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MRT Martin Reza Tschapke
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CRM & WhatsApp

All inquiries in one place. Including the ones from WhatsApp.

I build CRM systems for trade and workshop businesses. Inquiries from the website, lead ad forms, email and WhatsApp land in one shared overview. The whole team sees who asked for what, what was discussed and what needs to happen next.

Many businesses answer customer inquiries via WhatsApp on a single company phone. Whoever doesn’t have the phone in hand doesn’t know what’s going on. The WhatsApp integration makes these conversations visible to the whole team, with the right customer and the complete history.

How the WhatsApp integration works

Connected in four steps.

01

Connect

The business connects its WhatsApp Business number through Meta’s official sign-up dialog (Embedded Signup). The WhatsApp Business app on the phone keeps working as before.

02

Receive

Customer messages appear in the CRM, automatically matched to the right inquiry via the phone number. Replies written on the phone show up there as well.

03

Reply

The team replies directly from the CRM, only to customers who contacted the business themselves or agreed to be contacted via WhatsApp. No promotional mailings, no purchased contact lists.

04

Stay in control

The connection belongs to the business. It can disconnect it at any time in its Meta business settings; after that, no more messages are transferred.

All inquiries in one place.

Data

What happens to the messages.

Purpose

WhatsApp messages are stored exclusively in the respective business’s CRM and shown only there, so its team can handle customer inquiries. I process them on behalf of the business.

No sharing

The data is not sold, not used for advertising and not passed on to third parties. Only the business’s authorized employees have access.

Deletion

Messages are deleted at the request of the business or a customer. Details can be found in the privacy policy.

Scope

What’s inside the CRM.

Inquiries

One inbox for everything.

  • Website forms
  • Meta lead ad forms
  • Email inbox
WhatsApp

Conversations for the whole team.

  • Chats in the CRM
  • Matched to the inquiry
  • Replies from the CRM
Team

Clear responsibilities.

  • Roles & permissions
  • Tasks & notes
  • History per customer
Reporting

Knowing what works.

  • Campaign overview
  • Cost per inquiry
  • Ads at a glance

Provider

Who’s behind it.

Provider

Martin Reza Tschapke
Brandvorwerkstraße 56
04275 Leipzig, Germany

Email: martin@tschapke.com · Phone: +49 176 24 24 20 80
VAT ID: DE453517286 · Legal notice · Privacy policy

Got a project in mind? Then let’s talk about it.

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+49 176 24 24 20 80 · martin@tschapke.com