WhatsApp Business inside the CRM

Your customers are on WhatsApp. So is your CRM.

Shared inbox, pre-approved templates, measurable campaigns and automatic follow-ups — every WhatsApp conversation attached to the right contact. No more personal numbers and lost promises.

  • Every conversation attached to the contact
  • Automatic invoice and appointment reminders
  • Shared inbox with team assignment

Daily life on WhatsApp

WhatsApp drives your sales, but nothing is tracked

Your customers' favorite channel is also your biggest blind spot.

Conversations leave with your team

Your reps use personal numbers. When they quit, the customers and the history walk out with them.

Nobody knows what was promised

A price, a deadline, an appointment: promised on WhatsApp, impossible to find later. Misunderstandings cost sales.

Follow-ups happen at random

Unpaid invoice, unanswered quote, appointment to confirm: without an automatic reminder, the follow-up never happens.

What the module does

WhatsApp, run like a real sales channel

All the power of WhatsApp Business, tied to your contacts and invoices.

Shared inbox

  • One inbox for the whole team
  • Conversation assignment, no more "who's handling this?"
  • Every exchange attached to the contact record

Templates and quick replies

  • Pre-approved message templates
  • Compliant replies in one click
  • Send photos, quotes and invoices in the thread

Automatic follow-ups

  • Chase overdue invoices
  • Confirm and remind appointments
  • Sequences triggered by deal stage

Measurable campaigns

  • Broadcasts to segmented lists
  • Delivery and read tracking
  • Results tied back to each contact

See it in action

One shared WhatsApp inbox for the whole team

Every WhatsApp conversation in one place — each thread tied to the right contact, visible to the team, with no personal numbers.

Shared WhatsApp inbox in Vylos: conversation list and thread

Shared inbox: conversation list on the left, the full thread on the right — real product screenshot.

At the heart of the module

The follow-up that sends itself, at the right time

An invoice comes due, an appointment approaches: Vylos sends the WhatsApp message automatically, with the right template, and keeps everything on the customer's record.

  • Triggered by invoice due date or appointment time
  • Custom template with name, amount and link
  • Customer reply attached to the contact automatically
  • Full history, visible to the whole team

See Vylos on WhatsApp

A demo on your real WhatsApp scenarios

20 minutes to see the shared inbox, templates and automatic follow-ups. Reply within 24h.

20 min demo No sales script Response within 24h
Let's talk on WhatsApp