WhatsApp CRM: A Practical Guide for Growing Businesses
A WhatsApp CRM keeps your customer relationships where your customers actually talk to you.
What it does
Every person who messages you becomes a contact with their history, an owner on your team, notes and custom fields. From there you can follow up with templates and send campaigns to groups who opted in.
Must-have features
- Contacts with history and custom fields
- Assignment and permissions
- Approved templates
- Opt-in tracking and campaign reports
- Import from your old tool
- Data you can export or delete
Setting it up in a week
- Day 1: connect your number and invite the team
- Day 2: import contacts with opt-in status
- Day 3: create welcome and away replies
- Day 4: submit your first templates
- Day 5: agree on assignment rules and notes
- Day 6–7: send a small campaign and review results
Mistakes to avoid
- Messaging contacts who never opted in
- Leaving chats without an owner
- Letting the 24-hour window close on hot leads
- Paying markups you cannot see