How to use WhatsApp CRM

We talked about how to launch your first campaign. In this blog we will explain how to use our CRM.

CapaTalk Platform can be seen as a powerhorse marketing tool to communicate or even push sales through the sky.

Efficient contact management is the foundation of a modern e-commerce CRM. With CapaTalk, you can segment your audience using tags, centralizing customer profiles for dynamic targeting and personalized campaigns. This smart automation creates a powerful snowball effect. The more your CRM organizes data, the more efficient and scalable your marketing & sales becomes.

Contacts allows you to keep the information about your clients compliant and organized with additional options CapaTalk provides you with, to improve your reach when communicating through WhatsApp.

Contacts

You can import your contacts through a CSV file. Additionally, you can also add new contacts manually. Let’s go through these individually so you can understand the process.

When importing your contacts, make sure to extract your clients information to a CSV file. Then, just click on ‘Import’ and your contacts will be shown in the ‘Contacts’ page. You can then search for each contact by name, email or phone.

Active means the numbers that are receiving messages on WhatsApp since your last campaign.

Tagged are the contacts you attributed a Tag to it. Tags are extremely valuable to your organization, as it will enrich the knowledge you have about your clients. This will allow you to reach your clients and a more effective and personalized way.

Selected are the contacts you manually select on the Contacts page. You can select multiple contacts.
Let’s say you selected multiple contacts. Now CapaTalk will ask you to choose one of the possible actions to apply to the selected contacts.

You can choose to ‘Delete Contact’. This will delete your selected contacts from the platform.

You can also pick to ‘Opt-Out’ and to ‘Opt-In’. This option has to do with the consent. If you want to update the consent type from your selected contacts, you can also do it.

In ‘Filter Contacts’ your can filter by name, phone, tags, consent type, status, created at (gives you the date the contact was created on our platform), updated at (this can be any changes made to the profile of the contact)

Tags

Tags are important. Tags allow you to differentiate certain clients identity or preferences in order to communicate more effectively with your clients overall.

You can add Tags to contacts in the ‘Contacts Page’. Through multiple selection or individually.

Let’s create your first Tag. We want to differentiate a high value client from all the others. We will then create a tag named ‘VIP’. The name of tags are entirely up to you.

We can attribute a colour to each tag, to make it more visible to the human eye.

Each tag can be given a description to understand what the tag means and for other people in your team to be in the same page as you.
‘Saves Changes’ to save your Tag creation. Now you will be able to add this tag to contacts.

In the main Tag page, you will view how many contacts belong to each tag. Tags can be used to select your audience before sending a campaign.

Imagine you’re a shoe company selling to happy customers. Some of them naturally prefer shoes in their favorite color. With CapaTalk Flows, you can easily capture this valuable insight right from the start.

You can either manually tag a customer with their favorite color, or even better, set up a Flow that asks the right questions. As soon as the customer responds, the tag is added automatically. Helping you personalize future campaigns and sell more of what they truly love 👢✨

Segments

Tags in CapaTalk let you group clients with similar interests and behaviours, making it easier to build targeted campaigns within your customer portfolio. Segments, on the other hand, act as smart filters that allow you to cut through complex customer data with precision. CapaTalk simplifies segmentation by enabling searches through last contact date, creation date, activity level, acquisition source, and more.

Among the most popular segments our clients use are Country Phone and Potential Value.

• Country Phone: With CapaTalk’s WhatsApp Business API integration, you can reach and engage international markets, creating highly personalized communication at scale. This makes global expansion more seamless and cost-efficient.
• Potential Value: By segmenting based on purchase activity and customer lifetime value, you can identify high spenders vs. low spenders, optimize targeting, and increase ROI through data-driven marketing.

Effective segmentation and tagging empower your business to deliver the right message, at the right time, to the right audience. Fuelling stronger customer engagement, retention, and international growth.

GDPR compliant

Our platform was built with GDPR principles in mind. We provide tools to support GDPR compliance, including data access, deletion, and consent management features.

We have clear consent mechanisms Regulation (EU) 2016/679, which was adopted on 27 April 2016 and has been in force across the EU (and the EEA) since 25 May 2018.

Our software also complies with WhatsApp and Meta Services Terms & Conditions. The team at CapaTalk will also help your organization with advice and good practice guidelines to meet all requirements by law. Get in contact today at info@capatalk.com.