WhatsApp and CRM
Customer conversations, requests and follow-up, all in one place.
Illustrative visual
If customers message you on WhatsApp, those conversations shouldn’t live on personal phones. We connect them to a setup your team can work in together, linked to your customer records.
What we do
- WhatsApp Business Platform setup and message templates
- A shared inbox for your team
- Customer records, tags and follow-up steps
- Greeting and routing automation
- Connections to your website and existing systems
How we work
- 01
Map the flow
We work out how customer requests reach you and how they move through your team.
- 02
Set up
We prepare the account, number and templates, and shape the inbox and records around your work.
- 03
Go live
We bring your team on board and refine the flow based on how it’s used.
Common questions
Can we keep our current number?
We check together whether the number is eligible. Migration conditions depend on WhatsApp’s rules.
Can we send bulk messages to customers?
Only with customer consent and within WhatsApp’s rules. We treat recording that consent as part of the process.
We already use a CRM. Do we have to switch?
Not necessarily. We start by looking at how to connect with what you have.