Contact profiles and deal values

Keep customer details, products of interest and the value of each deal on the contact.

Every chat in WaBaCRM has a contact profile. Open a chat; the WaBaCRM side panel on the right shows the profile on its first tab.

The contact profile opens beside the chat, with name, email, gender, date of birth and more.

What you can save

Name, gender and Date of Birth
Email, country, state and city
Company and job title
Lead's Origin: where the lead came from, such as an Instagram ad, website or referral
Entry Date and Exit Date
Products of Interest
Comments

Click Save Contact when you're done.

Deal values

Add a Business Value for what you're negotiating with the contact. Each value has a date and time, so you can add several over time. The sales funnel adds these up per tab.

Use the details elsewhere

Bulk sending can filter by Month's birthdays, gender, city, state, lead source, company and dates. See bulk sending.
Export Contact Profiles downloads every profile as an Excel file.

Saving contacts to your phone

Save Contact Name saves a contact's name to WhatsApp. Switch on Save contacts automatically to save new chats as they arrive. Sync with Google Contacts also adds them to your Google account.