WhatsApp CRM
What is a WhatsApp CRM?
A WhatsApp CRM is a customer relationship management system where WhatsApp conversations are the centre of the record: each chat is linked to a contact and deal, worked by a team from a shared inbox, and connected to pipelines, automation and payments.
The building blocks
- Shared inbox for one business number
- Contact and lead records, one per phone number
- Pipeline stages and scoring
- Automation: replies, flows, follow-ups, broadcasts
- Quotes, payments and invoices in the chat
- Roles and routing for the team
Who needs one
Any business where most customer conversations happen on WhatsApp, especially when more than one person handles them.
See it working for your business