CRM
Whatsapp Integration

Meet customers on WhatsApp

Bring WhatsApp into your workspace for real-time service and sales. Route messages, personalize with CRM data, and keep every conversation on record.
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A clean UI showing a WhatsApp chat inbox with customer messages and CRM data, alongside a sales pipeline.

A secure WhatsApp channel inside your workspace.

Connect a business number, manage consent, and collaborate from a shared inbox with routing, notes, and analytics—all mapped to contacts, deals, and tickets.

Connect in minutes

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  • Add a business number and verify sender identity.
  • Import and manage message templates with variables.
  • Enable rich media for images, files, and locations.
  • Set business hours and away messages.
A shared inbox with WhatsApp chats, CRM contact details, and routing rules on display, showing real-time customer service.

Work as a team

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  • Shared inbox with assignment, collision detection, and internal notes.
  • Skills-based routing and SLAs to meet response targets.
  • Saved replies and snippets for consistent answers.
  • Link conversations to contacts, deals, and tickets.
A busy team inbox with assigned conversations, internal notes, and automated routing, highlighting collaborative efficiency.

Automate and personalize

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  • Trigger workflows to create tasks, update fields, or escalate.
  • Send template messages populated with CRM data.
  • Use bots for FAQs and after-hours triage.
  • Enroll customers into follow-up sequences.
A dashboard with automated workflow settings, personalized message templates, and bot configurations for customer engagement.

Measure and govern

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  • Track delivery, read rates, and response times.
  • Capture opt-in and manage consent with audit trails.
  • Role-based permissions and data retention policies.
  • CSAT and conversation analytics for continuous improvement.
A dashboard showing delivery metrics, consent forms, user permissions, and analytics reports with CSAT scores.

Have a question for our sales team?

Give us a call and we'll walk you through it.

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Frequently asked questions

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