Pre-visit (1h before)
Hi {{nome}}! I am heading your way in {{tempo}}. I prepared an order suggestion based on your history — want me to send it before I arrive? Any question I can answer on the way?
🚗For Field sales reps
WhatsApp Sales CRM for Field Sales Reps
Close the order during the visit and track the pipeline from your phone: deal per stage, open value and an alert on what stalled.
Field sales reps: real pain points
Recognize any of these problems?
1
An order closed in the field takes forever to reach the system (written on paper)
2
Territorial disputes between reps over the same client
3
A client forgets to pay an invoice and stays in debt
4
The manager does not know where each rep is or which accounts they are visiting
Ready-made templates for Field Sales Rep
4 ready-to-use messages
Copy and paste into CRPRO — variables between {{}} are filled in automatically with the contact's data.
Catalog plus fast quote
Hi {{nome}}! Updated {{categoria}} catalog attached as PDF. The 5 best sellers in the region: {{top5}}. Want a quote on a specific item?
Invoice reminder (D-3)
Hi {{nome}}! Friendly reminder: the invoice for order {{numero}} is due in 3 days. Amount R$ {{valor}}. I already sent the link — want me to resend it?
Recurring order request
Hi {{nome}}! It is time for your recurring {{categoria}} order. Shall I send the list for you to check and adjust quantities?
Frequently asked questions
Field Sales Rep: questions about WhatsApp CRM
Does an order made over WhatsApp flow into the ERP automatically?▾
Yes, via integration with your ERP. The rep marks items and quantity in the chat, an automation creates the order in the ERP within seconds. Logistics sees it right away.
How do I split a book of business by region?▾
Tags plus distribution rules. Each client has an owner (the responsible rep). Others can view but not reply. The manager sees everything.
Can I track how many visits a rep made?▾
Yes. Every conversation is logged with owner and time, and the per-agent report shows how many were assigned, closed and transferred. Revenue per rep does not exist — the revenue dashboard is at the organization level.
Does it work offline (no signal)?▾
WhatsApp caches messages. The rep writes the message, it stays pending. Once signal returns, it sends. Orders only reach the ERP once online — but the phone experience stays smooth.
Field Sales Rep: what people also look for
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