Bring WhatsApp into your CRM
When WhatsApp conversations live on individual phones, the context gets lost. Colleagues can't see what was said, replies are slow when someone is away, and customer records fall out of date.
Integrating WhatsApp Business with theCRM puts those conversations where the rest of the customer relationship already is: next to their emails, calls, quotes, orders and service history.
How WhatsApp integration helps your business
- Reach customers where they are: talk to customers on the messaging app they already use every day.
- Keep conversations on the customer record: WhatsApp messages link to the right contact, activity and opportunity in theCRM.
- Give your team a shared inbox: colleagues can pick up, assign and follow up conversations together, so nothing waits for one person to come back.
- Respond faster with better context: see the customer's history, open quotes and service tickets without switching between apps.
- Use WhatsApp as a marketing channel: support campaigns and follow-ups, within WhatsApp's opt-in, template and messaging policies.
- See the complete customer picture: WhatsApp becomes one more part of a single view of the customer, alongside email, SMS and live chat.
More than messaging, a connected CRM
WhatsApp is one part of the customer journey. theCRM manages the rest of it in the same system: marketing, sales, projects, jobs and customer service.
Every integration is configured to the way your business works, and theCRM connects with the other systems you rely on, so information is entered once and shared everywhere. See all the systems theCRM integrates with.
