Control Center
Financial Portal | INR (₹)Seamless CRM & WhatsApp Integration
This feature seamlessly enables you to manage, upload, delete, and send details to the client directly. All the features and actions you typically perform on WhatsApp and your traditional CRM are combined here. The automation engine handles background sending and syncs everything in real time.
How the Automation Works
1. Upload & Manage
Upload client documents, invoices, or media directly to the portal. Edit or delete them effortlessly before sending.
2. Auto-Trigger
Once saved, the CRM automation instantly drafts custom messages and attaches your uploaded files without manual typing.
3. Send & Track
Details are dispatched instantly via WhatsApp Business API. Track read receipts and client replies right in the system.
Lead Management & Step Notifications
Manage your active leads and trigger WhatsApp step-by-step updates instantly to their respective numbers.
| Profile ID | Lead Name | Current Step Status | Action |
|---|---|---|---|
| PRF-849201 | Aarav Technologies | Document Intake | |
| PRF-381029 | Global Solutions Ltd. | Review Pending | |
| PRF-519283 | Apex Systems | Invoice Dispatched |