Our view at Stack - Capsule CRM simplifies customer relationship management, streamlines sales processes, and saves time. Features include contact management, customisable sales pipelines, email integration, analytics, and workflow automation. It doesn't provide full email marketing functionality but it does allow you to connect to other tools.
Capsule integrates with many technologies, platforms, and tools to make your daily operations smoother. For many businesses around the world, WhatsApp Business has become a key platform for cultivating new lead relationships and keeping an open channel of conversation with clients.
But is WhatsApp a practical channel for your business? Let’s examine the benefits WhatsApp Business can offer, and the best platform for integrating with your Capsule account.
Why WhatsApp?
With 2.78 billion monthly active users, it’s fair to say that your prospects or clients will be using WhatsApp – whether it’s for business or maintaining personal relationships. Global adoption of WhatsApp Business has surged year-on-year, reaching 200 million monthly active users in 2023.
WhatsApp Business has gained popularity, particularly among users in Brazil, Mexico, Indonesia and India, and is increasingly becoming a key channel for businesses globally.
Whether your business reaches far corners of the world or serves your local community, WhatsApp is a simple way to communicate and manage your customer relationships.
What makes WhatsApp Business popular?
It’s simple. With WhatsApp you can meet users where they are: a messaging app they already use on their phone. In fact, 39% of users surveyed prefer WhatsApp for customer service to other channels.
What’s more, WhatsApp provides a familiar platform, making it easy to respond at a time convenient to the user, and doesn’t require people to call an automated helpline or spend their time listening to hold music.
What’s the best way to manage my WhatsApp business conversations?
Platforms like Wati.io and CallBell bridge the gap between your WhatsApp Business conversations and your customer relationship management (CRM) tool.
Instead of switching between your phone and laptop to manually type up notes, you can automatically pull your conversations into CRMs like Capsule. Plus, you no longer need to debrief your team members. Instead, your employees and colleagues can simply log into your CRM tool to catch up on conversations with prospects and clients on their individual contact pages.
Using CallBell with Capsule
Callbell is simple to get up and running since it can connect with WhatsApp using the “Link device” configuration in the app.
Follow our step-by-step guide for more information on importing and updating Capsule contacts into CallBell.
Using Wati with Capsule
While Wati offers a more robust solution, it does require a more involved setup. This is because it uses the official WhatsApp business API.
If you’re looking to use Wati’s solution, we recommend asking a developer experienced with APIs and webhooks for its setup. To get your WhatsApp Business API, you must first submit an application through one of WhatsApp’s authorized Business Solution Providers, who will then review your application and provide guidance on the next steps. Wati offers more information in their setup guide.
Or follow our support guide for a detailed breakdown of adding and updating Capsule contacts in Wati.
Which integration should I use to see my WhatsApp conversation in Capsule?
Both tools work the same way in Capsule, delivering your WhatsApp conversations directly to the relevant contact’s page. They’re also both available to users on any Capsule plan.
CallBell is more suitable for users who aren’t confident with technology and setting up webhooks.
On the other hand, Wati uses an official WhatsApp Business API, but you need to set this up in your WhatsApp Business account first.
In both instances, you must set up an account with Wati or CallBell before integrating with Capsule.
What’s the difference between the WhatsApp Business app and the WhatsApp Business Platform?
There’s a key difference between the Whatsapp Business app and the WhatsApp Business Platform. The app enables small businesses to communicate with customers from a single device.
Solutions like CallBell and Wati instead connect to the WhatsApp Business Platform, enabling medium and large businesses to chat with customers at scale through programmatic access to WhatsApp.
Integrate Wati or CallBell today to see your WhatsApp Business conversations in Capsule. Enjoy Capsule’s free starter package or start a 14-day free trial and see how Capsule’s features help turn opportunities into sales.
If Capsule CRM is of interest and you'd like more information, please do make contact or take a look in more detail here.
Credit: Original article published here.