A WhatsApp Business CRM centralizes sales and support conversations, automates routing and follow-ups, and gives managers performance visibility in one place.
Learn how to choose and implement a WhatsApp Business CRM to improve response times, close more deals, and scale support with automation.
Shared inbox with role-based access for sales and support
Lead routing rules by source, intent, language, and priority
Automated follow-ups for no-reply leads and abandoned opportunities
Analytics for first-response time, close rate, and team utilization
Define lead stages from first inbound message to won deal and assign owners per stage.
Create SLA windows, escalation paths, and assignment logic before adding automation.
Track conversion, response speed, and recovery rate to optimize weekly.
Compare CRM models in CRM vs Messaging CRM.
Add qualification logic with this WhatsApp lead automation guide.
Build ops discipline using assignment and conversation tracking playbooks.
Unify sales and support conversations, then automate the handoffs that slow your team down.