Official WhatsApp partner
Supercharge your clienteling over WhatsApp
Visibility and reporting over your clienteling chats, to deepen client relationships and grow revenues. And your employees never leave the WhatsApp app.
Coral Messaging
A message about the new collection is getting positive feedback from VICs
Coral Messaging
Fitting at the flagship store booked for tomorrow at 16:00 with Helen Allen
Coral Messaging
Some of Roger’s chats have off brand content and have been flagged
Coral Messaging
I’ll add the main points of this voice note about this VIC to your CRM
Coral Messaging
5 dormant VICs indicated interest and need to have an advisor assigned
Coral Messaging
Your weekly summaries are ready to review before saving to CRM
Coral Messaging
Hi Laura, here are your top actions today to deepen relationships with your VICs
FOR MANAGERS
Boost team performance with manager reporting and insights
- View all chats, power search, and drill down into conversations to isolate opportunities for improvement or recognition
- Track advisor adherence to new campaigns or strategies being rolled out
- Flag undesirable content to keep chats on-brand
- Onboard new advisors faster by sharing real-life interactions and best-in-class scripts
- Manage dormant chats at scale, and loop in an advisor when a client re-activates
For operators
Integrate with your CRM for a 360 degree view of the client
- Trigger chat creation and settings changes based on CRM events
- Link client and internal contacts to chat participants, and for cross-channel insights
FOR ADVISORS
Behind-the-scenes virtual assistant tools, delivered to advisors over their WhatsApp app
Update client information into your CRM by simply sending a WhatsApp voice note
Book appointments on command
Loop in a colleague to help the client
Reminders and suggested actions based on chat content and CRM information, delivered in a private WhatsApp chat
FOR ADMINS
Control users, integrations, and how chats are started
- Provision users and control access; seamlessly replace a departing advisor with a new advisor to maintain client relationship
- Brand the chat photo and subject with your company name and logo
- Integrate with your CRM, clienteling, and analytics platforms
- Start chats at a retail point-of-sale, through online entry points, through commands over WhatsApp, or through CRM triggers
