WhatsApp CRM
CRM Workflows: The Key to Transforming Your Sales and Support Workflows
With Hilos' CRM you can organize and optimize every interaction with your customers in a simple way.
Track your conversations in stages and scale your processes as your business grows.
Keep track of your conversations effortlessly
Track conversations in every process, customizing Hilos for each: sales, support and more in Kanban-like views.
Organize your work
Get to know the performance of your sales or support teams at a glance and visually.
Customize it according to your process
Add, move and organize each workflow stages to make it work just the way you need it.
Automation
Start automations and Flows when a contact reaches a certain stage of your process.
Reports and Information
Coming soon! Advanced reports to X-ray every workflow and know how each is doing.
Stay on top of every conversation...
Sales
Easily track the journey of each potential customer, ensuring that no opportunity goes unnoticed
Support
Seamlessly manage support tickets and monitor their progress at a glance
... and customize your Workflows to your needs
Payments and Collections
Add tags and process-specific variables to track everything your company does on WhatsApp.
Campaigns
Keep track of your leads from specific campaigns and their status, separate from all your other contacts.
Operations
Build your workflow for specific processes that communicate through WhatsApp, e.g., "Contract closing process for the purchase of apartments."
Automate to save time and increase efficiency
Add automation to each workflow so that messages and follow-ups reach your customers when they should.
Switch Ticket to “Resolved”
Trigger an Action: The ticket card is moved to the “Resolved” column.
Submit a C-SAT survey
Automation: A customer satisfaction survey is automatically sent.
Create a “New Lead” card
Trigger an Action: A ticket card is moved to the 'New Lead' column'
Assign a Sales Agent
Automation: A seller (for example, 'John') is automatically assigned to the ticket.
Send a WhatsApp
Automation: An automated, personalized message is sent to the lead (for example, “Hi, I'm John!”).
CRM Workflow for Support
Switch Ticket to “Resolved”
Trigger an Action: The ticket card is moved to the “Resolved” column.
Submit a C-SAT survey
Automation: A customer satisfaction survey is automatically sent.
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 seller (for example, 'John') is automatically assigned to the ticket.
Send a WhatsApp
Automation: An automated, personalized message is sent to the lead (for example, “Hi, I'm John!”).
Track and improve performance with detailed reports
Close more with CRM Workflows
Design your own CRM for WhatsApp
Customize each workflow's stages, as well as trigger automations and flows when a task moves to a new stage.
Customize them with the key stages of your Sales process
Add custom stages and variables to your tasks/leads/tickets and conversations to keep important information about each one.
Don't forget follow-ups again.
Trigger an automated message when a task has been in its current state for too long.
Manage your WhatsApp Sales
Organize your tasks: Prioritize, set and postpone tasks to keep the ones that matter visible.
What our clients have built
In 3 months, Tripleten had scaled up to three times as many WA conversations
In 3 months, Tripleten had scaled up to three times as many WA conversations
In 3 months, Tripleten had scaled up to three times as many WA conversations
Learn more about the WhatsApp API
Take a look at what you need to know to start using the WhatsApp API in your business.