CRM with WhatsApp integration

WhatsApp CRM for conversations, leads and follow-ups

Connect an eligible WhatsApp Business account to LeaderDaddy. Keep customer conversations beside lead records, send targeted template campaigns, and give your sales team a clear next action.

Deel
WhatsApp connected to your sales CRM
Move from a customer message to a lead, an owner and a follow-up without losing conversation context.

Conversation context

Keep customer messages available alongside the lead workflow.

Focused outreach

Build campaigns from accessible CRM leads or saved contact lists.

Next-step ownership

Use assigned leads and follow-up dates to coordinate the team after a reply.

Wat is hierdie sagteware?

Hoe kan LeaderDaddy jou span help?

An administrator connects the business account through Meta onboarding. Once the number is active, the team can use the inbox, sync account templates, select campaign audiences and follow up in the CRM.

Conversation context
Keep customer messages available alongside the lead workflow.
Focused outreach
Build campaigns from accessible CRM leads or saved contact lists.
Next-step ownership
Use assigned leads and follow-up dates to coordinate the team after a reply.

How WhatsApp integration works in LeaderDaddy

How it works

An administrator connects the business account through Meta onboarding. Once the number is active, the team can use the inbox, sync account templates, select campaign audiences and follow up in the CRM.

1
Connect your WhatsApp Business account and eligible phone number through Meta signup
2
Check the connection and sync approved account templates
3
Open customer conversations in the inbox with the associated lead context
4
Assign lead ownership and record the next follow-up in the CRM
5
Preview a relevant template for a consenting audience, then send or schedule it
6
Review campaign recipient states and replies before deciding the next action
Who should use WhatsApp CRM integration
Teams that rely on faster conversational follow-up and messaging-native customer engagement.

  • Businesses that sell through WhatsApp conversations

    Keep lead context in the CRM while carrying conversations on WhatsApp.

  • Teams sharing product information

    Configured product and catalog workflows can support product replies. Confirm your catalog connection and eligible products during setup.

  • Teams evaluating optional AI replies

    AI replies require workspace configuration and available wallet credits. Human takeover and the customer-service window constrain automation; test your scenarios before enabling it.

  • Agencies and consultants with fast follow-up needs

    Template-based WhatsApp messages maintain quality while increasing speed.

Onboarding, costs and limits
The LeaderDaddy subscription and messaging costs are separate. Your Meta account controls phone eligibility, template approval and messaging limits. Configured services such as AI replies can use LeaderDaddy wallet credits.
  • An administrator must complete the connection; Meta verification may require additional steps
  • Obtain recipient opt-in and honor requests to stop messages
  • Use approved templates to initiate conversations; free-form replies are limited to the customer-service window
  • Connected-account broadcasts use Meta-direct billing; check current rates for the recipient market and message category
  • Sent and replied recipient states do not prove a sale or guarantee delivery
  • Business App coexistence is account-dependent; confirm eligibility during onboarding
Businesses that sell through WhatsApp conversations
Teams with mobile-first prospects
Small businesses with short response windows
Agencies and consultants with fast follow-up needs
Education and admissions teams
Field sales teams

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What does CRM with WhatsApp integration mean?

It means the CRM can send and receive WhatsApp messages tied to lead records, ownership, and workflow events instead of treating WhatsApp as a separate support channel.

Does LeaderDaddy replace WhatsApp?

No. LeaderDaddy complements WhatsApp by bringing messaging responsiveness into a structured CRM with lead tracking, follow-up discipline, and team accountability.

Is WhatsApp integration available in all plans?

WhatsApp-ready workflows require Meta WhatsApp Cloud API configuration. Contact the sales team to confirm availability for your workspace and plan.

Are messaging charges included in the annual plan?

No. The annual CRM subscription is separate from applicable Meta messaging charges. Connected-account broadcasts use Meta billing; other configured services, including AI replies, can consume wallet credits.

Is WhatsApp delivery guaranteed?

No. Consent, template approval, account quality, recipient eligibility and Meta limits affect sending and delivery. An approved template does not guarantee delivery or prevent account restrictions.

Gebou vir praktiese aanneming

Begin 'n gratis proeftydperk van 7 dae en kyk hoe jou hoofwerkvloei met struktuur voel.

Beweeg jou span van verspreide dop na 'n CRM met duidelike eienaarskap, opvolgbeheer en verslagdoening waarvolgens jy kan optree.