WhatsBot – WhatsApp Marketing, Bot, Chat & AI Personal Assistant Module for Perfex CRM

Description

WhatsBot – WhatsApp Marketing, Bot, Chat & AI Personal Assistant Module for Perfex CRM

Transform your customer engagement with the  WhatsApp Marketing, Bot, Chat & AI Personal Assistant Module for Perfex CRM! Seamlessly integrate WhatsBot into your Perfex CRM setup to revolutionize your communication strategies. This powerful module offers businesses a comprehensive suite of tools designed for WhatsApp marketing, AI-driven customer interactions, and real-time support—all from one unified platform.

Key Features:

Marketing Features

Official WhatsApp Cloud API: Leverage WhatsApp’s official Cloud API to send bulk messages to large groups effortlessly. Control your messaging campaigns with just a few clicks, maximizing your marketing reach.

Campaign Targeted Messages: Supercharge your marketing with personalized bulk campaigns. Send targeted greetings, offers, and updates to the right audience, ensuring higher engagement and conversion rates.

Bulk Campaign Sending from CSV: Easily upload CSV files to launch bulk campaigns, streamlining your outreach without adding unnecessary entries to your database.

Dynamic Merge Field Support: Personalize each message with dynamic merged fields, making your communication more relevant and engaging to your audience.

Marketing Automated Messages: Automate your greetings and away messages to ensure timely and personalized customer engagement even when you’re not available.

Customer Support Features

Real-Time Chat Within Admin Area: Manage all your WhatsApp conversations directly from Perfex CRM’s admin area, simplifying client interactions and response tracking.

Assign Support Agents: Assign specific support agents to leads or customers for more personalized and effective assistance, improving customer satisfaction.

Canned Reply in Chat: Quickly respond to common inquiries with pre-set messages to save time and maintain a consistent communication standard.

AI Chat Feature: Utilize AI-powered chat capabilities like grammar correction, professional response generation, and language translation to provide more accurate and engaging customer support.

Emoji Picker in Live Chat: Enhance live chat interactions with a built-in emoji picker, making conversations more lively and expressive.

Automate WhatsApp Marketing & Customer Engagement with WhatsBot for Perfex CRM

WhatsBot is a powerful WhatsApp marketing and automation module for Perfex CRM, designed to streamline customer communication, enhance engagement, and boost conversions. This all-in-one solution enables businesses to send automated messages, manage chats, run marketing campaigns, and utilize AI-powered assistance for customer interactions—all within Perfex CRM.

Whether you’re looking to automate responses, manage bulk messaging, or provide AI-driven customer support, WhatsBot helps businesses stay connected with customers efficiently via WhatsApp, the world’s most popular messaging platform.

1. WhatsApp Marketing Automation

• Run bulk messaging campaigns to engage customers and increase sales.
• Send promotional offers, product updates, and service reminders automatically.

2. AI-Powered Chatbot & Personal Assistant

• Automate customer support with an AI-driven chatbot that can answer common queries instantly.
• Provide 24/7 assistance to customers, reducing manual intervention.

3. Seamless Integration with Perfex CRM

• Directly manage WhatsApp conversations from within Perfex CRM.
• Link WhatsApp messages to leads, clients, and support tickets for an organized communication flow.

4. Two-Way Real-Time Chat

• Engage with customers in real-time via WhatsApp Chat within Perfex CRM.
• Respond to inquiries, track chat history, and ensure smooth communication.

5. Automated WhatsApp Notifications

• Send automated alerts for invoices, appointments, support tickets, and project updates.
• Keep clients informed with real-time notifications.

6. Contact & Lead Management

• Import and manage WhatsApp contacts directly in Perfex CRM.
• Create targeted campaigns based on customer segments for better engagement.

7. Customizable Message Templates

• Use predefined WhatsApp message templates or create your own.
• Personalize messages with customer names, order details, and CRM data.

8. WhatsApp Broadcast & Bulk Messaging

• Send mass messages to multiple contacts without getting blocked by WhatsApp.
• Schedule bulk campaigns for product promotions, offers, and updates.

9. Chat History & Message Tracking

• Store and track WhatsApp conversations linked to customers and leads.
• Improve customer service with full chat logs for reference.

10. AI-Based Smart Replies & Quick Responses

• Set up smart replies to answer FAQs automatically.
• Use AI to analyze conversations and suggest responses to agents.

11. WhatsApp Order & Invoice Notifications

• Send order confirmations, invoices, and payment reminders via WhatsApp.
• Improve customer retention with timely payment alerts.

12. Advanced Analytics & Reporting

• Get insights into campaign performance, message delivery rates, and customer interactions.
• Analyze conversion metrics to optimize marketing strategies.

13. Multi-User & Multi-Device Support

• Assign WhatsApp conversations to different team members.
• Manage multiple WhatsApp numbers within the CRM.

14. Secure & GDPR-Compliant Messaging

• Ensure secure communication with encrypted messaging.
• Comply with data protection regulations for customer privacy.

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Why Choose WhatsBot for Perfex CRM?

✅ Automate WhatsApp Marketing & Customer Support – Reduce manual workload and increase efficiency.
✅ AI-Powered Chatbot – Provide 24/7 customer assistance with smart replies.
✅ Seamless CRM Integration – Manage WhatsApp messages within Perfex CRM.
✅ Boost Engagement & Sales – Improve response rates and customer satisfaction.
✅ Easy-to-Use & Customizable – No coding required, fully configurable settings.