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Contact Management

Maintain your customer relationships and team management seamlessly by centralizing all your contacts in one place and keeping digital records of customer data. 

contact management
Replace manual uploading with automated support

Replace manual uploading with automated support 

  1. Import and export multiple contacts into the system by simply selecting and uploading a CSV file and make it easier to access & retrieve customer data in real-time.
  2. WhatCX’s customer data platform saves a lot of time and makes data entry and online appointment scheduling automated resulting in increased productivity.

Create dynamic lists seamlessly for brilliant broadcast campaigns 

  1. Make your broadcast campaigns smarter by adding the contact details of your target audience in a single list and reducing the hassles of selecting individual contacts.
  2. Add advanced filters such as age, gender, city, tags, last contacted ones, and location to interact with customers in a more personalized way.
Create dynamic lists seamlessly for brilliant broadcast campaigns using advanced filter
Add contact tags to handle a large pool of contacts easily

Add contact tags to handle a large pool of contacts easily

  1. Create tags like webinar, leads, or event follow-up for your contacts to categorize them under different labels for sending messages or scheduling broadcasts as per business needs.
  2. Enable your teams to search for specific groups of contacts easily within your database and reduce juggling between multiple spreadsheets to retrieve data.

Interested in exploring this feature with us?

Explore all the features

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No-code Chatbots

Build many user journeys easily with our drag & drop chatbot builder.

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Collect forms from your contacts without leaving WhatsApp. Trigger forms automatically via bots.

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Send messages to multiple customers at once, even to those who haven’t added you to contact list.

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Engage your customers by using different tools to automatically create a flow of conversations on WhatsApp.

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QR Codes & Widgets

Integrate QR codes to sync online and offline marketing strategies. Trigger WhatsApp journey for specific use on WhatsApp number.

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Enable WhatsApp messaging throughout user journey with a simplified solution from WhatCX.

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Shared Team Inbox

Stay on same page with your teams- sales, marketing, customer support under one WhatsApp number.

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