WhatsApp CRM & Lead Management
Capture customer phone numbers, log communication variables, and manage prospects.
Overview
Manage prospective leads directly. Connect chatbot trigger workflows to segment users based on active variables, updating statuses from visual database nodes.
Use Cases
Gathering user emails and preferences during onboarding chat.
Updating qualified customer lead tags inside database tables.
Key Benefits
Saves incoming names, phones, and selections in unified lead directories.
Permits segmenting clients using conditional builder rules.
Integrates with external CRMs like Salesforce and HubSpot.