Sigzen WhatsApp CRM is a robust add-on for ERPNext, enabling seamless WhatsApp Business API integration for automated, real-time customer engagement. Empower your organization to engage customers through automated messages, interactive templates, and real-time analytics, all while integrating deeply with your existing ERPNext system to manage sales, support, marketing campaigns, and more.
Sigzen WhatsApp CRM
Transform Customer Interactions with WhatsApp Business API Integration
Key Features
1. Customizable WhatsApp Message Templates
Leverage the official WhatsApp Business API to create custom templates for notifications, transactions, and marketing campaigns. Predefined templates can include text, images, videos, or documents, ensuring effective, compliant communication at each touchpoint.
2. Interactive WhatsApp Messaging
Engage customers with interactive elements like buttons for quick replies or calls to action. Enhance the user experience with interactive carousel cards and dynamic media integration to promote customer involvement in WhatsApp conversations.
3. Automated WhatsApp Messaging
Automate recurring notifications such as order confirmations, reminders, delivery alerts, and more triggered by ERPNext events. Sigzen WhatsApp CRM supports automation for quotations, invoices, sales orders, and delivery notes directly from your ERP system.
4. WhatsApp Group Messaging & Campaigns
Send bulk WhatsApp messages with ease, using predefined filters based on ERPNext data to select target groups. Track performance metrics like delivery, open rates, and failures to optimize campaign outcomes using built-in analytics.
5. Real-Time WhatsApp Message Tracking & Analytics
Visualize key message statistics—sent, delivered, read, failed—on intuitive dashboards within ERPNext. Campaign performance analytics allow you to refine your WhatsApp marketing strategies based on real-time insights.
6. WhatsApp OTP Verification & Lead Creation
Simplify customer lead creation via WhatsApp with OTP verification for number validation. Capture accurate customer data from WhatsApp forms, dynamically integrated with ERPNext’s CRM module for instant lead entry.
ERPNext Core Module Integrations
Case Studies
1. FMCG Company
Challenge
A leading FMCG company struggled with the high volume of manual customer outreach, leading to inefficiencies and inconsistent communication, impacting customer satisfaction and engagement with their brand.
Solution
The company implemented Sigzen WhatsApp CRM, automating notifications for order confirmations, delivery alerts, and updates via WhatsApp Business API. Using customizable templates and automated workflows linked to ERPNext, the team streamlined communication and ensured timely updates.
Results
The solution resulted in a 30% reduction in manual outreach efforts and a 15% improvement in customer satisfaction scores, as customers received real-time, accurate information without delays.
2. Retail Business
Challenge
A large retail chain needed an efficient way to conduct bulk promotions and engage with customers to drive repeat sales, facing challenges in managing targeted outreach across multiple stores using traditional SMS or email.
Solution
Using Sigzen WhatsApp CRM’s group messaging and campaign analytics, the retail chain ran targeted promotional campaigns over WhatsApp. Automated workflows and real-time tracking allowed the team to optimize messages based on customer interactions and purchase history from ERPNext.
Results
The chain saw a 25% increase in repeat sales, as well as improved customer engagement, as tailored promotions reached the right audience quickly, resulting in better campaign effectiveness and higher ROI.
Tutorials & Guides
Frequently Asked Questions
What is Sigzen WhatsApp CRM?
Sigzen WhatsApp CRM is a tool that integrates the official WhatsApp Business API with ERPNext, enabling organizations to manage customer communication, automate notifications, run marketing campaigns, and track interactions seamlessly.
How does it integrate with ERPNext?
Sigzen WhatsApp CRM integrates deeply with ERPNext’s CRM, sales, and support modules, automating communication, updating records, and triggering workflows across these platforms based on WhatsApp interactions.
Can I automate sales orders and invoices?
Yes, automated WhatsApp messages can be sent for sales orders, invoices, payment reminders, shipping updates, and other sales-related documents directly triggered from relevant doctypes in ERPNext.
How customizable are the message templates?
Message templates using the WhatsApp Business API are fully customizable (following WhatsApp guidelines), allowing you to include text, images, videos, documents, and interactive buttons for personalized communication.
Does it support bulk messaging?
Yes, you can send bulk group messages using predefined filters (based on customer groups or segments in ERPNext) and track the performance of each campaign in real-time with detailed analytics.
What industries benefit from Sigzen WhatsApp CRM?
It is ideal for industries like FMCG, retail, distribution, e-commerce, education, healthcare, and any business that relies on timely, scalable, and official customer communication via WhatsApp.
How does OTP verification work?
OTP verification ensures customer data accuracy during lead creation or updates by validating mobile numbers via an automated WhatsApp message containing a one-time password.
Unlock Your WhatsApp Communication Power – Request a Free Demo
Ready to revolutionize your customer communication with Sigzen WhatsApp CRM? Contact us today (Sigzen Technologies, Ahmedabad) for a demo or consultation and discover how this seamless integration with ERPNext can transform your business operations.
Trust Elements
”Sigzen WhatsApp CRM transformed our customer outreach! The automated notifications and bulk messaging features have streamlined our communication, and we’ve seen a 15% boost in customer satisfaction. It’s incredibly efficient and seamlessly integrates with ERPNext!
Sunil AgrwalSpace Factor
”Sigzen WhatsApp CRM has been a game-changer for our promotional campaigns. The ability to send targeted messages and track performance in real-time helped us achieve a 25% increase in repeat sales. Highly recommended for any retail business!
Mayur SoniKanakapura Jewelers
Rating: 4.9 / 5 (27 votes)
