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CRM · WhatsApp CRM

A CRM with WhatsApp follow-ups built into sequences.

A WhatsApp CRM lets you follow up with leads on WhatsApp from the same place you track them. With Flaxxa WAPI connected, Flaxxa CRM sequences send Meta-approved WhatsApp templates from your number with the lead's details filled in, and inbound WhatsApp messages from known contacts land on their timeline.

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Capabilities

Everything CRM ships with.

◉

Lead management

◇

Pipelines & deals

✦

Stage automations

⌬

Sequences

◐

Scoring & forecasts

▣

Quotes, meetings & API

The full feature list→ Start free
Meta-approved
Templates
Filled from lead fields
Variables
Logged on the timeline
Inbound
Skipped automatically
Opt-outs

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Why follow up on WhatsApp?

01

Emails go unread

Many leads read a WhatsApp message long before they open an email.

02

Personal phones

Reps message leads from their own phones, and the history leaves with them.

03

No record

WhatsApp conversations never reach the CRM.

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How does WhatsApp work with Flaxxa CRM?

01

Connect Flaxxa WAPI

Connect your WhatsApp Business number and get templates approved by Meta.

02

Add a WhatsApp step

In a sequence, choose an approved template and map its variables to lead fields.

03

It sends on schedule

Each enrolled lead gets the template from your number when the step is due.

04

Replies are logged

Inbound messages from known contacts are added to their timeline.

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What can you do with WhatsApp in Flaxxa CRM?

Template steps

Approved templates in any sequence, between email and wait steps.

Mapped variables

Template variables filled from merge fields such as first name.

Your number

Sent from the WhatsApp number connected in Flaxxa WAPI.

Inbound logging

Messages from known contacts on the lead or contact timeline.

Opt-out flags

Contacts marked as opted out are skipped.

Step log

Each send recorded as sent, skipped or failed.

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What changes when WhatsApp is part of the CRM?

Reach people where they reply

WhatsApp in the same sequence as email.

Company number

Messages from your business number, not a rep's phone.

History kept

Inbound messages on the record.

FAQ

WhatsApp CRM: common questions

Frequently asked questions

Yes, when Flaxxa WAPI is connected. Sequence steps can send a Meta-approved WhatsApp template from your connected number, with its variables filled from the lead's fields.

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Spin up a workspace and put WhatsApp CRM through its paces.

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