Sales

Grow employee productivity and sales quality over WhatsApp, while employees still use the native WhatsApp consumer app that they know and love.

Coral Messaging

A message about the new feature is getting positive feedback in client conversations

Coral Messaging

Meeting booked for tomorrow at 11:20 with Lisa Goodwin

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18 of 42 chats have discussed the new feature rollout. Should I remind your team?

Coral Messaging

I’ll add the main points of this voice note about this client conversation to your CRM

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Here are your most active sellers last week

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Unanswered questions found in chat with employee on vacation

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Hi Sergio, here are the top 5 actions for you this morning to move deals forward

FOR MANAGERS

Monitor chats to maintain sales quality, control users and chat branding

View KPIs by seller and by chat, to monitor performance and activity
AI-driven flags to isolate opportunities for improvement or recognition at scale
Track seller adherence to new campaigns or strategies being rolled out

FOR SDRs

Chats created automatically from CRM triggers, website entry points, or bulk phone number uploads
AI-automated SDR for lead qualification, with leads stored and synced to your CRM, and tagged for future follow up
Seamless, automated handoff to the sales team without leaving the chat thread
Handoff to customer success later in lifecycle, or replace a departing employee with a new one to maintain client / contact relationship

Update client information into your CRM by simply sending a WhatsApp voice note

Book appointments on command

FOR Sellers

Reminders and suggested actions based on chat content and CRM information, delivered in a private WhatsApp chat

For operators

Trigger chat creation and settings changes based on CRM events
Link client and internal contacts to chat participants, and for cross-channel insights