CRM WhatsApp
CRM Workflows: The Key to Transforming your Sales and Support Workflows
Can youimagine being able to organize and optimize every interaction with your customers in a simple way?
With Hilos it's possible.
Organize your conversations in stages and scale your processes as your business grows.
Organize your conversations according to your process
Track processes with step-by-step conversations: sales, support and more on Kanban-type boards.
Organize your work
Understand the status of your sales or support teams at a glance and visually.
Customize it according to your process
Add and change the stages of your CRM to get it just the way you need it.
Automation
Activate flows when a contact reaches a certain stage of your process.
Reports
Expect it soon! Advanced reports for each of your processes within CRM Workflows.
Keep up to date with every conversation...
Sales
Easily track each lead's journey, ensuring that no opportunity goes unnoticed.
Support
Seamlessly manage support tickets and monitor their progress at a glance.
... and customize your dashboards according to your work flow
Payments & Collections
Add tags and process-specific variables to keep track of everything your company does on WhatsApp
Campaigns
Keep track of your specific campaign leads and their status, separate from all your other contacts.
Operations
Build your workflow for specific processes that communicate via WhatsApp, e.g. "Contract closing process for apartment purchase".
Automate your process to sell more on WhatsApp
It creates simple to follow processes where each WhatsApp message arrives at the right time to convert.
Move Ticket to "Solved".
Trigger an Action: Move the ticket card to the "Resolved" column.
Send a C-SAT survey
Automation: A customer satisfaction survey is automatically sent to the customer.
Create a "New Lead" card
Trigger an Action: A ticket card is moved to the 'New Lead' column.
Assign a sales agent
Automation: A salesperson (e.g. 'John') is automatically assigned to the ticket.
Send a WhatsApp
Automation: An automated, personalized message is sent to the lead (e.g., "Hi, I'm John!").
CRM Workflow for Support
Move Ticket to "Resolved".
Trigger an Action: Move the ticket card to the "Resolved" column.
Send a C-SAT survey
Automation: A customer satisfaction survey is automatically sent to the customer.
CRM Workflow for Sales
Create a "New Lead" card
Trigger an Action: A ticket card is moved to the 'New Lead' column.
Assign a sales agent
Automation: A salesperson (e.g. 'John') is automatically assigned to the ticket.
Send a WhatsApp
Automation: An automated, personalized message is sent to the lead (e.g., "Hi, I'm John!").
Improve performance with detailed reporting
Close more with CRM Workflows
Design your own CRM for WhatsApp
Customize your statuses, as well as trigger automations and flows when a task is moved to a new column.
Customize with the key stages of your Sales process
Add custom stages and variables to your tasks / leads / tickets and conversations to save the important information of each one.
Never lose a follow-up again
Triggers an Automated WhatsApp when a task has been too long in the current state.
Master WhatsApp Sales
Organize your tasks: prioritize, set and postpone tasks to keep the ones that matter visible.
What our customers have built
Kredi created its Andrea Chatbot that profiles and assigns conversations automatically
Tripleten has an experience that keeps them connected to their leads every step of the way connected to Hubspot.
Balam created an out-of-this-world product that allows thousands of people to send and receive money on WhatsApp.
Sell more through WhatsApp
Take a look at what you need to know to start using the WhatsApp API in your company.
