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Workflow

WhatsApp to Deal Conversion

Whats app message/campaign
Lead Generated
Lead Captured in AssignSales
Lead Assigned
Sales Follow-Up
Lead Qualified
Opportunity Created
Deal Closed
Key Features

WhatsApp Business with AssignSales

Two-Way WhatsApp Communication

Send and receive WhatsApp messages directly from AssignSales while maintaining a centralized customer conversation history.

Automatic Lead & Contact Management

Capture WhatsApp enquiries and associate conversations with existing Leads, Contacts, Accounts and Deals. Reduce duplicate data entry and keep customer records updated.

WhatsApp Conversation History

Maintain a complete record of customer interactions within the CRM, helping sales representatives understand previous conversations before making the next follow-up.

WhatsApp Business Messaging

Use WhatsApp Business messaging to engage prospects with product information, sales updates, offers, reminders and customer communications.

Template-Based Messaging

Use approved WhatsApp message templates for structured business communication.

Lead-to-Deal Conversion

Convert qualified WhatsApp enquiries into CRM leads and move them through your sales pipeline—from Lead → Opportunity → Deal → Customer.

Why Integrate WhatsApp with AssignSales?

Stop Losing Leads in WhatsApp Chats

Customer conversations often contain valuable sales information, but traditional WhatsApp communication can make it difficult for organizations to track ownership, follow-ups and conversions.

AssignSales connects the conversation layer with the CRM layer, allowing businesses to transform WhatsApp enquiries into structured sales opportunities.

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