With the WhatsApp Integration, your team can engage buyers and increase sales revenue with individualized conversations via one-click WhatsApp sending from anywhere in the Sugar. Utilize convenient features like two-way messaging, WhatsApp templates, and more.
Activate bi-directional text messaging from your Sugar
With the Sugar WhatsApp Integration, enjoy the convenience of two-way WhatsApp conversations from the conversation chat window. Send messages to stay top of mind with your customers in a way that’s easy for them to engage in.
Key Features
- Two-way WhatsApp conversations
- Send WhatsApp messages
- Use existing email templates as WhatsApp templates
- Create and manage WhatsApp templates with dynamic fields
- Inbound WhatsApp notification
- Relation of outbound/inbound WhatsApp with records
- Improve the level of customer service
- Customer experience tracking, cross-selling, retention, and more
- WhatsApp texting CRM integration initiates reminders and notifications
One-Click WhatsApp Sending
- You can see below images for sending WhatsApp from Detail View and List View of any module
- Keep all your conversations organized
WhatsApp Messages History in Calls Module
- All sent or received WhatsApp messages will be saved in the Calls module
- Outbound and inbound WhatsApp messages relate to leads, contacts, accounts if number matches in module accordingly
Outbound WhatsApp Record
Inbound WhatsApp Record
Inbound WhatsApp Notifications
For support or any questions: Email us at info@verityinfotech.com Skype: info@verityinfotech.com
Subscription Requirements
- Additional Twilio subscription is required. This must be purchased separately. Visit Twilio's WhatsApp pricing for details.
View Pricing
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"Super addon!!! It works very great with Sugar and finally we can offer a all-in-one solution (CRM + WA)" - mirco.marcigaglia
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