WhatsApp & SMS
Communicate with leads via WhatsApp and SMS directly from SalesIQ. Send templates, custom messages, and track delivery — all within the CRM.
💬 WhatsApp Business API
SalesIQ integrates with Meta's official WhatsApp Cloud API to send and receive messages. This is the same API used by enterprise platforms — 100% legitimate and compliant.
✨ Easy Setup — No Coding Required
Our built-in setup wizard guides you through connecting WhatsApp in 4 simple steps. Go to Settings → WhatsApp Setup to get started.
How It Works
- Go to Dashboard → Settings → WhatsApp Setup
- Follow the 4-step guided wizard — it tells you exactly what to click
- Copy-paste your Phone Number ID and Access Token from Meta
- We test the connection automatically — if it works, you're done! ✅
Why do I need a Meta account?
WhatsApp messages must come from YOUR business phone number, not ours. When a lead receives a message, they see your company name — building trust and credibility. Meta requires every business to connect their own number. This is the same way enterprise CRMs like Sell.Do, HubSpot, and Zoho work.
Features
- ✓ Send text messages to any WhatsApp number
- ✓ Send pre-approved template messages (for marketing)
- ✓ Send documents (PDFs, brochures, cost sheets)
- ✓ Receive messages via webhook (logged in CRM)
- ✓ Delivery status tracking (sent, delivered, read)
- ✓ Send test messages from Settings
💡 Free Tier
Meta provides 1,000 service conversations per month FREE. This is more than enough for most real estate teams starting out. No credit card needed.
📱 SMS Integration
SalesIQ supports 4 SMS providers. Choose based on your volume and budget:
| Provider | Free Tier | Paid Rate | Best For |
|---|---|---|---|
| Fast2SMS | 20 SMS/day forever | ₹0.15/SMS | Startups |
| MSG91 | 5,000 on signup | ₹0.12/SMS | Production |
| TextLocal | 10 on signup | ₹0.25/SMS | Regional |
| Twilio | $15 credit | ₹0.50/SMS | International |
Setup (5 minutes)
Add these environment variables:
📝 Message Templates
SalesIQ comes with pre-built WhatsApp templates for common real estate scenarios:
Sent when a new lead is captured
Confirms scheduled site visit with address
Gentle nudge after initial contact
Notify leads about price changes or offers
Sent after successful booking
Due payment notification