01WHATSAPP · CRM · BLIP PARTNERS
Connect WhatsApp to Your CRM
We can save WhatsApp inquiries in your CRM, assign them to a sales rep and add follow-up tasks. We’re Blip partners. Start with a free review; projects start at USD 4,000.
Received
Need and contact details
Assigned
Follow-up
02THE PROBLEM
From a WhatsApp Message to Sales Follow-Up
The bot can ask for the details your team needs, save them in the CRM and send the conversation to a sales rep. The rep can then follow up without entering the same information again.
03DETAIL
Where Follow-Up Gets Lost
We’ll look at what happens after someone gets in touch.
THE INQUIRY STAYS IN THE CHAT
Save the customer’s details and what they’re asking for in the CRM.
NOBODY KNOWS WHO SHOULD REPLY
Assign the inquiry to a team or sales rep.
A QUOTE NEEDS A FOLLOW-UP
Add a reminder for the person handling it.
04DETAIL
What We Can Set Up
We’ll review your tools and agree on what the project includes.
THE WHATSAPP CONVERSATION
Use Blip to ask for the details your team needs to help the customer.
THE CRM RECORD
Create or update the contact and opportunity, then assign an owner.
THE SALES FOLLOW-UP
Send the conversation to a person and add the tasks they need to follow up.
05In practice
An Illustrative WhatsApp Inquiry
Move a sample inquiry through a proposed sales workflow.
Explore the example to see how the service could work. The scope depends on your process and systems.
See how to start →Received
Need and contact details
Assigned
Follow-up
Received
Need and contact details
Assigned
Follow-up
Received
Assigned
Responsible sales team
Follow-up
Received
Assigned
Follow-up
Next CRM task
06METHOD
How We’d Set It Up
We’ll agree on how your team wants to handle inquiries before configuring the tools.
- 01
REVIEW HOW YOU WORK
Look at where inquiries arrive, what you record and who follows up.
- 02
PLAN THE CONVERSATION
Choose the questions, customer details and team that should receive each inquiry.
- 03
CONNECT THE TOOLS
Set up the agreed Blip and CRM connection and test it with sample inquiries.
- 04
SHOW YOUR TEAM HOW TO USE IT
Explain how to pick up conversations and keep follow-up records.
07FOCUS
What We Need to Look At
- Where inquiries arrive and who replies
- The CRM or tool you use to keep track of sales
- An example of a quote that needs follow-up
08Start here
Let’s Review Your Sales Follow-Up
Show us what happens when a customer gets in touch.
What we’ll look at
Your current tools and an example of an inquiry.
How we can help
We’ll recommend a first connection or automation to consider.
The review is free. Projects start at USD 4,000 and can combine website work, SEO and automation.
Get a free review →09QUESTIONS
Questions About WhatsApp and CRM Automation
How would you use Blip?
We’re Blip partners. We can use it for the conversation and transfer to a sales rep, then connect the details to the CRM your team uses.
What would the automation do?
It could collect the customer’s details, save the inquiry in the CRM, assign it to someone and create a follow-up task. We’ll agree on the exact steps with you.
Can we keep our current CRM?
We’ll check how it can connect to Blip before recommending a change.
How much does a project cost?
The review is free. Projects start at USD 4,000 in total, even when they combine website work, SEO and automation.
Can we include SEO in the same project?
Yes. We can combine the work in one proposal. The USD 4,000 minimum applies to the whole project.
Can it also send follow-up messages?
We can start with reminders for the sales rep. If you want automatic messages to customers too, we’ll review that as part of the project.
Are software licenses included?
Before work starts, the proposal will explain which licenses and channel charges the solution needs and which costs it covers.
10SERVICES
Other Work You May Need
We can include related work in the same proposal when you need it.
CHATBOTS AND CUSTOMER SERVICE
We can build a bot that uses your business information to answer questions and passes the conversation to a person when needed.
SEE MORESYSTEM INTEGRATION
We can connect your CRM, store and business applications so the information reaches the people who need it.
SEE MOREBUSINESS INTELLIGENCE
We can connect data from your tools and build reports for the decisions you need to make.
SEE MORESEO SERVICES
Build an organic search plan around the services and decisions your customers search for. We connect keyword research, page ownership, technical priorities and measurement to an agreed implementation scope.
SEE MORECUSTOM SOFTWARE
We build applications around the work your team needs to do and connect them to the tools you use.
SEE MORE11QUOTE
Tell Us How Your Team Handles Inquiries
Tell us where customers contact you and how your team follows up. We’ll review it with you for free.
- Tell us what you need to improve
- We review the tools you use
- We explain the work we recommend and what it costs
12CONTACT
Let’s Look at Your Sales Follow-Up
The first review is free. Projects start at USD 4,000 and can combine website work, SEO and automation.