--- title: WhatsApp CRM with Tags, Segments and Lead Pipeline | SaleMag description: Keep every customer in one contact list, deduplicated by phone. Tag, segment, import from CSV or Excel, track opt-ins and move leads through a sales pipeline. url: https://salemag.net/features/crm-segments language: en published: 2026-10-21 updated: 2026-10-21 author: SaleMag Team tags: - whatsapp crm - contact management - segments - lead pipeline - customer list --- # WhatsApp CRM with Tags, Segments and Lead Pipeline | SaleMag > SaleMag's CRM keeps one contact per phone number with name, email, country, language, tags, custom fields and separate WhatsApp, SMS and email opt-ins. Build static or rule-based segments, import contacts from CSV or Excel, sync store customers with lifetime value, and manage leads on a drag-and-drop pipeline with scoring. - One contact per phone number per workspace, so the same buyer is never three different rows. - Separate opt-in flags for WhatsApp, SMS and email, checked before every campaign. - Segments can be static lists or rules (AND/OR) that update themselves. - Import from CSV with column mapping, or from Excel with a simple four-column sheet. - A kanban lead pipeline with editable stages, follow-up dates and lead scores. Ask a Facebook seller where their customer list is and the answer is usually "in the inbox" or "in a notebook". The same buyer appears in WhatsApp, Messenger and the courier sheet with three spellings of their name. When Eid comes, there is no way to message "everyone who bought last year" without scrolling for hours. SaleMag's CRM turns every chat, order and import into one clean contact list you can actually use. ## What does the SaleMag CRM store? Each contact holds: | Field | Notes | |---|---| | Phone | International format; one contact per phone per workspace | | Name, email | First and last name, email | | Country, language | Useful for Bangla vs English campaigns | | Tags | Coloured labels such as "Repeat Buyer" or "Wholesale" | | Opt-ins | Separate flags for WhatsApp, SMS and email | | Custom fields | Your own key-value data, set through the API | | Source, last seen | Where the contact came from and when they were last active | Open a contact to see their details, tags and every conversation in one place. Agents can change opt-ins from the side panel in the [shared inbox](https://salemag.net/features/shared-inbox). ## How are duplicates avoided? Every workspace keeps one contact per phone number. When a message, store order or import arrives, SaleMag matches on phone first, then on email, and updates the existing contact. The CSV import does the same and tells you how many rows were created, updated or skipped. ## How do segments work? A segment is a saved audience for campaigns and automations. There are two kinds: - **Static:** a fixed list you add contacts to, one by one or in bulk. - **Dynamic:** rules that are checked every time you use the segment, so new contacts who match are included automatically. Rules combine with AND or OR and work on phone, email, first and last name, country, language, source, the three opt-in flags, created date and last seen date. Operators include equals, not equals, contains, does not contain, greater or less than, and is empty or not empty. Example: *country equals BD* AND *WhatsApp opt-in equals yes* AND *last seen after 1 September*. Use it as the audience of a [WhatsApp broadcast](https://salemag.net/features/whatsapp-broadcast). ## How do I import contacts? | Method | Best for | |---|---| | CSV import wizard | Full lists. Up to 10,000 rows and 10 MB; map columns to 11 fields including tags and opt-ins; header names are detected automatically; tags and segments can be applied to every row | | Bulk import grid | Quick lists from Excel (.xlsx) or CSV with Name, Phone, Tag and Segment columns; a sample workbook is provided | | Store sync | Customers from Shopify, WooCommerce or BigCommerce, with lifetime value, last order date and tags like "Repeat Buyer" | | Chat | Every new WhatsApp, Messenger or Instagram conversation creates or updates a contact | Export is CSV, filtered by search, tag, segment or the contacts you selected. ## How does opt-in tracking work? Each channel has its own [opt-in](https://salemag.net/glossary/opt-in) flag. A new customer who messages you first on WhatsApp is opted in for WhatsApp; an existing contact's choice is never overwritten. The email unsubscribe link switches email opt-in off. Campaigns check the right flag before every send and skip anyone who is not opted in. ## What is the lead pipeline? For B2B sales, wholesale and services, SaleMag includes a drag-and-drop pipeline: - Default stages New, Contacted, Qualified, Won and Lost, editable per workspace with colours. - Next follow-up dates and an activity log on every lead. - Lead scores (hot, warm, cold) from weights you can tune. - A lead finder that searches Google Places by keyword and location, then pushes results into your contacts. - Stage changes, wins and losses can trigger the [automation flow builder](https://salemag.net/features/automation-flow-builder). ## Who is it for? Shops that want to re-sell to past buyers, teams that share one customer list, and service businesses that track leads to a close. See [pricing](https://salemag.net/pricing) for what each plan includes. ## FAQ ### Can I import my customer list from Excel? Yes. Use the CSV import wizard (up to 10,000 rows and 10 MB) to map columns to name, phone, email, country, language, tags and opt-ins, or the bulk import grid that accepts .xlsx files with Name, Phone, Tag and Segment columns. ### What happens with duplicate contacts? Each workspace keeps one contact per phone number. When a contact comes in from chat, a store or an import, SaleMag matches on phone first, then on email, and updates the existing contact instead of creating a new one. ### What is the difference between a tag and a segment? A tag is a label you put on contacts, like 'Repeat Buyer'. A segment is a saved audience: either a fixed list or a set of rules, such as country is Bangladesh and WhatsApp opt-in is yes, that updates itself. ### Can a segment filter by tag? Segment rules work on contact fields such as name, phone, email, country, language, source, opt-ins and dates. To target a tag, choose the tag directly as the campaign audience. ### Does SaleMag track customer opt-in? Yes. Every contact has separate WhatsApp, SMS and email opt-in flags. A first WhatsApp message from a new customer opts them in, email unsubscribes switch email opt-in off, and campaigns skip contacts who are not opted in. ### Can I export my contacts? Yes, as CSV, filtered by search, tag, segment or selection. The export includes name, phone, email, tags, opt-ins and created date.