WhatsApp, Messenger & Instagram
Manage WhatsApp conversations and use keyword replies and automation for Messenger and Instagram. Channel capabilities and messaging rules vary.
Features
The tools behind every customer relationship.
Explore messaging, automation and business management in HelloCRM. Choose the capabilities that fit the way your team works.
Flows, keywords & follow-ups
Build message flows, keyword replies and scheduled broadcasts. Automate routine follow-ups across the customer journey.
AI assistance & business knowledge
Train AI with your business knowledge to help answer customer questions and support appointment booking. Review AI service insights to improve your support.
Contacts & customer journeys
Organise customer records, labels and statuses. Keep customer context available to your team and review the customer journey.
Reporting & Meta Ads
Review messaging activity, broadcast engagement and Meta Ads attribution. Use reports to understand customer activity and campaign results.
Orders, products & payments
Manage products and customer orders, record payments and review debtor statements. Keep sales activity connected to customer records.
Appointments & reminders
Manage bookings, staff availability and rescheduling. Set appointment reminders and follow-ups to support your service workflow.
Rewards & integrations
Run customer campaigns and rewards, and connect business workflows through developer APIs and outbound webhooks.
Feature and channel availability varies by plan. Compare plans for details. Compare plans
BUSINESS AT A GLANCE
Understand your business performance.
Track new leads, auto-replies, AI hours saved and monthly message volume. Review WhatsApp Web sending activity, response rates and upcoming scheduled messages in one dashboard.
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