CRM + WhatsApp & IntegrationsService
Every contact in one place, not scattered across WhatsApp, notes and memory.
We centralize how your business handles contacts: setting up or cleaning up your CRM, connecting WhatsApp Business so every conversation gets logged, and linking the channels that don't talk to each other today. The scope adapts to what you need — from just tidying up the CRM you already have, to connecting everything with WhatsApp and the rest of your tools.
Where it makes sense
- WhatsApp conversations leave no trace anywhere — if the person handling it changes shift, the thread is lost.
- You have a CRM already but it's poorly set up, or everyone on your team uses it differently.
- The same piece of data gets entered twice into two different systems because there's no connection between them.
What's included (depending on scope)
CRM setup and cleanup
A clear pipeline and useful fields in the CRM you already pay for; and, if the scope includes it, your data migrated.
WhatsApp Business connected to your CRM
Every message becomes a contact card or update automatically, no manual copying.
Other integrations for the same business
Calendar, forms, spreadsheets or other tools that need to talk to each other to support the same acquisition flow.
In concrete terms
What it usually includes
- Configuration or clean-up of the CRM you already have (pipeline and useful fields); data migration only if agreed in the scope.
- WhatsApp Business connected to the CRM to record conversations, within what your account and the tools allow.
- Other integrations in the same business (calendar, forms, spreadsheets), if the scope includes them.
What it does not include
- A fixed package: the scope can be just tidying the CRM, just connecting WhatsApp, or both.
- Qualifying and automatically alerting you to the hot contact: that is Lead Capture Automation.
There is no fixed package or published price: scope, timeline and budget are defined from your case. What is delivered in your project is what is agreed for it; this list describes the type of work.
Questions about CRM + WhatsApp & Integrations
Do I have to get CRM and WhatsApp together?
No. The scope adapts — it can be just tidying your CRM, just connecting WhatsApp, or both if that's what you need. We decide based on your case, not a fixed bundle.
How is this different from Lead Capture & Follow-up Automation?
This centralizes and connects your contact channels (CRM, WhatsApp, forms). Lead Capture & Follow-up Automation goes one step further: on top of being connected, it qualifies and automatically flags the hot lead. Many clients start here and move up to that.
Which contact channel isn't connected today?
Tell us about it and we'll see what it would take to have it all in one place.