WhatsApp CRM

WhatsApp CRM to respond, follow up and convert conversations

Centralize your sales team's WhatsApp conversations inside the CRM, with full history, templates and automations that help the team respond faster.

WhatsApp is the customer's favorite channel, and the hardest to organize

Many leads prefer messaging on WhatsApp over filling out a form or answering a call. The problem shows up when those conversations live on each rep's personal phone, with no centralized record, no shared history, and no way to measure what's actually happening in each chat.

WhatsApp conversations, inside your sales process

Vendrava centralizes the sales team's WhatsApp chats inside the CRM, connecting every conversation to the corresponding lead record. This enables coordinated follow-up, use of approved templates, and automation triggers, without depending on each team member's personal phone.

Benefits

Centralized conversations

Every WhatsApp chat from the team is visible in the CRM, without relying on personal phones or scattered individual accounts.

Continuity when ownership changes

If a lead switches to a different rep, the full conversation history stays available to whoever continues the follow-up.

Faster responses

Templates and automations help answer frequent questions without the team writing every message from scratch.

Measurable follow-up

You can see how many conversations turn into real opportunities, not just how many messages were sent.

Features

Unified conversation inbox

The whole sales team can view and manage assigned WhatsApp conversations from a single dashboard.

History connected to the lead

Every WhatsApp conversation links to the lead's record, alongside calls, emails and notes.

Approved message templates

Use predefined templates for frequent responses, in line with WhatsApp Business messaging policies.

Response automations

Trigger initial automatic replies or follow-up sequences based on the contact's behavior.

Conversation assignment

Distribute inbound chats across the team based on availability, territory or type of inquiry.

Response time metrics

Measure how long the team takes to respond and get visibility into conversations that have gone unattended.

Use cases

Sales support for leads who prefer WhatsApp as their primary channel
Following up on proposals or quotes previously sent through another channel
Appointment or payment reminders sent via WhatsApp
Reassigning conversations when a rep changes accounts or teams
FAQ

Frequently asked questions

Do I need the WhatsApp Business API to use this module?+

Yes, the integration works through the official WhatsApp Business API, which also helps ensure compliance with Meta's messaging policies.

What happens if multiple reps handle the same customer?+

The full conversation history stays available to anyone on the team with access to the lead, avoiding lost context when ownership changes.

Can I automate initial responses?+

Yes, you can configure automatic replies for first contact or frequently asked questions, while the human team steps in for conversations that need their judgment.

Can I measure the performance of the WhatsApp channel?+

Yes, you can see response times, conversation volume, and how many conversations advance to a real opportunity inside the CRM.

Does WhatsApp CRM connect with email and calls?+

Yes, it's part of the same lead interaction history alongside calls and emails, giving you a complete view of every conversation.

Turn your WhatsApp conversations into opportunities

See how Vendrava centralizes and follows up on your sales WhatsApp chats from the CRM.