Industries

WhatsApp chats saved to your CRM, for your industry.

See how ConvoSync works for real estate, insurance and loans, and education.

IN SHORT

In real estate, insurance, lending and education, client conversations happen on WhatsApp. ConvoSync saves them, with an AI summary set up for your industry, to the right record in your CRM. It doesn't send messages and needs no WhatsApp Business API.

By industry

WhatsApp CRM for your industry

Real estateBudgets, viewings and offers on the lead, not the agent's phone. Insurance and loansQuotes, documents and promises on the client record. EducationCourse interest, documents and deadlines on the student record.

By team

Or start with the team that uses WhatsApp most

Sales teamsDeals negotiated on reps' own WhatsApp, saved to the CRM. RecruitersCandidate chats saved to the ATS, on the right candidate. Account managersYears of B2B client history, kept when people move on. Customer supportSupport chats on the customer record, with a quality review. Channel partner teamsReseller, distributor and dealer chats on the partner record.

Other industries

Also a fit wherever relationships run on WhatsApp

The AI summary is set up during onboarding to pick out what matters in your business.

Recruitment and staffingCandidates and clients

Automotive dealershipsTest drives and finance

Travel and tourismBookings and itineraries

B2B distributionOrders and dealers

Professional servicesClients and engagements

Hospitality and eventsEnquiries and bookings

Manufacturing and exportsBuyers and shipments

Your industryTell us how you work

Questions

ConvoSync by industry: common questions

Which industries use WhatsApp to talk to clients?

Almost any business where people build one-to-one relationships with clients: real estate, insurance and lending, education and admissions, recruitment, B2B sales, automotive, travel and professional services. It's most common in markets where WhatsApp is the default way to message, such as India, the Middle East, Europe and Latin America.

Is ConvoSync built for one industry?

No. ConvoSync works the same way in every industry: it captures your team's WhatsApp conversations and saves them to the right record in your CRM or ATS. What changes by industry is the AI summary, which is set up to pick out what matters for your business.

Can the AI summary be tailored to my industry?

Yes. During onboarding we set up the summary fields to match your process, for example budget and viewings for real estate, documents and renewals for insurance, or course and intake for admissions.

Does ConvoSync work with my industry's CRM?

ConvoSync has ready connectors for Zoho CRM, Zoho Recruit and Bullhorn. Other CRMs and industry systems can be connected through a custom integration.

Tell us about your business.

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