ChatSure CRM by InsureOnGo
Product Prospectus · October 2026

The WhatsApp-first CRM that fits how your customers talk.

ChatSure brings WhatsApp conversations, sales, service, claims, campaigns and compliance into one simple workspace. It is built in Lagos for businesses that serve customers on their phones, priced for local budgets, and shaped around the way your team already works.

SimpleOne clean workspace. Staff see only the menus their job needs.
FastLive in weeks with ready-made modules, not a year-long build.
Budget-friendlyPriced in Naira, with no per-feature add-on maze.
Custom fitConfigured, and where needed extended, by the team that builds it.
WhatsAppEmailSMSWeb self-serviceGmail mailboxes

At a glance

5Channels in one place: WhatsApp, email, SMS, web and Gmail
18Ready-made, brand-styled email campaign templates
20+Features you can switch on or off for each individual user
₦Priced and invoiced in Naira, with local SMS and payment rails

Why ChatSure

Your customers are on WhatsApp. Most CRMs still treat it as an add-on.

Global CRMs were designed around email and desk phones, then extended to messaging through paid connectors and partners. ChatSure starts from the conversation and builds the rest of the business around it.

What growing teams struggle with

  • Customer chats spread across staff phones, with no shared history or follow-up.
  • Licences priced per user in US dollars, plus extra fees for WhatsApp, SMS and automation.
  • Months of consultant-led setup before anyone sees value.
  • Generic objects that do not match local products, regulators or payment methods.
  • Everyone seeing everything, because fine-grained permissions sit in premium tiers.

What ChatSure gives you

  • A shared WhatsApp inbox with full history, notes and an AI reply assistant.
  • One Naira price for the modules you choose, with local SMS and payment integrations included.
  • Ready-made modules that go live quickly and grow with you.
  • Policies, payments, claims and regulatory returns as first-class records.
  • Role defaults plus per-person feature switches, managed in a single click.

The feature suite

Everything a customer-facing business runs on, in one place

Every module below is in production today. You switch on what you need and leave the rest out of your team's way.

Engage

Conversations

Every customer conversation, shared by the team and never lost on a personal phone.

Shared WhatsApp inboxUnread and read views, live message updates, search, and next/previous navigation between chats.
AI reply assistantSuggested replies and conversation insights to help agents answer faster and more consistently.
Customer 360 profileContact details, policies, payments, incidents, claims, deals and private notes on one screen.
Automated WhatsApp journeysGuided flows for quotes, payments, claims and service requests, with customer consent captured in the chat.

Sell

Pipeline & campaigns

Turn conversations into revenue and keep every prospect moving.

Sales pipelineDrag-and-drop deal board from New Lead to Won, with win probability, weighted forecast, win rate and overdue alerts.
Deals from chatStart a deal straight from a WhatsApp conversation, already linked to the customer.
Email broadcasts18 brand-styled templates, from hero banners and newsletters to renewal reminders and Customer Service Week, with image upload and live preview.
SMS broadcasts & segmentsTarget saved customer segments or uploaded lists by SMS or email, with delivery logs.
Workflows & analyticsAutomate routine follow-ups and track campaign and customer performance.

Serve

Service & claims

Resolve issues and settle claims with clear ownership and a full audit trail.

Incident managementTickets with priority, assignment, escalation and resolution tracking.
End-to-end claimsCustomers report on the web or WhatsApp and get a claim reference immediately. Staff review, approve and mark claims paid.
Evidence capturePhotos and documents stored privately, plus guided photo walk-arounds linked to a claim.
Customer self-serviceCustomers track status, answer information requests and upload documents with their claim reference.
Insurer webhookPartners push claim updates securely. Every change follows the same status rules and notifies the customer.

Comply

Legal & compliance

A built-in workspace for legal, risk and compliance teams.

Legal tickets & tasksTrack regulatory filings, contract reviews, data-protection and AML/KYC matters, with due dates and progress.
Reminders by email & SMSSchedule alerts to several people and phone numbers at once, without duplicate sends.
Mailbox reviewsConnect executive or legal Gmail inboxes with read-only access, filter out noise, and log each review.
Compliance returnsA register of regulatory returns, with named officers, lead-time alerts and overdue escalation.
Services & subscriptionsTrack vendor renewals, prepaid balances and suspension dates before they interrupt the business.

Control

Access, oversight & security

Give each person exactly what they need, and see how the workspace is used.

Per-user feature switchesStart from a role, then enable or disable any feature for one person, effective on their next click.
Staff activity & idle logoutAutomatic sign-out after inactivity, plus activity and end-of-day reports for management.
Audit trailsHistory on deals, claims, tickets and settings changes, showing who did what and when.
Protected by designEncrypted credentials, CSRF-protected actions, private document links that expire, and least-privilege access.

Our four promises

Simple, fast, budget-friendly and built to fit

Simple

One workspace with a plain-language menu. Each person sees only the features switched on for them, so new staff learn it in a day and nobody digs through screens they do not use.

Fast

Modules arrive ready to use: inbox, pipeline, claims, campaigns and compliance. Setup means configuring them, not building from scratch. Changes to a person's access take effect on their next click.

Budget-friendly

Priced in Naira for the modules you choose. WhatsApp, SMS, email campaigns and automation are part of the platform rather than separate paid add-ons, so the price you agree is the price you pay.

Custom fit

The team that builds ChatSure sets it up for you, adds your own fields, templates and workflows, and connects it to your existing systems through secure APIs and webhooks.

How we compare

ChatSure against four leading global CRMs

Salesforce, HubSpot, Zoho and Freshworks are excellent general-purpose platforms. The comparison below shows where a WhatsApp-first, locally built CRM fits a growing business better.

Capability ChatSure CRM Salesforce HubSpot Zoho CRM Freshworks
WhatsApp shared inbox Native, core of the product Messaging add-on Higher-tier hubs Integration / partner Separate messaging product
Guided WhatsApp journeys (quotes, payments, claims) Included Bot add-on + build Chatflows on paid tiers Add-on + build Bot add-on + build
Claims management with customer self-service Included Industry cloud Custom objects Custom modules Custom build
Legal & regulatory returns tracking Included Custom build Custom build Custom build Custom build
Local SMS & Nigerian payment rails Built in Third-party apps Third-party apps Marketplace apps Marketplace apps
Per-user feature switches One click per feature Profiles & permission sets Advanced on higher tiers Profiles on higher editions Roles on higher plans
Pricing currency & model Naira, by modules you choose USD, per user per month, by edition USD, per seat, by hub and tier Per user per month, by edition Per user per month, by plan
Typical setup Configured by the product team Admin or implementation partner Self-serve or partner Self-serve or partner Self-serve or partner
Changes to fit your process Made directly by the team that builds it Admin, developers or partner Within platform limits, or developers Admin or developers Admin or developers
Breadth of global ecosystem Focused; secure APIs and webhooks for integration Very large Large Large Large

Comparison based on each vendor's publicly available product and pricing information as at October 2026, at a general level. Capabilities differ by plan, edition and region and change often; confirm details with each vendor. Product names are trademarks of their respective owners and are used for identification only.

Who it fits

Proven in insurance, ready for any business that serves customers by chat

In productionInsurance & insurtechPolicies, premium payments, claims, renewals and regulatory returns, all working together today.
Health & HMOsEnrolment, member enquiries, medical declarations and claims handled by chat.
Lending & fintechLead pipelines, KYC follow-ups, repayment reminders and compliance tracking.
Retail & e-commerceOrder enquiries, campaigns, customer segments and feedback.
Logistics & servicesService requests, incident escalation and SMS updates to customers on the move.
Professional servicesClient matters, tasks, reminders and inbox reviews for legal and advisory teams.

How we get you live

A short, guided path from first call to go-live

  1. DiscoveryWe map your channels, teams, products and the reports you need.
  2. ConfigurationWe switch on your modules, set up roles and per-person access, and add your templates and fields.
  3. Data & integrationsWe import customers and connect WhatsApp, email, SMS, payments and your existing systems.
  4. TrainingShort, role-based sessions for agents, supervisors, compliance and management.
  5. Go-live & supportWe launch with you, monitor the first weeks closely and keep improving with you.

Security & data protection

Built with privacy and least privilege from the start

  • Role-based access with per-person feature switches, enforced on every page and action.
  • Encrypted storage of connection credentials; mailbox access is read-only and revocable by the owner.
  • Private documents shared only through short-lived links.
  • Idle-session logout, activity logs and change history for oversight.
  • Consent captured in customer journeys, in line with the Nigeria Data Protection Act.

Integrations

Works with the tools you already use

  • WhatsApp Business messaging
  • Email delivery and Gmail mailboxes (read-only)
  • SMS through a local gateway
  • Card and bank-transfer payments, including virtual accounts
  • Secure REST APIs and signed webhooks for partners, insurers and in-house systems
  • Cloud storage for documents and campaign images

Engagement options

Start with what you need, and add modules as you grow

Every option is quoted in Naira for the modules and number of users you choose. Ask us for a tailored proposal.

Essentials

For small teams moving customer chats off personal phones.

  • Shared WhatsApp inbox and customer profiles
  • Incidents and notes
  • Email and SMS broadcasts
  • Role-based access

Quote on request

Growth

For businesses that sell and serve at scale.

  • Everything in Essentials
  • Sales pipeline and segments
  • Claims with customer self-service
  • Workflows, analytics and per-user feature switches

Quote on request

Enterprise

For regulated organisations with legal and compliance teams.

  • Everything in Growth
  • Legal, compliance returns and mailbox reviews
  • Staff activity reporting
  • Custom integrations, partner webhooks and dedicated support

Quote on request

See ChatSure working on your own customer journeys

Book a demo and we will walk through your channels, products and team structure, then send a tailored proposal with a clear Naira price.

Email [email protected]
Web www.insureongo.com
Office 343 Borno Way, by Hughes Avenue, Alagomeji, Yaba, Lagos, Nigeria

Distributing insurance? See ChatSure, our WhatsApp-native insurance platform →

© 2026 InsureOnGo Partnering Insurtech Limited. ChatSure is a product of InsureOnGo.

This prospectus is for information only and does not form a contract. Features, modules and integrations are offered subject to a signed agreement and may be configured differently for each customer. WhatsApp is a trademark of Meta Platforms, Inc.; Salesforce, HubSpot, Zoho and Freshworks are trademarks of their respective owners.