Once, using a SIM card for SMS or making calls to family and friends required a credit load. However, everything changed with the advent of WhatsApp. There's no longer a need for credit, as communication now occurs over the Internet, eliminating restrictions based on credit balance. This transformation intensified when WhatsApp recognized an opportunity and launched WhatsApp Business.
Now, businesses are actively seeking the best CRMs that offer WhatsApp integration to incorporate it effectively into their workflows. This guide aims to help you find the top CRMs with WhatsApp support, highlighting essential features and providing advice on selecting the right CRM for your business.
5 Best CRMs with WhatsApp Integration
Zoho
Zoho CRM is a powerful and versatile cloud-based CRM tool that can help businesses of all sizes improve customer relationships, increase sales, and drive growth. Its comprehensive features, user-friendly interface, and competitive pricing make it a popular choice for businesses seeking a robust and affordable CRM solution.
It offers the following features with Whattsapp CRM integration:
- A common repository for all customer interactions in one place, like customer details, product specifications, and follow-up calls providing complete visibility.
- Zoho CRM allows filtering messages, such as not replying or being replied to by a certain team member. This makes viewing high-priority messages easy.
- With Zoho CRM software for WhatsApp integration, you’ll get directly notified in your CRM. No more need to keep the WhatsApp window open. There is also an option to set a reminder for the notification to pop up again when you can engage it better.
- You can set up automation for sending repetitive messages, by predefining text from common queries.
- Create personalized WhatsApp messages and Custom templates for specific actions based on categories and requirements.
HubSpot
HubSpot is a powerful AI-powered CRM tool for marketing and sales-focused businesses. It allows salespeople to track leads in real-time, and use automation and live chat support to save time.
HubSpot CRM software for WhatsApp integration offers the following features:
- With a Shared Inbox, your entire team can view all business messages in one place. They can easily keep track of all conversations.
- HubSpot allows automated personalized messages every time. Set presets for abandoned cart messages or post-purchase.
- Seamless Communication with a centralized view, allows teams to get a 360 contact on client conversations, allowing teams to provide a seamless service experience every time.
- Whatsapp Business allows for two-way conversation, making order confirmation or query resolution faster and better.
SuiteCRM
SuiteCRM is an open-source CRM platform that provides a 360-degree view of customer interactions, offers integration with APIs, and has a great support community where required. It builds lasting relationships with personalizations, enhances sales, and improves customer satisfaction.
SuiteCRM is one of the best CRMs with WhatsApp integration. The SuiteCRM store has various tools prebuilt to integrate WhatsApp, offering various features. The common features are as follows:
- You can easily schedule WhatsApp messages. These could be birthdays, anniversaries, or other time-sensitive messages.
- When you have a notification on WhatsApp, you can set reminders to get reminded about the notification at a later time.
- This integration allows for two-way WhatsApp communication, meaning the customer will be able to reply to your messages and you’ll be able to respond via the notification received.
- Keep your WhatsApp communication centralized and with one click manage your workflow configuration. You can set up custom automated workflows.
- Sending one sales message to your entire customer base, or a certain segment becomes hassle-free with the sending Mass WhatsApp messages feature.
Salesforce
Salesforce is a cloud-based CRM that offers specific clouds for sales, marketing, and customers. It is one of the leading AI-powered CRM platforms. It offers AI agents like Einstein AI and agent force that can assist human agents in their everyday tasks. It is highly customizable and scalable for any size of business.
Salesforce offers the following features for WhatsApp integration:
- With Salesforce and WhatsApp integration, agents can initiate two-way communication, making effortless communication possible.
- Salesforce Supports a variety of formats like voice messages, text, and images. This makes sharing every type of information hassle-free.
- Data Security is the utmost priority of Salesforce. In this regard, admin regulations are made possible in Salesforce WhatsApp Integration, where an admin-approved message is sent to the customer.
- Salesforce allows for greeting workflows for messaging routing. You can create flows like receiving customer queries and choosing to automatically reply to them or queue them for an agent to answer later.
Monday.com
Monday.com offers a full-fledged solution for managing sales, marketing, project management, operations, hr, and more. It is highly intuitive and easily configurable by less technical teams.
You can easily connect WhatsApp with Monday.com via third-party tools. It offers the following features for WhatsApp integration:
- Every time a new message comes into your WhatsApp, it automatically saves it as a new contact for your team to later track incoming chats.
- A lot of the time you have different numbers for your support and marketing teams. Connect multiple WhatsApp numbers to manage them all in one single platform.
- Start and continue WhatsApp conversations right from within the CRM platform. You’ll never have to open a new WhatsApp tab to start new conversations.
- You can set up Automated personalized messages. Even when your agents are unavailable, you’ll always be in touch with your customers.
- With a lot of numbers and conversations to manage your team can benefit from shared inbox. The whole team gets a consolidated view of all conversations and can pick up where it was left.
Benefits of CRM with WhatsApp messaging features
While all of the above-mentioned CRMs offer distinct features, there are some benefits of using a CRM for WhatsApp. — why use CRM integration with WhatsApp business?
Automate Smaller Tasks
With so many business operations already in the pipeline, the team can greatly feel the ease of the workload. The message automation like order and delivery address confirmation, can be automatically done by setting workflows.
All Apps In One Place
The sole purpose of having integrations in CRM is to make it the one platform for all your business operations that your team will ever need. This saves loads of time in tab switching and reduces the risk of losing any important information by managing a lot of platforms.
Whatsapp CRM on all devices
Whatsapp Business is not just managed by one team member but by the whole team, and in various departments. Your sales and marketing team uses it for promotional messages, the delivery team to send delivery messages, and confirm orders, and the support team to answer customer queries.
Your CRM should make it available for all teams to use and that too separately for all matters. It’s ideal to have a CRM to uses separate phone numbers for each department to contact customers for various purposes.
Add contacts, create opportunities
Whenever a new customer contacts you on WhatsApp, CRM should show it as a new lead and save it. This ensures that you quickly take up that lead and and not let any opportunity slip up. Make sure that your CRM is well-synced with WhatsApp at all times.
Select the ideal CRM
While the above-mentioned list comprises the top CRM platforms with WhatsApp sync, finding the best fit comes down to your business requirements. Below is a simple criteria based on which you can check for your right fit.
Ease of use
Some CRMs are very complex and require CRM developers to configure CRM settings to fine-tune the integration. Look for a CRM that has an intuitive and user-friendly interface. It shouldn’t be daunting for your users to get lost in finding the right information.
Scalability
As your business grows so does your customer data and integration data. Your CRM should be able to scale with your business and accommodate the increasing numbers. Additionally, some CRMs charge more as per more storage requirements, so keep that in mind when choosing a CRM.
Integration capabilities
The true power of CRM lies in making it a single platform that your team will ever use. For that you’ll be required to bring in all the necessary tools in your CRM. Consider the CRM’s ability to integrate with other business tools. Such as email marketing platforms, e-commerce platforms, and social media platforms.
Automation features
Hands down automation is the best thing that ever happened to these platforms. Look for CRM having features like workflow automation which will automate repetitive tasks, like lead scoring, call scheduling, and followups. Some advanced CRMs also come with AI that can personalize your interactions and provide valuable feedback.
Pricing support
Price is an important factor when choosing a CRM platform. There are different pricing models for you to evaluate like per user, per feature, clouds, etc. Choose the one that best fits your budget and business needs.
Artificial Intelligence
AI has become an indispensable component of modern CRM systems. It revolutionizes how businesses interact with customers by automating tasks and providing valuable insights. For instance, in CRMs you can get AI-powered chatbots, predictive analytics, lead scoring and personalized recommendations, next steps, etc.
However, AI can be a bit on the costly side for small businesses and startups. To run a cost analysis for your business, check out our detailed guide here.
How to integrate the CRM with WhatsApp
Every CRM offers integration, but there are various WhatsApp CRM integration tools.
API integration
This involves using the WhatsApp Business API to directly connect CRM with Whatsapp servers. This provides flexibility and control over the integration, enabling features like automated messages, chatbot integration, and interactive menus.
It is suitable for businesses with high-volume communication needs and complex integration requirements.
CRM tools using API integration are Salesforce, HubSpot, and Zoho CRM.
Third-party integrations
Some CRMs tend to use third-party WhatsApp integration tools that specialize in pre-built integrations, making the setup process easier. These integrations offer intuitive interfaces and are much more cost-effective than developing custom integrations.
SuiteCRM store and Monday.com offer various third-party tools for this integration.
Others
Some applications offer native integrations with WhatsApp or CRM-specific integration. These integrations are often easier to set up and use specifically for the CRM platform.
Some browser extensions can facilitate communication between CRM and WhatsApp. These extensions can help you quickly access customer information from your CRM while chatting with them on WhatsApp.
Summary Table of Best CRM for WhatsApp business communication
| CRM | Top Features | WhatsApp Integration | Automation | AI |
| Zoho CRM | Centralized communication, filtering messages, reminders | One-way and two-way communication, pre-defined messages, templates | Sending repetitive messages | Limited |
| HubSpot CRM | Shared inbox, automated messages, seamless communication | Two-way communication, personalized messages | Automated personalized messages | Built-in AI features |
| SuiteCRM (Open-source) | Schedule messages, reminders, two-way communication, mass messaging | Third-party tools integration | Sending pre-defined messages | Limited (may require add-ons) |
| Salesforce | Two-way communication, supports multiple formats, data security | Admin-approved messages, greeting workflows | Greeting workflows, potential for AI customization | Built-in AI features (Einstein AI) |
| Monday.com | Saves new contacts, connects multiple numbers, in-platform conversations, automated messages, shared inbox | Third-party tools integration | Sending pre-defined messages | Limited (may require add-ons) |
Conclusion
Integrating WhatsApp with your CRM can significantly enhance customer communication, streamline sales processes, and improve overall business efficiency. By choosing the right CRM with robust WhatsApp integration features, you can leverage the power of this popular messaging platform to build stronger customer relationships, increase sales, and drive business growth.
However, selecting and implementing the optimal CRM solution can be complex.
RT Dynamic can assist you in this process by:
- Evaluating your specific business needs: We analyze your requirements and recommend the most suitable CRM with the best WhatsApp integration capabilities.
- Implementing and customizing your CRM: Our expert developers seamlessly integrate WhatsApp with your chosen CRM platform, ensuring smooth functionality and optimal performance.
- Providing ongoing support: We offer ongoing support and maintenance to ensure your CRM and WhatsApp integration continue to function effectively and meet your evolving business needs.
By partnering with RT Dynamic, you can leverage the power of CRM and WhatsApp to unlock new levels of customer engagement and achieve your business goals. Contact us today for a free consultation and let us help you find the perfect CRM solution for your business.
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