WhatsApp CRM: Turn Every Chat Into a Lead
Customer names and numbers get lost in chat history, and there is no list of who enquired. When WhatsApp is connected to a CRM, each new conversation becomes a lead you can follow up and track.
From first message to lead
A new customer sends Hi. Automation greets them and asks for their name. Once they answer, their name and WhatsApp number are saved and a lead is created in your CRM.
Find the lead in your CRM
Open CRM to see your contacts. WhatsApp leads appear with their phone number so you can follow up, add notes and move them through your pipeline.
Add follow-ups
Combine this with WhatsApp follow-up sequences so leads who go quiet get a timed nudge.
See it in your own business
Start your free trial of EaziMarketing and set this up in minutes.
Start freeFrequently asked questions
Do I have to type leads into the CRM myself?
No. WhatsApp conversations create leads automatically.
What details are captured?
The WhatsApp phone number and, when the customer gives it, their name.
Where do I see the leads?
In the CRM section of your EaziMarketing dashboard.
Related guides
The demo in the video uses a fictional business and fictional customers. Features shown are from the real EaziMarketing app.