Stop losing client conversations across personal mobile phones. Connect the official WhatsApp Business API directly into your bespoke Veltris CRM for unified messaging, automated appointment reminders, and instant quote delivery.
All incoming client WhatsApp messages arrive directly inside the CRM record rather than sitting trapped on an individual technician or director personal mobile phone. Every staff member with permission sees the conversation history.
The moment an appointment is agreed, the CRM sends a branded WhatsApp confirmation containing the date, time, staff name, and directions. Clients can click a single button to confirm or reschedule.
Send links to detailed estimates and proposals straight via WhatsApp where open rates consistently exceed email. The CRM notes when the message is delivered and viewed so your team knows exactly when to follow up.
Homeowners or couples can send photos of architectural drawings, site access constraints, or moodboards directly via WhatsApp. The integration automatically attaches these media files to the customer project card.
WhatsApp Business API connectivity is configured natively during your custom CRM pilot or as part of our standalone Instant Enquiry Answering system.
No. The integration connects to your official WhatsApp Business number via the Cloud API. Your team handles conversations from their laptops, tablets, or CRM dashboard without needing separate physical handsets.
Yes. The system automatically sends a polite reminder 24 hours and 2 hours before a scheduled site visit, drastically cutting down on wasted journeys where nobody is home to grant access.
Yes. The system uses official Meta Business Cloud APIs with verified UK consent logs. All communication history is safely stored on your UK-based CRM database rather than scattered across private employee devices.
Explore other integrations and modules: