WhatsApp CRM for lead follow-up
Capture. Connect. Convert.
Buyers expect WhatsApp. C2A already helps reps open chats from a lead card on mobile. A full WhatsApp Business API CRM connection for automated messaging is on the roadmap and clearly marked Coming soon — not live yet.
How C2A helps
Today, treat C2A as the system of record for lead capture and assignment, then message prospects on WhatsApp from your phone. When WhatsApp API ships, the same lead records will be the place templates and conversation context attach — without rebuilding your pipeline.
Key features
- Click-to-WhatsApp (mobile) — Open a chat with the lead’s number from the C2A app while you work the queue.
- Lead context beside the chat — See campaign, source, notes, and status before you message.
- WhatsApp API (coming soon) — Official API messaging and templates are not live — listed as Coming soon on Integrations.
- Multi-channel CRM — Pair WhatsApp follow-up with Meta, Google, and RCS capture.
How it works
- Step 1: Capture the lead — Import from Meta, Google, or RCS into C2A.
- Step 2: Assign an owner — Give a salesperson clear responsibility.
- Step 3: Message on WhatsApp — Use mobile actions today; API automation when released.
Benefits
- Faster human replies without losing CRM discipline
- Honest product status — no fake “live WhatsApp API” claims
- Ready foundation for future WhatsApp CRM features
Frequently asked questions
Is WhatsApp API live in C2A?
No. WhatsApp Business API is Coming soon. Mobile click-to-WhatsApp from lead cards is available for manual follow-up.
Can C2A help with lead follow-up on WhatsApp?
Yes. Staff can open WhatsApp from a lead on mobile while tracking status and notes in C2A.
Explore related pages
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