Can I chat with prospects via WhatsApp directly from deal pages?
Yes! WhatsApp is fully integrated into deal pages. Send messages, share documents, and view conversation history without leaving the CRM. All WhatsApp interactions automatically sync with deal activity timeline.
Seamless WhatsApp integration keeps sales conversations in context:
Direct Chat Integration
- Chat widget embedded in every deal page
- Send messages without switching apps
- View complete conversation history
- Share files and documents instantly
Automatic Activity Sync
- All WhatsApp messages logged in deal timeline
- Automatic activity tracking and categorization
- Message timestamps and read receipts
- Integration with deal stage progression
Document Sharing
- Send quotes directly via WhatsApp
- Share contracts and proposals
- Product catalogs and pricing sheets
- Meeting links and calendar invites
Team Collaboration
- Multiple team members can access conversations
- Internal notes and comments
- Conversation handoff between team members
- Shared WhatsApp inbox for team coordination
