If your clients prefer to communicate with you via WhatsApp, it's important to meet them where they are. Planfix makes it easy to do just that.
WhatsApp Integration
WhatsApp is growing in popularity because it allows for fast, private communication that is often preferred over email or phone.
Customers are more likely to engage, whether with small online purchases or large wholesale orders, if they can easily contact the store directly.
By connecting WhatsApp with Planfix CRM, you can enable your clients to chat with you through their preferred messenger, while your employees can manage the messages through Planfix's user-friendly interface.
By connecting WhatsApp with Planfix CRM, you can enable your clients to chat with you through their preferred messenger, while your employees can manage the messages through Planfix's user-friendly interface.
Integrate Whatsapp Business
with CRM and you can easily organize the following:
with CRM and you can easily organize the following:
Newsletters about promo
and special offers
and special offers
Convenient customer service experience
Order processing
and order logistics
and order logistics
Take a look at how we use it:
Every message sent to your WhatsApp number becomes a task in Planfix. A contact will be created automatically in your account with the name and phone number of the WhatsApp user, and this contact will be set as the assigner for this task.
Whatsapp CRM integration allows you to add other Planfix users to these tasks and discuss customers' questions in the task comments.
Whatsapp CRM integration allows you to add other Planfix users to these tasks and discuss customers' questions in the task comments.
If you comment on this task and notify the contact, they will see your comment as a WhatsApp message, as if you wrote to them from the app.
Initiate a conversation
with the client on WhatsApp
with the client on WhatsApp
Don't wait for your clients to reach out to you on WhatsApp – you can start the conversation if you know their WhatsApp phone number. For example, you might schedule a meeting or share exclusive offers.
When you do so, Planfix will create a new task to track further communication with the customer, as if they had contacted you on WhatsApp.
When you do so, Planfix will create a new task to track further communication with the customer, as if they had contacted you on WhatsApp.
They receive it on WhatsApp
You send a message to a contact through Planfix
