Best CRM with WhatsApp for sales teams
If your team sells over WhatsApp, the CRM has to live where the conversation happens. Here is what to check.
CRM · Sales pipeline
In Latin America a lot of selling happens on WhatsApp. A good CRM with WhatsApp brings together chat, pipeline and payment: every conversation has an owner, becomes a deal and can be paid without switching apps.
What to look for
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01
Official WhatsApp for the whole team
Several sellers answer the same number, with conversation assignment.
How Recaudo handles itOfficial WhatsApp API (or the WhatsApp on your phone) with a shared inbox, an owner per conversation and round-robin assignment within each group.
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02
The chat becomes a deal
Every conversation creates or updates the customer and their deal in the pipeline, with no manual entry.
How Recaudo handles itChats that are not deals yet show up as incoming on the board and you accept them with one click; the deal keeps the history and scheduled follow-ups.
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03
Get paid without leaving the chat
Send the payment link in the conversation and see when it was paid.
How Recaudo handles itThe payment link goes out from the conversation and, when the customer pays, the deal moves to "Won" on its own.
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04
AI that helps
An agent that answers repetitive questions and hands the conversation to a seller with context.
How Recaudo handles itAI agents that answer, book appointments and hand the conversation to a person when needed.
What it looks like in Recaudo
How Recaudo meets it
Frequently asked questions
What is the best CRM with WhatsApp for sales?
One that uses the official API with several agents, turns each chat into a deal and lets you get paid in the same conversation. Recaudo brings inbox, CRM and payments together on one platform.
Can several sellers use the same WhatsApp?
Yes. The inbox assigns conversations round-robin within each group and each one has an owner.
Is the CRM connected to payments?
Yes. You send the payment link from the chat and the payment is tied to the customer and the deal.