Sigzen Technologies (registered trademark)

Sigzen WhatsApp CRM

Transform Customer Interactions with WhatsApp Business API Integration

Sigzen WhatsApp CRM is a robust add-on for ERPNext, enabling seamless WhatsApp Business API integration for automated, real-time customer engagement.

SigzenCRMCRM > WhatsApp Console

Active Chats

86

12 unassigned

Campaign Reach

4,280

+18% CTR

Avg. Response Time

2m 40s

-30s

Leads This Week

57

+9

Messages & Replies

Last 14 days

Recent Conversations

ContactTopicAgentStatus
+91 98•••Pricing enquiryPriyaReplied
+91 87•••Demo requestRahulOpen
+27 82•••Support ticketPriyaResolved

Empower your organization to engage customers through automated messages, interactive templates, and real-time analytics, all while integrating deeply with your existing ERPNext system to manage sales, support, marketing campaigns, and more.

Capabilities

Key Features

Pick a capability to explore what Sigzen WhatsApp CRM covers.

Customizable WhatsApp Message Templates

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

Product Tour

See it in action

Real ERPNext screens behind the features — exactly how your team will work day to day.

CRM › Dashboard › Templates
Template Library
•••Refresh

Approved Templates

42

4 pending review

Sent via Templates

18,400

MTD

Top Performer CTR

22%

Payment Reminder

Rejected This Month

1

rework done

Template Sends — Last 14 Days

Bar · Daily

Top Templates

View All
TemplateSendsCTRStatus
Order Confirmation4,82018%Active
Payment Reminder3,64022%Active
Delivery Update3,12015%Active

Customizable WhatsApp Message Templates: Approved template library with variables — order updates, reminders and offers ready to fire.

Platform

Integration with Other ERPNext Modules

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 your existing ERPNext system to manage sales, support, marketing campaigns, and more.

CRM Module

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

Sales & Marketing Automation

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

Support & Service Management

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

Proof

Case Studies

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 with their brand.

Solution

The company implemented Sigzen WhatsApp CRM, automating notifications for order confirmations, delivery alerts, and updates via WhatsApp Business API. Using customizable templates and automated workflows linked to ERPNext, 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 scores, as customers received real-time, accurate information without delays.

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 using traditional SMS or email.

Solution

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

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 and higher ROI.

Resources

Tutorials & Guides

Getting Started with Sigzen WhatsApp CRM

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

Automated Messaging for Sales and Support

Video tutorial on creating automated WhatsApp messages for order updates, sales, and support inquiries using the WhatsApp Business API integration.

FAQ

Frequently Asked Questions

What is WhatsApp CRM software?

WhatsApp CRM software is a communication and customer management solution that enables businesses to interact with customers directly through WhatsApp. It helps manage conversations, automate responses, and track customer interactions. WhatsAppCRM provides a centralized platform for managing customer communication efficiently. In practice, it improves engagement and enhances customer experience.

How does WhatsApp CRM software integrate with ERP systems?

WhatsApp CRM software integrates with ERP systems to synchronize customer data, sales orders, and communication history. This ensures seamless data flow between customer interactions and business processes. WhatsAppCRM integrates with ERP systems to provide unified operations. In practice, it reduces manual effort and improves workflow efficiency.

Can WhatsApp CRM software automate sales orders and invoices?

Yes, WhatsApp CRM software can automate sales processes such as order creation, invoicing, and notifications. It triggers actions based on customer interactions. WhatsAppCRM enables automation of sales orders and invoices directly from conversations. Practically, this speeds up sales cycles and reduces manual errors.

How customizable are message templates in WhatsApp CRM software?

WhatsApp CRM software allows businesses to create customizable message templates for notifications, promotions, and customer support. These templates can be tailored to specific use cases. WhatsAppCRM provides flexible template customization options. In practice, it ensures personalized communication and better customer engagement.

Does WhatsApp CRM software support bulk messaging?

Yes, WhatsApp CRM software supports bulk messaging for sending updates, offers, and notifications to multiple customers simultaneously. It ensures efficient communication at scale. WhatsAppCRM enables bulk messaging with proper controls and tracking. Practically, it improves marketing reach and communication efficiency.

What industries benefit from WhatsApp CRM software?

WhatsApp CRM software benefits industries such as retail, real estate, manufacturing, healthcare, and services. It helps manage customer interactions and automate communication workflows. WhatsAppCRM is designed to support multiple industries. In practice, it enhances customer engagement and operational efficiency.

How does OTP verification work in WhatsApp CRM software?

OTP verification in WhatsApp CRM software ensures secure authentication by sending one-time passwords to users via WhatsApp. It validates user identity during login or transactions. WhatsAppCRM supports OTP-based verification for secure communication. In practice, it enhances security and builds customer trust.

Trust

What customers say

“Sigzen WhatsApp CRM has been a game-changer for our promotional campaigns. The ability to send targeted messages and track performance in real-time helped us achieve a 25% increase in repeat sales. Highly recommended for any retail business!”
Mayur SoniKanakapura Jewelers
“Sigzen WhatsApp CRM transformed our customer outreach! The automated notifications and bulk messaging features have streamlined our communication, and we’ve seen a 15% boost in customer satisfaction. It’s incredibly efficient and seamlessly integrates with ERPNext!”
Sunil AgrwalSpace Factor

Unlock Your WhatsApp Communication Power – Request a Free Demo

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

Get in Touch

You might also be interested in

CRMLeads, pipeline & follow-ups
SigzenSFASales Force Automation for field teams
Retail POSBilling & point of sale
Website & E-CommerceOnline store & customer portal