Inbox & WhatsApp

A unified inbox is one shared screen where a team reads and answers messages from several channels — for example WhatsApp, Instagram DMs, Facebook Messenger and email — instead of switching between apps and phones. Each conversation can be assigned to a person, so every customer gets one clear owner and no message is missed.

Connect all three channels to a shared inbox tool. WhatsApp needs the WhatsApp Business API (not the phone app), while Instagram and Messenger connect through your Facebook page. Once connected, every message appears in one list where your team can assign, answer and track conversations, and each new contact can become a lead automatically.

A WhatsApp CRM is customer relationship software that connects to your WhatsApp Business number, so every chat is linked to a lead or customer record with its history, owner and next step. It lets a whole team sell and support on one WhatsApp number, send approved template messages and campaigns, and track leads to closed deals.