Best CRM For WhatsApp With Extra Communication Features

Discover Bitrix24's free WhatsApp CRM integration. Simplify customer communication, manage inquiries, automate responses, and boost sales. Perfect for businesses seeking seamless WhatsApp and CRM synergy. Try it today

By integrating Bitrix24 and WhatsApp, you can talk with customers directly inside your Bitrix24 account without having to navigate through a range of different programs. Just like with all our other communication tools, you can track all your customer interactions and keep records for the future. This way, your whole team is ready to talk to any of your clients even if they’ve never spoken before.

Why should I use a CRM with WhatsApp integration?

Times are changing and you’ve got to change with them. Before WhatsApp appeared on the market, you could have survived on emails and inbound telephone calls, but in an age where customer service is key, you need to give them as many options as possible. Users all over the world are now super comfortable with WhatsApp because it is so quick and widespread, so setting up a WhatsApp CRM is a smart move.

It’s beneficial for you too! Instead of receiving a long list of detailed emails, or working through phone calls one-by-one, you can quickly resolve multiple problems at a time.

How to integrate CRM with WhatsApp

Integrating your Bitrix24 CRM with WhatsApp couldn’t be easier! First, head to your Contact Center (easy to find through the search function), then click on WhatsApp, then Connect. The Twilio integration will ask you for your account SID, auth token, and your account number, and you’re ready to go!

Of course, if you don’t have a Twilio account, you’ll have to set that up first. Many companies don’t have a number associated with a WhatsApp account, but that’s OK — you can rent a number from Twilio.

As you receive messages, Bitrix24 will create a new contact in your WhatsApp CRM tool so you have a record for later.

How to use WhatsApp for CRM

One of the smartest ways to use your WhatsApp CRM is to include a WhatsApp icon on a widget on your website. When customers come across the icon, they can click on it and their WhatsApp will pop open on their phone. From there, they can message you with their inquiry.

On your side, you’ll receive a message in your Bitrix24 messenger where you can respond and keep your customers happy! As any company with a CRM WhatsApp business should make sure to reply quickly. After 24 hours, your messages to your client won’t be delivered.

A powerful customer relationship management system

The Bitrix24 WhatsApp CRM comes with an unlimited, easy-to-use customer database so you can see who has bought what, and any special notes about specific clients. This means any of your team members can access the full records of each user to maintain a seamless, professional service at all times.

You can segment your customers by sales volume or by the kind of items they buy which helps you identify purchasing patterns. Not only that, you get detailed analysis and reports that help you set up sales funnels and pipelines that boost your conversion rates.

WhatsApp CRM with extra communication features

The Bitrix24 CRM isn’t just about snappy messages over WhatsApp. Sometimes you’ll have customers who prefer to call or send an email to get in touch with you — and that’s no problem.

Our powerful call center technology comes with features such as Interactive Voice Response (IVR) so you can direct incoming calls to the right person without spending a second of your team’s time on it.

Similarly, you can save time on your emails by setting up templates for common issues. That way, you can ping off personalized solutions in the blink of an eye and free up time for your other tasks.

Automate the smaller tasks

Who wants to spend their days with menial tasks like data entry? It’s the 21st century, and with Bitrix24, you’ve got algorithms on your side that can streamline your day. For example, you can set reminders to follow up on customer requests, or automatically assign incoming inquiries among your team for a fair workload.

One of the best ways to save time is to set up a workflow in your CRM which automatically guides new leads from first contact to a sale with email sequences and more. This way, your team can start focusing on closing deals and finding new users rather than typing out every email they send.

All your apps on one platform

As well as your CRM integration with WhatsApp, Bitrix24 comes with a plethora of tools that take your business to the next level. Take control of your team’s tasks in your project management tool and receive notifications if tasks are reaching their deadlines. You can convert everybody’s performance into quarterly reports for data-driven information with little to no effort.

Store all your work in the Bitrix24 Drive and collaborate on documents to avoid cramming your folders with multiple versions of the same document. All of these files can be stored on your CRM for easy access by your sales team.

Use your WhatsApp CRM on all your devices

Using a WhatsApp CRM software is great for your customers, but they’re not the only ones who reap the rewards. Bitrix24 gives you and your team full flexibility so you can respond to clients when you’re on the go or if you’re working as a remote team.

Bitrix24’s desktop version is available on both Mac and Windows, so there’s no need to uproot all your hardware to install it. But where it really shines is on the mobile app. Your team can download it via iOS or Android and access all the features of their CRM.

Launch your Bitrix24 WhatsApp CRM today

Every moment spent wondering whether this is the right tool for you is another client to your better-prepared competitors. Sign up for Bitrix24 today, get your WhatsApp icon on your website and start nurturing those new leads.

With a great CRM and so many other features, there’s all kinds of ways it can improve your business. But don’t just take our word for it. Over 10,000,000 organizations have already put their trust in our software, so what are you waiting for?

Frequently Asked Questions

What is a WhatsApp CRM?

A WhatsApp CRM is a type of customer relationship management (CRM) software that integrates with the popular messaging app WhatsApp. It allows businesses to manage and communicate with their customers on WhatsApp, includes features such as contact management, lead tracking, and chatbot integration.

How does a WhatsApp CRM work?

A WhatsApp CRM works by integrating with the WhatsApp Business API to enable businesses to manage their customer interactions on WhatsApp. It allows businesses to manage customer conversations, track leads, and send automated messages, among other features.

What are the benefits of using a WhatsApp CRM?

The benefits of using a WhatsApp CRM include improved customer engagement and communication, streamlined lead tracking and management, enhanced sales performance, and greater efficiency and productivity for businesses.

Is Bitrix24 WhatsApp CRM free?

Yes, Bitrix24 WhatsApp CRM is available for free with limited features. However, businesses can upgrade to paid plans to access more advanced features and functionality.

Can a WhatsApp CRM be integrated with other software?

Yes, many WhatsApp CRM options, including Bitrix24 WhatsApp CRM, can be integrated with other software such as email clients, social media platforms, and other CRMs, among others.

How can businesses benefit from using Bitrix24 WhatsApp CRM?

Businesses can benefit from using Bitrix24 WhatsApp CRM in several ways, such as improving their customer engagement and communication on WhatsApp, automating their sales processes, tracking and managing leads more efficiently, and accessing advanced features such as chatbots, invoicing, and email marketing, among others.

* Please note that the information may have changed since the publication. For current prices and features please visit Bitrix24 pricing page.

Basic Features

  • Unlimited users free
  • Custom quotes and invoice 
  • 5GB free online storage
  • Web based and on premise
  • Unlimited CRM records free
  • CRM Import/Export
  • Flexible access rights
  • Free mobile apps for iOS and Android
  • API and source code available

Register Free

Cloud CRM

  • Leads/Contacts/Companies/Deals
  • Custom sales stages
  • Custom fields in CRM
  • Quotes and Invoices
  • Products and Product Catalog
  • CRM activity stream
  • Currencies and taxes

Register Free

Import & Export

  • Excel & CSV
  • Email to lead
  • Call to lead
  • Web to lead (external web forms)
  • Manual entry
  • Mobile entry

Register Free

Sales Automation

  • Custom workflows (business processes)
  • Email marketing
  • Access rights
  • Automatic lead assignment
  • Sales funnel
  • CRM reports
  • Tasks and documents
  • Calendar and scheduling

Register Free

Call Center and Telemarketing

  • Incoming calls
  • Outbound calls
  • Rent local number
  • Rent toll free number
  • Use your number
  • Call recording
  • Call forwarding

Register Free

For more information about Bitrix24, head over to our training courses.
We also have a great YouTube channel that covers every aspect of Bitrix24, from sales and planning to document management and company internal communication tools.
To download the self-hosted edition of Bitrix24 that can be installed on your own server and give you access to open source code, please visit the Bitrix24 Self-Hosted page.
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