WhatsApp campaigns
Send offers and announcements to segments of clients or leads, with messages personalised with each recipient's name and details. Schedule the send for whenever you want.
Solution · WhatsApp
The CRM that talks to your clients on WhatsApp
Your clients don't live in their inbox — they live on WhatsApp. oCRM brings WhatsApp campaigns, the bot and notifications straight into your CRM, linked to every client's record.
What is a CRM with WhatsApp integration?
A CRM with WhatsApp integration links your WhatsApp conversations to the client records in your CRM. In oCRM you send campaigns to client lists, auto-reply with a bot, use message templates and automatically notify clients about important events — such as a new invoice — without leaving the platform and without mixing your personal WhatsApp with work.
Auto-reply bot
Answers common questions instantly, based on keywords, and captures enquiries when you're not available. No 11pm message goes unanswered ever again.
Automatic notifications
Invoice issued, quote sent, payment due — your client automatically gets a WhatsApp message, and you stop typing them by hand.
Conversations in context
See messages next to the client's history: their quotes, invoices and tickets. Any teammate can pick up the conversation fully informed.
Message templates
Follow-up, confirmation, payment reminder — write them once and reuse them with variables filled in automatically.
Measurable results
Track campaigns and replies in reports, so you know which messages win clients and which don't.
Email or WhatsApp? Use both, intelligently
| Situation | WhatsApp (from oCRM) | |
|---|---|---|
| Follow-up after a quote | Read in 1–3 days, often ignored | Read in minutes, fast reply |
| Payment reminder | Often lands in Promotions/Spam | Seen immediately, personal tone |
| Sending official documents | Ideal — stays archived | Complementary, as a notification |
| Quick client questions | Slow, formal | Instant, with a bot after hours |
oCRM covers both: transactional emails and templates are included, while WhatsApp adds speed and high response rates. See also oCRM automation for messages that send themselves.
What selling on WhatsApp looks like with oCRM
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The lead enters your pipeline
From your website form, from the Google Maps import or added by hand — every lead gets its own record.
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Follow up on WhatsApp
Send the quote from the CRM and a templated WhatsApp message. The bot handles the usual questions; you step in only where it matters.
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Close and get paid
The contract is signed electronically, the invoice goes out automatically, and the client gets a WhatsApp notification at every step.
Frequently asked questions about CRM and WhatsApp
Can I send bulk WhatsApp messages to my clients?
Yes. oCRM lets you run WhatsApp campaigns to segments of clients or leads, with templates personalised with each recipient's name and details. We recommend messaging contacts who have opted in, in line with WhatsApp policies and GDPR.
What can the WhatsApp bot do?
The bot automatically answers common questions based on keywords, guides clients through reply menus and captures contact details outside business hours — so you never lose enquiries that arrive at night or over the weekend.
Why WhatsApp and not just email?
WhatsApp messages are read within minutes, while emails can sit unread for days. For sales follow-ups, payment reminders and quick confirmations, WhatsApp delivers significantly higher response rates. The ideal setup is to use both: email for documents, WhatsApp for speed.
Do conversations stay linked to the client?
Yes. Messages appear in the context of the client's record, alongside quotes, invoices and tickets, so anyone on the team can continue the conversation fully informed.
Move your sales to where clients actually reply
Turn on WhatsApp in oCRM and turn conversations into signed contracts.
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