by Verity Infotech

With the SuiteCRM WhatsApp Integration, your team can engage buyers and increase sales revenue with individualized conversations via one-click WhatsApp sending from anywhere in the CRM. Utilize convenient features like: two-way single or bulk messaging, WhatsApp templates, message scheduling and more.

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Activate bi-directional text messaging from your SuiteCRM

With the SuiteCRM WhatsApp Integration, enjoy the convenience of two-way WhatsApp conversations from the conversation chat window. Send single, bulk, workflow and scheduled messages to stay top of mind with your customers in a way that’s easy for them to engage.

Key Features

  • Two-way WhatsApp conversations
  • Send single and bulk WhatsApp messages
  • Schedule WhatsApp messages
  • Use existing email templates as WhatsApp templates
  • Easy workflow configuration
  • Create and manage WhatsApp templates with dynamic fields
  • Inbound WhatsApp notification
  • Relation of outbound/inbound WhatsApp with records
  • Improve level of customer service
  • Customer experience tracking, cross-selling, retention and more
  • WhatsApp texting CRM integration initiates reminders and notifications
  • Schedule anniversary and birthday WhatsApp messages

One-Click WhatsApp Sending

  • You can see below images for sending WhatsApp from Detail View and List View of any module
  • Keep all your conversations organized

DetailView_WhatsApp

SendingWhatsAppSingle

WhatsApp History Module

  • All sent or received WhatsApp messages will be saved in WhatsApp History module
  • Outbound and inbound WhatsApp messages relate to leads, contacts, accounts if number matches in module accordingly

WhatsApp_History_ListView

WhatsApp History subpanel shows all outbound and inbound messages related to the record.

SubPanel_WhatsApp_History.png

Sending Mass WhatsApp Messages

You can send mass WhatsApp messages from List View of the Leads, Contacts and Accounts modules.

Mass_WhatsApp

Scheduling WhatsApp Messages

Open WhatsApp window and click on Schedule WhatsApp so it will redirect you to create a record with all value set in that record.
Select the schedule date and then save the record.

scheduling1.png

scheduling2.png

Outbound WhatsApp Record

Outbound_WhatsApp.png

Inbound WhatsApp Record

Inbound_WhatsApp.png

For support or any questions:
Email us at info@verityinfotech.com
Skype: info@verityinfotech.com

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* Free 30 day trial