How to Run a CRM Connected Directly to WhatsApp

A CRM connected to WhatsApp turns each incoming conversation into an opportunity record, so the channel where deals actually happen is the same place the pipeline is tracked.

Why sales on WhatsApp resists tracking

Deals move on WhatsApp because customers prefer it. The problem is everything the channel does not do.

Conversations living on individual phones, invisible to the team
Deals lost when a salesperson leaves and takes the thread with them
No pipeline stage attached to an ongoing negotiation
Follow-ups depending entirely on personal memory

What the connected pipeline gives you

Each conversation as a card, with details you can add and edit
A phase, so the deal's position in the pipeline is explicit
Team visibility, with permissions controlling who sees what
A side chat for internal discussion, without leaving the screen
A message counter and time-in-phase, visible from the board

How to configure it in Jestor

Link the WhatsApp number in Jestor to your opportunities table.
Let each new conversation create an opportunity card automatically.
Add the commercial fields your process needs to the same record.
Move cards through the pipeline as the negotiation progresses.
Use the side chat to discuss a deal with the team while the customer conversation stays open.

Why choose Jestor for WhatsApp sales?

Jestor puts the external conversation and the internal discussion on one screen, so a salesperson never has to switch tools to ask a colleague about pricing mid-negotiation.

The panel shows the exact message count per conversation and the time spent in each phase from outside the card, which makes stalled deals visible without opening anything.

Frequently Asked Questions

Can the team see every conversation?

Yes, subject to the permissions you set. See jestor.com.

Can I discuss a deal internally without the customer seeing?

Yes, through the side team chat.

Can I see how long a deal has sat in a phase?

Yes, time per phase is tracked.

Video Tutorial: Step by Step

Check out other practical tutorials on the Jestor YouTube channel.

Get to know Jestor

With Jestor, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by AI. Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and control.

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