CRM with WhatsApp integration for business

In Uzbekistan, a client writes more often than calls, and WhatsApp has long become the main sales channel along with Telegram. The manager conducts correspondence from the phone, and while there are few requests, it seems that everything is under control. But as soon as the flow grows, messages are lost, the story is scattered in chats, and the manager does not see how many applications have been received and how many have been closed for payment. CRM with WhatsApp integration for business solves this problem: every incoming message becomes a deal in the funnel, and all work is done from one window.

Why WhatsApp decides in UZ sales

WhatsApp in Uzbekistan is a channel where the client is used to receiving a response quickly and in a format convenient for him. Shops, services, wholesale supplies, repairs, medicine, education - almost everywhere the first request comes by text, not by call. Ignoring it in favor of only Telegram or calls means losing part of the audience, who simply won’t wait for an answer and will go to a competitor. Therefore, WhatsApp and Telegram should be managed systematically, and not manually.

What's wrong with WhatsApp on a manager's phone?

When correspondence lives only in the employee’s personal phone, the business loses control over sales. The application arrives at night or on a weekend - they simply don’t see it on time. The history of the conversation is not recorded anywhere, and when the client is transferred to another manager, everything starts from scratch. And most importantly, the database and contacts leave with the employee when he quits.

• Applications are lost: the message arrived, but no one processed it
• No history: it is impossible to understand what was agreed upon with the client
• The base leaves with the person: contacts remain in his personal phone
• Conversion is not visible: how many applications were received and how many reached payment
• No distribution: everyone writes to one manager, the rest are idle

What does WhatsApp integration with CRM Taska provide?

Once WhatsApp is connected to Taska, every incoming message automatically enters the funnel as a new deal with a customer contact. The manager responds directly from the CRM card - the client receives the message in regular WhatsApp and does not notice the difference. All correspondence, calls and notes are stored in one card, so any employee sees the context and continues the dialogue without loss. New applications are distributed among managers according to the rules, notifications are received, and payments can be made and accepted via Payme or Click directly during communication. In the same way, requests from Telegram, Instagram, web forms and telephony are entered into the system - all channels in one place.

Scenario: application, transaction, payment

The client writes on WhatsApp “how much it costs” - the system creates a deal and sends it to the responsible manager with a notification. The manager responds from CRM, agrees on the terms, and the correspondence is immediately visible to the manager. When the client is ready, he is invoiced via Payme or Click, the payment is fixed in the transaction, and a task with a deadline is automatically created for shipment or fulfillment. As a result, the path from the first message to the closed payment takes place in one system, and not a single step is lost.

Connect WhatsApp to CRM

We connect WhatsApp to Taska on a turnkey basis: we set up a funnel, distribution of applications and Payme and Click payments for your business, and a basic launch is possible in 14 days. Leave a request for a free consultation - we will analyze your sales processes and show you how to stop losing applications on WhatsApp.