In today's digital-first world, effective communication across multiple platforms is essential for any business' success. Omni-channel communication ensures a seamless and integrated experience for customers, allowing businesses to engage with them through multiple touch-points—email, social media, messaging apps, and more.
For creators like you, this means better customer engagement, streamlined interactions, and improved conversions.With Exly’s Omni-channel Communication, you can connect with your webpage leads and customers directly through WhatsApp, leveraging the power of real-time messaging to enhance relationships and drive sales. This offers a chat-like interface for seamless interactions.
Omni-Channel for WhatsApp Messaging
WhatsApp is one of the most widely used messaging platforms, making it a crucial tool for businesses. With Exly’s Omni-channel solution, you can send, receive, and manage WhatsApp messages directly from your CRM, eliminating the need for external platforms.
By integrating WhatsApp messaging within the CRM, Exly empowers you to:
1. Engage leads instantly and increase conversion rates.
2. Reduce manual work with automated lead additions and seamless chat management.
3. Ensure better customer experience with quick responses and rich media messaging.
4. Streamline communication by managing all customer interactions in one place.
When a customer reaches out to you on WhatsApp, they are automatically added as a lead in your CRM. This eliminates the need to manually track conversations and ensures that every potential customer is captured for follow-ups. With all interactions stored in one place, you can nurture leads more effectively and never miss an opportunity to connect.
However, to access this feature, you need an active White-labelling plan and a connected WhatsApp number.
- If your WhatsApp number isn’t connected, you will be guided to complete the integration.
- If you haven’t activated White-labelling yet, you’ll be redirected to the payment page to enable it.
To keep things transparent, a tooltip next to the messaging feature informs you that each sent message deducts a WhatsApp credit. This helps you track your usage and manage your messaging balance efficiently.
Additionally, when a customer replies to your message, you can view and respond directly from the CRM—provided you have White-labelling enabled and a connected WhatsApp number. Once a reply is received, a 24-hour response window opens, allowing you to engage with customers freely without any template restrictions or credit deductions.
Beyond text messaging, you can also send and receive attachments up to 16MB, making it easy to share images, documents, and other media. Plus, message formatting options help you structure your responses clearly and professionally for better engagement.
For smoother chat navigation, the interface adapts based on your position in the conversation. If you’re at the bottom of the chat, a Refresh button appears instead of Scroll to Bottom, ensuring you always see the latest messages.
If you’re scrolling through older messages, the Scroll to Bottom button remains visible so you can quickly jump back to the latest responses.
With Omni-channel communication, you can manage everything from one place, save time, reduce manual effort, and focus on building strong relationships that drive your business forward.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article