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WhatsApp CRM: how to turn WhatsApp chats into sales

By the SkleUp team. Updated .

A WhatsApp CRM connects your business WhatsApp to your CRM, so every chat becomes a lead with an owner, a history and follow-up reminders. It uses the official WhatsApp Business API, which lets several team members answer from one number, send approved templates and automate replies.

Why WhatsApp needs a CRM

  • Enquiries sit in personal phones and leave when an employee leaves
  • Nobody knows which chats were answered or followed up
  • Managers cannot see response times or conversions
  • Customers get messages from several staff numbers

How it works

Your business number is connected to the WhatsApp Business API. Incoming messages appear in a shared inbox and are created as leads in the CRM with the source recorded. Assignment rules give each chat an owner, and reminders make sure follow-ups happen.

Approved template messages let you send order updates, appointment reminders and campaigns to customers who opted in.

WhatsApp Business app vs API

The free WhatsApp Business app works on one phone and suits very small volumes. The API is built for teams: several agents, automation, templates and CRM integration.

Frequently asked questions

Can WhatsApp messages create leads in a CRM automatically?

Yes. With the WhatsApp Business API connected to a CRM like SkleUp, incoming enquiries are created as leads with their source.

Can I send bulk WhatsApp messages from a CRM?

Yes, to customers who have opted in, using message templates approved by WhatsApp.

Want to see this in practice? Explore SkleUp features or book a demo.

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