How to track WhatsApp leads and integrate customer conversations with CRM

How to track WhatsApp leads and integrate customer conversations with CRM

This task can be performed using TimelinesAI

Unify your team’s WhatsApp workflow with TimelinesAI—multiple numbers, CRM sync, automated messages, and real-time collaboration.

Best product for this task

Timeli

If your team manages customer communication on WhatsApp, TimelinesAI is your essential toolkit. It unifies multiple accounts, provides chat access to all team members, and ensures seamless collaboration without the need to share phones or web sessions. Built-in analytics, message tagging, and CRM integration give your team complete control and visibility. From customer service to business development, TimelinesAI ensures every message counts and every lead is tracked.

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What to expect from an ideal product

  1. Automatically captures and tags every WhatsApp conversation so you never lose track of potential customers or sales opportunities
  2. Connects directly with your existing CRM system to sync contact details, chat history, and lead status without manual data entry
  3. Gives your whole team access to customer conversations from one dashboard, making it easy to follow up on leads and maintain relationships
  4. Tracks which messages turn into actual sales with built-in analytics that show conversion rates and team performance
  5. Organizes customer interactions by lead stage and priority, helping you focus on the most promising prospects first

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