Whatsapp integration with SuiteCRM

1. Presentations
Whatsapp Integration with
SuiteCRM |SugarCRM
By
Dreamer Technologies

2. Key Features:
● No need to create different WhatsApp Template. You can use Email Templates for
sending WhatsApp Message.
● Send WhatsApp messages From all modules.
● You can see the Outbound / Inbound WhatsApp records in a Call module.
● Send immediate WhatsApp notifications to your Sales manager by WorkFlow when
new Lead is assigned.
● Send immediate WhatsApp notifications to your support engineer by WorkFlow
when new Case is assigned.
● Bulk/Mass WhatsApp feature for Accounts, Leads, Contacts modules from
Listview.
● Auto Related Outbound/Inbound WhatsApp to appropriate module record.
● Users Can see Notification when Inbound WhatsApp is received.
● Can be used as a reminder to customers.

3. You can send WhatsApp by click on the icon beside the numbers from Detail View of Contact.leads etc.

4. Just one! Your own.
(With a little help from your smart phone)
You can send WhatsApp by click on the icon beside the numbers from Listview

5. Send and received messages from a Single
Conversation view of whatsapp with client in
real time with no delay. Send and receive
text ,picture,audio,emoji and pdf files.

6. 2. Examples
After the sending WhatsApp, it will be logged in a Call module as an Outbound WhatsApp record.

7. Below we can see the modules activities subpanel. All WhatsApp Outbound / Inbound logs are related to that
record.

8. You can also check the status of sending
messages. It will show failed icon if its not delivered
to mobile.

9. A translation
barrier left Alberto
feeling lonely and
hurt Marco’s
business.
Sending Bulk WhatsApp Message with Single Click

10. Then, Marcos
discovered Google
Translate
He has his visiting customers speak
their camera issues into the app.
He’s able to give them a friendly,
personalized experience by
understanding exactly what they need.
Receiving Messages in CRM .1 When any client is replying then its logged as an Inbound WhastApp in a call
module.

11. A simple gesture
Coaches Gary and Glen knew no
Spanish.
They used Google Translate to invite
Alberto to join in... “Do you want to
play?”... “Can you defend the left
side?”
Users are getting notifications when inbound WhatsApp generated and assigned to them.

12. Essential Add-on by
Dreamer Technologies
Asterisk Click to Call Add-on
SMS Integration Add-on
Freshdesk Add-on
Google Sign-In
Twilio call Log
User Activity Analysis
Prevent concurrent Login Sync Contact with Contactually