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WhatsApp

WhatsApp is a messaging app used by over 2 billion people for texts and calls, in business as much as in private.

With the WhatsApp CRM integration, you can text and call your clients and leads from inside OnePageCRM.

Need to set it up? See our Help Docs.

Call your contacts in one click

WhatsApp becomes one of your CRM's calling options. With it set up, you can:

  • Call any contact straight from the CRM by clicking on their phone number.
  • Never miss a follow-up by setting a reminder right after the call.
  • Cold-call leads efficiently using the Split-Pane view.
  • Keep your team in the loop by logging the call results in a few clicks.

About the Split-Pane view

Send WhatsApp messages from your CRM

Send WhatsApp messages without leaving your CRM.

Click the downward arrow next to a contact's phone number and select WhatsApp from the dropdown. OnePageCRM opens WhatsApp for you, so you can type away.

Use WhatsApp with the mobile CRM

While WhatsApp is easy to use in the browser or on your computer, nothing comes more natural than calling or messaging from your phone.

In OnePageCRM's mobile apps, a couple of taps on a contact opens WhatsApp with that contact ready to message.

About the mobile CRM apps

A contact in OnePageCRM's mobile app with WhatsApp selected to send them a message.

Watch video overview

CRM Calling Integration: Call Clients on WhatsApp, Skype, or FaceTime | OnePageCRM Tutorial1:02

Questions

Because that's where your prospects already are. WhatsApp has over 2 billion users, and this integration lets you message and call them straight from the CRM, so reaching out takes seconds.

Yes, you can. Sometimes a quick message is all you need to confirm a meeting time, say you're on your way, or follow up on that brochure you sent.

Yes, and you don't even need the mobile app. WhatsApp's desktop app makes voice and video calls too. Set it as your preferred message handler on the Call Integration page in OnePageCRM, and the phone icon next to a contact starts the call.

Yes. In OnePageCRM's Android app, tap a contact's phone number or the message icon and select WhatsApp. On iOS, set WhatsApp as your default SMS application, and the message icon launches it for you.