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CRM

How WhatsApp and CRM can work together

Keep customer conversations human while making requests visible and easier to follow up.Omnala · 1

Conversations need context

A CRM should not replace the conversation. It should make ownership, stage and next action visible around it.

  • Capture essential details
  • Use simple stages
  • Set an owner

Make follow-up practical

A useful process helps a team see which request requires a response next without turning every message into administration.

  • Keep templates helpful
  • Review open requests

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