One inbox with the CRM
Incoming WhatsApp messages sit beside email and website enquiries on the client record, with an owner and the full history. Nobody asks “did anyone reply to that?” again. This is the heart of a custom CRM for any business that sells through chat.
Booking confirmations and reminders
A template message goes out when a slot is booked and again the day before, and a reply such as “can we move it?” comes back to a person, not a void. It pairs naturally with a booking system.
Quote and invoice nudges
A quote sent as a PDF, a gentle nudge after a few quiet days, a note when an invoice is overdue. Each message is written once as a template, approved once, and sent by the system at the right moment.
Job and delivery updates
“Your order is packed”, “we’ll be with you between ten and twelve”, “the engineer is on the way”. The status changes in the system and the customer hears about it, without a phone call from the office.
A chat button on the website
A WhatsApp button with a prefilled message that says which page or service the visitor was looking at, so the conversation arrives in the CRM already tagged with where it came from.
Opt-ins that are recorded
Who agreed to be messaged, when and how, stored against the contact. It is the unglamorous part, and it is what keeps you on the right side of Meta’s rules when you send reminders.