CRM for WhatsApp contact management

Getting a WhatsApp contact will pave the way to customer loyalty, given the informal nature of the famous messaging app, which boasts a very high message opening rate.

However, the default interface of WhatsApp Business has numerous limitations, one above all the fact that it cannot be used by multiple agents at the same time. Moreover, the management of contacts is somewhat superficial and obsolete.

For this reason, our CRM integrated with WhatsApp will allow you to manage contacts in a professional way and will allow your sales or service team to interact with them much more effectively than with the default platform.

All you have to do is create a free Callbell account, integrate your WhatsApp account and invite your sales/support team up to 100 agents, so that they can immediately start responding to incoming chats.

All members of the sales/support team will be able to manage contacts remotely, and will be able to access the Callbell dashboard by simply using the credentials created after having received the invitation to join the platform

In this way, dedicated agents will be able to respond through Callbell to clients who wish to request information on the products or services offered by the company, promotions, or  who simply want to know more about the company.

Contact management features include the ability to rename contacts with their name, assign user tags, so they can be categorized and filtered more easily.

Moreover, it is possible to set up quick replies that will be used to speed up interactions with contacts, and to include internal notes, which the team dedicated to responding can use to share particular information relating to the contacts.

Through Callbell’s CRM it is possible to send photos, videos and documents to contacts, making communication more engaging and rich in content, so that requests are fulfilled in the shortest possible time and with maximum effectiveness. Callbell also offers a section dedicated to WhatsApp, Facebook Messenger and Telegram reporting.

You will find all this and much more within the Callbell platform. If you want to get more information on how to use our integrated WhatsApp CRM, we recommend that you read this article.

Using Callbell as a CRM for WhatsApp

To take full advantage of WhatsApp’s potential for contact management you can use Callbell as a CRM. Just sign in into the dashboard and, by clicking on the Contacts icon on the left of the screen (see screenshot), you will have the Contacts module available.

From here you can view all the information regarding your WhatsApp contacts, as well as other major messaging apps. In addition to viewing contacts, in this section you can edit custom fields, add notes or tags.

Through the Contacts module you will be able to search by name or phone number or filter contacts by tag, channel or assigned agent.

Finally, you can export your generated contacts at any time, and be able to view the history of past exports.