COP, BRL, PEN.
Is my data secure?
Your data is on encrypted servers with daily backups, and we comply with data protection regulations. You can export everything whenever you want. We don't sell or share your information.
What if it doesn't work for me?
You deactivate it and that's it. Your data is yours, you export it. No lock-in, no fine print, no drama.