We run a small business with 4 people handling customer inquiries and sales conversations. Most new inquiries come through WhatsApp, and that has started creating a few challenges as volume has increased. Right now, conversations are mostly managed manually, which means customer history is spread across different devices and it is not always easy to see who last spoke with a lead or whether a follow-up has already happened.
We are not looking for a huge enterprise setup. The main goal is simply to keep conversations organized, avoid missed follow-ups, and give everyone on the team visibility into customer interactions.
For those dealing with a similar situation, what are you using? Are you connecting WhatsApp to an existing CRM, using a shared inbox solution, or doing something else entirely?
Interested in hearing what has worked well and what you would avoid.