WhatsApp CRM · Customer Marketing

A WhatsApp Cloud CRM for managing customer conversations, contacts and approved-template marketing campaigns.

GLV integrated capability

MoneyExpert brings customer messaging and marketing workflows into a web-based CRM. The project includes a unified WhatsApp inbox, contact organization, audience selection and marketing campaign management using approved WhatsApp templates. Workspace controls help organize business messaging operations.

MoneyExpert

System overview

MoneyExpert – WhatsApp Cloud CRM

MoneyExpert brings customer messaging and marketing workflows into a web-based CRM. The project includes a unified WhatsApp inbox, contact organization, audience selection and marketing campaign management using approved WhatsApp templates. Workspace controls help organize business messaging operations.

Capabilities
  • WhatsApp Cloud API integration
  • Unified customer messaging inbox
  • Contact tags and categories
  • CSV and Excel contact import
  • Audience selection for marketing campaigns
  • Approved WhatsApp template campaigns
  • Text, image and video template workflows
  • Workspace management
Technology
  • WhatsApp Cloud API
  • Web application

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