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Applications & AI

WhatsApp Chat CRM

Coordinate business messaging and support using official integrations.

Your workspace
Everything connected
Illustrative Applications & AI concept
WhatsApp Chat CRM

A solution shaped
around the requirement.

Business messaging works better when conversations are organized. An official WhatsApp integration can support a shared team inbox, contact context and defined handoff or follow-up workflows.

We begin by reviewing your requirements and existing resources, then discuss the deliverables, responsibilities and review points needed for the engagement.

What's included in the conversation

WhatsApp Chat CRM
scope & deliverables.

These areas form a starting point for your proposal. The final deliverables are agreed around your business.

01

WhatsApp API integration

Connect an eligible WhatsApp Business setup through official API arrangements.

02

Shared team inbox

Define agent access and shared-inbox responsibilities.

03

Contact organization

Organize customer contact details and relevant conversation context.

04

Conversation workflows

Configure the agreed routing, handoff or follow-up workflow.

An example of how this could fit.

A coordinated support and sales inbox where agents can handle conversations with clear responsibilities.

Start with a useful brief

What to share
when you enquire.

Meta business details, WhatsApp number eligibility, agent roles, message use cases and integration requirements.

You can begin with a simple description of the requirement. If supporting information is needed, the next steps can be discussed after your enquiry.

Send your whatsapp chat crm enquiry ↗
Delivery & handover

Know what is
being delivered.

Your proposal defines the final outputs, file formats, access arrangements and items included in the engagement.

01

Approved user flows and screens

02

Agreed application features

03

Integration and configuration notes

04

Release or deployment handover

How we approach the work

A clear path through delivery.

01

Workflow & role definition

Define the users, tasks and access requirements of the application.

02

Screen design & prototypes

Map the screens and workflows before implementation decisions are finalized.

03

Application & API work

Connect the relevant data, integrations and business processes.

04

Review & release planning

Agree on review cases, deployment and handover arrangements.

Service questions

Before the
next step.

Use these questions to help prepare your brief.

What should I provide for whatsapp chat crm?

Meta business details, WhatsApp number eligibility, agent roles, message use cases and integration requirements.

What could an engagement look like?

A coordinated support and sales inbox where agents can handle conversations with clear responsibilities.

Are all deliverables included automatically?

No. The listed areas are possible scope items. Your proposal defines the work, outputs and responsibilities that are included.

How are pricing and timing agreed?

They depend on the scope, available information, review requirements and external dependencies. Send your brief to begin a quotation discussion.

Can I combine this with related services?

Yes. Explore the related services below or tell us which parts of the project need to work together.

Continue exploring

More in Applications & AI.

View the full category ↗

Let's discuss your next step.

WhatsApp Chat CRM for your business requirements.

Request a quotation ↗