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Marketing & Communication

Call CRM contacts via WhatsApp

The OnePageCRM integration with WhatsApp saves you time. No more extra clicks when texting and calling your clients and leads.

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whatsapp crm integration
WhatsApp CRM integration

Power up your click-to-call solution

  • Call any contact straight from the CRM by clicking on their phone number.
  • Never miss a follow-up by setting a follow-up reminder right after the call.
  • Cold-call leads efficiently using the Split-Pane view.
  • Keep your team in the loop by logging the call results in a few clicks.
Send WhatsApp messages

Choose WhatsApp as your preferred messages handler

Send WhatsApp messages without leaving your CRM.

All you have to do to send a message directly from OnePageCRM is click on the downward arrow next to the contact’s phone number and select WhatsApp from the dropdown menu. We’ll automatically open WhatsApp, so you can type away.

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See how it works

Have a look at how WhatsApp and other calling apps work with OnePageCRM.
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Use WhatsApp on mobile CRM

While it’s easy and intuitive to use WhatsApp in your browser or your computer, nothing comes more natural than calling or messaging your contacts using WhatsApp on your phone.

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Not sure if you need WhatsApp CRM integration?
Here are reasons why small businesses need click-to-call solutions and their five must-have features.
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Integrate WhatsApp with an action-focused CRM

OnePageCRM is the only action-focused CRM in the world. Built for small businesses, it transforms your client database into a simple to-do list (we call it Action Stream).
reminders
Set follow-up reminders next to contacts.
tasks
See a prioritized list of tasks for today.
target
Stay motivated with the Target Widget.
profile
Keep all client info on one scrollable page.
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Built an integration with OnePageCRM?

If you’re building your own integration with OnePageCRM, we’d like to hear from you! Fill out the form below and we’ll get back to you.
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Automatically add notes and make calls directly from your CRM.
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Connect WhatsApp to your CRM

Discover the full potential of our simple CRM by integrating it with WhatsApp or other click-to-call apps. Keeping in touch with clients and growing sales have never been easier.
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WhatsApp CRM Integration

  • Why do I need to integrate WhatsApp with my CRM?

    When was the last time you went through the day without checking or using your messaging app? WhatsApp has become such an integral part of our personal and business lives that we might feel lost without it.

    At OnePageCRM, we make it easy for you to connect with your prospects.

    You can message and call your leads, using our WhatsApp integration. We picked one of the most popular (we’re talking 2 billion users here!) platforms to make sure your communication is efficient and hassle-free.

  • Can I send WhatsApp messages with this CRM integration?

    Yes, you can.

    Sometimes a quick message is all you need to confirm the meeting time, let them know you’re on your way, or follow up about that brochure you sent them.

  • Can I call my contacts via WhatsApp with this CRM integration?

    Over 2 billion calls are made through WhatsApp every day.

    You don't even need a mobile app to make the calls. WhatsApp has a video and voice calling option for their desktop app too.

    If you have WhatsApp (desktop app) selected as your preferred text message handler, when you open WhatsApp, you can click on the phone icon in OnePageCRM and jump on a quick call. All without leaving your CRM.

    To set your default version for WhatsApp integration to browser or desktop app, simply go to the Call Integration page and select the option you need from the dropdown.

  • Can I use WhatsApp and a mobile CRM app?

    Yes, you can.

    If you’re using OnePageCRM’s native mobile apps, you can WhatsApp your leads in a couple of taps. Android users need to simply tap the contact’s phone number or the message icon next to it, select WhatsApp, and we’ll connect you automatically.

    And if you’re using our iOS app, all you need to do is set WhatsApp as your default SMS application. Then the moment you tap the message icon, we’ll launch WhatsApp for you.
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