WOZTELL and Zoho CRM: Your Ace for Successful Sales

Optimize your most important sales channel, WhatsApp, by connecting it with your Zoho CRM

Increase your engagement while you attribute your leads to each WhatsApp

The integration of WhatsApp and Zoho CRM by WOZTELL is the ultimate solution to optimize and enhance your sales efforts. From communication traceability to payment automation, discover how this powerful combination can transform your sales approach in a fun and effective way.

The ideal response time to answer a lead is five minutes or less. With WhatsApp and the rise of social media, immediacy has become an added value to your service. According to a study by InsideSales.com (now XANT), you are ten times more likely to get a response if you do so in those first five minutes instead of waiting 10 minutes. Furthermore, the Harvard Business Review points out that companies that respond in less than an hour are seven times more likely to have meaningful conversations with decision-makers. If you delay, you might miss the chance to close a sale with the right customers. Don’t let that happen!

Therefore, we propose you implement an omnichannel strategy with WOZTELL, connecting your WhatsApp by leveraging Zoho CRM.

1. Traceability and Agent Management: Complete Control Over Your Sales via WhatsApp!

Suppose more than five people in your company work with regular WhatsApp or WhatsApp Business. In that case, you likely need to trace their sales efforts more closely due to the disconnect between these two tools. Managing multiple communication channels can be challenging, but with WOZTELL’s integration with WhatsApp and Zoho CRM, you can have everything under control without complications.

With WOZTELL, you will have a mobile application where you can send and receive WhatsApp messages, and these messages will be registered in Zoho CRM.

Multiple WhatsApp numbers and unlimited agents

WOZTELL allows you to manage several WhatsApp numbers from a single platform, facilitating supervision, segmentation, and efficient reach to different audiences.
  • Centralized Management: Administer all your WhatsApp numbers from one place, ensuring coherent and organized communication.
  • Unlimited Agents: No need to worry about limitations. With WOZTELL, you can have as many agents as you need, working harmoniously and accessing the same information in Zoho CRM.

Supervise all your team’s WhatsApps and attribute conversions

The ability to supervise, advise, and accompany interactions with potential customers from your sales advisors’ WhatsApp numbers or a single number with multiple agents significantly improves service efficiency and quality.
  • Complete Conversation History in Zoho CRM: Every interaction is recorded in Zoho CRM, allowing agents to review the entire communication history and respond more informatively.
  • Performance Analysis in Zoho CRM: Evaluate your agents’ performance and adjust your strategies to maximize efficiency and effectiveness.

2. Lead qualification with chatbots: automation that boosts your sales

Analytics doesn’t have to be boring. With custom modules from WOZTELL and Zoho CRM, you can measure the impact of your WhatsApp messages visually and effectively.

Automated Interaction with Chatbots

WOZTELL uses advanced chatbots that interact with your potential customers, automatically collecting key information and qualifying leads in Zoho CRM.
  • Smart Chatbots Integrated into Zoho CRM: Chatbots can handle initial queries and gather crucial data, ensuring only the most qualified leads reach your sales team.
  • Sales Process Optimization: Automate interactions with potential customers, allowing your sales team to focus on closing deals instead of performing repetitive tasks.

Automatic sales with AI

WOZTELL’s artificial intelligence allows for continuous adjustment and improvement in interactions with potential customers, ensuring fast and accurate responses.
  • Dynamic Personalization: Chatbots can tailor their responses based on previous interactions and customer behavior.
  • Scalability: Handle many queries without compromising service quality, ensuring each lead receives appropriate attention.

3. Automate WhatsApp Messages: appointment reminders, notifications, and keeping customers informed from Zoho CRM

Automation is critical to efficient and effective sales management. With WOZTELL’s integration of WhatsApp and Zoho CRM, you can automate appointments and reminders, seamlessly integrating them with your calendars.

Appointment and reminder automation

WOZTELL’s integration with Zoho CRM allows you to schedule appointments and send reminders automatically, improving efficiency and customer satisfaction.
  • Calendar integration: Synchronize your appointments and reminders directly with your agents’ calendars in Zoho CRM, ensuring they never miss a meeting.
  • Personalized Reminders: Send personalized reminders to your customers to keep them informed and engaged, reduce no-shows, and enhance the customer experience.
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Benefits of Automation

Automating appointments and reminders not only enhances efficiency but also enables your sales team to concentrate on higher-value activities.
  • Reduction of Manual Tasks: Automate repetitive tasks, allowing your sales team to concentrate on closing deals.
  • Improve Customer Experience: Keep your customers informed and engaged with timely and personalized reminders.

4. Integrated Payments: Secure and Fast Transactions

In today’s world, processing payments quickly and securely is crucial for sales success. WOZTELL facilitates this with seamless integrations.

Integration with PayPal and Stripe

WOZTELL integrates smoothly with payment platforms like PayPal and Stripe, enabling secure and fast transactions directly from your sales communications.
  • Secure and Fast Payments: Process payments efficiently and securely, increasing customer trust and improving conversion rates.
  • Improved Conversion Rates: Offering integrated and secure payment options reduces friction in the purchasing process, resulting in higher conversion rates and customer satisfaction.

5. Customer Tracking and Relationship Management: Keep your sales active

Maintaining a solid relationship with your customers is crucial for long-term sales success. With WOZTELL and Zoho CRM, you can optimize every interaction to maximize each customer’s value.

Personalized Tracking

Use WOZTELL and Zoho CRM for detailed and personalized customer tracking, ensuring every opportunity is noticed.
  • Alerts and Notifications: Set up alerts and notifications in Zoho CRM to receive reminders about follow-ups, essential dates, and upcoming meetings with customers.
  • Customer Histories: Keep a complete record of all interactions with each customer in Zoho CRM. This will allow your sales team to access this information and offer personalized and effective service.

Relationship Management

Improve customer relationship management using advanced CRM tools to segment, analyze, and act accordingly.
  • Advanced Segmentation: Segment your customers in Zoho CRM based on their behavior, purchase history, and other relevant metrics to create more effective sales strategies.
  • Loyalty Programs: Design and implement loyalty programs using Zoho CRM data to reward loyal customers and increase retention.

6. Sales Analysis and Reporting: Make data-driven decisions

A detailed analysis of your sales activities is essential to understand what works and needs improvement. WOZTELL and Zoho CRM provide the necessary tools for in-depth analysis.

Custom Reports

Create custom reports in Zoho CRM to see your sales pipeline and your team’s performance.
  • Interactive Dashboards: Use interactive dashboards in Zoho CRM to visualize your sales data and track your most important KPIs in real time.
  • Trend Analysis: Analyze sales trends over time to identify patterns and opportunities for improvement.

Sales Prediction

Use Zoho CRM’s predictive analysis capabilities to anticipate your customers’ needs and prepare your team for future opportunities.
  • Sales Forecasting: Generate accurate forecasts of your future sales based on historical data and current trends.
  • Strategy Optimization: Adjust your sales strategies based on predictions and data analysis to maximize your results.

7. Workflow Automation: Maximize your sales team’s efficiency

Automating sales processes allows your team to focus on closing sales and building customer relationships.

Automated Workflows

Set up automated workflows in Zoho CRM to manage repetitive tasks and ensure smooth execution of all sales process steps.
  • Task Assignment: Automate task assignments and follow-ups to team members based on specific criteria such as pipeline stage or customer priority.
  • Document Management: Use WOZTELL to automatically send and receive documents, keeping everything organized and accessible in Zoho CRM.

Integration with External Tools

Leverage Zoho CRM’s integration with other sales and productivity tools to create a smooth and efficient work ecosystem.
  • Calendar Integration: Synchronize your CRM with external calendars to schedule appointments and meetings without conflicts.
  • Communication Tool Connection: Integrate your CRM with email and messaging applications to centralize all customer communications.

8. Sales team training and development: invest in your talent

Your sales strategy’s success depends on your team’s performance. With WOZTELL and Zoho CRM, you can provide ongoing training and development tools to maximize your potential.

Training Programs

Develop customized training programs using Zoho CRM data to identify improvement and growth opportunities.
  • Training Modules: Create specific training modules for different roles within your sales team, ensuring each member receives the necessary training.
  • Performance Evaluation: Use Zoho CRM metrics and reports to evaluate your team’s performance and adjust training programs accordingly.

Development Tools

Provide your team with the tools and resources to continuously improve their sales skills and knowledge.

  • Resource Library: Create a resource library within Zoho CRM with guides, tutorials, and sales best practices.
  • Coaching Sessions: Organize individualized coaching sessions to address specific challenges and strengthen your team’s sales skills.

Want to know more? Let´s talk via WhatsApp!


Integrating WOZTELL with Zoho CRM is not just a technological enhancement; it’s a revolution in your sales strategy. From customer tracking and management to detailed analysis and workflow automation, this combination allows you to optimize every aspect of your sales process. Don’t wait any longer—take your sales to the next level with WOZTELL and Zoho CRM!
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