The more ways you can connect with your customers, the more sales and support wins you can achieve. The Brainvire WhatsApp Extension enables you to conveniently communicate with clients via WhatsApp messages in SuiteCRM.
Reach customers in a way that’s convenient for them: WhatsApp
Developed by Brainvire, the WhatsApp Extension helps your business communicate with clients using WhatsApp messages while working in SuiteCRM. You can integrate with Twilio API to start the WhatsApp message in SuiteCRM.
Features of Brainvire WhatsApp Extension
- Very easy to integrate
- User can send WhatsApp messages from SuiteCRM Listview or Detail view
- Relationship loaded with the record in the subpanel
- WhatsApp messages stored as a history in SuiteCRM
- User can send Whatsapp to more than 1 record at a time using Mass Whatsapp feature from listview
- User will get a desktop notification for inbound WhatsApp
- Inbound Whatsapp message will be logged automatically with the parent record
- User can check the history of chat from the Whatsapp popup
- User can use a prebuilt template for sending a message
- The template can be designed module wise and also generic
Before starting with Twilio Whatsapp extension, the user should have a Twilio account enabled for Whatsapp service.
How it Works
Admin side configuration:
Upload the Package on Module Loader
Once Package is Installed add all Twilio Detail in the configuration. Follow the URL below to get the settings information from Twilio:
After all setting is done. WhatsApp message can be initiated from Accounts, Contacts, and Leads module's List view or Detail view.
For Mass WhatsApp:
WhatsaApp Popup comes with the chat history with the record and feature to add text manually or select a predefined template
Successful Message Alert
User will get alert for Unsuccessful message also
For Inbound Message, the user will get Desktop Notification
Inbound Logged Message
Outbound Looged Message
WhatsApp message logged into SuiteCRM history:
Email Template Editform
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