FAQ
Everything you need to know before starting
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COLAB CRM is an omnichannel CRM for sales teams across LATAM. It brings WhatsApp, Messenger, Instagram and your website chat into a single inbox, organizes every conversation into visual kanban pipelines, automates it with bots and an AI agent that runs on Colab Credits, and measures everything with real-time analytics. It also includes a team calendar, a contact directory and sales tracking.
Every plan includes 4 channels. The Basic plan connects WhatsApp Messenger, Messenger, Instagram and the website chat. The Professional and Advanced plans connect the WhatsApp Business API, Messenger, Instagram and the website chat. Messenger and Instagram connect by authorizing your Facebook and Instagram pages. The website chat installs by pasting a code snippet into your site, and you can connect as many sites as you want.
WhatsApp Messenger uses the number you already have on your phone: you link it and start replying from the CRM. The WhatsApp Business API is Meta’s official business connection: it supports approved message templates, higher volume and does not depend on your phone being on. Basic uses the former; Professional and Advanced use the official API.
No. The free trial lasts 7 days with full access and needs no card. To keep going after the trial you register a card; the first charge comes when it ends. To use the AI agent you need to buy Colab Credits, and those are paid with a saved card.
There are three plans, priced in US dollars: Basic at 49 USD/mo (3 users, 5 pipelines, 5,000 conversations, 15 GB), Professional at 69 USD/mo (4 users, 10 pipelines, 20,000 conversations, 100 GB, watermark-free bot) and Advanced at 129 USD/mo (5 users, unlimited pipelines, 50,000 conversations, 200 GB, watermark-free bot). Quarterly billing saves 10%, semi-annual 15% and annual 20%.
Yes. You can upgrade at any time from your subscription settings and the change applies immediately with prorated billing. You can also downgrade at the end of your current period.
The CRM warns you inside the app when you reach 80% and 100% of your plan’s active conversation limit, and you get an extra 20% margin. Past that margin, the CRM stops taking in messages that would open a new conversation until you extend the limit with the +15,000 conversations add-on for 7 USD/mo, move up to a bigger plan or archive the conversations you have already closed. Additional users cost 8 USD/mo each and can be added on any plan.
No. Connecting WhatsApp takes a couple of minutes, and Messenger and Instagram are authorized with your Facebook account. The website chat installs by pasting a code snippet into your site, with no coding. There are no servers to install. If you get stuck, our Spanish-speaking support team helps you over WhatsApp.
Each company gets its own workspace with an isolated database: your conversations are never mixed with other customers’. Traffic to our servers is encrypted with TLS and passwords are stored securely hashed. You can request deletion of your data at any time.
Yes. Every seller gets their own account, and conversations are assigned per seller, by hand or, when the bot or a pipeline moves the conversation, automatically to the seller with the fewest open conversations. A pipeline can use partial visibility so sellers do not see the customer’s phone number. The account owner sees everything, including per-seller analytics.
Yes. With the bot builder you build flows in a visual editor, with no code: triggers such as a keyword or a Meta ad, questions, conditions, CRM actions and steps that hand the conversation to your team. There are 21 templates and a simulator to test before you publish. Basic includes 3 bot flows, Professional 10 and Advanced unlimited. On Professional and Advanced the bot carries no watermark; on Basic you can remove it with a 16 USD/mo add-on.
It answers from your knowledge base (FAQs, texts, files and pages from your website), collects data from the conversation, books, reschedules and cancels appointments, uses CRM actions and asks your team when it is unsure. The actions you mark wait for a person to approve them, and if someone on your team replies, the agent pauses in that conversation. Every answer uses Colab Credits.
Yes. If your flow hands the conversation to the AI agent, the agent is on and you have credits, it answers at any hour, including nights and weekends. If you run out of credits, the AI pauses, the conversation continues down your flow’s “Sin IA” (no AI) path and your team can pick it up.
The AI agent is available on every plan and runs on Colab Credits, which you buy in packs, separately from the plan. At the current rate, a text answer from the agent uses 1 credit. Messages from your team never use credits, and purchased credits never expire. Packs are paid with your saved card, in Colombian pesos at the day’s exchange rate.
See the Colab Credits packsThe free trial does not include free credits, but from day one you can buy a Colab Credits pack and use the AI agent, in the simulator too. The credits you buy never expire and stay in your account when your plan starts.
In text messages, before they are sent to the AI model, the CRM masks identity documents, phone numbers, emails, card numbers and names. Masking the contact’s name can be turned off in each agent. The trace of each answer keeps the content masked, and your conversations stay in your company’s isolated workspace.
COLAB CRM works in any country: you only need your messaging channels and a browser. Prices are in US dollars (USD), and the charge is made in Colombian pesos (COP) at the day’s exchange rate, with cards accepted by WOMPI, which processes it securely. The product and support are in Spanish.
Free trial
Start selling where your customers already message you.
For 7 days you get full access to the CRM: the inbox, sales pipelines, bots, campaigns and analytics.
The trial needs no card. To keep going after the 7 days you register a card, and the first charge comes when the trial ends.
