Business owners capture WhatsApp inquiries as CRM activities
Business owners capture WhatsApp inquiries as CRM activities
Business owners lose track of inbound WhatsApp chats, causing follow-ups to slip and deals to stall. Log every message as a CRM activity so sales reps get context and prioritize follow-up.
Overview
WhatsApp inquiries often live outside the CRM, leaving business owners blind to inbound demand and risking stalled deals. This workflow logs every message as a context-rich CRM activity and routes it to the right rep, ensuring zero missed follow-ups and dramatically faster prioritization.
Notable Features
- Create CRM activity for each message
- Attach message transcript to contact
- Alert assigned sales rep for follow-up