WhatsApp CRM integration connects your WhatsApp Business account to your CRM software, enabling direct communication with customers through WhatsApp from within your CRM system.

It streamlines customer communication, improves response times, enhances lead management, and provides a centralized platform for tracking customer interactions and data.

Yes, but you must adhere to WhatsApp's policies and guidelines to avoid spamming. Use templates approved by WhatsApp for bulk messaging.

Yes, when properly implemented, it complies with GDPR and other data protection regulations. However, ensure your CRM provider adheres to these laws.

Yes, you can use chatbots and automated workflows for initial inquiries, follow-ups, and providing information, enhancing efficiency and customer satisfaction.

Absolutely. Use customer data stored in your CRM to personalize messages, improving engagement and customer experience.

Use your CRM's reporting and analytics tools to track metrics such as response rates, customer satisfaction, and conversion rates from WhatsApp conversations.

Yes, use your CRM's segmentation tools to group customers based on specific criteria and send them targeted messages via WhatsApp.

Yes, your CRM can route messages to appropriate team members based on rules or manually, ensuring customers always talk to the right person.

Set up notifications and automated reminders within your CRM to alert team members about new or pending WhatsApp messages.

Yes, conversations can be automatically saved and archived in your CRM, providing a complete history of customer interactions.

ZNICRM is capable to store and display multimedia messages (images, videos, documents) received via WhatsApp, enriching customer profiles.

Yes, customers can initiate conversations. Your CRM will capture these as new leads or match them to existing customer profiles.

You can set up automated responses to acknowledge the message and inform the customer when to expect a reply.

While possible, WhatsApp is primarily designed for customer communication. Internal communication might be better served by other tools integrated with your CRM.

ZNICRM allow you to easily delete customer data, including their WhatsApp conversation history, upon request.

No, you can not migrate existing chats. However, if it is must then you can copy-paste them into customer's timeline manually.

Costs include WhatsApp Business API access fees (varies based on the customer's location) and CRM subscription fees. For Meta pricing please visit https://business.whatsapp.com/products/platform-pricing

You have the option to send bulk marketing messages through WhatsApp integration, subject to approval of templates by Meta. Please note that we do not play a role in this approval process. Additionally, there is a messaging limit imposed by Meta, where accounts are restricted to sending a maximum of 1000 business-initiated messages per day for new accounts. This limit does not affect your ability to respond to messages initiated by customers.
Furthermore, your capacity to send bulk WhatsApp messages is determined by your CRM billing plan. Only organizations subscribed to the "Advance" plan, initiated after March 1st, 2024, have the capability to send bulk message campaigns. Subscribers of other plans do not have access to this feature.

Chat-bots are available with Advance plan with yearly billing only and are subject to company's approval. Not all subscribers have access to it by default.