Official WhatsApp and sales tracking03 — WhatsApp CRM

Turn WhatsApp messages into
a measurable sales process.

WhatsApp CRM moves conversations off personal phones into a shared inbox with assignment, tags, stages, automation and performance reports. Arla Medya launches official Business API together with CRM and your stack.

AI / GEOQuick answer

What is WhatsApp CRM vs regular WhatsApp?

WhatsApp CRM removes the “one phone owns everything” model. Conversations live in a multi-user panel with customer cards, tags, sales stages, agents, notes, reminders and reports — on official Business API for corporate, traceable growth.

Who for?
Businesses that get steady demand on WhatsApp and need team and sales tracking.
What is included?
Business API, inbox, CRM, automation, integrations, training and support.
Core outcome
No lost chats, owned leads and measurable customer communication.
  • Official WhatsApp Business API Corporate connection under Meta rules
  • One inbox Team inbox WhatsApp, Instagram and Messenger options
  • CRM Customer & sales tracking Tags, stages, notes and history
  • AI 24/7 smart greeting Auto flows with human handoff

No lead left unowned

Customers message — but who owns the follow-up?

Personal or single-device WhatsApp can work at low volume. As teams grow, history, ownership, response time and outcomes go dark.

  • Chats scattered on staff phones
  • Multiple people answering the same customer — or nobody
  • History lost when someone leaves
  • Quoted customers never get a second call
  • After-hours demand goes cold
  • No measure of which agent converts how many leads
Map message and sales flow

ScopeEnd-to-end delivery

From message to sale —
tracked in one panel.

We do not only connect a channel; we design the path from first reply to sale and re-engagement.

01

Official Business API setup

Meta business verification, number link, templates and channel basics.

02

Multi-user inbox

Messages centralised; assigned automatically or manually to agents.

03

Customer card & pipeline

Chats, notes, tags, quotes and stages become durable history.

04

Auto replies & flows

Greeting, after-hours, qualification, booking and reminder scenarios.

05

Web, form and system links

Bi-directional data with site, CRM, booking, payments or custom software.

06

Agent & conversion reports

Response time, volume, won demand and agent performance.

Core components: WhatsApp Cloud API Instagram DM Messenger Agent routing Templates Webhook CRM AI assistant

ProcessHow we work

Not just connecting a number —
building a working system.

Technical setup and sales process share one project so the team actually uses the system.

  1. 01

    Channel & process discovery

    Sources, roles, reply types, stages and current tools.

  2. 02

    Meta & panel setup

    Business entity, number, users, permissions and approved templates.

  3. 03

    CRM & automation

    Tags, pipeline, routing, bot, reminders and integrations live.

  4. 04

    Training & improvement

    Team trained; flows improved from reports and conversion data.

ScenariosWho is it for?

Fits any model
with heavy message traffic.

We design scenarios for your questions, roles and sales steps — not generic bot copy.

01

Sales teams

Route demand to the right rep and track outcomes.

  • Lead qualification
  • Quote reminders
  • Won / lost
02

Clinics & beauty

Manage booking, pricing and service questions in flow.

  • Booking confirmation
  • Auto reminders
  • Human handoff
03

E-commerce & retail

Unify product Q&A, orders and after-sales.

  • Order info
  • Payment links
  • Shipping & returns
04

Tourism & stays

Distribute multilingual booking demand across the team.

  • Availability requests
  • Multilingual greeting
  • Booking tracking
05

Field & tech service

Turn fault reports into work orders with customer updates.

  • Location / photo intake
  • Service status
  • Maintenance reminders
06

Education & consulting

Run applications and pre-calls without drop-off.

  • Programme info
  • Application questions
  • Follow-up segments

Right choiceTransparent model

Choosing WhatsApp CRM —
look beyond the UI screenshot.

Critical topics: official API, number ownership, data security, permissions, templates, integrations, human handoff and reporting. Non-official connectors risk outages and account issues.

Arla Medya handles Meta channel setup, CRM workflow and optional custom integrations together — so “message received” becomes part of customer sales and service history.

Often yes — numbers can move to official Business API, but current app usage, provider and Meta business status must be checked. Migration plan is set in discovery.

Yes. Authorised users manage the business number in the panel; chats can be assigned and managers track performance.

Only with consent, approved templates and WhatsApp policy compliance. The system is configured for allowed segments and templates.

Assistants run inside defined knowledge and limits. Unsafe or complex cases escalate to humans with constraints and logging.

If the CRM has API or a suitable path, customers, messages, tasks, quotes and status can sync both ways — via webhooks or a bridge service if needed.

Users, channels, volume, automation, AI, integrations and support affect price. Meta messaging fees and software/service fees are shown separately and clearly.

Free consultation

Every message owned,
every lead with a tracked outcome.

Tell us your number, team structure and daily message process. We draft official setup and CRM roadmap in a free pre-analysis.

  • Free intro call
  • Reply within 24 hours
  • Site, panel, WhatsApp, infrastructure
+90 850 308 84 07 info@arlamedya.com Mon–Fri 09:00–18:00