WhatsApp for professionals: CRM and ready-made messages by role
See how CRPRO serves every role — with ready-to-use message templates, role-specific workflows, and the integrated tools each professional relies on.
Sales
Real Estate Agent
Every portal lead becomes a deal in the pipeline: open value per stage, automatic distribution and an alert when an offer stalls.
Insurance Broker
Every quote becomes a deal in the pipeline, with open value, a follow-up cadence and an alert when renewal stops moving.
Sales Representative
Your accounts on the kanban pipeline: open value per client, reorder cadence, an alert on what stalled and average ticket on the dashboard.
SDR
Qualify a lead in minutes: a qualified milestone on the pipeline, a follow-up cadence and sales AI that moves the deal on its own.
Field Sales Rep
Close the order during the visit and track the pipeline from your phone: deal per stage, open value and an alert on what stalled.
Closer
From handoff to close: a proposal milestone, days in stage, follow-up cadence and conversion rate with average ticket on the dashboard.
Sales Manager
How much the team has open per stage, what missed its deadline and who moved each deal. Revenue won and conversion on the dashboard.
Health and wellness
Dietitian
Every prospect becomes a deal in the pipeline — assessment, package closed, follow-up visit. See what is open and what stalled midway.
Personal Trainer
Trial session, package closed and renewal become pipeline stages. See what is open, who stalled and the average ticket.
Psychologist
Session reminders and billing without bending professional ethics: official channel confidentiality and encrypted history per patient.
Dentist
Every quote becomes a deal in the pipeline: open value, an alert on what stalled and the quote conversion rate on the dashboard.
Gym Manager
Enrollment becomes a deal in the pipeline, with open value per stage and a stalled-member alert. Revenue won and average ticket on the dashboard.
Legal and accounting
Labor Lawyer
From the initial screening to the signed contract: every case on the pipeline, with open fees and an alert on what missed its deadline.
Accountant
A fee proposal becomes a deal in the pipeline, with open value and a stall alert. The recurring client routine keeps running on its own.
Civil Lawyer
Every consultation becomes a case on the pipeline — contract, damages, family law — with open fees and an alert on what stalled.
Retail and franchises
Franchisee
Your unit’s pipeline on WhatsApp: every local lead becomes a deal with open value, and the dashboard shows revenue and conversion.
Store Manager
The store’s client base on the pipeline, not on a salesperson’s phone: deal per stage, open value and revenue won on the dashboard.