Highlevel Overview
With the SuiteCRM WhatsApp Integration by Verity Infotech, enjoy the convenience of two-way WhatsApp communication 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.
Capabilities List
- 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
Feature Highlights
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
Sending Mass WhatsApp Messages
You can send mass WhatsApp messages from List View of the Leads, Contacts and Accounts modules.
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.
To learn more about this solution, go to the SuiteCRM WhatsApp Integration, or search for "WhatsApp."
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Quick View
Quick View add-on for SuiteCRM helps increase the visibility of CRM record data in an easier, simpler, more customizable way. It just takes a mouse click to the Quick View icon in order to view key fields and stay productive.
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Opportunity Line Item
Line Items in your Opportunity are used to record the products and/or services that your prospective customer may be interested in buying. You can add as many more as needed and you can modify the values and quantities as you learn more about the Opportunity.
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