WhatsApp CRM: Boost Your Business with NetHunt’s WhatsApp Integration

Originally published January 10, 2025, updated January 15, 2025

Learn how a WhatsApp CRM automates the entire lead management process and boosts sales.

Did you know that 66% of customers feel more confident messaging a business than reaching out via email or phone calls? Yep, messaging is the future of sales, and WhatsApp is leading the charge.

But here’s the kicker: it’s not just about being on WhatsApp — it’s about how effectively you can integrate it into your sales strategy. That’s where a tool like NetHunt WhatsApp CRM comes in — a tool that allows you to automatically capture WhatsApp leads, store every chat and interaction in one place, and communicate with your leads directly within the CRM.

Let’s explore how a WhatsApp CRM can revolutionize your sales strategy and help your business thrive. We’ll use NetHunt CRM as an example.

What is WhatsApp CRM and why it matters for your business success

WhatsApp CRM is a customer relationship management system that has a native or third-party integration with WhatsApp. Such a tool combines the power of WhatsApp’s messaging platform with the functionality of a CRM and helps you capture more leads and nurture them later into loyal customers.

With WhatsApp CRM integration, businesses can:

• Automatically capture WhatsApp leads and create customer records based on the captured data
• Store customer data and interaction history in one place
• Communicate aka send/receive messages to leads right within the CRM (but only if you’re using NetHunt WhatsApp CRM as we don’t know any other WhatsApp marketing software on the market that offers this particular feature 🤔)
• Analyze WhatsApp customer engagement

Later, we’ll talk more about the benefits of WhatsApp integration with CRM. Meanwhile, let’s focus on NetHunt CRM as an example of what you can expect from CRM with WhatsApp integration.

This is why NetHunt is your ultimate WhatsApp CRM

NetHunt takes pride in its heavy focus on omnichannel lead capture and engagement. We understand that leads come from multiple places (and the more sources — the better). That’s why we‘ve done everything to make your communication with WhatsApp leads easy and efficient.

The best part? Unlike other tools on the market, NetHunt offers NATIVE CRM WhatsApp integration. This means you don’t have to pay for third-party connectors and compromise your data accuracy and security.

Automatically capture leads and create customer records from WhatsApp chats

You don’t have to manually transfer customer data from the app to the CRM. Instead, you can create neat customer records that would contain the publicly available data in seconds.

You no longer need to switch between the app and the CRM as all messages that you have to respond to would appear in the system. You can’t communicate with your leads either from the Chat’s tab or the customer’s record.

Keep your customer data in one place

Every chat can be linked to the customer record in the CRM. This way, every interaction with a lead or customer is recorded in the timeline. The next time a sales rep interacts with that customer, they can access the customer record or chat tab to find key details and prepare for a productive meeting.

Share customer communication history with your team

Want to close deals faster? With WhatsApp integration, your team can access all messages sent and received via the business profile. Everyone stays aligned and works together to seal the deal.

❗ By the way, did you know that all these things work for other communication channels as well? 😯

Other ways you can benefit from NetHunt CRM

• NetHunt isn’t simply a WhatsApp CRM tool. It’s a CRM with multichannel lead nurturing at heart 😊 That’s why NetHunt natively integrates with messengers (Telegram, Viber), social media platforms (Facebook, Instagram), and LinkedIn. You can communicate with all leads and manage LinkedIn inbox right within the CRM.

• Build multiple pipelines (sales, product, marketing, etc.) with highly customizable elements to ensure the CRM system works for you, not the other way around. For instance, you can even build sales pipelines for different communication channels, such as WhatsApp, email, or social media.
• Track deals’ progress through the pipeline stages and automatically assign tasks to team members based on deal’s changes. The list of to

• Plus, NetHunt CRM doesn’t burn a hole in your pocket. Unlike Salesforce and HubSpot, you won’t need to buy separate sales and marketing hubs. And unlike Copper and Pipedrive, there’s no need for costly add-ons or third-party connectors. With NetHunt, what you see is what you get — no hidden costs.

How to get started with NetHunt WhatsApp CRM

Connecting NetHunt CRM with your WhatsApp account is a walk in the park. Really, it just takes a few steps and a tiny bit of patience 🙂

1. Open NetHunt CRM and navigate to Settings > Chats.
2. Click on Connect Chat and select WhatsApp (Personal) from the options.
3. A QR code will appear. Open WhatsApp on your mobile device, go to Settings > Linked Devices, and scan the QR code to link your account.
4. Once linked, customize your settings:

• Change the channel name for easy identification.
• Select which conversations to save in NetHunt — all conversations, approved contacts only, or exclude certain contacts.

Congrats! Now you’ve got your very own WhatsApp CRM software 😉

Now let us tell you how you can leverage NetHunt CRM with WhatsApp to the fullest.

Tips to make the most of NetHunt WhatsApp CRM integration

• Native Gmail integration. Organize your contacts. Ensure every chat is linked to the appropriate customer record in NetHunt CRM. This keeps your database clean and ensures your sales reps can find key details fast.
• Collaborate with your team. Share access to WhatsApp chats with team members based on your company's privacy settings. Ensure everyone stays aligned and works collaboratively toward closing deals without compromising sensitive information.
• Use filters to stay efficient. WhatApp chat integration is a great thing. Still, you need to learn how to prioritize your chats. Filter conversations by status — unreplied, assigned, or closed — to prioritize your responses and never miss a lead.
• Decide which chats appear in your CRM. Whether it's group or private chats, you have the flexibility to capture and save only the conversations that matter, keeping your WhatsApp based CRM organized and clutter-free.
• Tailor access levels. Integrating WhatsApp with CRM means you’ll need to work on access levels. Assign custom permissions for team members, ensuring they have just the right level of access to WhatsApp chats.

💡 Pro Tip: Add a website widget with your messengers and a web form. All requests from your website chats will automatically get saved in NetHunt CRM for even more effortless lead management!

A quick recap: 5 benefits of WhatsApp integration with CRM

Using WhatsApp CRM unlocks a range of advantages. WhatsApp for business integration with CRM can significantly boost your company's sales efficacy and customer satisfaction due to the following reasons.

#1: Faster response time

According to Lead Connect's research, 78% of customers tend to purchase from the brand that answers first. When you integrate WhatsApp with CRM, your salespeople instantly get alerts to new messages, enabling them to respond more quickly than if they were to switch tabs or check their phone.

#2: Higher engagement rates

Messages sent via WhatsApp typically achieve a 60% engagement rate, exceeding the average 37.9% seen in traditional email communications. With WhatsApp CRM, your team can send personalized messages, engage in real-time conversations, and follow up with ease. This shows that a WhatsApp CRM platform is an effective tool for building stronger relationships with your audience and attracting even more leads.

#3: WhatsApp's appeal to younger audiences

Studies show that a significant portion of younger demographics prefer messaging over calling. Simple Texting reveals that Gen Z prefers buying through direct texts, skipping the hassle of mobile checkout. So, when you choose a WhatsApp sales CRM you choose a tool that helps you easily connect and engage with your audience.

#4: Keeping up with customer expectations

One of the recent research shows that 90% of customers expect immediate response from companies. The good news is that the best CRM with WhatsApp integration successfully meets this need. It saves you time and effort with automated responses, reminders, and follow-ups — your sales team stays sane, and your customers are happy.

#5: Creating a relaxed and personalized dialogue

Managing your communication with WhatsApp CRM tools fosters a more relaxed and personalized approach, meeting the desires of 81% of customers who seek personalized engagement with brands. By building trust through one-on-one conversations you make customers feel valued and understood.

Final Thoughts

We can’t blame customers for wanting company’s undivided attention aka quick responses and personalized messages. In a world of instant gratification, where people order products and receive them at their doorstep within an hour, businesses must use tools that help them stay ahead.

And yes, you’ve guessed it right — WhatsApp CRM is one of such tools.

If you’re looking for the best WhatsApp CRM that is budget-friendly and offers robust multi-channel functionality, look no further. With NetHunt CRM, you can capture and nurture leads from multiple sources, manage communication history with ease, and generate actionable insights with smart reporting. Oh, don’t forget those ultra-customizable pipelines! They automate your sales process and ensure every deal moves smoothly through the stages.

Meet your customer’s expectations and exceed them with NetHunt CRM WhatsApp integration! 💬📈🤝

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