Integrations
WhatsApp in Clix
In this market the conversation happens on WhatsApp. If it only exists on one agent’s phone, the company does not own the relationship.
Clix connects to WhatsApp Business Cloud so conversations can be sent, received and logged against the lead record. Messages sit in the lead’s activity timeline alongside calls, emails and viewings, which means the history stays with the company rather than on an individual agent’s phone.
The problem with WhatsApp as it is normally used
An agent leaves and takes the conversation with them. A manager cannot see what was promised. A colleague covering a viewing has to ask around. None of that is a WhatsApp problem. It is a problem of the conversation living outside the system of record.
- Send and receive from the lead record
- Message templates
- Full conversation logging
- History stays with the company
One timeline, every channel
WhatsApp messages appear in the same activity timeline as calls, emails, viewings and tasks. The next person to open the lead sees the whole story in order.
Enquiries that arrive as messages
A WhatsApp enquiry can become a lead record like any other source, with routing and a response SLA, rather than a notification somebody may or may not act on.
Frequently asked questions
Yes. WhatsApp conversations can be sent, received and logged against the lead record, so the message history sits with the lead rather than on one agent’s phone.
Clix CRM costs $10 per user per month. There is no setup fee and users can be added or removed as the team changes. Billing is handled through Stripe.
Integrations
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