Mercately

Conversational AI CRMmercately.com

Mercately is an AI-powered conversational CRM platform that enables Latin American businesses to sell and provide customer service through WhatsApp, Instagram, and Facebook Messenger. It serves 1,500+ SMB and mid-market customers across retail, education, automotive, and other verticals, anchored by its proprietary MIA AI sales agent and official Meta WhatsApp Business API status.

Company typePrivate
Founded2021
HeadquartersMiami, United States
Headcount11–50
GTM typeB2B
OfferingSoftware

What Mercately does

Mercately is an AI-powered conversational CRM platform that enables Latin American businesses to sell and provide customer service through WhatsApp, Instagram, and Facebook Messenger. Founded in 2021 and incorporated as Mercately LLC in Wyoming, USA, with operational headquarters in Quito, Ecuador and a Miami, FL presence, the company serves more than 1,500 businesses across verticals including e-commerce and retail (primary), education, automotive, real estate, healthcare, and food service. Its core product unifies multi-agent WhatsApp access, a visual sales pipeline CRM, omnichannel inbox, and a proprietary AI sales agent called MIA that automates lead qualification, customer question handling, and conversion-oriented response generation with a stated design goal of resolving 80% of customer inquiries autonomously. Native integrations include Shopify, WooCommerce, HubSpot, and LATAM-specific payment rails (Nequi, DaviPlata, Bre-B), and the platform operates as an official Meta WhatsApp Business API partner.

The business model is a tiered SaaS subscription (Scale IA, Rocket IA, Atlas IA) priced between $200 and $750 USD per month depending on AI conversation capacity, user count, and broadcast volume, with annual billing discounts and usage-based overage charges of $0.25-$0.35 per additional AI conversation. Meta WhatsApp API message fees are charged separately. Go-to-market combines product-led self-serve registration with a 15-day free trial, sales-assisted demo motion for mid-market and enterprise, and a three-tier partner program (Referidor, Seller, Premium) paying $150-250 per sale or 10-25% recurring commission. Customer concentration is dispersed across SMB long-tail and a handful of named enterprise accounts including Smart Fit, JAC Motors, and three universities. The company raised a $2.6 million pre-seed round in August 2024 led by Inventus Capital Partners and Silicon Valley Quad (SVQuad) with participation from Techstars, Salkantay Ventures, and BuenTrip Ventures, and has publicly announced expansion plans into Mexico, Colombia, Brazil, and the United States.

Mercately firmographics

Firmographics

Name: Mercately
Legal name: Mercately LLC
Website: https://mercately.com
Company type: Private
Founded year: 2021
Operating status: Operating
Headcount range: 11–50 employees
Short description: Mercately is an AI-powered conversational CRM platform that enables Latin American businesses to sell and provide customer service through WhatsApp, Instagram, and Facebook Messenger. It serves 1,500+ SMB and mid-market customers across retail, education, automotive, and other verticals, anchored by its proprietary MIA AI sales agent and official Meta WhatsApp Business API status.
Ownership category
akta.pro rank

Mercately industry classification

Industry

Product category: Conversational AI CRM
NAICS: Software Publishers (5132), Software Publishers (513210)
SIC: Services-Computer Programming, Data Processing, Etc. (7370)
akta.pro primary industry: Marketing Automation & Campaign Management CRM (HDAEAFAB)
akta.pro secondary industry: Enterprise Application Reporting, BI & Analytics Enablement (BPAEAGAK)

Keywords

Conversational AI CRM
WhatsApp Business API
Multichannel messaging platform
Conversational commerce software
AI sales automation

Where Mercately is headquartered

Location

Headquarters

HQ city: Miami
HQ country: United States
HQ region: North America

Offices1 record

Markets served

Mercately business model

Business model

GTM type: B2B
Offering type: Software
Cost components: Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations

Revenue model

SaaS Subscription Plans: Three-tier subscription model (Scale IA, Rocket IA, Atlas IA) with monthly, quarterly, and annual billing. Plans include a set number of AI conversations, users, daily broadcast messages, and training sessions. Additional AI conversations billed per-unit beyond included limits. Core revenue driver.
Usage-based Overage Charges: When customers exceed their included AI conversation limits, they are charged per additional conversation ($0.35/0.30/0.25 depending on plan tier). Also, Meta's WhatsApp API fees per message delivered apply separately.

Pricing tiers

Model	Billing	Price
Subscription	Monthly	Scale IA: 1,000 AI conversations/month, up to 10 users, 1,000 daily broadcast messages, 3 training sessions, $0.35 per additional AI conversation
Subscription	Monthly	Rocket IA: 2,000 AI conversations/month, up to 15 users, 3,000 daily broadcast messages, 4 training sessions, $0.30 per additional AI conversation
Subscription	Monthly	Atlas IA: 3,500 AI conversations/month, up to 25 users, 10,000 daily broadcast messages, 6 training sessions, $0.25 per additional AI conversation
Usage-based	Pay-as-you-go	WhatsApp API fees (Meta pricing)

Go-to-market motion2 records

Distribution channels4 records

Marketing channels9 records

Mercately product offering

Product offering

Core offering

Mercately provides an AI-powered conversational CRM platform that unifies WhatsApp, Instagram, and Facebook Messenger communications with e-commerce catalogs and digital payment integrations (Nequi, DaviPlata, Bre-B) for businesses in Latin America. The platform features a proprietary AI sales agent (MIA) that operates 24/7 to qualify leads, answer customer questions, and close transactions, alongside a visual sales pipeline, multi-agent WhatsApp collaboration, and campaign attribution analytics via Performance Hub.

Product overview

Mercately is an AI-powered conversational CRM platform designed for WhatsApp and social media sales in Latin America. The core platform unifies WhatsApp, Messenger, and Instagram communications with AI-powered sales automation in a single solution. The product portfolio centers on the Mercately Core CRM as the central hub, with MIA (AI Agent) as the primary AI capability addon that handles autonomous customer service and sales 24/7. Supporting modules include WhatsApp Multiagente for team collaboration, Performance Hub for campaign analytics, Chatbots for automated flows, Digital Catalog for product sharing, and Digital Payments for in-chat transactions. Integration addons connect with Shopify, WooCommerce, Nequi, DaviPlata, and Bre-B for ecommerce and payment processing. Free tools include WhatsApp link generators, QR code creators, and template libraries.

Differentiator

Problem solved

Functional benefit

Brands

MIA: AI agent that automates sales with artificial intelligence, available 24/7 to answer customer questions and assist with sales.
Performance Hub

Products and services

Mercately Platform (Core CRM)

Quantifiable outcome

1,500+ Latin American businesses have tripled their sales using Mercately
+3 more outcomes

Companies that use Mercately

Customer profile

Named customers16 records

Segments7 records

Ideal customer profiles5 records

Mercately technology and API

Technology

Technology focussed Yes

API detail

Has API: Yes
API docs
API detail

Core technology

AI maturity

App detail

Integration9 records

AI capability7 records

Feature8 records

Mercately partnerships and signals

Strategic signal

Partnerships

Seven partnerships are on record, tiered major and core.

NequimajorTechnology or IntegrationVerified payment integration allowing businesses to send Nequi payment links directly within WhatsApp conversations. Customers can pay instantly without leaving the chat. Real-time payment notifications are received within Mercately.
DaviPlatamajorTechnology or IntegrationVerified payment integration enabling DaviPlata payment links to be sent within WhatsApp conversations. Supports e-commerce, service appointments, and installment payment tracking directly in the CRM.
Bre-BmajorTechnology or IntegrationVerified Colombian payment integration for instant payment links via WhatsApp. Enables real-time payment confirmation, automatic payment tracking, and reduction of cash collection friction for Mercately users.
ShopifymajorTechnology or IntegrationNative ecommerce integration syncing product catalogs, inventory, and orders directly within Mercately's WhatsApp CRM. Enables product sharing and order management without leaving the chat.
WooCommercemajorTechnology or IntegrationNative ecommerce integration for WooCommerce-powered online stores, enabling product catalog sync and order management within WhatsApp conversations.
Meta (WhatsApp Business API)coreTechnology or IntegrationOfficial WhatsApp Business API partner providing verified, stable, and scalable WhatsApp Business access. Enables multi-device, multi-agent WhatsApp operation with official API compliance.
Meta (Facebook and Instagram)coreTechnology or IntegrationNative integrations with Facebook Messenger and Instagram Direct Messages, consolidating all social media conversations into Mercately's unified inbox alongside WhatsApp.

Scale indicators4 records

Recent moves6 records

Expansion highlights6 records

Mercately competitors and assessment

Company assessment

Direct peers

Respond.io: Omnichannel messaging platform combining WhatsApp, Messenger, Instagram, and other channels into a unified inbox with automation and CRM features. Mercately explicitly lists Respond.io among its named SEO competitors.
ManyChat: Leading chatbot automation platform for Instagram, WhatsApp, and Messenger used by SMBs for conversational commerce and marketing automation. Comparable to Mercately in its messaging-channel focus and SMB target market.
Kommo (formerly amoCRM): Messenger-based CRM with strong LATAM presence focused on sales pipeline management through messaging apps. Mercately maintains a Mercately vs Kommo comparison page, indicating direct market overlap.
Whaticket: WhatsApp-centric multi-agent helpdesk and CRM platform popular in Brazil and LATAM. Comparable in scope (WhatsApp team inbox, automation, multi-agent) and regional focus.
AiSensy: WhatsApp marketing, automation, and CRM platform with official WhatsApp Business API access and chatbot capabilities. Comparable platform scope, channel focus, and SMB target market.
Wati: Direct competitor offering WhatsApp Business API-based CRM, automation, and team inbox solutions targeting SMBs. Mercately maintains a dedicated comparison page against Wati, signaling direct head-to-head competition for WhatsApp-first sales teams.
Patagon: LATAM-focused WhatsApp business messaging and CRM platform. Mercately explicitly lists Patagon among its comparison-page competitors, indicating direct overlap in features and customers.
Leadsales: LATAM-focused WhatsApp CRM for sales teams with multi-agent inbox and pipeline management. Directly comparable geography, channel focus, and target customer as Mercately.

Broad incumbents

HubSpot: Global CRM, marketing automation, and customer service platform. Mercately integrates with HubSpot rather than competing head-on, but HubSpot's free CRM and expanding AI agent capabilities represent a long-term incumbency threat to Mercately's CRM positioning.

Emerging players

Vambe: AI-driven conversational commerce platform targeting LATAM businesses, with overlapping AI agent capabilities for WhatsApp-based sales and customer engagement. Comparable in LATAM focus and AI-first approach.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

Mercately financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Mercately leadership team

Management profile

Number of profiles

Mercately funding detail

Funding detail

Funding overview

Funding rounds3 records

Investors7 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Mercately M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Mercately

What does Mercately do?

Is Mercately a public or private company?

Mercately is a private company. It is classified as venture growth investor backed and is currently operating.

When was Mercately founded?

Mercately was founded in 2021. It employs 11 to 50 people.

Where is Mercately based?

Mercately is headquartered in Miami, United States, in the North America region.

How does Mercately make money?

Two revenue lines are on record. SaaS Subscription Plans are the primary driver. The others are usage-based Overage Charges.

Who are Mercately's main competitors?

Direct peers on record are Respond.io, ManyChat, Kommo (formerly amoCRM), Whaticket, AiSensy, Wati, Patagon and Leadsales. HubSpot is listed as a broad incumbent. Vambe is listed as an emerging player.

Does Mercately have an API?

Yes. Mercately is an official WhatsApp Business API partner. The platform provides API access for WhatsApp integration, allowing businesses to connect and manage WhatsApp communications at scale. A developer documentation portal exists at https://mercately.redocly.app/ though no specific API protocol (REST/GraphQL), authentication method, rate limits, or versioning details are explicitly stated. Developer documentation is at mercately.redocly.app.

What industry is Mercately in?

Mercately's product category is Conversational AI CRM. Its primary akta.pro industry code is HDAEAFAB, Marketing Automation & Campaign Management CRM, with a secondary code of BPAEAGAK, Enterprise Application Reporting, BI & Analytics Enablement. Its NAICS code is 5132 and its SIC code is 7370.