WAAC

CRM and sales funnel

CRM integrated with WhatsApp and systems

Connect CRM, app and WhatsApp to organize your sales funnel and reduce lost opportunities.

When your sales operation relies on multiple channels such as apps, CRM and WhatsApp, disconnected systems often lead to missed opportunities and manual work. WAAC designs integrations that connect these channels into a unified commercial flow, helping your team manage leads more efficiently and with better visibility.

Benefits for your sales operation

  • Automatic lead entry into CRM, reducing manual errors.
  • Centralized customer history, including conversations and deal stages.
  • Fewer lost opportunities through structured lead tracking.
  • Better funnel visibility for managers and sales teams.
  • Channel integration across apps, WhatsApp and internal systems.
  • Higher team productivity with less reliance on spreadsheets.

How WAAC delivers

We start with a diagnosis of your current flow, identifying how leads enter and where inefficiencies exist. Then we design an optimized commercial workflow and define how systems should interact.

We evaluate APIs, webhooks and integration capabilities to connect your CRM, WhatsApp and other platforms. After development and configuration, we run tests and deploy gradually.

Post-launch, we support continuous improvements as your operation evolves.

Use cases

Multi-channel lead generation: consolidate leads from app, website and WhatsApp into one CRM.

Hybrid customer service: automatically track WhatsApp conversations in CRM.

Sales process structuring: assign leads and track stages more clearly.

Frequently asked questions

How to integrate app, CRM and WhatsApp?

It starts with mapping your commercial flow and then connecting systems using APIs or integration tools.

Can leads enter the CRM automatically?

Yes, depending on your tools, leads can be captured and sent directly to CRM.

Can we track customer history?

Yes, integrations allow centralized tracking of interactions and deal progress.

Does integration reduce lost opportunities?

It often helps by improving organization and reducing manual errors.

Can you integrate with our current CRM?

In many cases, yes, depending on system capabilities.

Do we need a custom app?

No, integration can work with your existing channels.

Request a quote to understand how WAAC can structure your integration strategy based on your current setup.

Frequently asked questions

How to integrate app, CRM and WhatsApp?

The process starts with mapping your sales flow and then connecting systems through APIs and integration tools.

Can leads automatically enter the CRM?

Yes, leads from multiple channels can be automatically captured and stored in the CRM.

Can we track customer history?

Yes, integrations allow centralized tracking of interactions and deal stages.

Does integration reduce lost opportunities?

It often helps by improving organization and reducing manual processes.

Can you integrate with our existing CRM?

In many cases, yes, depending on available APIs and system capabilities.

Do we need our own app?

No, integration can be done with your existing channels like website and WhatsApp.

Is your sales operation facing any of these challenges?

  • •Leads arriving from multiple channels without centralized management
  • •Manual processes causing delays and inconsistent lead handling
  • •Customer information scattered across CRM, WhatsApp and other systems
  • •Lack of visibility into sales pipeline performance
  • •Missed opportunities due to poor lead distribution and follow-up
  • •Difficulty scaling operations without increasing complexity

The cost of disconnected systems

  • •Lost revenue opportunities caused by fragmented customer journeys
  • •Increased operational workload and lower team productivity
  • •Limited visibility into sales performance and bottlenecks
  • •Inconsistent customer experiences across channels
  • •Reduced ability to scale sales operations efficiently

The transformation with WAAC

Before

Leads managed manually across multiple platforms

After

Automatic lead capture and centralized CRM management

Before

Customer interactions scattered across channels

After

Complete customer history accessible in one place

Before

Limited visibility into sales pipeline progress

After

Real-time tracking of opportunities and funnel stages

Before

Manual handoffs creating delays and errors

After

Automated workflows that improve speed and consistency

How our solution works

1

Sales Process Assessment

We analyze your current lead flow, systems and operational bottlenecks.

2

Workflow Design

We define the ideal commercial process, lead routing rules and funnel structure.

3

System Integration

We connect CRM, WhatsApp, apps and internal platforms through secure integrations.

4

Automation & Validation

We configure workflows, notifications and automated lead management processes.

5

Continuous Optimization

We monitor performance and refine the solution as your business grows.

Business benefits

Higher Sales Efficiency

Reduce manual work and allow your team to focus on revenue-generating activities.

Improved Lead Management

Ensure every lead is captured, assigned and tracked consistently.

Better Pipeline Visibility

Gain a clear view of opportunities, bottlenecks and conversion performance.

Centralized Customer Data

Create a single source of truth for customer interactions and sales history.

Scalable Commercial Operations

Support growth without increasing operational complexity.

Faster Decision-Making

Use reliable, organized data to improve commercial performance.

WAAC vs Traditional Sales Processes

Feature / DifferentiatorWAAC approach
IntegrationWAAC connects all customer touchpoints, while traditional processes rely on disconnected tools.
VisibilityCentralized dashboards replace fragmented spreadsheets and manual reports.
AutomationAutomated workflows reduce human error and accelerate lead handling.
ScalabilityA structured system supports growth without creating operational bottlenecks.

Full connectivity across your ecosystem

CRMWhatsAppMobile ApplicationsWeb FormsLanding PagesERP SystemsInternal PlatformsCustom APIs

Why choose WAAC?

  • Specialists in CRM integration and sales process automation
  • Custom solutions tailored to your business operations
  • Expertise connecting WhatsApp, applications and business systems
  • Focus on operational efficiency and measurable business outcomes
  • Ongoing support and continuous improvement after deployment

Operational outcomes that build confidence

Faster Response Times

Leads are automatically routed to the right team members.

Reduced Manual Work

Automated processes eliminate repetitive administrative tasks.

Greater Visibility

Track every interaction and opportunity throughout the sales cycle.

More Organized Operations

Unified systems create consistency across the entire commercial process.

Our delivery methodology

1

Phase 1

Assess current systems, channels and commercial workflows.

2

Phase 2

Design the integration architecture and sales process structure.

3

Phase 3

Develop and configure system integrations and automations.

4

Phase 4

Test, validate and deploy the solution in a controlled environment.

5

Phase 5

Monitor performance and evolve the solution alongside your business.

Frequently Asked Questions

Can WAAC integrate with our existing CRM?

In many cases, yes. We assess your CRM's integration capabilities and design the most effective connection strategy.

Can leads be automatically created inside the CRM?

Yes. Leads from websites, apps, WhatsApp and other channels can be automatically captured and routed into the CRM.

Will integration help reduce lost opportunities?

Integrated workflows improve visibility, automate follow-ups and reduce the risk of leads being overlooked.

Can we track customer history across channels?

Yes. Interactions, conversations and sales progress can be centralized into a single customer record.

Do we need a custom application to implement this solution?

No. The solution can integrate with your existing channels and systems depending on their capabilities.

Ready to connect your CRM, WhatsApp and business systems?

Request a consultation and discover how an integrated sales operation can improve visibility, efficiency and conversion rates.

Request a Free Assessment