Integrate WhatsApp with Your CRM and Boost Your Marketing Strategy

Why Use WhatsApp to Communicate with Your Customers?

WhatsApp is part of the daily routine for millions of people. If your customers use it, your business should too.

With My IDX Marketing CRM, you can integrate WhatsApp to:

Automate responses
Send reminders or promotions
Follow up with customers effortlessly
Handle inquiries without being online all the time

Remember: Not all channels work the same for every audience.

Is WhatsApp the Right Channel for Your Business?

Before adding this tool to your CRM, ask yourself:

Do my customers regularly use WhatsApp?

Yes: Perfect! It’s your ideal channel.

No: Better to stick with SMS or email.

This step helps you invest your time and money wisely.

What Can You Do with WhatsApp Through Your CRM?

1. Automated Appointment Reminders

“Hi Marta, just a quick reminder about your appointment this Friday at 10:00 AM at [Business Name]. See you soon!”

Perfect for clinics, salons, personal trainers, or any appointment-based business.

2. Post-Sale Follow-Up

After delivering a service or product:

“Hi Carlos, we hope you’re enjoying your new lighting system! If you have any questions or need help, we’re here for you.”

This type of message strengthens the relationship and opens doors to future sales or referrals.

3. Automated Welcome Messages

When a lead fills out a form:

“Hi! Thanks for reaching out. I’m part of the [Your Company] team. How can we help you today?”

You start the conversation immediately—even when you’re away from your computer.

4. Exclusive Promotions

Target specific customer groups with relevant offers:

“This weekend only: 20% off just for our VIP clients. Reply to this message for details!”

How Does It Work Inside the CRM?

The process is simple. Here’s how to start using WhatsApp from your CRM:

Activate WhatsApp integration
Set up automated message flows (reminders, greetings, promos, follow-ups)
The CRM sends the messages at the right moment
You manage everything from one dashboard

Everything in one place—no switching tabs, no copy-pasting.

Not sure how to set it up? Don’t worry, we’ll help you!

How Much Does It Cost — And Why Is It a Smart Investment?

WhatsApp integration: $29.99 USD/month

Cost per conversation initiated: $0.0777 USD

With $29.99 + $10, you can start up to 130 separate conversations.

That means 130 opportunities to:

Close a sale
Win back a customer
Answer key questions

Think of it as having a direct and personalized support channel, available 24/7, for a fraction of what a full-time assistant would cost.

How Does Conversation-Based Billing Work?

When you use WhatsApp with professional tools like a CRM, you’re not charged per message, but per conversation.

A conversation is a 24-hour window that starts when you send the first message to a customer. During that window, you can send and receive as many messages as you want at no extra cost.

Simple Example:

“Hi Juan, how did your consultation go yesterday?”

That message starts a conversation.

WhatsApp opens a 24-hour window in which you can continue chatting freely with that customer.

It doesn’t matter if you send 1, 5, or 20 messages — you’re only charged once.

If you message them again after 24 hours, it counts as a new conversation and is billed again.

Ready to Transform Your Customer Communication?

Integrating WhatsApp into your CRM isn’t just a trendy tool—it’s a powerful strategy to build trust, connect faster, and increase your sales without stress.

Start today and take your customer service to the next level