Whatsapp CRM

Open WhatsApp, answer a prospect, and watch your CRM move the deal forward—no copy‑paste, no tab juggling. Start by connecting your WhatsApp number, importing contacts, and tagging them by source, interest, or region. Build segments for leads, customers, and VIPs. Create message templates and quick replies for intros, pricing, and follow‑ups. Set routing rules to auto‑assign new chats by territory or workload, then add automations that greet first‑time contacts, capture consent, verify details, and schedule a reminder if there’s no reply. From day one, you’ll have a live, searchable thread of every conversation tied to the right contact and account.

Turn inbound WhatsApp interest into revenue with a clear, repeatable sales flow. Pipe ad clicks or web forms into WhatsApp, auto‑enrich the contact, and score the lead based on behavior. When a rep claims the chat, the pipeline stage updates, next actions are created, and live alerts keep everyone on pace. Need a price? Pull a product from the catalog, generate a quote, and send it in the same thread. If the conversation heats up, trigger a call from the dedicated line; the system logs duration, notes, and outcomes. Forecasts update as deals move, and predictive models highlight who’s most likely to close this week.

For support, run a shared WhatsApp inbox with clear ownership and SLA timers. Use canned responses and knowledge snippets to solve common issues fast, then convert tricky threads into tickets with one tap. The AI assistant proposes replies, summarizes history, and flags sentiment to prevent escalations. Integrate IoT signals to auto‑open cases when a device misbehaves, and sync everything with your existing tools so context never gets lost. Supervisors track backlog, first‑contact resolution, and customer satisfaction in real time, while automations loop in the right specialist when thresholds are at risk.

Scale outreach without losing the personal touch. Build compliant broadcasts to opt‑in segments, personalize with dynamic fields, and trigger journeys when someone clicks, replies, or buys. Coordinate launches across WhatsApp, email, and social from one place, then attribute revenue with campaign analytics. Encourage word‑of‑mouth with referral tracking, and run onboarding or renewals as lightweight projects with tasks, files, and due dates. As you grow, territory rules, collaboration tools, and real‑time sync keep teams aligned while reporting reveals what to repeat, refine, or retire.