WhatsApp CRM by Field Team Tracking

WhatsApp CRM: one inbox tied to every customer

A WhatsApp CRM solves a simple problem: customer chats scattered across staff phones. In Field Team Tracking, the business connects a WhatsApp Business API provider, and chats arrive in one inbox inside the app. Badges mark chats nobody has opened and chats nobody has answered. Open one, and the panel beside it shows that person’s lead stage, recent calls and details, so the reply fits the history. Replies can carry photos, documents, video, voice notes, approved templates, quick-reply buttons or a list of options. Read receipts give the exact minute a message was seen. A new contact can be saved as a lead in one tap. When someone leaves the company, their chats stay behind for the next person. Day-by-day message series can nurture a lead, stopping as soon as a team member steps in.

WhatsApp CRM tools in the same account

The inbox is the centre; three tools feed it. Campaigns to many customers go out from the bulk WhatsApp sender, and their replies arrive here. A message can follow every call by itself, as the auto WhatsApp message after call page explains. Status changes, sales and reminders can each send their own text too. Leads behind the chats are managed on the lead management app page, and callbacks promised in a chat ring on the follow up reminder app. What else stays with the company when staff change is on the employee management app page, and WhatsApp nudges for unpaid amounts on the payment reminder app for business page.

WhatsApp CRM setup

1. Sign up with a WhatsApp Business API provider.
2. Add the provider as a profile in the app.
3. Sync your approved templates.
4. Answer the first unreplied chat and save the person as a lead.

WhatsApp CRM limits

• API provider. The shared inbox works through a WhatsApp Business API provider you connect.
• Message fees. Providers and Meta charge for API conversations, outside this app’s seat.
• Other channels. Instagram, Facebook and email inboxes are not included.
• Chatbots. There is no bot builder; series and auto messages follow set rules.

WhatsApp CRM example: a travel agency in Lima

A fictional agency; figures are examples only. A travel agency in Lima sells tour packages, mostly over WhatsApp. Three agents answered from their own phones, and when one left, a month of chats left too.

Chats now arrive in the shared inbox. The unreplied badge shows enquiries nobody has answered yet, and the panel shows whether the person already called. Enquiries become leads in one tap and get a “Cusco” or “Amazon” tag for later campaigns. The next time an agent left, every chat stayed.