Enquiries sit on someone's personal phone
The business has no record of the conversation, and no way to pick it up when that person is unavailable.
CRM INTEGRATION
WhatsApp CRM integration — every enquiry captured.
For a lot of businesses WhatsApp is now the first place a customer makes contact. The problem is that it's also the least accountable channel you own: conversations live on individual phones, nothing is assigned, and when someone leaves, their chat history leaves with them. Connecting WhatsApp to your CRM turns it into a proper sales channel without asking customers to change how they reach you.
3–6 WEEK TYPICAL BUILDWORKS WITH A CUSTOM OR EXISTING CRMFULL CONVERSATION HISTORY
01 / SOUND FAMILIAR?
Signs WhatsApp is leaking leads.
Nobody knows which enquiries were answered
Without assignment or status, follow-up depends on memory — and busy weeks are exactly when memory fails.
You can't tell how much revenue WhatsApp brings
The channel producing your fastest leads is the one channel missing from your reporting.
Reply times slip on evenings and weekends
The messages that arrive outside hours are often the most urgent, and the ones most likely to be missed.
02 / WHAT WE BUILD
What a WhatsApp CRM integration includes.
01
Every message becomes a record
Inbound WhatsApp messages create or match a contact in the CRM, with the conversation thread attached to that record.
02
Automatic assignment
New enquiries route to the right person by team, territory or round-robin, so ownership is never ambiguous.
03
Instant acknowledgement
An immediate reply confirms you've received the message and sets expectations, even at 11pm — then a human takes over.
04
Templates and quick replies
Approved message templates for the questions you answer constantly, so responses stay fast and consistent.
05
Follow-up sequences
Timed nudges for enquiries that go quiet, with escalation when a lead worth chasing has been untouched too long.
06
Channel reporting
Volume, response time and conversion for WhatsApp alongside web and email, so you can compare channels honestly.
03 / WHAT YOU GET
What you get from connecting WhatsApp to your CRM.
WhatsApp enquiries logged in your CRM Automatic assignment and ownership Instant acknowledgement outside hours Approved templates and quick replies Automated follow-up sequences Response-time and conversion reporting
HOW WE WORK
Short discovery call, then a written scope and a fixed price before anything starts. You talk to the people writing the code, and the source stays in your name.
Tell us where your WhatsApp enquiries go today
Describe your current setup and what you'd want automated. We'll come back with an approach and a timeline.
04 / QUESTIONS
WhatsApp CRM integration questions, answered.
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