With WhatsApp CoEx, your sales reps keep using the same number on the WhatsApp Business app and all conversations are automatically synced with Salesforce — no change to the rep's workflow and no manual action required.
Quotes, negotiations and the entire sales history stay trapped on each rep's device — invisible to the company and with no continuity.
Management has no visibility into customer interactions, follow-ups and client portfolios — all information depends on each rep's manual reporting.
The alternative — moving conversations to a mobile CRM — requires abandoning the daily app and leads to low adoption by the sales team.
Your team keeps using WhatsApp Business, with the same number as always, without installing any new app.
Every conversation is automatically synced with Salesforce, with no manual action from the rep. The history is linked to the customer profile in the CRM.
Management tracks the history linked to each customer, productivity dashboards, sales performance indicators and real-time monitoring of customer interactions.
An importer in the Industry & Distribution sector
The sales team negotiated and sent quotes through WhatsApp Business, but all information stayed on their phones — with no visibility for management. They tried Salesforce Mobile as an alternative, but adoption was low: reps wouldn't abandon the app they already used every day.
With WhatsApp CoEx from chatt2.me, the importer kept the same number and the same WhatsApp Business app for its reps. The official API began coexisting with the app, automatically syncing every conversation with Salesforce — no new installs and no manual action.
The company gained a complete history linked to each customer profile in Salesforce, automatic conversation logging, interaction monitoring, productivity dashboards and full continuity during vacations, offboarding and portfolio reassignments. Reps kept their WhatsApp Business routine — without changing a thing.
Reps keep using WhatsApp Business — the app they already know and use every day.
All conversations are automatically logged in the customer profile, with no typing and no manual action.
Management gains full visibility into every rep's customer interactions, negotiations and follow-ups.
Productivity dashboards and sales metrics updated in real time, directly in Salesforce.
During vacations, offboarding or portfolio reassignments, the full history stays in the CRM — service is never lost.
No new apps to install and no change in routine — adoption by the sales team is immediate.
All sales information — conversations, quotes, negotiations — centralized in a single place: Salesforce.
All sales interactions automatically logged in Salesforce ensure traceability, compliance and governance over every customer relationship.
No copying and pasting between WhatsApp and CRM. Information flows automatically from the rep's app into Salesforce — no rework, no human error.
CoEx (coexistence) lets you use the same WhatsApp number on the WhatsApp Business app and the official API at the same time.
No. With WhatsApp CoEx, you keep the same number and the same WhatsApp Business app. The official WhatsApp API coexists with the app, with nothing the rep needs to change.
No. Conversation syncing with Salesforce is completely automatic, with zero manual action from the rep. They keep using WhatsApp Business exactly as they always have.