WhatsApp CRM with Calling for Sales Teams

Why teams look for this

Many deals are won across two channels: a call to get attention and a WhatsApp thread to keep moving. When those live in a dialer, a phone and a CRM, the history is split and follow-ups slip.

A rep who calls, gets voicemail and then messages from a personal phone leaves nothing on the record. The next rep starts from zero.

Pixelwand keeps both in the CRM. You call or message from the same lead, and every touch lands on one timeline with a dated task for what happens next.

Who it is for — and who it is not for

A good fit if you

sell to prospects who answer on WhatsApp and pick up the phone
want calls and chats on one timeline instead of a dialer plus a chat app
need follow-ups after voicemails and no-answers without switching tools
run a small team that wants one tool for the pipeline, the calls and the messages

Not a fit if you

only need a click-to-chat button on a website
want bulk WhatsApp broadcasts without a CRM record behind them
need predictive dialing or a parallel dialer
are on the Lite plan and need WhatsApp messaging

The workflow, step by step

STEP 1

Connect voice and WhatsApp

Connect Twilio for voice and your WhatsApp business number for messaging. Both attach to records, not to a rep’s phone.

STEP 2

Call or message from the record

Open a lead or deal. Click to call, or message on WhatsApp from the same card. On Growth and above the dial queue works a list one lead at a time.

STEP 3

Let both channels log themselves

Calls, outcomes and chats are written to the timeline automatically. On Premium, AI also drafts call notes and reply suggestions for you to review.

STEP 4

Keep the next step dated

Set a dated task for the next touch, and let an email or SMS sequence catch the leads that go quiet.

What is included — and the limits

Included

Two-way WhatsApp messaging on the lead, contact and deal record (Growth and above).
Click-to-call from the same record, plus an automated dial queue on Growth and above through your Twilio account.
Every call and every WhatsApp message written to one timeline, so the next rep sees both.
On Premium and above, AI reply drafts for WhatsApp and AI call notes, both drafts for you to review.
Follow-up tasks with due dates, so a promise made on a call or in a chat is not forgotten.
Email and SMS sequences on Growth and above for the leads that stay silent.

Limits

WhatsApp messaging is on Growth and above, and needs a connected WhatsApp business number.
WhatsApp’s business messaging policies apply, including approved templates and opt-ins where required.
Voice runs through a connected Twilio account and carrier rates apply.
AI reply drafts and AI call notes are on Premium and above, and always need your review.
Predictive or auto-dialing without a rep on the line is not offered.

How teams use it day to day

Voicemail, then a message

A call goes to voicemail. The rep sends a short WhatsApp from the same lead and sets a task for tomorrow, and both show on the timeline.

Chat to call

A prospect answers on WhatsApp and asks for a call. The rep clicks to call from the record, with the chat history one scroll away.

Handoffs without a debrief

A teammate opens the lead and sees the calls and the messages in order, so nobody repeats a question the prospect already answered.

Frequently asked questions

Which plans include WhatsApp?

Growth and above. Lite does not include WhatsApp messaging. Calls work on every plan as click-to-call, and the automated dial queue is on Growth and above.

How do calling and WhatsApp work together?

You message and call from the same lead or deal record. Both land on one timeline with their outcomes, and a task keeps the next step dated. Nothing is copied between tools.

What do I need to start?

You connect a WhatsApp business number for your team, then message from any record. WhatsApp’s business messaging rules apply, including approved templates and opt-ins where they are required. See /docs/integrations/whatsapp for setup.

Does AI send WhatsApp messages for me?

No. AI reply drafts are on Premium and above, and every draft is reviewed by you before it is sent. Nothing messages a prospect on its own.

Is this the same as a WhatsApp chat button?

The free website button generator makes a click-to-chat widget for your site. The CRM feature is two-way messaging on your records, logged to the timeline.

Keep reading

Integration · Live

WhatsApp integration

Two-way WhatsApp from lead, contact and deal cards, logged automatically.

Feature

Power dialer

Queues, sessions and dispositions for calling blocks.

Feature

Multichannel sales

Call, SMS, WhatsApp and email from one record timeline.

Pricing

Plans, including which ones include WhatsApp.