WHATSAPP INTEGRATION

Use WhatsApp to engage audiences, accelerate sales and drive better customer support outcomes on the platform with more than 2 billion users around the world.

Streamline customer communications with automated WhatsApp messaging

Keep your customers informed and engaged with timely WhatsApp messages sent automatically from your Gold-Vision CRM. Whether it’s appointment reminders, contract renewals, or follow-up notifications, our WhatsApp integration ensures your messages reach customers when they matter most.

Automated message triggers

Set up WhatsApp messages to send automatically from any CRM trigger, such as field visit reminders, contract renewal alerts, opportunity updates, or custom events that matter to your business.

Personalised message content

Create custom message templates with merge fields to include customer names, appointment times, contract details, or any CRM data, making every communication personal and relevant.

Complete message tracking

View all sent WhatsApp messages in your dedicated WhatsApp Usage list, showing exactly what was sent, when it was delivered, and to which contacts.

Seamless CRM workflow

Messages are triggered directly from your existing CRM processes, requiring no additional steps from your team, whilst keeping customers informed throughout their journey.