The module bridges WhatsApp and CRM, empowering users to send messages, create leads, and manage customer interactions directly through the CRM system. This integration promotes efficiency by consolidating communication workflows and ensures real-time engagement with leads and contacts using a widely-adopted messaging platform.
Creates CRM leads directly from WhatsApp conversations.
Enables sending WhatsApp messages from CRM records.
Leverages CRM interface without redirecting to external apps.
Supports lead capture and tracking through WhatsApp.
Promotes centralized communication by logging messages in chatter.
Streamlines CRM operations through WhatsApp triggered workflows.
Enhances customer engagement with quick messaging functionality.
Supports message templates and formatting.
Maintains message history and audit trails within CRM.
Easy configuration and deployment in existing setups.
Simplifies communication by embedding WhatsApp directly in CRM workflows.
Accelerates lead creation and follow-up processes.
Enhances responsiveness to customer inquiries.
Fosters team collaboration with shared message history.
Reduces reliance on external messaging tools.
Improves transparency with traceable communication records.
Increases efficiency through integrated workflows.
Provides better customer experience via instant interactions.
Helps drive higher conversion rates through timely messaging.
Offers scalable CRM communication with future enhancements.
This is Base module + CRM Leads
If you have already purchased Base module, no need to buy again (USD$ 99 free) when you buy this.
- CRM Leads in ChatRoom Main View: Create CRM Leads in one click. Copy & paste text from chat.
- CRM Leads form: Send WhatsApp directly from Leads form. Create new WhatsApp contact.
Compatible modules
Extend Chatroom main view
USD $59
Create CRM Leads
direct in ChatRoom
USD $59
Create Sale Order + Invoice
direct in ChatRoom
USD $49
See chat history
in chatter
USD $59
Create HelpDesk Ticket
direct in ChatRoom
USD $149
Automatic replies
Products & Templates
USD $179
Batch, Marketing & Group
messaging
Create leads directly from main ChatRoom view.
Copy & Paste data from chat.
Own templates:
You can modify or create.
Included Templates:
- Processing request.
Send custom message from CRM Leads.
Get extra FREE modules to send from other places.
Responsive ChatRoom main view.
Adapted to Enterprise.
