The most popular business messenger: clients write on WhatsApp and managers reply from the deal card — the whole history is tied to the client and visible to the team. No personal phones, no lost conversations.
How it works
- 01ConnectFrom your CRM account, in the apps section — no developer needed.
- 02Set upFor your process: routing, owners and team permissions.
- 03WorkEvery message, call and data point lands in the client card.
What it does
- Incoming and outgoing messages from the client card
- Shared conversation history for the whole team
- Voice messages transcribed to text
- Replies sent from the phone land in the CRM too