Chat with Customers on WhatsApp Directly from SuiteCRM
WhatsApp is often the fastest way to reach customers, but conversations on individual phones are invisible to the rest of the team.
We integrate the official WhatsApp Business Platform with SuiteCRM so messages are sent, received and stored against leads, contacts, accounts and cases.
The integration is installed as a SuiteCRM module package and works with both SuiteCRM 7.x and 8.x, including the legacy views embedded in SuiteCRM 8.
What We Deliver
Chat Panel on Records
Send and receive messages from SuiteCRM records.
Template Messages
Meta-approved templates for notifications and follow-ups.
Full History
Conversations saved for every team member to see.
Lead Capture
New numbers create leads automatically.
AOW Workflow Actions
Send WhatsApp messages from SuiteCRM workflows.
Case Notifications
Notify customers about case progress on WhatsApp.
How It Works
Set Up WhatsApp Business
We register and verify your business number with Meta.
Install the Module
A SuiteCRM package adds the WhatsApp features.
Connect Webhooks
Incoming messages are routed to SuiteCRM in real time.
Configure Workflows
Templates and AOW workflows are set up.
Real-World Use Cases
Service Updates
Customers receive WhatsApp updates whenever their SuiteCRM case is updated.
Event Reminders
Contacts registered for an event receive automatic WhatsApp reminders.
Sales Conversations
Reps chat with prospects from the lead record, with every message saved.
Why Choose Xirgosoft
- Shared, trackable WhatsApp communication
- Faster responses to customers
- No messages lost on personal phones
- Official API with no ban risk
Our Process
- DiscoveryWe understand your business, workflows and goals.
- Planning & DesignWe define the solution, integrations and timeline.
- Build & IntegrateWe develop, configure, migrate data and test thoroughly.
- Launch & SupportWe go live, train your team and provide ongoing support.
Technologies & Platforms
Frequently Asked Questions
Does it work with SuiteCRM 8?
Yes. We support both SuiteCRM 7.x and 8.x.
Can workflows send WhatsApp messages?
Yes. We add WhatsApp actions to AOW workflows.
Can multiple users share one number?
Yes. All messaging happens inside SuiteCRM.
Do we need the official API?
We strongly recommend it — unofficial tools risk your number being blocked.
Add WhatsApp to your SuiteCRM.
Talk to our experts today for a free consultation and quote.