CRM and sales funnel
Turn WhatsApp into a lead generation CRM
Organize WhatsApp conversations into leads, pipeline stages, and opportunities with integrated CRM and automation.
Turn WhatsApp into a structured sales system
Many companies rely on WhatsApp as their main sales channel but treat each conversation as isolated. This leads to lost opportunities, missing follow-ups, and lack of visibility over the pipeline. By integrating WhatsApp with a CRM and sales funnel, each conversation becomes a structured lead with history, status, and future potential.
Benefits
- Structured lead capture: every conversation becomes a tracked opportunity
- Reduced lead loss: no more forgotten contacts
- Clear sales pipeline: visibility into all deal stages
- Smart segmentation: organize leads by profile and intent
- Centralized history: full context available for any agent
- Better follow-ups: defined next steps for each opportunity
How WAAC delivers
WAAC starts with a diagnostic of your current sales process and WhatsApp usage. Then, it designs a CRM structure with pipeline stages, lead fields, and qualification criteria.
The implementation includes WhatsApp integration, lead database setup, automation rules, and structured workflows. Depending on the case, APIs and integration layers are used to ensure scalability.
After launch, the system evolves based on real usage, improving efficiency over time.
Use cases
Consultative sales tracking: maintain context across conversations and agents.
Opportunity recovery: revisit leads that didn’t convert initially.
Multi-agent teams: assign and track responsibilities for each deal.
FAQ
How to turn WhatsApp chats into leads?
By using a CRM system that captures and organizes each interaction into structured opportunities.
Is chat history saved?
It depends on integration methods and permissions.
Can future opportunities be created?
Yes, leads can be tracked and revisited over time.
How to segment contacts?
By stage, profile, interest, and behavior.
The next step is to structure your WhatsApp as a true sales system and unlock its full potential.
Frequently asked questions
How to turn WhatsApp conversations into leads?
By integrating WhatsApp with a CRM that captures and organizes each interaction.
Is WhatsApp chat history saved?
It depends on integration capabilities and permissions.
Can future opportunities be created?
Yes, leads can be tracked and re-engaged later.
How to segment contacts?
By profile, intent, stage, and behavior.
Does it replace human sales teams?
No. It enhances and organizes their work.
Can multiple agents use it?
Yes. It supports lead assignment and tracking.
