Considering customer relationship management systems as an important tool for any organization, it is important to understand that it helps to build stronger connections between the company and clients. The purpose of such tools is to effectively manage operations and optimize communication with clients.
Instant messaging is becoming increasingly popular, so the WhatsApp Business integration with CRM has become a turning point for many global companies. Because it has been noted as the most preferred method of interaction. The advantage of such integration is that it helps organizations converse with customers in a platform convenient for them. With this process, it will be easier for companies not only to contact each other but also to manage and analyze communication.
We discuss the top 5 CRM systems for WhatsApp Business integration. Let’s compare their benefits and features, find out how they improve interaction with customers.
Briefly about WhatsApp Business and CRM Integration
For developing business, connection with clients becomes an increasingly difficult task. The CRM system collects all the data about clients and optimizes communications, and helps organizations monitor the entire customer way. By unification of WhatsApp Business with the CRM, a company receives a severe instrument for improved communication with clients in real-time. All their actions will be tracked and recorded in the CRM system.
WhatsApp has more than 2 billion users and is an excellent platform for companies to serve more clients. For some companies, such integration is the only right choice that will help create a more personalized interaction with the consumer audience.
Why WhatsApp Integration with CRM is Significant
There are certain reasons why WhatsApp integration is needed for CRM systems:
- Higher engagement rates: If compared with emails, WhatsApp messages have an improved open and response rate. It is the main point that makes this instrument so effective for communicating with clients.
- Real-time connection: Communication with clients will become faster. With WhatsApp, company employees and clients can communicate directly and informally.
- Scalability: Customers receive continuous support, for example, outside of business hours. Chatbots help the company respond to customer requests instantly.
- Client information synchronization: With this integration, it will be easier for companies to analyze and track customers because all interaction data will be in one place.
Now, let's move on to the popular CRM systems that have been noted by experts as the best for WhatsApp integration.
Top 5 CRM Systems for WhatsApp Integration
Zoho CRM
Zoho CRM is chosen by medium and large organizations if they are looking for a clear, accessible, and multifunctional system. Get native integration WhatsApp Business with the useful Zoho Cliq application. But this can also be done through the API.
- Key features:
- Opportunity to send and receive messages straightly from the CRM.
- All workflows are configured based on CRM triggers.
- WhatsApp interactions that are related to customer accounts are updated in real-time.
- Benefits:
- This CRM system is a budget option with a large set of functions for sales.
- Flexible integration with WhatsApp to quickly and conveniently set up work processes.
- The interface is very simple; there is an improved analytics.
- Best for: Businesses of any format that are looking for a powerful and affordable CRM solution to integrate with WhatsApp.
HubSpot CRM
This platform is very popular due to its robust capabilities for companies of all sizes. HubSpot CRM is best by its marketing opportunities, but it is also ideal for WhatsApp Business integration. It has many customizable workflows and third-party instruments.
- Key Features:
- There is full integration with HubSpot Marketplace apps.
- There are automatic updates (for example, status update or new lead).
- All WhatsApp messages will be tracked with phone calls, emails and other forms of communication.
- Benefits
- There is the possibility of integration with other instruments in the HubSpot environment (marketing, client service, or sales).
- Useful features for managing recurring tasks.
- Track client connection in real-time.
- Best for: Small or medium-sized companies looking for the perfect solution with effective automation tools.
Bitrix24.com
Bitrix24.com is a useful service for establishing communication with clients and conducting transactions from start to finish. It is possible to create sales funnels for different points of the transaction. It is a good choice for teamwork and communication to increase sales and automate work processes related to clients.
- Key Features:some text
- Convenient management of the client base, work with clients, automation of transactions in CRM (contact center, analytics, payment, delivery, warehouse accounting).
- Acceleration of processes and freeing the team from many routine operations.
- Effective management of not only existing but also potential clients.
- Advantages: some text
- Setting up automatic distribution of e-mail and text messages to increase customer engagement and improve the level of service.
- Many tools for marketing, telephony, sales planning, reporting and document management.
- Convenient client management through the sales funnel: from a potential client to the complete execution of the transaction.
- Best for: Large corporations and organizations that need a highly customizable CRM with advanced analytics functions.
Kommo CRM
Kommo CRM is a classic sales system. It helps automate your work routine with useful programs, frees up your time and increases sales. The company will be able not only to store customer data and communicate more effectively, but also build long-term relationships with them.
- Key features:some text
- Synchronization with all communication sources (social networks, instant messengers, websites, mail).
- Audit of business processes, development and setup of a sales funnel, automation of processes.
- Scanning a business card, the data from which will be automatically pulled into the contact database in the CRM system.
- Advantages: some text
- Create and manage a pipeline that will help you guide customers through all stages of the purchase.
- Manage all tasks much more conveniently and always remember when to get in touch.
- Create profiles (cards) of potential customers and important information will never be lost.
- Best for: Small and medium-sized organizations that need a simple CRM system for managing transactions and sales funnels.
Simla.com
Simla.com is a convenient system that is easy to use and configure. It helps to combine all communication channels and interactions with customers in a single interface. The company's team will be able to effectively sell their products and services in social networks or messengers.
- Key features:some text
- There are many instruments for managing the customer base.
- Segmentation and monetization functions.
- Order control, analytics, reports and transaction management.
- Advantages: some text
- Access your customer's chat and purchase history and tag them for more personalized communications.
- Manage your online store catalog, control the availability of goods in stock for all sales channels, track the current status of all orders.
- Communicate with your customers in a more personalized way to help them and retain them.
- Best for: growing companies looking for a simple CRM with great sales and client support capabilities.
May WhatsApp Integration Reinforce the Client Engagement
WhatsApp is one of the most well-known methods of communication; so many companies can use its popularity to:
- Increase engagement: Interrelation with customers will be more successful because they are more likely to open and read personalized WhatsApp messages than an email.
- Improve client support: Increasing client’s loyalty and satisfaction by getting immediate answers to their questions.
- Track conversations for insights: Integrating WhatsApp with a CRM would help to track conversations, analyze customer data, and measure their engagement rate.
- Automate routine working tasks: Chatbots help automate scheduling meetings, confirming payments, or getting answers to FAQs.
Selecting the suitable CRM
When choosing such a system, experts advise paying attention to these points:
- Business size: Large organizations need a system with more scalable solutions like Bitrix24.com, while smaller companies will benefit from a simpler platform like Simla.com or Zoho.
- Ease of understanding: The interface and options should be understandable for your team.
- Price: Establish the CRM system considering your budget.
- Required features: For chatbots, look for a certain CRM that supports powerful tools like Kommo CRM.
Conclusion
The main objective of such integration is to enhance customer engagement. You will have access to a big set of useful instruments to maintain personalized connection with your clients in real-time mode. No matter which system you select, you will receive unique features to create a thriving customer-centric environment.