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 ERPNext to manage sales, support, and more.
Key Features
1. Customizable Templates
Leverage WhatsApp Business API to create custom templates for notifications, transactions, and marketing campaigns. Predefined templates can include text, images, videos, or documents, ensuring effective communication at each touchpoint.
2. Interactive 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 conversations.
3. Automated Messaging
Automate recurring notifications such as order confirmations, reminders, delivery alerts, and more. Sigzen WhatsApp CRM supports automation for quotations, invoices, sales orders, and delivery notes.
4. Group Messaging
Send bulk messages with ease, using predefined filters to select target groups. Track performance metrics like delivery, open rates, and failures to optimize campaign outcomes.
5. Real-Time Tracking & Analytics
Visualize key message statistics—sent, delivered, read, failed—on intuitive dashboards. Campaign performance analytics allow you to refine your marketing strategies based on real-time insights.
6. OTP Verification & Lead Creation
Simplify customer lead creation via WhatsApp with OTP verification. Capture accurate customer data from WhatsApp forms, dynamically integrated with ERPNext’s CRM module.
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.
Solution
The company implemented Sigzen WhatsApp CRM, automating notifications for order confirmations, delivery alerts, and updates. Using customizable templates and automated workflows, 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, 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.
Solution
Using Sigzen WhatsApp CRM’s group messaging and campaign analytics, the retail chain ran targeted promotional campaigns. Automated workflows and real-time tracking allowed the team to optimize messages based on customer interactions.
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
Tutorials & Guides
Frequently Asked Questions
What is Sigzen WhatsApp CRM?
Sigzen WhatsApp CRM is a tool that integrates WhatsApp Business API with ERPNext, enabling organizations to manage customer communication, automate notifications, and track interactions.
How does it integrate with ERPNext?
Sigzen WhatsApp CRM integrates with ERPNext’s CRM, sales, and support modules, automating communication across these platforms.
Can I automate sales orders and invoices?
Yes, automated WhatsApp messages can be sent for sales orders, invoices, and other sales-related documents.
How customizable are the message templates?
Message templates are fully customizable, allowing you to include text, images, videos, and documents for personalized communication.
Does it support bulk messaging?
Yes, you can send group messages using predefined filters and track the performance of each campaign in real-time.
What industries benefit from Sigzen WhatsApp CRM?
It is ideal for industries like FMCG, retail, distribution, and any business that relies on timely customer communication.
How does OTP verification work?
OTP verification ensures customer data accuracy during lead creation by validating mobile numbers via WhatsApp.
Unlock Your SFA Solution – Request a Free Demo
Ready to revolutionize your customer communication with Sigzen WhatsApp CRM? Contact us today 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
