Instant Messaging and Enhanced Customer Engagement with WhatsApp & vTiger CRM
Your customers already use WhatsApp every day. Meeting them there makes communication faster and more personal — but only if those conversations are captured in your CRM.
We integrate WhatsApp with vTiger CRM so your team can chat with leads and customers, share documents and send updates while every message is saved to the right record.
Most customers now prefer messaging over phone calls or email. Using the official WhatsApp Business Platform, we connect your business number to vTiger so conversations are shared, tracked and never lost on an individual phone.
What We Deliver
Chat from CRM
Send and receive WhatsApp messages directly from lead and contact records.
Conversation History
Every message is stored in the CRM timeline for full context.
Message Templates
Use approved templates for quotes, reminders and follow-ups.
Media & Documents
Share invoices, quotes, images and files right from the CRM.
Team Inbox
Assign WhatsApp conversations to agents and track response times.
Workflow Triggers
Send automatic WhatsApp updates when CRM records change.
How It Works
Set Up WhatsApp Business API
We help you set up the WhatsApp Business Platform and verify your number.
Connect to vTiger
Incoming and outgoing messages are linked to leads and contacts.
Create Message Templates
Approved templates are configured for notifications and follow-ups.
Automate & Assign
Workflows assign chats to agents and send automated updates.
Real-World Use Cases
Lead Follow-Up
A new website lead receives a WhatsApp welcome message, and the reply is routed to the assigned sales rep.
Order & Ticket Updates
Customers receive status updates on WhatsApp whenever an order or ticket changes.
Shared Team Inbox
Several agents handle messages from one business number, with a full history visible to everyone.
Why Choose Xirgosoft
- Faster replies on the channel customers prefer
- No lost conversations on personal phones
- Consistent, professional messaging with templates
- Better engagement and higher conversion rates
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
Is this the official WhatsApp API?
Yes. We use the official WhatsApp Business Platform from Meta, not unofficial tools that risk number bans.
Can we message customers at any time?
You can reply freely within 24 hours of a customer message. Outside that window, Meta requires pre-approved message templates.
Can multiple agents use one number?
Yes. Messages are handled inside the CRM, so multiple agents can work from the same business number.
Are there WhatsApp charges?
Meta charges per conversation based on category and country. We explain the pricing during setup.
Start engaging customers on WhatsApp from your CRM.
Talk to our experts today for a free consultation and quote.