Product Description
Available for version: 7.x,8.x (other versions are available upon request)
With the WhatsApp integration for Vtiger CRM, you can easily and directly communicate with your customers via WhatsApp, without leaving your CRM. This integration offers extensive possibilities to streamline your customer interactions. Vicus is happy to help you implement and optimize this solution.
- Multiple agents: Manage customer support on WhatsApp with a shared inbox for your entire team.
- Automation: Set up workflows to automatically send notifications to customers or colleagues when records are updated.
- In-app notifications: Receive instant notifications when a customer sends a WhatsApp message.
- Centralized communication: Manage all your WhatsApp conversations within a shared inbox in your CRM.
- CRM integration: Add WhatsApp messages as comments, tickets or other functions in Vtiger CRM.
- Contact management: Organize all your WhatsApp contacts with handy filters and other management tools.
- Multiple WhatsApp accounts: Manage WhatsApp communications for multiple accounts (up to 3 by default, expandable at additional cost).
- WhatsApp templates: Use convenient templates for quick and consistent customer contact.
- Unknown numbers: Convert unknown numbers to contacts directly from the WhatsApp timeline.
- WhatsApp groups: Automatically add participants from WhatsApp groups to your CRM records.
- WhatsApp campaigns: Send personalized messages to multiple contacts at once, immediately or at scheduled times.
- Analytics: Analyze your WhatsApp communications within Vtiger CRM with detailed reports.
This integration provides:
- One-to-one communication between user and customer
- WhatsApp Message Integrated with Workflow to send automatic messages on workflow triggers
- Send WhatsApp messages to multiple records at once (you must, of course, follow WhatsApp guidelines for this).
Features of WhatsApp integration
- Sending or receiving a message from an individual record
- Send multiple messages.
- Sending a message from the workflow
- Global WhatsApp messages
- Ac (history of all updates)
WhatsApp messages are categorized into three sections.
- New posts
- Unknown numbers
- messages from known relations in the Leads/Contacts/Organizations/Sellers modules
Includes
Within the subscription you get unlimited messaging via WhatsApp. This applies to one CRM installation with support for up to 3 WhatsApp numbers. Additional numbers are subject to a surcharge.
Benefits
- Support for multiple devices: Use WhatsApp both in your CRM and on Web.
- Easy installation: Install the extension, configure your WhatsApp number and start sending and receiving messages immediately.
- Guaranteed security: Your WhatsApp chats remain completely secure and are not stored by third parties.
License
GPL
Vicus is a Vtiger Certified Solution partner for the Netherlands, Belgium and Germany.
