By using a CRM for WhatsApp , you can perform several actions, such as sending reminders to a contact list, conducting surveys to better understand the profile of your potential customers , automate responses, track orders, and notify customers about the status of their orders, and allow an entire team to address the questions and needs of your customers from a single number.
In this article we will compare the best CRMs for WhatsApp with their functions and prices so that you can choose the best one for your case.
SUMMARY:
There are multiple CRMs for WhatsApp that you can try for free. However, after validating dozens of options, I conclude that the best CRM is ActiveCampaign since it allows you to centralize all your communications (WhatsApp, Facebook, Messenger, Telegram and other social networks ) , track busness and organize your contacts.
More than 180,000 companies use ActiveCampaign and its 14-day free period is enough for you to know all its advantages.
What are the best CRMs for WhatsApp?
If you don’t have time to try all the CRMs, I’ve made it easy for you by comparing only the best CRMs for WhatsApp based on features, pricing, and customer service.
1. ActiveCampaign
ActiveCampaign’s CRM for WhatsApp is an integration that allows businesses to connect with their customers through the world’s most popular chat app . ActiveCampaign is a CRM and marketing automation platform that offers a wide range of tools to engage with customers and manage customer relationships.
With this integration, you can use WhatsApp as a real-time communication channel to provide support and receive customer feedback. You can send personalized and automated WhatsApp messages based on your customers’ interactions and behaviors in ActiveCampaign.
With ActiveCampaign you will have the following functions:
- Real-time support: Quickly respond to customer questions and concerns, helping you build a loyal customer base and create brand advocates.
- Personalized Messaging: ActiveCampaign has an automation builder that uses a dynamic view of each customer. This means you can send the right message at the right time to each customer, highlighting the products or services most relevant to them.
- Omnichannel connection: Your customers interact with your brand on more than one channel, so you must be prepared to continue the conversation wherever they are. ActiveCampaign’s WhatsApp CRM allows you to connect personally with your customers through WhatsApp, Facebook, Messenger, Telegram and other social networks.
- Integration with other tools and channels: You can achieve truly omnichannel automation , creating workflows that extend interaction at each touch point with your customers.
This CRM for instant messaging has 2 pricing plans starting at $19 per month. You can upgrade to the second paid plan if you need more features.
The coordination and management of your clients cannot be weak and ActiveCampaign is responsible for centralizing all your communications to offer better service and increase your sales.
2. Zoho CRM
Zoho CRM for WhatsApp is an integration that allows businesses to interact with their customers through WhatsApp business messages directly from their Zoho CRM account . This integration facilitates communication with customers and allows you to keep a record of all interactions in the CRM.
Some of the main features of Zoho CRM are:
- Perfect integration: Allows you to connect WhatsApp Business with Zoho CRM easily and without problems.
- Interaction log: See all conversations and messages exchanged with customers through WhatsApp, making it easy to track and manage interactions.
- Notifications: CRM users receive notifications when customers send business messages via WhatsApp, allowing them to respond quickly and provide efficient service.
- Canned Responses: Create canned responses to streamline customer communication and quickly respond to common queries.
- Sending attachments: Send attachments through WhatsApp messages, allowing you to share documents, quotes or other relevant information with clients.
- Conversation management: Zoho’s CRM for WhatsApp organizes conversations into tabs, making it easy to consult, view, and track interactions with each customer.
Zoho CRM pricing plans start at $18 per month per user and you can adjust it according to your needs.
Zoho CRM is definitely a robust platform that will help your company with chats and document exchange with clients and prospects through WhatsApp . You will always have your team updated and you will see how your business grows every month.
3. Pipedrive
Pipedrive ‘s CRM for WhatsApp is an integration that allows Pipedrive users to use the instant messaging app to communicate with their customers and manage those conversations within the platform.
This integration provides several benefits such as increasing customer satisfaction, expanding reach, improving deliverability, and increasing conversions.
To install this integration, you must have a WhatsApp Business account and a WhatsApp Business-approved number that is enabled on Twilio. Then, you can head to the Pipedrive Marketplace, search for “WhatsApp by Twilio,” and click “Install Now” to begin the installation process. Once installed, you can configure the integration and start using WhatsApp within Pipedrive.
Below I list some of the main features of this integration:
- Communication with clients: Use WhatsApp as a communication channel to interact with your clients directly from Pipedrive. You can send and receive WhatsApp messages within the platform.
- Conversation management: All WhatsApp conversations are organized in a message inbox in Pipedrive. You can view and manage your WhatsApp conversations centrally.
- Linking to Contacts, Businesses, and Leads: You can link WhatsApp conversations to the corresponding contacts, businesses, and leads in Pipedrive. This allows you to have complete tracking of interactions with your customers.
- Organization and prioritization: Conversations are sorted by date, showing the most recent at the top. This allows you to prioritize the most important conversations and keep proper track of interactions.
Pipedrive CRM has a 14-day free period and then various pricing plans starting at $15 per user per month.
Pipedrive is one of the leading CRM companies for all types of companies. If you need to integrate WhasApp into your sales funnel , you should definitely try it for free.
4. Freshsales
WhatsApp Business CRM for Freshsales is a useful platform for businesses to interact with their customers through WhatsApp. With this integration, you can send messages or notifications to your customers on their WhatsApp numbers, making communication and customer service easier.
Additionally, integration with WhatsApp Business API allows you to take advantage of customer support and template messaging features. You can solve problems in a personalized way through private conversations, instantly connect with your customers and communicate with them through the channel they prefer.
Some of the main features and benefits of Freshsales are:
- Communication with customers: With the WhatsApp integration in Freshsales, you can communicate directly with your customers through their WhatsApp number. You can send and receive messages, answer questions, and provide support quickly and conveniently.
- Message automation: You can use predefined message templates to send automatic messages to your customers at different stages of the sales process.
- Customer support: You can provide support and customer service through WhatsApp. Customers can contact you directly through the app, and you can respond to their queries, resolve issues, and provide real-time support.
- Conversation tracking: All conversations you have with your customers through WhatsApp are recorded and stored in Freshsales. This allows you to fully track communication and have a detailed history of each customer interaction.
- Sales Workflow Integration: WhatsApp integrates with Freshsales’ sales workflow, giving you a complete view of your customers and their interactions.
- Message customization: You can personalize your WhatsApp messages to adapt them to the needs and preferences of your clients. This allows you to provide a more individualized and relevant service, which can help strengthen your relationship with your customers and improve the overall experience.
Freshsales has a free plan for 3 users and additionally has 3 pricing plans starting at $15 per user per month.
When it comes to a CRM for WhatsApp, you can rest assured that Freshsales is one of the best you can choose. Not only because of its functions, but because of its excellent support that is attentive to help you.
5. Callbell.
Callbell is not a CRM per se, but rather a chat management platform that allows you to collaboratively manage WhatsApp, Facebook Messenger, Instagram and Telegram conversations . Although it doesn’t focus exclusively on CRM features, Callbell offers features that can help you manage your interactions with customers through these messaging platforms.
The main functions of Callbell in relation to WhatsApp are the following:
- Conversation centralization: Callbell allows you to centralize all WhatsApp conversations, along with Instagram Direct, Facebook Messenger and Telegram, on a single platform.
- Collaborative management: With Callbell, your multi-agent team can manage WhatsApp conversations collaboratively. You can assign conversations to different team members, add internal notes, and use tags to organize and prioritize interactions.
- Quick Responses: Callbell offers the Quick Responses feature, allowing you to create predefined templates for frequent responses. This streamlines communication and makes it easier to respond to common customer queries.
- Statistics and tracking: Callbell has a statistics module that gives you detailed information about your team’s performance and customer interactions. You can monitor key metrics such as response time, team efficiency, and conversation volume.
In my opinion, Callbell is one of the simplest platforms to use and the 7 days free they offer is worth trying . If you like it, you can choose between 2 pricing plans starting at $15 per user per month depending on how many features you need.
Although I consider Callbell to be one of the best CRMs for WhatsApp, it must be clarified that it does not have all the commercial functions that I detail in other tools in this article. However, it is a great platform if you need to integrate multiple systems into one.
What is a CRM for WhatsApp and what is it for?
A CRM for WhatsApp is a customer relationship management software that integrates with this popular instant messaging application . These CRMs allow companies to manage and communicate with their customers through WhatsApp, and include functions such as contact management, lead tracking, and chatbot integration.
By hiring a company or a CRM for conversation management (WhatsApp or social networks), companies can improve participation and communication with their customers, optimize the tracking and management of potential customers, improve sales performance and increase efficiency and productivity. in general.
By integrating with the WhatsApp Business API, CRM for WhatsApp makes it easy to manage customer interactions on this popular messaging platform.
Some advantages of using WhatsApp Business with a CRM are:
- Provide a better customer experience and service.
- Simplify work by consolidating all interactions in one place.
- Manage customer relationships from one place and avoid loose paperwork and outdated spreadsheets.
- Segment leads from a database and apply lead nurturing strategies.
- Keep information available to the entire sales and marketing team in real time.
- Comply with personal data protection regulations by correctly storing your clients’ confidential data.
How to choose a WhatsApp CRM?
Before choosing a CRM, it is important to keep the following in mind:
Access to the WhatsApp Business API:
To integrate, the CRM will need access to the WhatsApp Business API. I recommend working with a verified Business Solution Provider (BSP) to facilitate this process.
Data Privacy Compliance:
Make sure your CRM provider complies with data privacy laws, as customer communication data will be involved.
Integration capabilities:
Check if your CRM platform supports integration with WhatsApp. Some CRM systems may not have this feature.
Customer preference:
Remember that not all clients may prefer communication via WhatsApp. Make sure you get their consent before moving forward.
Automated responses:
Confirm that your CRM allows for automated responses, which can greatly improve your efficiency. Plan potential automated messages in advance.
Conclusion.
A CRM for WhatsApp is a platform that saves and organizes the clients you interact with in chats . This type of CRM allows you to manage your contacts, track potential clients and implement chatbots (automated responses).
