Highlevel Overview
With the SugarCRM WhatsApp Integration by Verity Infotech, your team can engage buyers and increase sales with individualized WhatsApp messages – all sent in one click from anywhere in the CRM! Utilize convenient features like two-way messaging, WhatsApp templates, and much more.
Capabilities
- Two-way WhatsApp conversations
- Send WhatsApp messages
- Use existing email templates as WhatsApp templates
- Create and manage WhatsApp templates with dynamic fields
- Inbound WhatsApp notification
- Relation of outbound/inbound WhatsApp with records
- Improve the level of customer service
- Customer experience tracking, cross-selling, retention, and more
- WhatsApp texting CRM integration initiates reminders and notifications
One-Click WhatsApp Sending
- You can see below images for sending WhatsApp from Detail View and List View of any module
- Keep all your conversations organized
WhatsApp Messages History in Calls Module
- All sent or received WhatsApp messages will be saved in the Calls module
- Outbound and inbound WhatsApp messages relate to leads, contacts, accounts if number matches in module accordingly
Outbound WhatsApp Record
Inbound WhatsApp Record
Inbound WhatsApp Notifications
To learn more about this solution, go to the SugarCRM WhatsApp Integration, or search for "WhatsApp."
-
Sugar Project Manager
Easily plan and manage projects as part of your sales, marketing and internal planning and execution process. Our flexible project management solution for Sugar will help your whole team stay organize...
-
SynoGenerateDoc for Sugar
Create personalized MS Office or Open Office letters and documents from any Sugar module with one click. Define and create templates for any module and generate Office documents on any record and its ...
- Show more addons