If you’re an established business with a healthy customer base of WhatsApp users or you’re looking to use WhatsApp to generate leads and drive sales, then a WhatsApp CRM tool may be exactly what you need to help scale up and beyond.
In this article, we’ll cover everything you need to know about WhatsApp CRM tools, WhatsApp integration with CRM platforms, and the top WhatsApp CRMs to consider.
Let’s get started!
When looking for the right WhatsApp CRM tool you’ll likely come across WhatsApp CRM integration, which is a related but different topic.
While this article focuses on WhatsApp CRM tools, let’s first take a quick look at the difference between the two and which might fit your business best.
A WhatsApp CRM (Client Relationship Management) tool is an all-in-one platform built specifically for WhatsApp. These tools act as a central hub for sales, customer support, and marketing all from a single WhatsApp Business number accessed through a special dashboard.
WhatsApp CRM tools are created by WhatsApp Business Solutions Partners (BSPs) through the official WhatsApp API (also known as WhatsApp Business Platform). This gives businesses the opportunity to leverage WhatsApp in ways not available otherwise, such as:
WhatsApp CRMs are more specialized than normal CRM platforms, but some large ones offer a degree of WhatsApp API integration. More on that below.
CRM platforms have been around for a while, often encompassing sales, marketing, customer service, and just about all the main points of contact between a business and its customers. Examples of top CRM platforms are:
These major platforms offer a range of integrations with services like Gmail, Shopify, Slack, and most notably, WhatsApp, WhatsApp Business app, or WhatsApp API. Through these app integrations, businesses can manage their sales, outreach, and customer service from multiple channels all through one platform.
So is it a good idea to integrate WhatsApp into a CRM platform?
If you’re already using a CRM service like Zoho that allows WhatsApp API integration, it’s certainly worth considering. It helps to compare the range of features available after integration to those in a WhatsApp CRM tool. Some CRM platforms only allow integration with a normal WhatsApp Business number, which is far more limited in features and not scalable.
But if you’re looking for a solution to scale your business primarily through WhatsApp at a reasonable price point, then a WhatsApp CRM tool may be a better choice. Top CRM platforms can be pricey and overkill for many small to medium-sized enterprises, making a WhatsApp CRM tool a more viable option.
Looking for a powerful WhatsApp CRM to streamline sales and drive customer engagement on autopilot? Here are the top tools to consider.
Zoko makes it easy for businesses to communicate and sell to customers through WhatsApp API at scale. The highlights of using Zoko are:
Looking to reduce abandoned cart rates, boost upselling, and get more product reviews? Zoko has ready-made templates to help you create message flows for your business with proven results.
Click here to learn more about how Zoko can help transform your business.
Wati offers a comprehensive WhatsApp CRM suite that makes it easy to assign chats, collaborate with team members, and respond quickly to customers.
They offer a free trial and a range of solutions depending on goals, such as:
A key feature Wati offers is no-code integration with CRM platforms like Zoho, Hubspot, and eCommerce stores like Shopify.
B2Chat is a multi-channel instant messaging tool and CRM that integrates WhatsApp API with other messaging channels like Instagram, Telegram, Facebook Messenger, and LiveChat.
Through their central console, businesses can manage multiple messaging channels with automated tools like support chatbots and quick replies. Agents can be assigned different chats through tags, categories, and departments.
B2Chat focuses on conversation automation, monitoring, and organization, making it a great tool for customer service.
With a robust dashboard, amoCRM offers a central hub to track leads, customer stats, and chat management. Their CRM platform includes team performance tracking with detailed statistics on follow-ups, goals, and revenue.
They offer features in line with other WhatsApp CRMs such as personalized messaging, assigning chats to teams and agents, and automated responses.
A highlight of their platform includes a no-code chatbot builder that can perform a range of tasks like automatic actions, filling customer details in profiles, and sending invoices.
WhatsApp API opens a world of opportunities for businesses to leverage WhatsApp’s reach and include it as part of their sales process. Sending unlimited broadcasts, creating message flows, live tracking of key metrics, and CRM automation are just scratching the surface when it comes to the potential of WhatsApp CRM tools.
When looking for the right tool for your business, it helps to ask:
Have any questions? Get in touch!