A lot of sales conversations happen on WhatsApp. It’s quite convenient, but the problem is, you’ll be switching between your WhatsApp and CRM app every time.
With OnePageCRM’s WhatsApp integration, you won’t have to.
OnePageCRM now syncs directly with WhatsApp Business, allowing you to see chats and DMs inside the contact’s profile in your CRM.
Send and receive WhatsApp messages from your CRM
With this integration, you can send WhatsApp messages, reply to customers, and see read receipts, all from the Contact Page.
You get the full context on each Contact Page: WhatsApp conversations, email threads, future follow-ups, deals, and much more.
Never miss a reply
When a new WhatsApp message comes in, you get a notification in your CRM. A red dot appears next to the WhatsApp logo, so you don’t even need to check the WhatsApp app separately.
Catch up on replies
We’ve also revamped the Recent tab on your Action Stream.
It used to sort contacts by when you last looked at them. Now, it sorts them by the most recent WhatsApp activity. Anyone waiting on your reply sits at the very top of your Action Stream.
Use pre-built templates
Similar to emails, you can also create custom templates for WhatsApp conversations. They can use variables and automatically pull data from your CRM.
For cold outreach, you’ll need templates approved by Meta. You create those in your Meta account, and once they’re approved, you can send them from OnePageCRM.
Your templates can even include interactive buttons, so your leads and customers respond with a single tap.
WhatsApp is also a Widget
On top of all of these, you also get a WhatsApp Widget!
The WhatsApp Widget can now work alongside your other connected apps, like Mailchimp, Aircall, QuickBooks, and the like.
Ready to try the integration? Connect your WhatsApp Business account and start chatting from OnePageCRM.
The WhatsApp sync is available on the Max and Business plans.