01
New chats arrive as incoming.
Anyone who writes to you and is not a deal yet shows up in Incoming. You accept it and it lands in the first stage of your board; if it came from an ad, it keeps its tag.
CRM · Incoming
Use cases
Close sales on WhatsApp with your CRM
From first message to payment in the same conversation, with every lead in your CRM.
For: Sales teams that sell over chat
CRM · Sales pipeline
How it works
From the first message to a won deal. This is how a chat sale works in Recaudo.
02
Schedule the follow-up.
You leave a scheduled message and it goes out in the customer's conversation at the set time. The rep gets a notice.
Follow-ups
03
Get paid in the same chat.
You send the payment link from the conversation and see the payment right there. If the link came from the deal, the deal moves to Won on its own.
Payment page
The problem: WhatsApp leads go cold
Leads ask for the price, request photos and are left waiting. If each salesperson works from their own phone, nobody knows who replied to whom, follow-ups depend on memory and, when a salesperson leaves, their conversations leave with them.
The solution: shared inbox, sales board and payment in the chat
- Shared inbox: WhatsApp, Instagram, Messenger, email and your website chat arrive in the same place. Conversations are assigned in turns within each group.
- Incoming: chats that aren't deals yet appear in a separate column. You accept them and they land in the first stage of the board; the ones that come from an ad keep their tag.
- Scheduled follow-ups: you leave a message that goes out at the set time in the customer's conversation.
- Stalled deals: the board flags the ones that have gone too many days without changing stage.
- Payment in the chat: you send a payment link; if it was sent from the deal, the deal moves to Won on its own when the customer pays.
What you use from Recaudo
These are the Recaudo tools that make this use case possible.
Frequently asked questions
¿Cómo cierro una venta sin salir de WhatsApp?
Mandas un link de pago en la conversación. El cliente paga en la página de pago y el pago aparece en el mismo chat.
¿Varios vendedores pueden atender el mismo número?
Sí. La bandeja reparte las conversaciones por turnos dentro de cada grupo y cada conversación tiene un responsable.
¿Cómo llegan los chats al CRM?
Los chats nuevos aparecen como entrantes en tu tablero. Al aceptarlos quedan como negocio en la primera etapa, con su historial y etiquetas.
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