---
locale: en
page: crm
seo:
  title: "Burbuxa CRM & Inbox — Every conversation, full context"
  description: "Unified inbox for WhatsApp & Instagram. When AI escalates, your team gets the complete history, orders, and notes — no starting over."
og:
  title: "Burbuxa CRM & Inbox — Your team never starts from zero"
  description: "Unified inbox, tickets, segments, surveys, and contact management. Everything your team needs to provide support with full context."
  type: website
canonical: "https://burbuxa.com/en/crm"
keywords:
  - crm whatsapp ecommerce
  - unified inbox whatsapp instagram
  - crm online store
  - whatsapp customer management
  - whatsapp ecommerce tickets
  - ecommerce customer segmentation
  - crm burbuxa
  - whatsapp customer service crm
hero:
  microLabel: "CRM & INBOX"
  header: "When the AI escalates, your team gets the full context — no starting over"
  subtitle: "Unified inbox for WhatsApp and Instagram. Complete history for every customer: conversations, orders, purchases, internal notes. Tickets with tags to classify and route. Segments to group customers by real behavior. All connected to your Shopify, TiendaNube, WooCommerce, or VTEX."
  cta: "Try the CRM with your store"
  trial: "7-day free trial · 500 messages for everything · No credit card required"
exchanges:
  - customer: "I need to return order #3291, the size doesn't fit"
    ai: "I see your order: Puffer Jacket size M, delivered Tuesday. I'll generate the return label and send you the instructions here."
  - customer: "Hi, can you do a bulk price for 50 units?"
    ai: "Transferring your inquiry to Wholesale Sales with the full history. An agent will contact you shortly."
features:
  - title: "Unified inbox — WhatsApp and Instagram in one place"
    description: "Every conversation from every channel in one inbox. Your team does not need to switch between apps. Each message arrives with the customer's context: orders, past purchases, internal notes."
  - title: "Tickets and tags to organize every case"
    description: "Automatically classify conversations by type: inquiry, complaint, return, sale. Assign tickets to the right person with rules. Nothing lands in a generic queue."
  - title: "Segments based on real behavior"
    description: "Group customers by what they do, not what they say: frequent buyers, abandoned carts, VIP customers, first purchase. Segments update automatically with every interaction."
  - title: "Internal notes and shared context"
    description: "Your team can leave internal notes on every conversation. When someone picks up a case, they have the full history — what the customer said, what the AI answered, and what the team noted."
  - title: "Reusable message templates"
    description: "Create approved WhatsApp templates, tested in one click. Your team responds fast with consistent messages. Each template can be tested before sending."
handoff:
  title: "AI → human escalation"
  steps:
    - "AI detects it needs human judgment (complaint, return, VIP)"
    - "Transfers the conversation with complete history"
    - "Agent sees: what the customer asked, what the AI answered, active orders, past purchases"
    - "Agent picks up where the AI left off — no repetition"
capabilities:
  title: "Everything the CRM includes"
  items:
    - "Unified inbox (WhatsApp + Instagram)"
    - "Tickets with tags and assignment"
    - "Dynamic segments"
    - "Post-interaction surveys"
    - "Custom fields per contact"
    - "Internal notes"
    - "Message templates"
    - "Bulk operations"
    - "Complete history per customer"
objections:
  - question: "I already have a CRM"
    answer: "Most CRMs are not connected to your WhatsApp conversations or your store. Burbuxa unifies everything: the conversation, the order, the purchase, and the AI context — in one place."
  - question: "My team will not use another tool"
    answer: "Burbuxa's CRM lives where your team already works: in WhatsApp conversations. It is not another tool — it is the context that is missing when they respond."
  - question: "What about data privacy?"
    answer: "Your customer data is not used to train models. Each store is an isolated silo. We comply with applicable data protection regulations."
related:
  salesCs: "Sales & Support"
  automations: "Automations"
  broadcasts: "Broadcasts"
close:
  cta: "Try the CRM with your store"
  reminder: "7-day free trial · 500 messages for everything · No credit card · Cancel anytime"
---

<!-- Frontmatter above is the single source of truth for rendered content. -->

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<!-- NAVBAR                                                        -->
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## Navbar

- **Logo**: Burbuxa
- **Links**: Agents · Automations · CRM · Reviews · Broadcasts · Integrations
- **Marketplace**: Available on TiendaNube App Store
- **Lang**: ES / PT / EN
- **CTA**: Start free trial

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<!-- HERO                                                          -->
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## Hero

### Header

When the AI escalates, your team gets the full context — no starting over

### Hook

A customer writes at 11pm with a shipping problem. Burbujita handles it, tries to resolve it, but the case needs human judgment. The next morning, Lucy on your team opens the ticket and sees everything: what the customer asked, what the AI answered, the active order, past purchases, and internal notes. She does not ask the customer to repeat anything. Resolved in 2 minutes.

### Subheader

Unified inbox for WhatsApp and Instagram. Complete history for every customer: conversations, orders, purchases, internal notes. Tickets with tags to classify and route. Segments to group customers by real behavior. Surveys to measure satisfaction. All connected to your Shopify, TiendaNube, WooCommerce, or VTEX.

### CTA

Try the CRM with your store

### Trust bar

Works with Shopify · TiendaNube · WooCommerce · VTEX

### Trial

7-day free trial · 500 messages for everything · No credit card required

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<!-- SOCIAL PROOF                                                  -->
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## Social proof

### Bold claim

Your support team resolves faster when they do not have to ask for context. Every second an agent spends asking "which order is it?" is a second the customer feels like nobody listened.

_[Placeholder: insert concrete metric from a real merchant — e.g. "Average resolution time dropped from 12 min to 3 min at store X." Priority: obtain data and permission before launch.]_

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<!-- FEATURE 1: UNIFIED INBOX                                      -->
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## Feature 1: One inbox for WhatsApp and Instagram — with the full history of every customer

### Paragraph

It does not matter if the customer wrote on WhatsApp yesterday and on Instagram today. All conversations are in the same place, with the same history. Every message has context attached: active orders, past purchases, tags, notes from your team. When you open a conversation, you already know who they are and what they need.

It is not an inbox that only shows messages. It is an inbox that shows the complete customer — their purchase history, their previous conversations with the AI and with your team, open and resolved tickets. You respond from a single place, without switching tabs, without searching in another system.

### Scenario

**Tuesday 9:15am.** Lucy opens the CRM and sees 3 new tickets from the weekend. Burbujita handled 47 conversations during the night — 44 resolved automatically. The 3 pending tickets already have full context: one is a size exchange, another a shipping complaint, another a VIP customer who wants to place a custom order. Lucy does not ask anything. She reads, resolves, moves on.

### Visual

_[Screenshot placeholder: unified inbox showing WhatsApp and Instagram conversations with customer data visible]_

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<!-- FEATURE 2: TICKETS AND TAGS                                   -->
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## Feature 2: Tickets with tags — classify, route, and prioritize without spreadsheets

### Paragraph

Every conversation that needs follow-up becomes a ticket. You define the tags: "exchange/return", "shipping complaint", "wholesale inquiry", "VIP", whatever makes sense for your operation. Tags are not just for organizing — they are triggers. A ticket tagged "complaint" can be automatically assigned to your post-sales manager. One tagged "wholesale" can skip the queue and go straight to your sales team.

Bulk operations for when things pile up: select multiple tickets, apply the same tag, assign them to the same agent, close them. Without doing them one by one.

"But I can do this with a Google Sheet." Yes. But your spreadsheet does not have the conversation history for each customer attached, does not update itself when a new message arrives, and does not route tickets automatically based on rules.

### Scenario

**A shipping provider changes systems and generates 15 complaints in one day.** Burbujita tags each one as "shipping complaint" automatically because it detects the pattern. They all land in Marco's inbox, who handles logistics. Marco selects all of them, adds an internal note with the provider's explanation, and resolves them in bulk with a template message. 15 customers handled in 10 minutes.

### Visual

_[Screenshot placeholder: ticket view with color-coded tags, assignments, and bulk operations]_

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<!-- FEATURE 3: AI-HUMAN ESCALATION                                -->
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## Feature 3: The AI escalates with context — your team supports with an advantage

### Paragraph

The problem with traditional chatbots is not that they escalate to a human. It is that they escalate with nothing. The customer has to repeat who they are, what they ordered, and what the problem is. With Burbuxa, the transition is invisible: when Burbujita detects that a conversation needs human judgment — a complaint, a return, a complex order, a frustrated customer — it passes the conversation to your team with the entire history.

Your agent sees on the same screen: the complete conversation (what the customer said, what the AI answered), active orders with shipping status, purchase history, internal notes left by another agent, and the customer profile with custom fields. Not a second wasted searching for information.

Burbujita also assigns the conversation to the right person based on your configured rules: complaints to post-sales, wholesale inquiries to sales, VIPs to the owner. It does not land in a generic queue.

### Scenario

**A customer writes upset because they received the wrong product.** Burbujita responds with empathy, apologizes, and escalates to Valentina on the post-sales team. Valentina opens the ticket and sees: the original order with the correct products, the tracking number, the delivery address, the 3 previous conversations from this customer (all positive), and an internal note that says "frequent customer, 8 purchases in 6 months." Valentina does not ask anything — she offers express reshipment of the correct product. Customer resolved in 3 minutes, no friction.

### Visual

_[Screenshot placeholder: escalated ticket showing full conversation, order data, and customer profile]_

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<!-- FEATURE 4: INTERNAL NOTES                                     -->
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## Feature 4: Internal notes — your team collaborates without the customer seeing

### Paragraph

Sometimes you need to leave context for the next shift. Or ask another agent for input without the customer seeing it. Internal notes live inside the conversation but are invisible to the customer. They are part of the history — when another agent picks up the ticket, they read them.

It is not a side chat that gets lost. It is information that stays attached to the customer's conversation permanently.

### Scenario

**Thursday 6pm.** Marco is helping a customer who wants a discount because of a previous shipping problem. Marco does not have authorization to give more than 10%. He leaves an internal note: "Customer asking for 20% off due to the delay on order #3201. Already gave apologies and explanation. I suggest 15%, they have 6 purchases in the last year." The next morning, Sofia (the owner) reads the note, approves the 15%, and responds to the customer directly from the same conversation.

### Visual

_[Screenshot placeholder: conversation with an internal note visible to the agent but not the customer]_

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<!-- FEATURE 5: SEGMENTS                                           -->
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## Feature 5: Segments — group customers by what they do, not what they say

### Paragraph

A segment is not a static list. It is a group of customers that updates automatically based on the criteria you define. Purchase history, frequency, products bought, status of the last conversation, custom fields, contact data — you combine the conditions you need.

"Customers who bought skincare in the last 90 days and had a positive conversation." "Customers who placed more than 3 orders but have not purchased in 60 days." "Leads qualified by the AI that have not closed yet." Each segment is dynamic: if a customer meets the conditions, they enter. If they stop meeting them, they leave.

Segments feed everything else: targeted broadcasts, conditional automations, and Strategist analysis. They are not just for organizing — they are the foundation of how you operate your store.

### Scenario

**A cosmetics store wants to reactivate dormant customers.** They create a segment: "purchased more than 60 days ago, more than 2 previous purchases, most recent conversation was positive." The segment fills automatically with 340 customers. They launch a WhatsApp broadcast with an exclusive promo for that group. Open rate: 89%. 47 repurchases in 48 hours.

### Visual

_[Screenshot placeholder: segment editor showing combined conditions and the number of matching customers]_

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<!-- FEATURE 6: CONTACT MANAGEMENT                                 -->
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## Feature 6: Every customer with a complete profile — custom fields, history, everything

### Paragraph

Every contact in Burbuxa has a profile with everything: name, phone, email, source channel, conversation history, purchase history, tickets, tags, segments they belong to, and custom fields. You define the custom fields: birthday, usual size, pet's name, whatever is relevant to your business.

Import and export contacts. If you already have a customer base in a spreadsheet or another system, upload it and it is integrated. If you need to export data for external analysis, download it.

It is not a generic CRM you have to adapt for ecommerce. It is a CRM that already comes with your store data built in — orders, products, shipping — because Burbuxa is connected to your platform.

### Visual

_[Screenshot placeholder: contact profile showing personal data, custom fields, purchase history, and conversations]_

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<!-- FEATURE 7: MESSAGE TEMPLATES                                  -->
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## Feature 7: WhatsApp templates — test before sending, use real variables

### Paragraph

WhatsApp templates are required to initiate conversations. In Burbuxa, you create, test, and manage them from the same place. Each template accepts variables — customer name, order number, amount, product — that are replaced with real data at the time of sending.

Before activating a template, you test it with sample data to see exactly how it will look to the customer. No surprises, no formatting errors, no blank variables. If WhatsApp rejects a template, you edit and resubmit from the same panel.

### Visual

_[Screenshot placeholder: template editor showing variables and a preview with real data]_

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<!-- FEATURE 8: SURVEYS                                            -->
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## Feature 8: Post-interaction surveys — measure satisfaction without guessing

### Paragraph

After your team resolves a ticket or after an AI interaction, Burbuxa can automatically send a survey to the customer. It is a simple question delivered on WhatsApp — where the customer is already conversing.

Results accumulate in the CRM. You can view satisfaction by agent, by ticket type, by period. If a certain type of inquiry has low satisfaction, you spot it before it becomes a pattern of negative reviews.

### Scenario

**A store notices that "size exchange" tickets have low satisfaction.** They investigate and discover the exchange process takes 5 days because they wait for the customer to return the item first. They switch to simultaneous cross-shipping. In two weeks, satisfaction for that ticket type goes from 3.2 to 4.6.

### Visual

_[Screenshot placeholder: survey dashboard showing satisfaction by ticket type]_

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<!-- FEATURE 9: LEADS                                              -->
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## Feature 9: Leads qualified by the AI, managed in the CRM

### Paragraph

When Lead Engine qualifies a prospect during a conversation, that lead appears in the CRM with all the information the AI gathered: what they asked, what data they provided, their qualification score, and which automatic actions were executed (notification to sales team, export to Google Sheets, resources unlocked).

Your sales team does not work with cold leads. They work with leads the AI already warmed up, already qualified, and already gave context. Follow-up starts from an advantageous position.

### Visual

_[Screenshot placeholder: leads view in the CRM showing qualification, source conversation, and executed actions]_

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<!-- FEATURE 10: TEAM AND ROLES                                    -->
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## Feature 10: Your team organized — assignments, roles, and preferences

### Paragraph

Define who handles what. Each agent has a role with specific permissions (the CRM role controls what they can see and do in the inbox). Configure assignment preferences: certain ticket types go to certain people. Complaints to post-sales, technical questions to support, VIPs to the owner.

It is not "everyone sees everything and nobody knows who is responsible." Each ticket has a clear owner. If someone goes on vacation, you reassign in two clicks.

### Visual

_[Screenshot placeholder: team configuration showing roles, assignment preferences, and routing rules]_

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<!-- OBJECTION HANDLING                                             -->
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## Why WhatsApp Business alone is not enough

### Objection 1: "We already use WhatsApp Business for support"

WhatsApp Business lets you reply to messages. That is it. You do not have purchase history attached to the conversation, you do not have tickets, you do not have tags, you do not have segments, you do not have internal notes. Every time an agent picks up a message, they start from zero. With Burbuxa, the customer's context is already there when you open the conversation.

### Objection 2: "We already have a CRM"

Your current CRM probably does not have WhatsApp and Instagram conversations integrated. They are two separate systems: one for managing customers and one for supporting them. In Burbuxa, the conversation and the customer data live in the same place. And when the AI handles support, the AI's history is there too — not in a separate system.

### Objection 3: "We do not need another piece of software"

It is not another piece of software added to the stack. It is the system where your AI support, your automations, and your campaigns already operate. The CRM is part of the same ecosystem — not something else you have to learn, configure, and maintain separately.

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<!-- CTA                                                           -->
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## CTA

### Header

Try the CRM with your store — 7 days to see the difference

### Subheader

Connect your Shopify, TiendaNube, WooCommerce, or VTEX. Burbuxa imports your customers, orders, and conversations. Your team starts supporting with full context from day one.

### CTA

Try the CRM with your store

### Trial reminder

7-day free trial · 500 messages for everything · No credit card · Cancel anytime

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<!-- FOOTER                                                        -->
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## Footer

### Product
- Sales & Support → /agents/sales-cs
- Strategist → /agents/strategist
- Automations → /automations
- CRM & Inbox → /crm
- Reviews → /reviews
- Broadcasts → /broadcasts
- Integrations → /integrations

### Legal
- Terms and Conditions → /terms-of-service
- Privacy Policy → /privacy-policy

### Marketplace
- Available on [TiendaNube App Store](https://www.tiendanube.com/tienda-aplicaciones-nube/burbuxa)

### Email capture
Ecommerce and WhatsApp news, straight to your inbox.
[Your email] [Subscribe]

### Social
- Instagram
- LinkedIn
- Twitter / X

### Copyright
© 2026 Burbuxa. All rights reserved.

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<!-- SEO METADATA                                                  -->
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## SEO

### Title tag
Burbuxa CRM & Inbox — Every conversation with full context, in one place

### Meta description
Unified inbox for WhatsApp and Instagram. When the AI escalates, your team gets the complete history: what the customer asked, what the AI answered, orders, purchases, and internal notes. No starting over.

### hreflang
- es: https://burbuxa.com/es/crm
- pt: https://burbuxa.com/pt/crm
- en: https://burbuxa.com/en/crm

### Structured data (JSON-LD)
Type: SoftwareApplication
Name: Burbuxa CRM & Inbox
Application category: BusinessApplication
Operating system: Web
Parent: Burbuxa
Feature of: Burbuxa
Offers: Free trial
