CRM – WhatsApp Integration

CRM WhatsApp integration

Summary: This game-changing connection brings the power of WhatsApp directly into our CRM, enabling effortless communication, multilingual support, and security. Read all about it in this article!

Instant messaging still rules, and WhatsApp has become a vital tool for communication. With more than 2 billion active users globally, this popular network has transformed how we communicate with friends, family, and companies. 

Following the success of our Telegram integration, which resulted in increased meaningful contact between brokers and their clients, we’ve decided to expand our capabilities with the addition of WhatsApp.

Now, we’re excited to unveil a game-changing connection that delivers the power of WhatsApp straight into our CRM.

Value for brokerage owners

  • Simplicity and Efficiency: Say goodbye to managing several platforms and instead focus on offering excellent customer service. Manage your WhatsApp/Telegram interactions directly in the CRM with no need to switch applications. Save time, allow efficient work!


  • Effortless Communication with Pre-built Templates: Save time and effort with our pre-made WhatsApp templates that handle typical client issues. These templates simplify answers, assure consistency in messaging, and increase client satisfaction.

  • Global Reach with Multilingual Support: WhatsApp integration offers several languages, allowing you to connect with consumers worldwide. Remove language barriers and provide outstanding service to a worldwide audience.

  • Privacy You Can Trust: Data privacy is our top priority. WhatsApp integration keeps customer phone numbers confidential, and agents don’t have direct access. This extra layer of security protects customer privacy and prevents unauthorized access to sensitive information.


  • Transparent Record-Keeping: Every WhatsApp communication is properly logged in the CRM, creating a clear audit trail for team management. This promotes accountability and customer satisfaction by providing a clear record of interactions.

  • Smooth Handoffs for Excellent Customer Service: Need to transfer a customer to another agent? No problem! Easily transfer customer conversation history to the new agent for a smooth transition and seamless customer context.


By integrating WhatsApp into our CRM, we aim to bridge the gap between technology and human interaction. This connection enables our agents to interact with consumers on a more personal level, fostering trust and strengthening relationships.


Happy consumers are more likely to return, and happy customers are loyal customers.




We’ll be at the iFX event in Dubai on 16-18 January. Let’s meet!


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