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WhatsApp & Email

Reach Every Lead on the Channel They Answer

Message leads on WhatsApp and email from the CRM, and keep every conversation on the lead's record.

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1 tapFrom a lead to WhatsApp
2 channelsWhatsApp and email
1 recordPer lead, all conversations

Talk to leads where they already are

Most leads reply faster on WhatsApp than on a call. Email still matters for proposals and follow-ups. Use both without leaving the CRM.

WhatsApp from the leads list

Tap the WhatsApp icon beside any phone number to open the chat. No copying numbers.

WhatsApp Business

Connect your WhatsApp Business number to the CRM.

WhatsApp campaigns

Send a message to a group of leads in one go.

Connect your mailbox

Link your own email account so messages go out from your address.

Email campaigns

Reach many leads at once with a message you write once.

On the lead's record

Conversations stay attached to the lead, so the whole team sees the history.

How it works

1

Connect your channels

Add your WhatsApp Business number and your mailbox.

2

Pick your leads

Choose one lead, or select a group for a campaign.

3

Send

Write your message and send it on WhatsApp or email.

4

Follow up

Set a reminder and move the lead forward when they reply.

Why it matters

Common questions

To connect WhatsApp to the CRM, yes. You can still open a normal WhatsApp chat from any lead's phone number without one.

You connect your own mailbox, so messages go out from your own address.

Yes. Use WhatsApp or email campaigns to reach a group of leads together.

It depends on your plan. See the pricing page for the limits on each one.

Related features

Automations

Automate follow-up messages.

Learn more

Call Logging

Log every call outcome.

Learn more

Lead Management

Every message on the lead record.

Learn more

Message leads without leaving the CRM

Book a short demo and see WhatsApp and email working together.

Book a Demo