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Sigzen WhatsApp CRM

Transform Your Customer Interactions with WhatsApp Integration

Sigzen WhatsApp CRM is a robust add-on for ERPNext, enabling seamless WhatsApp Business API integration for automated, real-time customer engagement. Empower your organization to engage customers through automated messages, interactive templates, and real-time analytics, all while integrating deeply with ERPNext to manage sales, support, and more.

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WhatsApp CRM integration for ERPNext to enhance customer interactions and automate workflows

Key Features

1. Customizable Templates

Leverage WhatsApp Business API to create custom templates for notifications, transactions, and marketing campaigns. Predefined templates can include text, images, videos, or documents, ensuring effective communication at each touchpoint.

2. Interactive Messaging

Engage customers with interactive elements like buttons for quick replies or calls to action. Enhance the user experience with interactive carousel cards and dynamic media integration to promote customer involvement in conversations.

3. Automated Messaging

Automate recurring notifications such as order confirmations, reminders, delivery alerts, and more. Sigzen WhatsApp CRM supports automation for quotations, invoices, sales orders, and delivery notes.

4. Group Messaging

Send bulk messages with ease, using predefined filters to select target groups. Track performance metrics like delivery, open rates, and failures to optimize campaign outcomes.

5. Real-Time Tracking & Analytics

Visualize key message statistics—sent, delivered, read, failed—on intuitive dashboards. Campaign performance analytics allow you to refine your marketing strategies based on real-time insights.

6. OTP Verification & Lead Creation

Simplify customer lead creation via WhatsApp with OTP verification. Capture accurate customer data from WhatsApp forms, dynamically integrated with ERPNext’s CRM module.

Core Module Integrations

CRM Module

Seamless integration with ERPNext’s CRM for managing customer interactions, automating lead generation, and tracking customer journeys across WhatsApp.

Sales & Marketing Automation

Automate marketing and sales workflows, linking WhatsApp campaigns to sales leads, quotations, and sales invoices for cohesive customer experiences.

Support & Service Management

Manage customer inquiries, complaints, and service requests through WhatsApp, allowing real-time, personalized communication within ERPNext’s support module.

Integration of WhatsApp CRM with ERPNext modules for unified customer and sales management

Case Studies

1. FMCG Company

Challenge

A leading FMCG company struggled with the high volume of manual customer outreach, leading to inefficiencies and inconsistent communication, impacting customer satisfaction and engagement.

Solution

The company implemented Sigzen WhatsApp CRM, automating notifications for order confirmations, delivery alerts, and updates. Using customizable templates and automated workflows, the team streamlined communication and ensured timely updates.

Results

The solution resulted in a 30% reduction in manual outreach efforts and a 15% improvement in customer satisfaction, as customers received real-time, accurate information without delays.

2. Retail Business

Challenge

A large retail chain needed an efficient way to conduct bulk promotions and engage with customers to drive repeat sales, facing challenges in managing targeted outreach across multiple stores.

Solution

Using Sigzen WhatsApp CRM’s group messaging and campaign analytics, the retail chain ran targeted promotional campaigns. Automated workflows and real-time tracking allowed the team to optimize messages based on customer interactions.

Results

The chain saw a 25% increase in repeat sales, as well as improved customer engagement, as tailored promotions reached the right audience quickly, resulting in better campaign effectiveness

Tutorials & Guides

Tutorials & Guides

Getting Started with Sigzen WhatsApp CRM

Step-by-step guide on setting up and customizing WhatsApp CRM templates and automating communication workflows.

Automated Messaging for Sales and Support

Video tutorial on creating automated WhatsApp messages for order updates, sales, and support inquiries.

Frequently Asked Questions

What is Sigzen WhatsApp CRM?

Sigzen WhatsApp CRM is a tool that integrates WhatsApp Business API with ERPNext, enabling organizations to manage customer communication, automate notifications, and track interactions.

How does it integrate with ERPNext?

Sigzen WhatsApp CRM integrates with ERPNext’s CRM, sales, and support modules, automating communication across these platforms.

Can I automate sales orders and invoices?

Yes, automated WhatsApp messages can be sent for sales orders, invoices, and other sales-related documents.

How customizable are the message templates?

Message templates are fully customizable, allowing you to include text, images, videos, and documents for personalized communication.

Does it support bulk messaging?

Yes, you can send group messages using predefined filters and track the performance of each campaign in real-time.

What industries benefit from Sigzen WhatsApp CRM?

It is ideal for industries like FMCG, retail, distribution, and any business that relies on timely customer communication.

How does OTP verification work?

OTP verification ensures customer data accuracy during lead creation by validating mobile numbers via WhatsApp.

Unlock Your SFA Solution – Request a Free Demo

Ready to revolutionize your customer communication with Sigzen WhatsApp CRM? Contact us today for a demo or consultation and discover how this seamless integration with ERPNext can transform your business operations.

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