Integrate your WhatsApp chatbots and campaigns with a cohesive sales management system to target your customers with effective strategies and close more deals.

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Why integrate WhatsApp with our CRM system?

This integration will allow you to store all your customer data in one place. When WhatsApp users share their data, for instance, to purchase your product or enroll in your course, you can set our CRM system to automatically create contact and deal cards, log their sales pipeline stages, and assign team members based on your pre-defined rules.

Next, your sales representatives will manage and close their deals and leverage automated campaigns to simplify their workflows.

Convert your WhatsApp subscribers into customers

Integrate one of the most popular messaging apps with SendPulse’s CRM system to automate and track the customer journey and conveniently manage orders.

Create deals automatically

Automatically create deals with contact data when users take certain actions, like placing an order. Once a customer pays for their order through your chatbot, you can automatically change their deal status and notify an assigned team member.

How to work with deals

Collect all WhatsApp subscriber data in one place

Store names, contact information, and other user data in a unified system to avoid losing any potential customers, successfully manage sales, and reduce the time spent on closing deals.

Through contact cards, you can access your entire customer interaction history and reply within 24 hours. You can use pre-approved templates to initiate a conversation or send a message at any time.

How to work with deals

Streamline team collaboration

Delegate customer inquiries to your team members to ensure that every contact is properly nurtured until their deal is closed. Distribute user roles among team members to assign different sets of permissions and restrictions.

How to manage team members

Create multiple sales pipelines

Distribute your business tasks across multiple sales pipelines. For instance, create dedicated pipelines for various countries or set up sales stages for different categories of services or goods.

How to manage sales pipelines

Analyze data insights

Review your performance statistics to determine your conversion rates and identify effective WhatsApp campaigns and flows that will turn your prospects into customers.

Leverage data insights to devise an ultimate WhatsApp strategy for your business and identify the most common sales objections.

Unlock the perks of SendPulse's CRM system

Gmail integration

Manage your inbox right in our CRM system

Google Calendar integration

Keep up with all tasks and events

Task board

Plan and manage your teamwork

Tags and filters

Effectively segment and personalize data

Duplicate management

Find and merge duplicates in a few clicks

Deal and contact export

Save data for further processing and reporting

Powerful CRM system — forever free

Our generous free pricing plan allows you to customize our CRM system to your needs and start automating your sales and customer communications. As your business grows, you can leverage more features and marketing tools.

Our free plan includes

5 invited team members
2 pipelines
2 boards
1 GB of storage space
Unlimited number of deals, contacts, and tasks
Google Calendar integration
24/7 support

Test our CRM system for free without any time limits. Whenever you're ready, you can upgrade to one of our paid pricing plans.

No credit card required

Integrate WhatsApp with our CRM system and marketing tools

Aside from the CRM system, SendPulse offers a wide variety of sales and marketing automation tools you can leverage to boost your conversions.

Sync your WhatsApp communications with our CRM system

Automate your workflows and boost conversion rates. No integrations required — the tools are already connected to one another.

Want to see SendPulse in action?

Official WhatsApp Business API Provider

CRM and WhatsApp integration