CRM Features

Table of Contents

Seamless WhatsApp and CRM Integration

WhatsApp captures leads through direct communication, while CRM manages and nurtures those leads through to conversion, providing valuable insights and ensuring long-term relationship management.

WhatsApp excels in front-line engagement and capturing user intent, while CRM excels at organizing, tracking, and using that data for business growth and customer retention strategies. Together, they form a complete loop of customer interaction from initial contact to ongoing engagement.

In summary, with WhatsApp you get:

Real-Time Communication

Example: A customer visiting a website can initiate a WhatsApp chat through a widget, and an agent can respond instantly to their query, offering real-time assistance.

Lead Generation

Example: Before a user chats with an agent, they might be asked to fill in a form with their email or the reason for their inquiry, capturing valuable lead data.

Customer Engagement

Example: A business can send appointment reminders or booking confirmations through WhatsApp, maintaining engagement without needing a complex follow-up process.

CRM

In summary, with CRM you get:

Lead Management

Example: After capturing lead data via WhatsApp, the CRM stores and organizes this information, showing which leads are new, which require follow-ups, and which have shown interest in particular services.

Data Tracking

Example: A CRM system might track how many leads filled out the WhatsApp form, how many converted into paying customers, and the effectiveness of various campaigns or agents in engaging these leads.

Strategic Decision-Making

Example: Analytics from the CRM might show that leads from a certain region or campaign have higher conversion rates, allowing businesses to focus marketing resources more effectively.

Power Up Your Site with WhatsApp Widget

WhatsApp widget is designed to enhance customer interaction on websites by providing a platform for two-way communication. It’s particularly useful for FAQs because it enables you to answer typical questions anticipated by your clients or customers. If the answer is not to their satisfaction, clients or customers can call to ask questions and receive answers in real-time. Here’s how it can be beneficial:

Instant Support: Users can get immediate answers to their questions without having to search through a list of FAQs.
Interactive Experience: It offers a more engaging experience, akin to having a conversation with the author of a document.
Integration: WhatsApp widget can integrate with various business tools like Shopify and Zapier, making it a versatile addition to any website.
24/7 Availability: It can respond to customer queries around the clock, ensuring that help is always available.

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Your Comprehensive FAQ Management Tool

Our WhatsApp CRM is designed to streamline your customer interactions, focusing on delivering an enhanced, AI-driven FAQ management system. While this solution does not include API integration, it is packed with robust capabilities that allow you to provide seamless support and instant responses to customer inquiries.

Key Feature: AI-Enhanced FAQ Management

The core strength of this WhatsApp CRM lies in its ability to manage and present Frequently Asked Questions (FAQs) effectively, enhancing the customer experience in the following ways:

AI-Powered FAQ Sessions:
- The built-in AI assistant enables real-time, automated responses to customer queries during live WhatsApp sessions. It learns and adapts to common questions, ensuring that customers receive quick, accurate answers related to your product or service.
- This feature significantly reduces the workload for support agents by handling routine questions, allowing them to focus on more complex customer interactions.
Product-Specific Inquiry Handling:
- The CRM can be tailored to address questions specific to your product offerings. By incorporating a comprehensive database of product-related FAQs, the AI assistant is equipped to guide customers effectively, providing relevant information without the need for human intervention.
Effortless FAQ Framing for Websites:
- Not limited to WhatsApp interactions, the CRM offers a standard framework for incorporating FAQs on your website. You can easily create and structure a dedicated FAQ section, ensuring consistency in the information provided to customers across multiple platforms.
- This feature also allows you to keep your website updated with the latest FAQs, ensuring customers can find answers quickly, reducing the need for direct support inquiries.
Dynamic Updates and Customization:
- The FAQ database within the CRM is dynamic, allowing you to continuously update and expand the questions based on evolving customer needs and feedback. You can customize the responses to reflect your brand’s tone and style, offering a more personalized customer experience.
No API Needed – Simplified Integration:
- With this WhatsApp CRM, you get all the benefits of an AI-enhanced FAQ system without the complexities of API integration. This means setup is straightforward, and you can start managing FAQs and interacting with customers on WhatsApp immediately.

By focusing on efficient, AI-driven FAQ management, this WhatsApp CRM provides a streamlined approach to customer support, ensuring that your clients have access to the information they need—whether it’s through real-time WhatsApp conversations or a well-structured website FAQ section.

Real Benefits, Real Results

If your business is seeking streamlined communication and enhanced customer interactions, then you come to the right place. Our WhatsApp CRM integration without the API benefits businesses by providing cost-effective communication, enhancing user engagement, and streamlining customer interactions across diverse industries.

We understand some businesses have limited resources and budget constraints. These present barriers for businesses, which is why we offer businesses an affordable solution that allows them to manage customer relationships effectively, whilst benefiting from personalised communication with customers via WhatsApp.

For Local businesses that thrive on community engagement. Our offering enables them to connect with customers in their vicinity, share updates, and handle inquiries seamlessly.

Service-oriented businesses rely on timely communication. They automate appointment reminders, handle queries, and maintain client relationships.

Many non-profits often work with limited budgets. In recognition of that, with our WhatsApp CRM integration, you are empowered with the right tool to effectively engage donors, volunteers, and beneficiaries efficiently.

Real-Time Alerts and Notifications

WhatsApp Notification: Every time a client or customer makes a booking, you receive an instant update of the booking on your WhatsApp number, enabling you to respond directly and immediately should you choose to do so.
Booking Confirmation Alert³: Clients or customers receive WhatsApp messages to confirm their booking, which they can also reschedule if the time slot is available, or cancel for other reasons.

WhatsApp on PC: Stay Connected

WhatsApp Mobile Version: Messaging On the Go

Unlock More with Additional Integrations

We provide CRM (Customer Relationship Management) solutions that leverage the latest WhatsApp features to enhance your customer service, support, and sales on websites and social media channels. All this is possible because we offer a range of tools and services designed to deliver for your profession, including and not limited to:

WhatsApp Widget: Implemented on your website to interact with customers, clients or audience via WhatsApp.
Agent and FAQ Integration: Adding agents, forms, and FAQs to the WhatsApp Widget to streamline communication.
Payment Links: Integration¹ with currently stripe to create payment links for goods or services rendered. Option to add payment link or request to confirm the booking exist. Payment link or request for payment created by you or your business can also be included independently as part of the booking.
Personal WhatsApp Link: A personalized link to your WhatsApp for direct communication
Analytics: Tracking stats² for your links and widgets.
Booking form: Designed to manage bookings with WhatsApp efficiently. Once you create an account with us, you get an exclusive form for your business that allows your clients to book appointments.
WhatsApp Notification: Every time a client or customer makes a booking, you receive an instant update of the booking on your WhatsApp number, enabling you to respond directly and immediately should you choose to do so.
Booking Confirmation Alert: Clients or customers receive WhatsApp messages to confirm their booking, which they can also reschedule if the time slot is available, or cancel for other reasons.

The booking form is crafted to offer a visually appealing and user-friendly experience for both businesses and the clients, ensuring a smooth process for scheduling and managing appointments on your website or social media channels.

Unlock Dynamic Conditionality

Dynamic conditionality is a highly desirable feature—wondering why? Here’s an example: you can use the WhatsApp widget on your website to connect visitors with your agents only when they meet specific dynamic conditions configured within the widget.

In the image below, a condition is created and assigned to Form Field 6. In this scenario, a call will be put through to your agent if the visitor is reading the blog post titled “Scale Up.” This is particularly useful for ensuring that only potential leads who meet your specific criteria are directed to your team.

By implementing this feature, you or your agents won’t be overwhelmed by calls from contacts that don’t meet your desired conditions. This not only saves time and effort but also ensures that the right customers, clients, or leads are always prioritized and connected to your agents.

Meanwhile, leads that don’t fully meet your criteria are still sent to your CRM Control Panel, where you can further explore opportunities to convert them into qualified leads.

Optimize Visibility with Geolocation Widget Display

The geolocation feature allows businesses to determine country or countries to allow or deny the display of their WhatsApp widget(s).

Leverage Google Reviews for Success

You can send your clients or customers to Google Reviews by providing a direct link that can be shared with them in the WhatsApp widget. This link takes customers straight to the Google Business Profile where they can leave a review. Here’s a simplified process:

Generate the Google Review Link: Businesses can create a personalized Google Review Link through their Google My Business account. This link leads directly to the review section of their business listing on Google.
Ease of Use: The direct link simplifies the process for customers, allowing them to leave a review in just a few clicks, without the need to navigate through multiple pages.

By using our WhatsApp Widget to distribute the Google Review Link, businesses can encourage more clients or customers to leave feedback, which can help improve their online reputation and visibility on Google search results.

Redirect URLs for Better User Flow

The URL redirect feature of our WhatsApp widgets allows businesses to guide visitors to specific web pages automatically. This can be particularly useful for directing users to a promotion, a video tutorial, event registration form or a new product page. Here’s how it typically works:

Setup: The business sets up the widget to include a URL redirect. This involves specifying the target URL within the widget’s settings.
Trigger: The redirect can be triggered by certain actions, such as when a user completes a chat session or clicks on a specific part of the widget.
Execution: Once triggered, the widget automatically redirects the user’s browser to the predefined URL, seamlessly transitioning them to the desired web page.

This feature enhances the user experience by simplifying navigation and can help businesses achieve specific goals, like increasing sign-ups for services, consultations, product demonstration, webinars or sales.

The WhatsApp widget also allows for the exclusion of URLs or web pages. This feature is very useful, because it gives businesses the tool to take back control should it transpire their WhatsApp widget is being used without permission or abused by cyber thieves.

Create a Custom Landing Page That Converts

Don’t have a website, no need to worry, you get a custom landing page to host your WhatsApp CRM form with a QR-Code for smartphones or tablet devices. If you prefer something more direct, a clickable WhatsApp Link from any computing or mobile device to your phone, is available.

Empower Your Agents

Agents are designed to enhance customer interaction on WhatsApp for businesses. They are added to a WhatsApp widget to provide customers with a direct channel for inquiries or comments. Here are three standout capabilities of WhatsApp CRM Agents:

Agents are real people. They are individuals who manage customer interactions on WhatsApp for businesses using the tools we provide platform. These agents can personalize their service by creating a direct communication channel with customers, providing timely responses, and enhancing the overall customer experience.

As far as the number of Agents goes, you can add as many agents to your widget or widgets. This flexibility allows you to have a diverse range of agents, representing different roles, functions, departments within your business or organisation.

Take a typical retail business, there will be sales agents, service and support agents, and even agents for more technical questions, to meet the various needs of their clients or customers. The platform offer features to streamline these interactions, but the actual communication is handled by human agents.

Agents can indicate when they are online and offline by customising their time table to reflect their opening and closing hours.

Bookings Made Easy with WhatsApp Reminders

Our booking form and database are designed to streamline the appointment and reservation process through WhatsApp. Here’s a description of their features:

Booking Form:

Customizable Forms: You can create easy-to-use forms on your website to collect customer information when setting up a booking.

Instant Bookings: Clients or Customers can book appointments directly through WhatsApp, and the agent(s) receives all the necessary details instantly.

Database:

Organizer and Planner: Acts as an organizer and planner for your business calendar, keeping track of all meetings, appointments, and booking made through WhatsApp.

Customer Information Management: Allows your business to keep track of all leads and essential customer information in one place.

Additionally, we offers features like setting available times, breaks, calendar periods, and managing customer information forms to make the booking process as efficient as possible for your business and your clients or customers.

Take Charge with the WhatsApp Widget Control Panel

Ready To Scale Up?

Real-time communication can streamline operations by reducing the time spent waiting for email responses, thus speeding up decision-making and problem-solving processes.

In today’s fast-paced market, the speed of response can be a key differentiator. Businesses that leverage WhatsApp CRM can gain a competitive edge by meeting the immediate needs of their customers.

These benefits highlight the transformative impact that real-time communication through WhatsApp CRM can have on a business’s ability to engage with and serve its customers effectively.

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