💼For Sales representatives

WhatsApp Sales CRM for Sales Representatives

Your accounts on the kanban pipeline: open value per client, reorder cadence, an alert on what stalled and average ticket on the dashboard.

Sales representatives: real pain points

Recognize any of these problems?

1

A client forgets to reorder and you have no way to track the cadence

2

An outdated catalog sent by email that nobody opens

3

The in-office assistant does not know what the field rep agreed to

4

Commission is delayed because there is no central record of orders

Ready-made templates for Sales Representative

4 ready-to-use messages

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

1

Recurring order follow-up

Hi {{nome}}! It has been {{dias}} days since your last order at {{empresa_cliente}}. You usually reorder every {{ciclo}} days — want me to send the list for you to check?

2

Catalog sent

Hi {{nome}}! Updated {{categoria}} catalog attached as PDF. This month’s highlights: {{destaques}}. Any question or quote request, just call me.

3

Order confirmation

Order confirmed, {{nome}}! Items: {{lista}}. Total R$ {{valor}}. Expected delivery: {{data}}. Sent to logistics already — let me know today if anything changes.

4

Post-sale (15d)

Hi {{nome}}! Everything good with {{produto}} delivered last week? Any adjustment for the next order? I am at your service.

Use cases

Sales Representative: what CRPRO solves

Tracking a recurring client’s reorder cadence

Catalog distribution and quoting over WhatsApp

Order confirmation and closing with ERP integration

Post-sale follow-up and spotting an upsell opportunity

Sales Representative: recommended integrations

Frequently asked questions

Sales Representative: questions about WhatsApp CRM

How do I integrate with sales systems (ERPs)?▾
Via webhook. When an order closes over WhatsApp, an automation creates the order in your ERP with client, items and deadline. The field rep never needs to open the system.
Can I split a book of business by region or client?▾
Yes, via tags and distribution rules. Every new lead goes to the rep of the right region. Reps only see their own conversations (with permissions configured).
How does it work for a spread-out team of field reps?▾
Each rep logs in on app or web. They serve their clients from wherever they are. The manager sees everyone’s board. History lives in the CRM, not on the rep’s phone — when a rep leaves, the book does not leave with them.
Can I get the raw numbers for commission out of the CRM?▾
CRPRO does not calculate commission, but it gives you the undisputed base: every won deal has a value, a date and an owner, and the list exports filtered by period. The percentage math stays in your spreadsheet.

Sales Representative: what people also look for

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