Fast CRM Software puts WhatsApp on top of the sales pipeline. A prospect messages and an enquiry is captured. A quotation waits for a decision and the follow-up nudge goes out. An order is confirmed and the customer is told. A sale closes and a feedback request follows — each message triggered by a real CRM event, not by someone remembering to send it.
Some messages keep the customer informed; others chase the salesperson who has to act. Fast CRM Software uses WhatsApp for both — the customer knows the enquiry landed and the order is confirmed, and reps are nudged before a sent quotation goes cold on the follow-up dashboard.
WhatsApp is the channel. The enquiry, quotation and order are the system of record. Fast CRM Software keeps the two in step from first enquiry to feedback after the sale.
Each message is triggered by a real event on a CRM document — an enquiry received, a quotation sent, an order confirmed, a payment due, a sale delivered. Nothing depends on a salesperson remembering to type an update.
A message on WhatsApp is where a lot of B2B deals actually start. Fast CRM turns that chat into a tracked lead or enquiry against the party master, records the enquiry source, and sends the prospect an acknowledgement with the enquiry number — so nothing lives only in a salesperson's phone. From there it flows straight into lead & enquiry capture and the follow-up dashboards.
The most expensive quotation is the one that was sent and never chased. A sent quotation sits on the follow-up dashboard at status 34, and WhatsApp nudges keep both the customer reminded and the rep chasing while the quote is still live. Each nudge names the quotation number, the party and the value — and is logged on the follow-up history.
The two moments the customer most wants to hear about are the order landing and someone caring after it ships. When an Order Acceptance is confirmed at status 35, the customer gets a WhatsApp confirmation with the order number and quantity; when the sale is delivered, a scheduled feedback request follows — captured against Customer 360, ready to become a service ticket if needed.
A WhatsApp chat becomes a tracked lead or enquiry, and the customer gets an acknowledgement with the enquiry number and who is handling it.
A quotation sitting at status 34 keeps the customer reminded and the rep chasing from the follow-up dashboard — before the quote goes cold.
An Order Acceptance confirmed at status 35 sends the customer a WhatsApp confirmation with the order number and quantity — the win, acknowledged at once.
A payment or follow-up date falling due nudges the salesperson who owns the order with the party and amount — chased from the follow-up dashboards on time.
A delivered sale triggers a WhatsApp feedback request captured against Customer 360, and a low rating can open a service ticket.
WhatsApp complements telephony/IVR and email/SMS — the enquiry, quotation or order is the single record behind every channel.
30-minute demo on your own sales scenarios — enquiry intake, quotation follow-ups, order confirmations and feedback requests, end to end. No slides.
