💼For Sales reps and agents

WhatsApp CRM for Sales Reps

A voice note with an order becomes a deal in the pipeline with open value, account activation by campaign and an alert for the retailer who went quiet.

35–45%
Share of the average book that goes unactivated in the month
1 em cada 5
WhatsApp orders lost with no record
25%
Activation lift from actively reactivating inactive accounts
Sales reps and agents: real pain points

Recognize any of these problems?

1

An order arrives as a voice note at 9pm — "send 3 boxes of that blue one" — and vanishes among 40 unread conversations

2

A retailer has gone 90 days without ordering and you only notice when the manufacturer asks about account activation

3

Month-end turns into a hunt for screenshots: which orders came in, which were left at "I will check and let you know"

4

A new price list came out and half the book is still getting quotes at the old price

5

A collection launch sent contact by contact — a whole day copying and pasting the same message

6

An agent leaves the team and takes on their personal phone the history of 200 retailers you spent years building

Ready-made templates for Sales Rep

7 ready-to-use messages

Copy and paste into CRPRO — variables between {{}} are filled in automatically with the contact's data.

1

Collection launch to the book (campaign)

Hi {{nome}}! The {{colecao}} collection from {{representada}} has arrived 🚀 I have picked the fastest-moving items for {{loja}}’s profile. Shall I send the PDF catalogue or would you rather I put together a suggested order?

2

Reactivating an inactive retailer (account activation)

Hi {{nome}}, how are you? I see {{loja}} has gone {{dias}} days without an order from {{representada}}. I have special terms closing on {{data}}: {{condicao}}. Shall I put together a restock based on your last order?

3

Order confirmation (a voice note becomes a recorded order)

Done, {{nome}}! Confirming your order: {{itens}} — total R$ {{valor}}, invoiced by {{representada}}, terms {{prazo_pagamento}} and delivery expected in {{prazo_entrega}}. All correct? Reply YES and I will put it through.

4

Price list increase notice

{{nome}}, important notice: {{representada}} is raising the price list on {{data}}. Any order placed before then still goes at the current price. Want to secure {{loja}}’s restock before the increase?

5

Following up a stalled quote

Hi {{nome}}! Last week I sent you the quote for {{itens}} (R$ {{valor}}). That item is moving fast in {{representada}}’s stock — I can hold your terms until {{data}}. Shall I close it for you?

6

Booking a visit on the route

{{nome}}, next week I am in the {{cidade}} area with the new collection samples. Can I come by {{loja}} on {{dia}} at {{horario}}? I will show you the new lines and check the stock turnover with you.

7

Suggested restock (after-sales)

Hi {{nome}}! Judging by the pace of the last order, {{loja}}’s stock of {{produto}} must be running low. Shall I put together a restock of {{quantidade}} units on the usual terms? Confirming today, it goes into this week’s invoicing.

Use cases

Sales Rep: what CRPRO solves

Reactivate retailers with no order for 60+ days through a campaign segmented by manufacturer tag and region

Send a collection launch or new price list to the whole book in minutes, with a Meta-approved template

Turn order voice notes into kanban cards and track from quote to invoicing

Organise the book by manufacturer, region and visit route to plan the week on the road

Delegate triage to an assistant while travelling without losing any negotiation history

Sales Rep: recommended integrations

Frequently asked questions

Sales Rep: questions about WhatsApp CRM

How does the WhatsApp CRM help a rep activate inactive accounts?▾
You tag retailers by manufacturer, region and purchase status. Anyone past 60 or 90 days without an order enters the reactivation list — then you send a segmented campaign with a Meta-approved template and track each reply on the kanban, column by column, until it becomes an order. No pulling contacts from memory.
I represent several brands. Can I organise the book by manufacturer?▾
Yes. Use tags per manufacturer and separate pipelines on the kanban — a retailer who buys from two brands appears in both contexts without duplicating the conversation. At month-end you filter by tag and see each portfolio’s pipeline separately, ready to report to the manufacturer.
My book is my asset. Is the data protected if someone leaves the team?▾
The book stays in your account, not on anyone’s phone. If an agent or assistant leaves, you remove their access in one click and all conversation and negotiation history stays in the CRM. Each agent only sees what you allow.
I travel most of the week. Can my assistant work from the same number?▾
Yes — that is exactly the shared inbox: the Growth plan has unlimited users on the same number and connects 2 numbers (R$ 249,90/month); Scale connects 3 numbers and brings AI for triage (R$ 499,90/month). Your assistant holds reception at the office, you take the important negotiations from your phone on the road, and everything is recorded in the same conversation. The entry plan is Start.
Will sending an offer to the whole book get my number banned?▾
No, because CRPRO uses Meta’s official connection (the WhatsApp Business API). Campaigns go out with templates approved by Meta itself — the official route, unlike unofficial senders that get a number taken down at the first complaint. Your book is far too valuable to risk.
How do I migrate my book of retailers to CRPRO?▾
You import the contacts from a spreadsheet — name, phone and tags such as manufacturer and region — and conversations start being recorded in the CRM from the moment you connect. The trial is free for 7 days, no card: you can upload the book and run a whole reactivation campaign before paying anything.

Comparing WhatsApp CRMs?

See how CRPRO compares with the most searched options on the market.

WhatsApp CRM for other industries

CRPRO adapts to the routine of every kind of business. See other industries:

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Sales Rep: start using CRPRO today

Multi-agent inbox, AI, kanban, and the official Meta API. R$ 249,90/mo or R$ 499,90 with AI — try free for 7 days, no card required.

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