New · An AI agent with defined authority
NewCopilot in the panel and MCPA copilot in the panel and MCP in ChatGPT, Claude, and Gemini

Sales management is one chat away.

Manage groups, automate processes, and track metrics on a single, AI-native platform.

No Card · 14-Day Free Trial · Cancel Anytime

app.careglyph.com
[ 02 ]Official WhatsApp

Simple, intelligent scale on the official WhatsApp API.

A verified number, approved messages, and your whole list reached with everyone's own name. From template to Flow, it all runs in the same operation, and nobody needs to know what an API is.

01Your license to talk

Approved. Ready to operate.

Meta only lets you start a conversation with an approved message. You write it, submit it, and track the review without opening Business Manager.

  • 01Each contact's name, amount, and date drop into the body
  • 02Reply and link buttons, per Meta's own rules
  • 03Rejections come back with the reason, and you fix it here
Templates04 approved
Annual renewalutilityApproved
Your renewal is due in 8 daysHi Sarah, the annual plan for Whitfield Accounting is due on Jul 14. Want me to get the quote ready?
Quote sentmarketingIn review
Your quote is readyHi Marcus, we ran the numbers again and got you 12% off the renewal. Can I send it over?
Meeting reminderutilityDraft
Tomorrow at 2:30 PMHi Dwight, just a reminder about our meeting tomorrow at 2:30 PM. Still good?
NANorthwind Accounting
Your renewal is due in 8 daysHi Sarah, the annual plan for Whitfield Accounting is due on Jul 14. Want me to get the quote ready?Renew nowTalk to an advisor
02Your whole list, contact by contact

Reach thousands as if it were one to one.

Segmentation, personalization, and delivery tracked per contact, within the platform's own limits.

  • 01Real reach is verified before anything goes out
  • 02Every message carries that contact's own data
  • 03A receipt per person: delivered, failed, and why
Campaigns1,037 of 1,212 reachable
StageQuoteTagAnnualNo reply7 days
Sarah WhitfieldAnnual
Dwight PearsonRenewal
Marcus BragaAnnual
Fernanda KobayashiNo phone
Sending now411 of 1,037
CNClaire NakamuraNakamura Tax plan renews Aug 909:42
OROwen RezendeRezende Logistics plan renews Aug 1709:42
SWSarah WhitfieldWhitfield Accounting plan renews Jul 1409:41
NANorthwind Accounting
Your renewal is due in 8 daysHi Dwight, the annual plan for Pearson & Sons is due on Jul 21. Want me to get the quote ready?09:41
03No link, no site, no drop-off

With WhatsApp Flows, it gets easier for you and for your customer.

Meta's native feature: real screens open inside the chat itself. Customers book, choose, and confirm right there, never sent to a link outside WhatsApp, which is where most people give up.

  • 01Customers book, sign up, and answer without leaving the conversation
  • 02Real lists, buttons, and a date picker, not a bot asking in plain text
  • 03Their answers arrive already filled in on the record, with nobody typing
Flows
Book a discovery callThe invitation greets Sarah by name. Whatever she answers goes back to her record.
01

Welcome

Invitation
Get started
02

Profile

Revenue
Partners
Next
03

Schedule

Date
Time
Confirm
NA
Northwind Accounting
Online
Hi Sarah! I can fit you in this week.
Sounds good 👍
Tap to pick a time
Open form
Book a discovery call01 / 03
Let's find a time
InvitationTakes 30 seconds
Get started
[ 01 ]Groups

Your groups, finally organized.

Every group in one panel, each with a name, a category, and an owner. Customers, teams, vendors, job sites, or projects: you read, reply, and administer without opening WhatsApp and without hunting for who spoke last.

Groups24
AllAdminUnread4Uncategorized6
Customers2
NANorthwind · annual2 minAnna: are we closing the addendum today?3
MHMeridian Health14 minYou: quote sent
Internal1
SSSales · squad1 hBrian: raised the June target1
Vendors1
SPSouthline Printyesterday18 members
Uncategorized1
CEChicago Event3 d212 members
GroupAdmin
NANorthwind · annual128 members
01Members128
Add by number
ARAnna Ribeiro+1 (312) 555-0148Owner
BABrian Alves+1 (312) 555-0193Admin
CDCarla Dias+1 (646) 555-0117
02Settings
Admins only can send
Admins only can edit
Disappearingoff24h7d90d
Organized by category
Customer, internal, vendor, or project, not 80 loose threads sorted by whoever spoke last.
Without opening WhatsApp
Unread counts, last message, and replies from the company number, straight from the panel.
Full administration
Add, remove, and promote members, change the subject, photo, description, and invite link from the CRM.
Every group has an owner
A named owner, access by role, and history that stays with the company when someone leaves.
[ 03 ]Automations

The process runs. Even when nobody remembers.

Drag the trigger, snap in the condition, set the wait, pick the action. Done. The two-day follow-up goes out in two days, with no sticky note on the monitor and no one having to remember.
  • Chases the customer who went quiet, with nobody remembering to chase
  • Rules in plain language: when this happens, do that
  • Something broke? You see where it stopped and why
[ 04 ]AI agent

Your sales AI, ready in a few clicks.

No complex setup, no technical person needed. You write in plain language what it may do, tick the permissions, and it starts answering, recording in the CRM, and calling the team when it has to.

WhatsApp support · Clinicrunlive
trigger
Message received
“I'd like to book an appointment”
batches 60s · audio · image · pdf
support
AI agent
Claude Opus 5
move stagecreate taskfill recordnote+3
3 documents · cap $0.30
Two ways out
If it needs a person
escalation
Escalate to the team
Front desk takes over
2h stand-down
Otherwise
resolution
Log and close
“Appointment booked Thursday 2 PM; ID verified”
note on the lead's timeline
agent as a step in the flow
Front desk · ClinicWhatsApplive
lead moved · task opened · note logged · no manual step
rules set by your team · autonomous execution · CRM updated in real time
[ 05 ]Copilot and MCP

No more admin work.

The hours your team spends updating the CRM sell nothing. Here you ask through the copilot in the panel or the ChatGPT and Claude you already use, and the system executes, records, and answers.

Copilot · CareGlyph
Claude
CareGlyph
Sales pipeline
Closed this week R$ 19.700
Contact2
Studio LumenR$ 12.800
5d
Ateliê NorteR$ 3.400
2d
Negotiation2
Clínica VitalisR$ 28.500
1d
Barbearia RexR$ 6.900
8d
Won1
Casa BloomR$ 19.700
No more data entry
Stages moved, records updated, follow-ups scheduled, and sales closed come out of the conversation, not out of a form.
It executes, it doesn't suggest
These are the same operations your team would run on screen. What wasn't confirmed never becomes an affirmative answer.
Reporting on the spot
What closed this week, who has gone quiet, and what is due tomorrow, with nobody consolidating anything.
Only what you allow
Each assistant reaches only what was authorized, and access is revocable at any time.
[ 06 ]Roles

The customer book belongs to the company.

Who sees what is your call, item by item. Customers talk to the company number, not to the phone of someone who could quit tomorrow.
  • Ready-made roles: owner, admin, manager, rep, agent
  • Or build your own, ticking item by item what each one can do
  • Someone leaves? Cut the access and the customer stays yours
Roles · permissions
ResourceAdminManagerRepAgent
View all leads
Edit automations
Manage groups
Reply in chat
Invite members
+ Unlimited custom roles
[ 07 ]Dashboards

What you don't measure, you don't manage.

Closed revenue, the month's forecast, and performance per rep, computed on data your operation produced minutes ago. You walk into the meeting with the number ready and catch the problem while there is still time to act on it.
  • What came in, what is still coming, and what is blocking the target
  • Who is selling, who stopped, and how many days ago
  • Where the pipeline leaks and what that cost this month
SalesSupport
30 daysYour layout
Sales · month
$36,80012%
Σ value · won deals
Win rate
38%4%
Won ÷ closed
Avg. deal
$4203%
Σ value ÷ won count
Sales funnel
// % of busiest stage
100%
New128 leads · $49,200
67%
Contacted86 leads · $38,200
32%
Proposal41 leads · $23,600
// Result
19%
Won24 leads · $36,800
// Period30 days// N4
Sales by rep
AnaBrunoCaioDaniEdu
// Period30 days// N5
Leads by source
Ads46%Referral29%Organic25%253 leads
// Period30 days// N3
[ 08 ]Sales attribution

Clicks don't pay the bill. Sales do.

Every sale credited to the creative that brought it. No spreadsheet, no opening Ads Manager, no waiting for month-end and no splitting budget on gut feel.

  • 30s testimonial video#black-friday
    $6,84018.6x
    Spend$368
    Conversations148
    Sales9
  • Catalog carousel#always-on
    $4,28010.2x
    Spend$420
    Conversations121
    Sales6
  • Search · “business management software”#brand
    $1,9209.8x
    Spend$196
    Conversations34
    Sales3
  • Reels creative B#black-friday
    $5802.0x
    Spend$284
    Conversations96
    Sales1
  • Static image A#cold-prospecting
    $00x
    Spend$372
    Conversations87
    Sales0

Two ads, the same spend. One brought in $6,840, the other nothing.In Ads Manager, the two look identical.

This month$1,640
19 sales$13,620
Feed the algorithm

Every closed sale goes back to Meta and Google with its real value. Your campaigns stop chasing people who reply and start chasing people who buy.Automatic. You choose what each pipeline stage reports.

Sale · $956
Purchase · real valueOffline conversion
[ 09 ]Meetings

Don't choose between listening and taking notes.

CareGlyph works before, during, and after the meeting: you walk in prepared, you actually pay attention, and you walk out with no admin work.
  • Walk in knowing who they are, what was agreed, and what's still open
  • Never choose between listening to the customer and taking good notes
  • Walk out with the summary, decisions, and tasks done, without typing anything
Meeting · northwind-q3Recording
Rec
AI taking notes in real time
Start preparedbefore

Your calendar triggers it and CareGlyph builds the brief before the call: who is attending, what you covered last time, and what is still open.

Look the customer in the eyeduring

Write as much as you like, or nothing at all. The AI captures the conversation with the customer's context and hands back the notes you would have taken if you'd had the time.

Post-meeting admin, doneafter

Summary, decisions, and tasks are ready the moment the call ends. Every promise becomes an assigned task on the customer's record.

2 actions loggedSynced to CRM
comparison

Nine systems. One fragmented operation.

Nine logins, nine invoices, nine different support desks. And not one of them talks to the others.

  • pipelineSales pipeline with stages, custom fields, and history
    per user/month$25
  • inboxWhatsApp support with the whole team on one number
    per user/month$29
  • agentAI agent that answers, logs to the CRM, and escalates to a human
    monthly + usage$42
  • flowsVisual automations that run on their own, even days later
    monthly$50
  • groupsWhatsApp group management at scale
    monthly$19
  • meetingsMeetings recorded, transcribed, and summarized by AI
    per user/month$39
  • dashboardsMetric dashboards built your way
    monthly$25
  • tasksTasks and follow-ups tied to the lead that created them
    per user/month$11
  • schedulingBooking by public link, with no back-and-forth
    per user/month$10
what you pay today$706per month, across all nine for a team of 5
with careglyphOne subscriptioneverything above, included
See pricing
One operationOne historyOne accountability

Entry-level paid plan pricing for the tools listed, per their official pages as of 01/2026, for a team of 5. Plans and prices change without notice. Trademarks belong to their respective owners.

plans

Predictable subscription, usage only when you use it

The plan covers the whole CRM per user, with no AI bundled in. Agent, transcription, and meetings are bought separately, in prepaid packs valid for 12 months.

Launch pricing
  • EssentialTo get the operation off everyone's personal phone
    $9per user/month
    AI and meetings separate
    Start now
    • Sales pipeline, contacts, tasks, calendar, and dashboards
    • 1 WhatsApp number and 1 Instagram account
    • 5 active automations
    • 2,500 leads per license
    • Ready-made roles: owner, admin, manager, rep, agent
    • An AI agent that answers and records in the CRM, paid per credit
  • Most chosenGrowthSo the process runs without depending on memory
    $15per user/month
    AI and meetings separate
    Start nowEverything in Essential, plus:
    • 3 WhatsApp numbers and 3 Instagram accounts
    • 30 active automations
    • 5,000 leads per license
    • Meta-approved campaigns and templates, with Flows inside the chat
    • WhatsApp group management on the company number
    • Meetings recorded and transcribed, per hour purchased
  • ScaleFor several teams, governance, and integration
    $27per user/month
    AI and meetings separate
    Start nowEverything in Growth, plus:
    • Unlimited WhatsApp numbers
    • Unlimited automations
    • 10,000 leads per license
    • API, webhooks, and MCP access for compatible assistants
    • Custom roles, granted item by item
    • Sales attribution with conversions sent back to Meta and Google
AI creditsPrepaid · valid 12 months
  • 100 credits$0.06 each$6
  • 500 credits$0.05 each$24
  • 2,000 credits$0.04 each$80
  • 10,000 credits$0.04 each$358

1 credit is one agent reply on the standard model. The fast model uses 0.33 and the advanced one, 1.67. Transcription uses 0.53 per minute.

Meeting hoursPrepaid · counted separately
  • 5 hours$1.96 each$10
  • 20 hours$1.89 each$38
  • 50 hours$1.96 each$98
  • 200 hours$1.95 each$390

Counted per hour recorded, transcript and summary included. Does not consume AI credits.

Higher volume, annual contract, or invoice billing?Talk to sales

Launch pricing, for a limited time. Billed monthly per user, with no AI allowance included. Credits and hours are prepaid and valid for 12 months from purchase. Message sending is billed by Meta according to the official WhatsApp Business rate card.