The best CRMs for WhatsApp in 2023

If you want to expand your sales channels so that your audience can contact you quickly and efficiently, WhatsApp is the perfect channel so that both your clients and prospects can immediately reach your brand.

Without proper management of WhatsApp messages, a company can be overwhelmed by the number of messages it receives: where was yesterday’s conversation with that contact? Which of these contacts was the one expecting an immediate response? These are just some scenarios that your team would face without proper management of all the contact information it receives through WhatsApp. However, with the inclusion of a CRM tool in this equation, these scenarios change drastically.

Boost your WhatsApp strategy and your service level with a CRM

to integrate different applications and software to carry out the management of your business and with your clients. Companies of all sizes, from startups to giants like eBay or Amazon, are a clear example that having a CRM helps you offer better levels of service and, consequently, grow better. Additionally, regardless of your industry, CRM systems are generally customizable.

Companies in the real estate sector, for example, have benefited from the use of CRM tools for real estate agencies , as they receive and save all the information that sales agents need on a single platform, whether they are on the office or on the way to one of the properties; Also, companies in the hotel sector find a great ally in a CRM for hospitality , as it focuses on improving the relationship with customers, loyalty levels, reducing the sales cycle and increasing LTV or Lifetime Value, to mention a few. examples.

And since service is a vital area for all businesses, especially in our region, where up to 90% of users who purchase products and services claim to have made these purchases due. With a certain business, a CRM for the service sector allows you to generate conversion points in the digital universe, such as forms, so that the services are visible to your ideal user and quick and satisfactory commercial processes are developed for both companies and customers. the consumers. In fact: more than 20% of users would prefer to reject a good offer if the level of service is not what they expect.

The situation of digital transformation and the adoption of new technologies led many businesses to begin to adopt different applications and software to develop new communication channels with their users, both to attract new prospects and to improve their service levels.

Hence, one of the preferred tools for companies is WhatsApp: the popular messaging communication application. According to a survey carried out by Statista, 64% of people on average in Latin America use this platform, and more than 13% of Spaniards claim to use the tool at least once a day. The popularity of this tool is such that WhatsApp developed WhatsApp Business: the business version of the application, through which all requests from both clients and prospects are managed.

So, how to boost your CRM with this tool? Let’s see:

What are the advantages of using WhatsApp in conjunction with a CRM?

Thanks to the integration of CRMs with WhatsApp Business, it is much easier to receive notifications and instantly respond to your users’ questions without losing track of who they are.

By integrating a CRM for marketing and sales teams with WhatsApp you will be able to immediately answer all the questions of your users and prospects. This way, you won’t waste time searching for old emails or previous notifications to find out where you left off a conversation. As you can see, the advantages are clear. By integrating both tools you will be able to

1. HubSpot

HubSpot now allows you to easily connect your WhatsApp account to communicate with your clientele, track conversations and develop stronger relationships from  the HubSpot CRM  through a seamless integration between both platforms. 

• Manage all your WhatsApp messages from the shared inbox;
• Take your inbound marketing strategy to the next level and reach your clientele with automated messages to keep them interested and provide them with the information they need;
• View all WhatsApp conversations in the HubSpot CRM  and see all the details about how customers interact with your brand.

Thanks to HubSpot’s new WhatsApp integration , you’ll be able to track all your conversations with your contacts from one place so your marketing and customer service teams never miss a message.

Create memorable customer service experiences

By connecting WhatsApp to the HubSpot shared inbox, your team will not lose detail of the history of conversations with each of your customers, so you can offer them an exceptional experience in every interaction, even if they want to use our chatbot builder .

Keeping track of customer conversations across channels can be difficult, time-consuming, and result in experiences that leave a lot to be desired. By connecting WhatsApp to HubSpot’s shared inbox, your team won’t miss out on your conversation history with each of your customers, so you can offer them an exceptional experience with every interaction.

Automate and personalize communications with your clients and prospects

Potential or existing customers expect to receive personalized messages from brands in a timely manner. By integrating WhatsApp with your CRM, you can create HubSpot workflows to send welcome messages, automate cart abandoner messages, and even send personalized messages based on purchases or contact information.

Unlike WhatHub, which also allows you to view information about your HubSpot contacts and send messages from the WhatsApp Web interface, HubSpot’s native integration with WhatsApp will allow you to create more personalized experiences for your leads or clients.

Additionally, as you saw above, you will be able to build more advanced sales and marketing workflows and automations without needing to use additional tools.

2. Zoho

Zoho and WhatsApp have been working hand in hand for quite some time. This initiative allows a user to connect through WhatsApp, through a link, so that all notifications are housed in the same place. Integrating Zoho CRM with WhatsApp is a great way to support both transactional and marketing communications. You can even carry out mass or specific communication campaigns thanks to this integration.

Source: Zoho CRM

Likewise, you will be able to contact clients and leads, automate messages, track orders in progress and send promotions when the situation warrants it.

3. SugarCRM

With the integration of WhatsApp with SugarCRM you can enjoy the convenience of having two-way WhatsApp conversations from the chat window. This integration additionally gives you the opportunity to:

• send messages at any time to any contact or contact list;
• use existing email templates as WhatsApp templates;
• receive incoming notifications from WhatsApp;
• track your clients;
• improve your level of service.

Source: SugarCRM

4. Salesforce

The Salesforce integration with WhatsApp is the new supported feature of this CRM, which was recently launched. Now you can have your customers communicate with your sales or service agents via WhatsApp, and have them respond from the Salesforce service console.

Source: Salesforce

You should keep in mind that the Salesforce integration with WhatsApp supports two forms of interactions: conversations initiated by users that require a response from your team in less than 24 hours, and Notifications: messages initiated by your company, approved by your team , and they can use a predetermined template to be sent at any time.

5. Microsoft Dynamics

The integration of Microsoft Dynamics and WhatsApp allows you to automate management processes with your users and clients. Thus, you manage not only to give accurate and immediate answers, but also to delight them. Through Onlizer, the integration between both platforms occurs quickly, optimized and reliable. This approach gives you the opportunity to reduce the expenses associated with the development of process automation.

Source: Microsoft Dynamics

As you can see, the combination between WhatsApp and a CRM is very powerful. It is an excellent way to face the challenges inherited from the pandemic and the new digital transformation processes, which allows you to provide an excellent digital experience for both your prospects and your users. Integrating WhatsApp with your CRM prevents you from having to depend on many tools to access the information you are looking for, especially if it concerns your contacts.