SaaS · WhatsApp CRM

NextPilot

Chat

WhatsApp-first multi-tenant CRM with shared inbox, pipeline, broadcasts, flows, AI, voice, and billing — built for teams that sell and support on messaging channels.

Technology
Next.jsSupabaseWhatsApp Cloud APIMeta ChannelsMulti-tenant
NextPilot Chat homepage — WhatsApp-first CRM product
7.2K+ Contacts
Multi-channel
PROJECT OVERVIEW

About the Product

NextPilot is a WhatsApp-first multi-tenant CRM with shared inbox, pipeline, broadcasts, flows, AI, voice, and billing. Organizations run sales and support on Meta channels from one product — WhatsApp, Messenger, Instagram, and webchat in the same conversation model.

The product is strong on messaging UX. A focused P0 SaaS pass (Aug 2026) moved plan limits from UI-only banners to real entitlements: org RPC gates, WhatsApp daily caps, org-scoped phone validation, and seeded limits so Growth accounts cannot send until checkout completes.

NextPilot product overview — messaging CRM for multi-tenant teams
THE CHALLENGE

SaaS without soft limits

Messaging CRM products often look complete in the UI while plan limits live only as banners. NextPilot needed real entitlements on send paths, multi-tenant phone validation, and seeded plan limits — without breaking day-to-day agent workflows. Teams also needed depth beyond the inbox: reports, follow-ups, campaign ROI, and multi-channel send.

Entitlements lived in UI only

Trial banners were not enough to gate WhatsApp sends, broadcasts, or Growth payment_required states.

Multi-tenant send risk

Org IDs were passed without validating that the WhatsApp phone number belonged to that organization.

Plan limits missing on orgs

Many organizations lacked seeded limits, so caps and usage tracking could not be enforced consistently.

Ops depth beyond inbox

Agent reports, campaign ROI, tasks / follow-ups, and multi-channel dispatch were required for real CRM loops.

OUR SOLUTIONS

Product surface + SaaS control plane

We shipped the messaging CRM operators expect — then hardened it with entitlements, org phone validation, seeded plan limits, and deeper CRM workflows.

NextPilot shared inbox
SHARED INBOX

WhatsApp-first shared inbox

Multi-tenant conversation workspace for agents — WhatsApp-first with Messenger, Instagram, and webchat in one model so teams reply where customers already are.

Unified conversations

WhatsApp 582 · Messenger · Instagram · webchat threads

Team collaboration

Shared inbox for multi-agent orgs

Org-scoped data

Multi-tenant isolation across organizations

NextPilot CRM pipeline
CRM PIPELINE

Pipeline & lead lifecycle

Move leads through stages with follow-ups, tasks, and a lead-won loop that clears work and logs activity when deals close.

Pipeline stages

Structured CRM flow for messaging-led sales

Tasks / follow-ups

Dedicated follow-ups surface with assignee support

Lead → won loop

closeLeadAsWon clears follow-up, completes tasks, logs activity

NextPilot broadcasts
BROADCASTS

Campaign broadcasts

Outbound campaigns gated by entitlements — Growth orgs cannot send until checkout completes, and WhatsApp daily caps are enforced on send APIs.

Entitlement-gated sends

API routes require WhatsApp entitlement before delivery

WA daily caps

Enforced via get_org_entitlement + api_usage

Campaign ROI

Reports → Campaign ROI with campaign analytics API

NextPilot flow builder
AUTOMATION

Flow builder

Automation flows for onboarding, replies, and operational journeys — part of the messaging product surface that teams run every day.

Visual flows

Build messaging journeys without leaving the CRM

Operational handoffs

Connect inbox actions to structured follow-up work

Scale-ready paths

Same multi-tenant model as inbox and broadcasts

NextPilot AI agent
AI AGENT

AI-assisted messaging

AI agent surfaces help teams answer faster while human agents stay in control of the shared inbox and pipeline.

AI in the workflow

Assist agents without replacing CRM ownership

Inbox-native

Designed for the same conversation model as WhatsApp threads

Team scale

Supports multi-member orgs (27 members across 7 orgs in live snapshot)

NextPilot analytics and reports
ANALYTICS

Agent reports & campaign ROI

P1 product depth: agent performance stats, campaign ROI reporting, and ops visibility so messaging volume turns into managed revenue work.

Agent reports

Reports → Agents tab + org agent report stats RPC

Campaign ROI

Reports → Campaign ROI + /api/reports/campaigns

Live snapshot

7,221 contacts · 598 conversations · 4 subscriptions

P0 SAAS ENFORCEMENT

From UI banners to real gates

Aug 2026 P0 pass: get_org_entitlement and validate_org_wa_phone RPCs, seeded plan limits, and gateway checks so WhatsApp sends are blocked for pending payment, expired trials, and daily caps.

Entitlements

Before: Trial banner only

After: RPC + API/gateway gates

WA daily cap

Before: within_wa_limit unused

After: Enforced via RPC + api_usage

Multi-tenant send

Before: org_id with no phone check

After: validate_org_wa_phone on CRM + droplet

Plan limits

Before: Often missing on orgs

After: Seeded on signup, trial, checkout

Growth billing

Before: Soft client checks

After: payment_required until checkout

Legacy fallback

Before: Always used PHONE_NUMBER_ID

After: Gated behind ALLOW_LEGACY_WA_FALLBACK

Signup → WhatsApp E2E

Signup → create-org → Starter trial or Growth pending_payment → Onboarding → Connect WhatsApp → first-message API → entitlement check → droplet send → contact + conversation created. Growth orgs cannot send until checkout completes.

CHANNELS & SURFACES

Product surfaces that ship

Mobile-ready CRM

NextPilot mobile experience

Messaging workflows designed for teams that live in WhatsApp — with a path to App Store–ready auth and push (P3).

Integrations

NextPilot integrations

Meta channels, catalog order status transitions, and a multi-channel send dispatcher for WA / Messenger / IG.

Why NextPilot

Why NextPilot

One product for inbox, pipeline, broadcasts, flows, AI, and billing — with real SaaS enforcement.

Pricing model

NextPilot pricing

Starter ৳3,990 · Growth ৳12,990 · Scale custom — limits seeded per tier on signup and checkout.

TECHNOLOGY STACK

Built for multi-tenant messaging SaaS

NextPilot runs on Next.js with Supabase for multi-tenant data and RPCs. WhatsApp delivery goes through Cloud API paths with org phone validation and a Python gateway on the droplet. Entitlements use SECURITY DEFINER RPCs (get_org_entitlement, validate_org_wa_phone) called from API routes and the webhook layer.

LIVE SNAPSHOT

Documented platform metrics

Live snapshot from Supabase (Aug 2026) — real org, contact, and channel volume behind the product.

7,221

Contacts

598

Conversations

7 / 27

Orgs / members

582

WhatsApp threads

Subscriptions

4 active · 1 billing checkout

Other channels

Messenger 7 · webchat 5 · Instagram 4

Plans

Starter ৳3,990 · Growth ৳12,990 · Scale custom

BUSINESS IMPACT

From inbox to enforceable SaaS

For SaaS operators

  • Plan limits and WA caps enforced server-side
  • Growth orgs gated until checkout completes
  • Seeded limits on signup, trial, and billing

For messaging teams

  • Safer multi-tenant WhatsApp send paths
  • Agent reports, campaign ROI, and follow-ups
  • WhatsApp-first with Messenger, IG, and webchat

Key Achievements

7.2K+

Contacts managed

P0

SaaS gates shipped

P1–P2

CRM + channels depth

NextPilot problem and solution narrative

Need a WhatsApp CRM or messaging SaaS?

We design and ship multi-tenant messaging products with real entitlements, billing, and channel depth — not soft UI limits.

GET STARTED

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What Happens Next

01

We review your requirements and map initial technical direction.

02

We schedule a discovery call to align business goals and product scope.

03

You receive a clear proposal, timeline, and launch roadmap.

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