WhatsApp calls in amoCRM and Bitrix24 with «Calls only»

«Calls only» does not get in the way of a CRM: there will be no messaging in the CRM, but there will be calls. A manager calls straight from the card, and the call stays in it.

CRMWhere to callWhere the call stays
amoCRMIn the «WhatsApp calls» panel: the same dialer with «Recents» and «Keypad», full screen, works on a phone tooIn the client card history; the source is «WhatsApp · TehProf Dialogs»
Bitrix24In Dialogs, or on the phone through Bitrix24 telephonyIn the feed of the contact, company or lead and in the deal open at the time of the call
  1. Connect the CRM: amoCRM or Bitrix24.
  2. For amoCRM make sure call routing is active on the account. Without it a call is not passed to the CRM.
  3. Call a customer from the CRM panel and check that the call shows in the card — what a manager sees.

Install Dialogs in your CRM

Installing the app and connecting WhatsApp by QR code are free. The line subscription is billed separately.