Communication is at the heart of sales, and your CRM should support the channels your customers prefer. To make engagement smoother and faster, Corefactors CRM now introduces the “WhatsApp Now” feature directly within the Lead Box.

With this enhancement, sales users can initiate WhatsApp conversations with leads straight from the Lead Box Action menu, eliminating the need to manually search for contacts in WhatsApp.

By clicking “WhatsApp Now”, WhatsApp Web opens in a new window with the customer’s number preloaded, allowing users to start chatting instantly. This helps agents respond faster, improve engagement, and meet customers where they are most active.

Note: WhatsApp conversations cannot be captured or stored inside Corefactors for future reference due to platform limitations.

What’s New

One-Click WhatsApp Messaging from Lead Box

Users can now:

• Click “WhatsApp Now” from the Lead Box Action menu
• Automatically open WhatsApp Web in a new tab/window
• Start messaging the lead instantly without copying numbers manually

Seamless Cross-Platform Communication

This feature ensures:

• Faster response time to leads
• Better customer experience by using their preferred channel
• Reduced friction in day-to-day sales communication

Why It Matters:

• Saves time for sales agents
• Improves responsiveness to leads
• Makes communication more convenient and intuitive
• Aligns Lead Box with real-world sales workflows

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