WhatsApp and SMS
Customer chats, right inside the CRM.
Every message stays in the customer's history and every new contact becomes an enquiry to handle.
WhatsApp Business is live. Customer SMS is being activated with the provider.
The problem
WhatsApp deals run through salespeople's personal phones: the history gets lost and nobody knows where the customer stands.
What WhatsApp and SMS does
- Your WhatsApp Business number, connected via the Meta Cloud API
- Conversation in the customer record
- Message templates approved by Meta
- Messages from unknown numbers turned into new enquiries, assigned automatically
- Delivery and read status
- Campaigns and automations with approved templates
Conversations in the customer record on all plans. WhatsApp campaigns and automations with the Marketing module (Pro, Enterprise or add-on). Meta bills conversations directly to the dealership.
From chat to CRM
A WhatsApp enquiry becomes a deal.
Unknown number · 2.0 estate
Assigned automatically to Giulia B.
Within 24 hours of the customer's last message you can reply freely. After that, you reopen the conversation with a message template approved by Meta.
WhatsApp Business
Your number, connected via the Meta Cloud API. Meta bills conversations directly to the dealership.
Campaigns and automations
Email and WhatsApp with approved templates, only to customers who gave marketing consent and always with an unsubscribe link.
Customer SMS
Technically ready, being activated with the provider. They will cost 1 credit per 6 SMS.
How it works
Three steps.
Connect the number
Connect your WhatsApp Business number via the Meta Cloud API.
Write from the customer record
The conversation stays in the customer record, with delivery and read status. After 24 hours you use a template approved by Meta.
Receive new enquiries
Anyone writing from an unknown number becomes a new enquiry in the CRM, assigned automatically.
Other connected modules
Automotive CRM
Always know where each deal stands and who is responsible for it.
Discover →MarketingMarketing Automation
Repetitive tasks kick in at the right moment, following rules you set and switch on.
Discover →WebsiteAI Website Builder
Pick a template, add your logo and photos and publish: the catalogue updates itself and enquiries land in the CRM.
Discover →Try DealerOrbit in your own dealership.
Sign up, import your vehicles and connect your website. If you prefer, we'll show you the platform using your own use cases.