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Lit brand surface representing the shared WhatsApp inbox.

A shared inbox on the official WhatsApp API

CRM and development

Sales conversations stop living on personal phones: one shared inbox, assigned per rep and synced with the CRM.

Let’s talk about your projectAll cases

Digital business with several reps selling over WhatsApp

Real, anonymised case. We don’t publish the client’s name or any detail that could identify them.

Context

A digital business with several sales reps selling at once, who use WhatsApp to contact their leads.

Problem

Selling happened on the reps’ personal phones. If someone left, the conversation left with them. Nobody knew whose turn it was to follow up or how many times a lead had been messaged.

There was no record of opt-outs or consents, which is a serious problem as soon as data protection comes into play. On top of that, WhatsApp bans kept happening.

  1. Official WhatsApp API

    A shared inbox built on the official API, not on personal phones.

  2. Assigned conversations

    Every conversation has an owning rep, and it is clear whose turn it is to follow up.

  3. Templates

    Prepared messages for the usual touchpoints of the sale.

  4. Follow-up cadence

    A follow-up sequence that records how many times each lead has been messaged.

  5. Call reminders

    Reps get notified of pending calls.

  6. CRM sync

    What happens in the inbox lands in the CRM, and the conversation stays with the company.

The pieces of the system and how they connect. A diagram of the case, not a product screenshot.

CRM anddevelopment01Official WhatsApp API02Assigned conversations03Templates04Follow-up cadence05Call reminders06CRM syncCRM and development01Official WhatsApp API02Assigned conversations03Templates04Follow-up cadence05Call reminders06CRM sync

A shared inbox on the official WhatsApp API, with conversations assigned to each rep, templates, a follow-up cadence, call reminders and CRM sync.

Tell us how you sell today and what is holding you back. We’ll reply with a first assessment of the problem and, if it’s a fit, set up a diagnostic call.

What happens next

  1. Tell us the challengeA few lines about how you sell and what is holding you back.
  2. We review your caseWe reply with a first assessment of the problem.
  3. We build it togetherIf it’s a fit, we agree scope, deliverables, timeline and a price per phase.

Prefer email? Write tohola@fcgsystems.es

Up to 4000 characters.

Reply within one working day. No unsolicited sales calls.

Start with a 5 to 10 day audit: the map and the roadmap are yours even if you don’t continue with us.

Let’s talk