Above we have left a list with the best CRM for WhatsApp to manage clients 2025. Now it is up to you which one you are going to choose for your business. But we are not washing our hands of it completely! To help you choose well, we share with you some tips to consider before hiring one.
Here we leave you everything you need to make recent mobile phone number data a comprehensive, intelligent and solid decision. Don’t worry: you are getting closer to seeing your sales grow.
1. Define your company’s objectives
Yes, it may seem obvious, but it isn’t: the incorporation of a CRM must respond to the needs of your brand. Using this tool when you want to increase your team’s response capacity is not the same as using it when you work on improving your sales closing.
The goals you set for yourself will tell you which app is best for your needs and goals.
2. Analyze the difficulty of your business needs
A simpler WhatsApp CRM alternative may be enough to meet your business needs, or you may need a more comprehensive CRM tool packed with features.
Before investing in any of the best CRM for WhatsApp, evaluate the number and complexity of the needs your business has today.
3. Evaluate the recommendations for the economic sector in which you work
Thanks to the reach of these tools, it is increasingly common to see CRM recommendations for specific sectors, depending on the type of transactions carried out, the characteristics of the client, the information shared and the marketing strategies applied.
You can consult industry experts who will tell you about their experience using CRM and give you the advice you need to make the best choice.
4. Take into account your clients’ profile
By knowing how they interact through WhatsApp and how you can improve communication with them, you will have adequate criteria to choose the best CRM, the one that helps you maintain an ongoing dialogue.
In this case, it is also vital to know what types of interactions you have had with them so far, what their most frequently asked questions are, and what their favorite payment platforms are. All of this data is gold: it will give you a guide to evaluate the characteristics of a Customer Relationship Management service before paying for it.
5. Check the possibility of personalizing customer experiences
One of the objectives that is usually sought with a CRM is to identify customers and characterize them according to the different phases of the purchasing gzip and brotli compression process and their needs. However, many WhatsApp CRMs are limited to just storing databases.
Therefore, when choosing a CRM integrated with WhatsApp, you should look for features that personalize experiences for each customer, whether it be labels to classify customers by stage or chatbots that qualify leads. Look for features that make it possible to personalize all touchpoints, tactics, strategies or offers to start the right conversation with each customer.
6. How good is your support/customer service team?
The speed of problem solving and the speed of response from the support team of a WhatsApp CRM is one of the key factors to consider. If tomorrow your WhatsApp CRM goes down: How soon will these issues be fixed? Are we talking about minutes or hours? dkb directory Is it a frequent downtime or does it happen once in 1000?
Raise a red flag if you discover poor feedback from past customers about your support service. Also, think twice if you see comments from CRM users complaining that the “system is always down.” Remember that a prolonged unresolved system failure can mean lost sales and disappointed customers.