CRM + WhatsApp Integration
Connect your business WhatsApp account to Yaeris and every customer conversation lands in one shared inbox alongside Facebook Messenger, Instagram, Telegram, LINE, and WeChat -- built for two-way support, not bulk sending.
Why does WhatsApp need a CRM?
- In practice only one person can comfortably work a WhatsApp Business number at a time, so teams end up sharing a login or passing around a phone.
- There's no way to tag a conversation, assign it to a specific agent, or see who replied last.
- Conversation history lives only inside the app -- a new agent has to scroll back manually to catch up.
- WhatsApp alone has no connection to what the same customer said on Instagram, Messenger, or email.
WhatsApp alone vs. WhatsApp + Yaeris CRM
| WhatsApp alone | WhatsApp + Yaeris CRM | |
|---|---|---|
| Multiple agents | One login, one device, one person at a time | Any authorized agent works from the same shared inbox |
| Conversation history | Scroll manually inside the app | Full history attached to the customer record |
| Tagging & routing | Not available | Route conversations to the right agent or team instantly |
| Canned replies | Retype every answer | Reuse pre-written replies across every channel |
| Cross-channel visibility | Isolated to WhatsApp only | Sits alongside Messenger, Instagram, and every other channel |
| Multi-brand support | One number, one team | Separate workspace per brand |
What can you do with WhatsApp inside the CRM?
Live shared inbox
Messages arrive in real time, visible to every authorized agent -- no single phone owns the conversation.
Full conversation history
Any agent picking up a chat sees everything a customer has already said, across past sessions.
Tagging & assignment
Route a WhatsApp conversation to the right agent or team instead of leaving it to whoever's online.
Canned replies & knowledge base
Answer repeat questions in seconds with pre-approved replies, instead of retyping the same answer.
One workspace per brand
Multi-brand businesses get a separate workspace per brand, so conversations never mix.
Local Malaysia data hosting
Customer conversation data stays on infrastructure inside Malaysia.
Who uses the WhatsApp integration?
Resolve tickets faster
Agents see full conversation history before replying, instead of asking the customer to repeat themselves.
Never lose a warm lead
A WhatsApp inquiry gets tagged and assigned immediately, instead of sitting unread on a shared phone.
See what's actually happening
Get visibility into response times and conversation volume without chasing staff for updates.
How do you set up WhatsApp?
Set up your workspace
One workspace per brand if you run more than one.
Connect your WhatsApp Business account
One WhatsApp account connects per workspace.
Assign agents
Decide who can see and respond, so coverage isn't tied to one phone.
Go live
Messages start arriving in the shared inbox immediately.
How much does the WhatsApp integration cost?
WhatsApp is included as one of the channels on the Yaeris CRM plan -- there's no separate per-channel fee for WhatsApp itself.
Frequently Asked Questions
What is a WhatsApp CRM?
A WhatsApp CRM connects your business WhatsApp account into a shared team inbox, so conversations are visible to multiple agents and tracked over time instead of living in a single phone or app.
Is this the same as the WhatsApp Business API?
No. The WhatsApp Business API is the raw, developer-facing connection to WhatsApp. This CRM integration uses that connection to give support agents a shared inbox for replying to conversations.
Can I use this to send bulk marketing messages?
No, this integration is built for two-way support conversations. For bulk campaigns, Yaeris offers a separate tool, WhatsApp Blaster Software.
How many WhatsApp accounts can one workspace connect?
One workspace connects one WhatsApp account. Multi-brand businesses get a separate workspace per brand.
Do I need my own WhatsApp Business account first?
Yes. You connect your existing WhatsApp Business number to your Yaeris workspace -- Yaeris doesn't issue you a new number.
Is my WhatsApp conversation data secure?
Conversation data is hosted locally in Malaysia rather than routed through overseas third-party infrastructure by default.
Bring WhatsApp into one shared inbox
See how WhatsApp fits alongside every other channel in Customer Relationship Management Software.
Get Started