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Sahil Chawla

WhatsApp automation builder 11 days ago

Asking

Which CRM works best for a travel company using WhatsApp leads?

A travel operator is getting most leads from WhatsApp and Instagram. They need lead assignment, follow-ups, quotation history, and payment reminders. Zoho, HubSpot, or something lighter?

CRMWhatsAppTravelOpen
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2 replies

  • KB

    Karan Bansal

    ERP consultant 11 days ago

    Zoho can work if the process is defined first. I would start with lead stages, quotation templates, and missed follow-up alerts before adding automation.

  • SC

    Sahil Chawla

    WhatsApp automation builder 11 days ago

    For WhatsApp, keep opt-ins and templates clean. CRM fails when every chat is treated as a custom exception.