Key Features:
Unified Customer Profiles: View all customer interactions (emails, calls, website activity, WhatsApp chats) in one place.
Automated Workflows: Trigger WhatsApp messages based on CRM events (e.g., lead status change, task completion, deal stage progression).
Lead Management: Automate lead nurturing sequences via WhatsApp based on lead scoring or qualification.
Sales & Service Automation: Automate follow-ups, meeting reminders, or support ticket updates directly through WhatsApp.
Popular Examples:
Salesforce: Through add-ons and integrations with BSPs, Salesforce can manage WhatsApp conversations and automate workflows.
HubSpot: Integrates with WhatsApp (often via third-party apps) to enable marketing, sales, and service workflows through the messaging app.
Zoho CRM: Offers direct integration whatsapp number list for sending WhatsApp messages, managing templates, and tracking conversations within the CRM.
Pipedrive: While not native, many BSPs offer integrations to connect WhatsApp with Pipedrive for sales-focused automation.
These tools specialize in building sophisticated chatbots and often integrate with WhatsApp to deploy those bots.
Key Features:
Advanced AI/NLP: For more natural and intelligent conversations, handling complex queries and understanding user intent.
Visual Flow Builders: Drag-and-drop interfaces for designing intricate conversation trees.
Integration with Knowledge Bases: Bots can pull information from your FAQs or help articles to provide instant answers.
Live Chat Handoff: Seamlessly transfer conversations to human agents when needed.