On the profile
Messages attach to the lead or client sales already owns.
Client chat on the record, not on someone's phone.
A WhatsApp desk for KYC nudges, deposit status, and sales follow-up. The thread sits on the CRM profile so the next person can see it.
On the desk
How the desk uses WhatsApp
Personal phones lose history when a salesperson leaves. The plugin keeps the conversation with the client.
Templates
KYC, deposit, and withdrawal status without retyping the line.
Assignment
The queue belongs to a desk, not one handset.
Opt-in
You message people who agreed. Quiet hours stay a setting.
Handoff
Ops can read what sales promised.
Your number
The business line is yours. We do not sit in the middle of the chat.
Talk to us on WhatsApp.
The sales line is +44 7452 023861, or use the form.