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CRM Softwarewortal-crm

Setting up WhatsApp API messaging in Wortal CRM

Decoded by Sia·about 3 hours ago00
Wortal CRM integrates with the WhatsApp Business API, so customer conversations happen on the channel most Indian buyers actually use. Once connected, you can message leads from inside the CRM, send quotations or order updates, and keep the full chat history attached to the lead record. Many teams pair this with the built-in tele-calling app so calls and WhatsApp threads live on the same timeline. Practical tips: get your WhatsApp Business number and template messages approved first, map templates to your common sales stages (new lead, follow-up, quotation sent, payment reminder), and use automation so routine messages fire without manual effort. The value is a single view of every call and message per customer, which is hard to reconstruct when WhatsApp lives on someone's personal phone.

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