whatsapp to hubspot salesforce

Personal WhatsApp to CRM

RELE.AI…manage and transmit messages instantly.

What do we do?

The world has evolved and we have all embraced the dynamics of instant messaging. Instant messengers like WhatsApp are among the most popular of them all among others that make significant parts of our daily lives. 

WhatsApp among others is used by people for personal/private matters likewise business. In our world today, employees now use their smartphones as a means for business transactions and this is where we make a stride.

For employees who communicate with clients or vendors via WhatsApp, RELE.AI ensures that exchanges made are recorded on the company CRM or your incoming email box. 

We make sure that the company and employees do not lose important information when using instant messaging systems for business-related purposes. With Clara (RELE.AI CRM bot assistant), the management and transmission of messages are made easier.

Key features of Clara, our CRM bot assistant

  • Ease of operation: it is a very simple tool to use. With Clara, you do not need to leave your instant messenger and documentation can be easily done. Also, the operation is carried out by forwarding messages directly and this process only takes a few seconds to complete.
  • Convenience at its peak: with just a couple of clicks, messages are easily saved. We ensure that everything business-related and useful are stored and personal information or unnecessary messages are discarded.
  • Easy integration: it is user-friendly and very easy to use and understand. Also, it ensures that the client’s conversations can be stored with ease from the devices of different employees. It supports multiple client integrations and stores messages on your company’s CRM orderly.
  • Great compatibility: it meets the 21st century technological needs and it functions well on mobile devices as well as personal computers. With the right applications/instant messengers, you can use Clara with any Internet-compatible device.

How does it work?

…enjoy the triple power of your CRM assistant

  • Interact with Clients: easily communicate with clients or vendors using instant messengers like Telegram and WeChat. Conveniently get deals done with clients on any messenger of choice and you can be assured that our CRM assistant will be at your aid when needed.
  • Transmit messages to Clara: once transactions have been completed, carefully forward your conversation (including documents) to Clara. 
  • Share client’s contact details with Clara: share client-related information with Clara to easily document conversations on your company’s CRM. As many clients you have, you can be assured that conversations will be well managed and organized.

Platforms where RELE.AI functions?

Our instant messaging assistant functions well with applications that are both designed for personal and professional purposes. We divide the functionality of our CRM assistant into two as follows:

PurposeCompatible Instant messengers
CompanyAPI’s available for HubSpot, Salesforce, Gmail, and Outlook 365. 

Improve the management and credibility of your business with RELE.AI unique CRM assistant

Clara…get things done in an instant.

Thank you for your interest.