Why choose ChatBizSol’s WhatsApp CRM?

At ChatBizSol, we understand the common—yet often overlooked—challenge many small business owners and solopreneurs face when it comes to collecting payments online. For countless service-based professionals—from mobile hairdressers and tutors to tradespeople and consultants—the decision not to include a payment processor in their booking form isn’t an oversight. It’s a deliberate choice, born from practical experience.

Integrating a payment gateway like Stripe or PayPal into a booking form may seem efficient at first glance, but for many small businesses, the potential downsides often outweigh the convenience:

1. Non-refundable transaction fees: If a customer pays and then cancels (even within the 14-day cooling-off period), Stripe or PayPal typically retains their processing fee. This leaves the business refunding the full amount while absorbing the loss.

2. Chargeback risks and penalties: A customer might dispute a charge—even after receiving the service. The platform may impose a chargeback fee (often £15 or more), adding further financial strain.

3. Cash flow disruption: For businesses operating on slim margins, these small yet cumulative losses can quickly destabilise cash flow and overall sustainability.

4. Customer resistance to prepayment: Some clients hesitate to pay upfront, particularly if they’re engaging with a new provider. Requiring online payment during the booking process can introduce friction and result in lost opportunities.

As a result, many small businesses choose to avoid embedding payment gateways directly in their booking forms. Instead, they prefer to use manual payment links (e.g., via PayPal, Stripe, or bank transfer) sent after a confirmation call or screening. Others opt for in-person collection using tools like SumUp card readers, keeping full control over when and how payments are made.

We’ve built our WhatsApp CRM to align with the realities of running a small business. That’s why we’ve made a conscious decision to exclude a pre-installed payment gateway.

Instead, we provide the flexibility to:

1. Retain full control over when and how payments are requested.

2. Send manual payment links seamlessly within WhatsApp conversations.

3. Offer multiple payment options that adapt to your workflow—whether online, in-person, or scheduled later.

We recommend trusted tools like Stripe Payment Links or SumUp card readers for those who want structured solutions, but ultimately, the choice remains yours. Our WhatsApp CRM gives you full access to powerful features—automated replies, booking forms, lead tracking, follow-up reminders, FAQs, and more—without locking you into a fixed method of payment collection.

By choosing ChatBizSol’s WhatsApp CRM, you’re embracing a system designed to respect how small businesses truly operate. It’s flexible, lightweight, and powerful—allowing you to offer cash, card, or online payments on your terms.

Here’s how our CRM transforms your business:

1. Builds trust by supporting conversation before transaction.

2. Minimises risk by avoiding unnecessary transaction fees and chargebacks.

3. Keeps you organised with automated follow-ups, lead tracking, and intelligent responses.

We understand your challenges—and that’s exactly why we created a CRM that works for you, not the other way around.

Our mission is to support your growth and equip you with the tools to build meaningful, trust-based customer relationships—your way.

Running a small business is hard enough — you shouldn’t have to figure out complicated software just to talk to your customers.

That’s why we designed our WhatsApp CRM service for busy sole traders and small businesses who want to communicate quickly and easily, without the stress.

“We handle the setup, training, and support — so you can focus on running your business, not wrestling with software.”

With ChatBizSol, you get:

🎯 Personal onboarding — we set everything up for you

🛠️ Ongoing support — real help from a real person

🎥 Helpful video tutorials — always up-to-date and easy to follow

💼 All-in-one simple pricing — no hidden fees or surprises

Big platforms like Tidio, SleekFlow and Twilio expect you to figure everything out yourself, manage their dashboards, and pay for features you may never use.

ChatBizSol is different:

We personally help you get set up, step-by-step.

We support you when you need it — by email, message or video.

We offer clear, simple pricing designed for small businesses.

No technical skills required and no complicated dashboards.