Everything You Need To Know About WhatsApp CRM

Are you on a quest to discover what WhatsApp CRM is and how it can seamlessly integrate into your business processes? 

If YES, then your search ends here!

In this comprehensive article, we delve deep into the world of WhatsApp CRM. We'll explore why transitioning from a traditional CRM to a WhatsApp CRM is not just a trend, but a strategic move for modern businesses. From understanding its core benefits to unravelling its key features, we'll cover everything you need to know before embracing WhatsApp CRM into your business process. Plus, we’ll spotlight how DoubleTick WhatsApp CRM can be a game-changer in scaling your business growth by up to 7X.

Join us as we embark on this journey to revolutionize customer engagement, one chat at a time!

Let's get started!

What is a WhatsApp CRM?

Every business leverages CRM to cultivate and strengthen customer relationships. Now, imagine infusing the magic of WhatsApp to this platform. That’s WhatsApp CRM!

WhatsApp CRM essentially means managing your customer communication through WhatsApp. Instead of relying on emails or phone calls, you engage customers through quick WhatsApp messages. This shift brings your business conversations into a more familiar and friendly space – the same space where your customers chat with their family and friends. It personalizes your interactions, making them more direct and efficient. By adopting WhatsApp CRM, you give your business a contemporary edge, ensuring you stay aligned with your customers' evolving communication preferences.

This tool is not just about messaging; it's a strategic way to capture leads, engage in impactful conversations, and offer dedicated customer support. Businesses are turning to WhatsApp CRM to build stronger connections with potential clients, boost customer engagement, and improve overall operational efficiency.

Integrating WhatsApp CRM with your other business tools is a game-changer. It consolidates all customer interactions in one place, simplifying your communication process and avoiding the hassle of switching between various apps and platforms.

Looking for the top WhatsApp CRM software?
Here is a curated list of the top 10 WhatsApp CRM software with their key features, pricing, pros, cons, and free trial details. All in one place!

Why Do You Need a WhatsApp CRM?

WhatsApp CRM isn't just a tool; it's like the secret sauce that makes your communication zing! It's all about getting you in sync with potential customers, offering them updates as they happen - real-time, no delays.

But hang on, it's not just about being efficient. We're talking about building stronger bonds here. When you connect with your customers through WhatsApp CRM, it's like everyone's reading from the same page - smoother teamwork, quicker progress, and a solid foundation of trust.

Here's where it gets even more interesting. With WhatsApp CRM, you're not just tweaking your customer interactions; you're giving them a complete makeover. Imagine this:

  • Those once-lost conversations? They're now happening in real-time, directly on WhatsApp.
  • Your customers, who used to wait days for an email response? Now they're getting answers on the fly. This isn't just support; it's supercharged support!
  • And it’s not just chat. WhatsApp CRM is like your personal feedback collector, gathering those gold nuggets of customer insights to take your operations up a notch.

Think of WhatsApp CRM as more than a tool; it's a game changer. It lifts your business from being just another service provider to a vital cog in your client's success stories. Next up, let’s dive into the real-deal benefits you'll see with WhatsApp CRM in action.

How to get WhatsApp Business API

Benefits of WhatsApp CRM

Now that we've introduced WhatsApp CRM, let's rev up and explore the myriad benefits it brings to your business. It's more than just a communication tool; it's a game-changer for your operational efficiency and customer relations. Here's how:

  • Instant Replies, Lightning-Fast Resolutions: Imagine a world where customer queries are addressed as soon as they pop up. With WhatsApp CRM, that’s your new reality. It’s not just about quick texts; it’s about having all the customer info you need right at your fingertips, from their last purchase to their favourite colour!

  • Building Stronger Bonds: This isn’t just a tool; it’s a relationship builder. Working with customers becomes as smooth as butter. Everyone’s in sync, trust skyrockets, and progress speeds up.

  • The Ultimate Efficiency Makeover: Your customer interaction gets a whole new look. No more long waits for emails or calls. Your responses are instant, direct, and oh-so-satisfying for your customers.

  • More Than Just Chat: It’s like having a secret agent gathering intel. This platform is your key to unlocking valuable insights from customer feedback, and tweaking your operations to perfection.

  • Speedy Sales, Happy Customers: For the SMEs out there, this is your golden ticket to faster sales cycles. Book appointments in a snap, send reminders and nurture those leads until they blossom into deals.

  • Efficiency Level- Expert: Automate those routine tasks, keep an eye on conversations, and save time for what really matters. It’s about working smarter, not harder.

  • Data Analytics: Get a sneak peek into customer behaviour, tailor your marketing, and predict the future with savvy analytics.

  • Support That Never Sleeps: Imagine a world where your customer support is always on, always ready. With WhatsApp CRM, that’s not just a dream. It’s your new norm.

  • Marketing Magic: Send those personalized promos straight to your customers' WhatsApp. It’s like delivering a personalized billboard to their phone.

  • Lead Nurturing: Each customer gets a profile, a story that helps you guide them from ‘just looking’ to ‘shut up and take my money!’

  • Smart Automation: Your WhatsApp chats become a symphony of automated brilliance, sending the right message at the right time.

  • Feedback: Automatically ask for feedback and watch your brand’s rep soar.

  • Teamwork Made Easy: No more juggling multiple tools. Your team can add notes, discuss, and strategize, all within WhatsApp.

  • Harness the Power of AI: Let AI handle the routine stuff, leaving your team to tackle the big fish.

  • Metrics That Matter: Track performance, gain insights, and keep improving.

So, there you have it. WhatsApp CRM is not just a tool; it's a powerhouse that revs up your customer interactions, sales, and overall business efficiency. 

Ready to take the leap? Let's dive into its key features next.

Wanna know about WhatsApp Business API in detail? Here is your 2024 Ultimate Guide to WhatsApp Business API - Click Here to Read

Key Features of a WhatsApp CRM

So, we've talked about the 'why' and 'what' of WhatsApp CRM. Now, let’s dive into the key features of WhatsApp CRM that turbocharge your customer interactions. 

  1. Lead Management: Think of WhatsApp CRM as your lead magnet. It automatically captures leads from your ZOHO or Salesforce CRM, creating detailed profiles with all their info. This is lead management on steroids – streamlined, efficient, and oh-so-smart.

  2. Multi-channel Conversations: It’s not just about WhatsApp. This system plays well with other third-party platforms as well. It starts a conversation on WhatsApp and can take it wherever your customer prefers. Talk about flexibility!

  3. Notifications and Reminders: Automated reminders are like your personal assistant, making sure you never miss a beat with your leads. They’re the unsung heroes in making sure no opportunity slips away.

  4. WhatsApp Marketing: Here’s your marketing megaphone. Send bulk WhatsApp messages and reach out to leads and customers with messages that grab attention. High ROI, low effort – that’s the dream, right?

  5. List Segmentation: One size fits none. Segment your audience for that personal touch. It’s like having a tailored suit for every customer interaction – they’re going to love it.

  6. Workflow Automation: Set up automated workflows that react to customer actions. It’s like setting up a row of dominos; one nudge and everything falls into place perfectly.

  7. Pre-approved Message Templates: Ready-to-go messages at your fingertips, all within WhatsApp’s guidelines. It's efficient, compliant, and keeps your customers smiling.

  8. Automated Chatbots: Your 24/7 digital helper. These WhatsApp chatbots ensure your customers always have someone to talk to, even when you’re catching some Z’s.

  9. Integration with Other Tools: It’s like the Swiss Army knife of CRMs. Connect WhatsApp with your other business tools for seamless operation. No more app juggling!

  10. End-to-End Encryption: Top-secret level security for your chats. Your business conversations are locked up tighter than a bank vault.

  11. Multi-Device Support: Desktop at work, mobile on the go – WhatsApp CRM moves with you. It’s like having your office in your pocket.

  12. Advanced Analytics: Get the scoop on what’s working and what’s not. These analytics are like your business’s crystal ball, helping you make smarter decisions.

Armed with these features, WhatsApp CRM isn’t just about sending messages. It’s about building relationships, understanding customers, and making your business communications smoother, smarter, and more secure. Up next let's see how you can leverage DoubleTick to boost your sales by 7X.

How to get WhatsApp Business API

How DoubleTick WhatsApp CRM Can Boost Your Sales by 7X

Let’s explore the multifaceted functionalities of DoubleTick WhatsApp CRM and how they can dramatically increase your sales efficiency and effectiveness.

Marketing: Funnel Inbound Leads and Launch Targeted Campaigns

  • Inbound Conversation Tools: Engage potential customers by Inviting them to DoubleTick via click-to-chat links, QR codes, website chat widgets, and WhatsApp web chat. Place QR codes on flyers, business cards, or store displays, and embed chat links across digital platforms to invite conversations.
  • Lead Segmentation: When a lead initiates a chat, DoubleTick helps you identify if they are returning or new contacts. Seamlessly merge existing contact details and conversation histories for a complete view, or automatically add new leads as contacts in your third-party CRM.
  • Targeted Promotional Broadcasts: Use DoubleTick’s broadcast feature for bulk WhatsApp marketing. Schedule and send broadcasts to segmented contacts who have opted in. Incorporate interactive message templates to make your campaigns more engaging.
  • WhatsApp Drip Campaigns: Set up automated drip campaigns using DoubleTick Workflows. Send a series of tailored promotional messages to nurture leads, encouraging them to make purchases or repeat service use.
  • Trigger-Based Notifications: Implement trigger event-based WhatsApp notifications, like new account creation or purchase completion, via Messages API and Zapier integration. This ensures timely and relevant communication with your contacts.
Here are the easy ways to add WhatsApp to your website for FREE: Click HERE to Read

Sales: Streamlining Processes and Shortening Sales Cycles

  • CRM Integration for Sales: Synchronize DoubleTick with your sales CRM for seamless data exchange. This allows for efficient lead qualification and deal creation directly within your sales conversations.
  • Automated Sales Tasks: Automate routine sales tasks like lead routing and assignment. Use DoubleTick's AI-powered chatbots to handle initial lead inquiries, ensuring prompt and accurate responses.
  • Customizable Workflows: DoubleTick’s customizable Workflows enable sales managers to implement specific routing logic, ensuring leads are handled efficiently.
  • Language and Clarity Tools: Equip your sales team with AI Prompts to refine messages for clarity, ensuring effective communication across diverse customer bases.
  • Order Booking BOT for Instant Purchase: Imagine your customer making a purchase with just a click. That’s what DoubleTick’s e-commerce order booking bot offers. This feature is a game-changer, transforming your sales cycle. It's not just about showcasing products; it's about enabling instant purchases. Share your product details through WhatsApp CRM, and watch as customers place orders effortlessly. Using catalogues strategically, your business experiences a significant leap in streamlining purchases, thus speeding up the sales process.

Support: Enhancing Customer Service Quality

  • Automated Support Tools: DoubleTick empowers your support team with automated FAQs and multi-choice queries, routing customers to the appropriate team or agent based on their needs.
  • AI-Powered Assistance: Leverage ChatGPT-powered bots to manage routine inquiries, allowing human agents to focus on more complex issues. This balance ensures efficient and high-quality support.

Collaboration and Performance Tracking: Empowering Teams and Managers

  • Team Collaboration: The DoubleTick team inbox allows for internal comments, tagging for escalations, and seamless team collaboration. The mobile app ensures team members stay connected and responsive on the go.
  • Performance Analytics: Advanced reporting and analytics provide managers with insights into individual and team performance. Custom inboxes allow for reviewing high-value conversations, ensuring optimal customer engagement.

Stay Connected On-the-Go with the DoubleTick Mobile App

  • Your Business, In Your Pocket: We understand the hustle of being constantly on the move. That's where DoubleTick's mobile app comes in. It's your business command center, accessible anytime, anywhere. With just a tap, manage your leads, keep up with tasks, and engage with clients right from your smartphone. The DoubleTick app ensures that you're always connected to your business, making lead management and client communication seamless, no matter where you are.

iPhone Users: Download The App Here

Android Users: Download The App Here

DoubleTick WhatsApp CRM isn’t just a tool; it’s a comprehensive solution that reshapes your marketing, sales, and support strategies, promising to enhance customer engagement and drive significant business growth.

Explore the 30 Ways WhatsApp API Can Transform Your Business: CLICK HERE

How to Get Started with DoubleTick WhatsApp CRM

Kindly email us at grow@quicksell.co or Click the Below Banner to get a FREE DEMO to learn about our product offering, features and pricing plans.

How to get WhatsApp Business API

Now transform WhatsApp into the ultimate sales engine to delight customers and drive revenue with DoubleTick!

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Or Download the application from the Playstore or Appstore

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How to Get DoubleTick for FREE?

Step 1: Download the DoubleTick App

Navigate to the Play Store or Apple Store and download DoubleTick. You can also download the app here:

iPhone Users: Download Here

Android Users: Download Here

Step 2: Sign Up for a Free Demo Account

Before you commit, we want you to experience the power of DoubleTick firsthand. Sign up with DoubleTick and access the platform, where you can explore and test the features of the product.

Looking to get WhatsApp Business API for FREE?
CLICK HERE to know how to get WhatsApp Business API for Free

Tips to Improve Customer Engagement Using WhatsApp CRM

​Ready to unlock the power of WhatsApp CRM for customer engagement? Here are some pro tips to help you foster stronger relationships, loyalty, and business growth:

  1. Personalized Outreach: Your Secret Sauce

    • Beyond "Dear Customer": Use the goldmine of customer data and interaction history in your WhatsApp CRM. Personalize your messages by addressing customers by name, segmenting leads based on their specific needs, and sending them tailored content and offers. It’s like crafting a message just for them, every single time.
  2. Speed is Key: Aim for a Lightning-Fast Response

    • Be the First Responder: Did you know 78% of customers buy from the business that responds first? With WhatsApp CRM, automate your initial responses and alert your sales team for immediate follow-up. 
  3. Ditch the Plain Text: Embrace Multimedia

    • Stand Out with Creativity: Everyone sends text messages. Be different. Use WhatsApp's multimedia capabilities for your campaigns. 
  4. Automate the Routine: Free Up Your Team

    • Efficiency Overload: Let your WhatsApp chatbot handle the routine stuff – transactional messages, confirmations, order tracking. This frees up your team to focus on more complex, human-centric tasks. It’s about working smarter, not harder.
  5. Anticipate Needs: Know Your Customers Better

    • Personalized Recommendations: Segment your customers based on demographics, behaviour, or purchase history. Use these insights to target them with spot-on recommendations. It’s like knowing what they need before they do, opening up new opportunities for upselling and cross-selling.
  6. Feedback is Gold: Keep Improving

    • Listen and Adapt: Use WhatsApp Bots for quick feedback surveys. Got negative feedback? Redirect it to customer service instantly. Responding swiftly not only solves issues but also boosts customer lifetime value. It shows you care, and that’s priceless.

By implementing these strategies, you can leverage WhatsApp CRM to not just communicate, but truly connect with your customers, driving loyalty and steering your business towards new heights of success.

Learn the strategies to leverage WhatsApp as a customer support channel. CLICK HERE to read.

Things to Consider Before Choosing a WhatsApp CRM Solution

Before diving into a WhatsApp CRM solution, here's a straightforward guide on what to consider:

Key Factor To Consider While Selecting a Right WhatsApp CRM Software for Your Business

Key Factors to Consider While Choosing the Right WhatsApp CRM Software for Your Business

Integration with Your Tools

Make sure the CRM integrates well with the business tools you're already using. Seamless integration means smoother operations.

Features that Match Your Needs

Look closely at the features. Chatbots, automated responses, analytics – do they align with what your business requires?

Ease of Use

A user-friendly interface is crucial. Choose a CRM that's easy to understand and manage, to make handling customer interactions a breeze.

Customization Options

The ability to customize features and workflows to your business’s specific needs is important for efficiency.


Consider if the CRM can handle your business's growth, managing more messages and customers as you expand.

Data Security and Compliance

With customer data at stake, it’s essential the CRM complies with data protection laws like GDPR and has robust security features.

Mobile Accessibility

Given WhatsApp's mobile nature, having a CRM that offers a dedicated app is beneficial for managing communications on the go.

Pricing Structure

Assess the pricing models and overall cost, including any extra fees for additional features or services.

Reliable Customer Support

Ensure the provider offers solid customer support, with various channels and resources like tutorials or training.

Reviews and Reputation

Check user reviews and the provider's market reputation to get an idea of the software's reliability and service quality.

Keeping these straightforward points in mind will help you select a WhatsApp CRM solution that's just right for your business’s needs and future growth.

Wrapping Up!

In a nutshell, transitioning from traditional CRM to WhatsApp CRM is a game-changer in today's digital era. It's all about being where your customers are, and that's increasingly on WhatsApp. DoubleTick stands out as your go-to partner for this shift. With its blend of ease, efficiency, and powerful features, DoubleTick is not just a tool; it’s a catalyst for transformative customer engagement and business growth. Embrace DoubleTick, embrace the future of customer relations.

Frequently Asked Questions

Question: How does WhatsApp CRM differ from traditional CRM?

Answer: Unlike traditional CRM which relies on emails and calls, WhatsApp CRM uses the WhatsApp platform for real-time, direct customer communication, offering a more personal and immediate interaction.

Question: Can DoubleTick WhatsApp CRM integrate with my existing business tools?

Answer: Yes, DoubleTick is designed to seamlessly integrate with various business tools and platforms, ensuring smooth synchronization with your current systems.

Question: What are the key benefits of using DoubleTick WhatsApp CRM?

Answer: Key benefits include instant customer engagement, automated responses, streamlined sales processes, enhanced customer support, WhatsApp marketing and detailed analytics for informed decision-making.

Question: Is DoubleTick WhatsApp CRM suitable for small and medium-sized enterprises (SMEs)?

Answer: Absolutely. DoubleTick is ideal for SMEs, offering scalable solutions to grow with your business, customizable features, and user-friendly interfaces.

Question: Where can I get support and training for DoubleTick WhatsApp CRM?

Answer: DoubleTick offers comprehensive customer support through various channels, including tutorials, training sessions, and a dedicated customer service team.

Question: Can I integrate ZOHO CRM with WhatsApp?

Answer: Yes, with DoubleTick you can integrate ZOHO CRM with just a few clicks. 

Question: How to integrate WhatsApp with CRM?

Answer: You need WhatsApp Business API to integrate WhatsApp with any CRM. With DoubleTick WhatsApp Business API, you can integrate any third-party CRM in just a few clicks seamlessly.