The channel your customers read.
WhatsApp Business in FinSuites: every chat in your team inbox, every message on the right contact, templates, broadcasts and automations straight from the CRM. Via the official WhatsApp Business Platform, with your business number.
What is inside
WhatsApp as part of your system
Several team members, one number. Assign chats, comment internally, set status. No more private phones in customer contact.
The chat hangs on the CRM contact, next to emails, calls and appointments. You know who is writing and what came before.
Approved message templates for appointments, proposals and reminders. Broadcasts to segments with consent.
WhatsApp as an action in every workflow: reply within 60 seconds, appointment reminder, follow-up, review request.
The AI agent answers standard questions, qualifies and books appointments right in the chat. Handover to your team as soon as it gets personal.
Opt-in per contact with timestamp, unsubscribe by reply, block list. The basis for WhatsApp marketing under GDPR.
In detail
From first contact to review
Reply before the competitor does
An enquiry via form or web chat gets a WhatsApp reply within a minute, with the name, with a booking link, from your system. That is the difference between a prospect and a booked call.
Reminders that get read
Over 90 percent of WhatsApp messages are opened. Reminders via WhatsApp cut no-shows noticeably without anyone picking up the phone.
One inbox for your team
Email, WhatsApp, SMS, web chat and calls come together in one window. Assign, reply, resolve. In the mobile app too.
Getting started
Three steps to WhatsApp in your system
Connect a business number via the WhatsApp Business Platform, set up the business profile. Guide in the Help Center, support during onboarding.
Submit templates for confirmation, reminder and follow-up. Once approved they are available in every workflow.
Activate WhatsApp as an action in follow-up, appointment reminder and review request. From now on it runs automatically.
WhatsApp is available as an add-on in every plan for $19.99 per month. Messages are billed by usage. Details on pricing and usage
Part of one system
Closely connected to this
FAQ
Common questions about WhatsApp
Can I use my existing WhatsApp number?
Yes, if it does not stay active in the WhatsApp app at the same time. The number is moved to the WhatsApp Business Platform. Alternatively take a new number.
What does a message cost?
The add-on is $19.99 per month. Messages are billed by usage via your credits, current prices are on the pricing page. Replies to customer messages within 24 hours cost less than conversations you start.
Can I send marketing via WhatsApp?
Only with consent. FinSuites documents the opt-in per contact and blocks contacts automatically after unsubscribe. The legal review of your campaigns is on you.
What happens to my chats when I switch?
Existing chats from the WhatsApp app cannot technically be transferred. From the switch on, every chat is stored on the contact.
Can my team reply at the same time?
Yes. Any number of users work with the same number, chats are assigned, colleagues see who is replying.
Ready?
WhatsApp belongs in your system, not on a phone.
Start for free, book the add-on and connect your number during onboarding.