Everything You Need to Know About Integrating WhatsApp with a CRM in 2025

In this new article, we want to share with you some relevant information about CRM and WhatsApp. We will find out which is the most interesting and useful choice on the market, how to integrate it with WhatsApp, how to make the most of it and how to configure all the essential features to ensure optimal work and fluent and rapid communication.

What is CRM for WhatsApp?

A CRM for WhatsApp is a tool capable of connecting the connection between a CRM and a platform like WhatsApp, facilitating the connection. An example is certainly Callbell. The latter, in fact, is able to obtain various advantages, such as innovative features to analyze and control your team effectively and quickly, automating interactions and also performing targeted actions, such as broadcast campaigns and much more.

Furthermore, the CRM allows you to store every detail about your potential customers and leads, organizing them into segments, thus creating intelligent contact lists to which you can strategically promote and send all the most useful information.

Benefits of using a tool like CRM for WhatsApp

If you are even thinking about implementing a CRM for WhatsApp within your company, we explain why you absolutely should do it:

1. All your customer data will be grouped and stored in one place: With this feature, you can manage all the details about your leads in one place, even if they come from WhatsApp, Telegram, Instagram or Facebook. Everything will be present on a single platform, where you can access and verify that the information is correct, starting important conversations and closing your sales in the best way.
2. A smoother and faster experience: Personalization is a valuable feature when dealing with customers. With a CRM for WhatsApp, in fact, you will have the possibility to customize all the flows dedicated to customer service based on the type of lead that interfaces with your company. You will thus be able to customize marketing campaigns by sector, viewing statistics divided by team, user and response times.
3. Automation at scale: You should absolutely make the decision to automate your processes. Imagine being able to automate reminders or sending single messages, interactions and analysis of responses with AI in a fast and intelligent way. Not only that, but also automate longer processes and even appointment scheduling. Improve all of this with a WhatsApp CRM like Callbell.
4. Improved team collaboration: With the help of Callbell, collaborating with your teams has never been easier. In fact, this tool allows you to send internal notes in chats to any member of your staff. You can also tag, use sales funnels, send multimedia content and assign chats. Furthermore, Callbell offers you various features, which make it a truly incredible CRM for platforms like WhatsApp: among the many, specialized metrics, artificial intelligence, automations and much more.

How to choose the right WhatsApp CRM platform

You always have to be very careful when choosing a WhatsApp CRM. This is because the act of migrating all the conversations, numbers and interface of a business is fundamental. The important thing is therefore to be sure to choose the most suitable and ideal one for your company.

Here are all the factors to consider:

• Possibility of integration with other tools on the market, such as Slack, Google Suite, Shopify and others.
• Access to localized support: That is, extraordinary support, the possibility of receiving a product demo, onboarding and much more.
• Scalability: A CRM capable of gradually scaling your business. The features are designed to analyze and make all the most relevant changes, capable of improving performance at every single stage of the business lifecycle.
• Automated chatbots: As we have seen previously, automation is essential to optimize sales, marketing and, finally, customer support processes. Chatbots are incredible tools, which allow you to automate the simplest processes, saving you valuable time.

How to integrate CRM for WhatsApp

WhatsApp does not have a CRM; therefore, it will be necessary to choose a CRM dedicated specifically to this instant messaging platform that uses an external tool. In this part of our article, we want to explain how to do it with Callbell.

WhatsApp Business

This app is used daily by millions of companies around the world to communicate and interact with their customers. In addition to this, it also offers really simple and effective business features that will help you better manage interactions with all your customers.

Summary of WhatsApp Business features.

• Possibility of creating a company profile, entering contact information, official websites and company headquarters.
• Possibility of setting opening and closing times in order to inform all your customers simultaneously and in an orderly manner.
• Support for quick and comprehensive automatic responses, limiting automation to greetings, quick responses and absence messages from the human team.
• Possibility of creating a simple product catalog to let the market discover everything you offer.
• Using tags to segment your customers.

WhatsApp Business API

Just like the standard business app for small and medium-sized businesses, the WhatsApp Business API was designed for large companies that, of course, receive a significant volume of messages per day or month.

This official API offers several advantages, all very interesting and useful, such as: a verified WhatsApp profile, the ability to integrate with third parties, multi-account and multi-agent sessions, the ability to add multiple numbers on WhatsApp and manage messages from a single platform, chatbots, various automations and much more.

A great option as a CRM for WhatsApp is undoubtedly Callbell, giving the ability to create integrations via Zapier and special features such as those previously mentioned, all aimed at improving customer support.

How to Register a WhatsApp Business API Account

All businesses can get the WhatsApp API through an official BSP, just like Callbell.

This means that businesses that have a WhatsApp Business account can always have a WhatsApp Business API account using a BSP, thus receiving amazing benefits such as WhatsApp verification, multiple branch numbers integration in one account, organized metrics, automations and much more.

Always keep in mind that approval takes a week or two and you will therefore have to start with the verification of your Facebook Business Manager account. However, the Callbell team will be happy and honored to help you throughout this process.

After completing all the steps, the next step will be to understand the billing model provided by WhatsApp. In this article, we also provide the details through the following link, so that you can fully understand everything about communicating with your customers through the official WhatsApp Business API.

Callbell as the best WhatsApp CRM in 2025

Callbell can really be considered one of the best CRMs for WhatsApp on the market in 2025. Its platform, in fact, is really intuitive and the features offered are undoubtedly a huge advantage. Among them, we find:

• Callbell, taken alone, is a powerful CRM for WhatsApp, as it is able to store a large volume of data within its platform, also offering complete integration with other CRMs and cloud tools via Zapier.
• Callbell offers a specialized metrics module ideal for all sales and support teams. This can collect details on response, closing and resolution times for each individual chat, offering a complete suite in order to monitor and manage the performance of your teams.
• We also have OpenAI AI, which integrates with the automated chatbots present in Callbell. This allows AI to interact with all your customers in a simple, fast and super efficient way, automating interactions and sending essential data to customers without having to interface with a human agent.
• The collaborative chat module provided by Callbell allows you to easily manage and control all your contacts, sending marketing campaigns and managing services from a single location.

WhatsApp CRM for Sales, Marketing, Support and Operations

Did you know that using a WhatsApp CRM can give your business significant advantages in terms of marketing, operations, customer interaction and much more? We would like to share some really interesting elements about it here:

Sales: increase sales through multi-agent and multi-channel chat

By having a WhatsApp CRM, your sales or support team will be able to connect and interact directly and immediately with all your customers, increasing the response rates of each individual user.

Imagine being able to send instant responses immediately after receiving a request, through a chat or, even, an artificial intelligence capable of interacting in an absolutely natural way.

Another super interesting aspect is the ability to personalize messages, completely monitor conversations from a single location and ensure the correct allocation of chats, when and if necessary.

Marketing

One of the most useful aspects of WhatsApp CRMs, especially with Callbell, is certainly the ability to automate conversion flows. It all starts with lead acquisition from social media, Google Ads or any other means in order to collect contacts and potential new customers.

In addition, you can create specific segments, capable of helping you send relevant information to each user based on business needs, sending related WhatsApp newsletters, the latest news, promotions and much more.

Assistance: An even faster and better customer service

When we talk about customer service, the speed of our responses is absolutely essential.

A WhatsApp CRM is essential to serve all your customers efficiently. With Callbell CRM, you can automate responses, saving useful information for the entire team and creating chatbots capable of answering all requests received.

In the event that, after having automated the chatbot and assisted a customer, this customer needs a human operator to solve his problem, then the chat will be automatically redirected to the available team, sending internet notes or editing the chat. Additionally, the chat can summarize the conversation so that the agent can understand what is needed to act promptly.

By doing so, the agent who takes control of the interaction will have a great understanding of the context, providing even more personalized and excellent assistance.