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CRM Everywhere
Your CRM, now on WhatsApp
Ideal for B2C: extract data from WhatsApp to Salesforce or Dynamics and manage sales without leaving the API.
Review and update your CRM without leaving WhatsApp
Harmonix increases the efficiency and productivity of sales and service teams by eliminating the need for agents to switch between different platforms. Get a quick view of all the details, activities and opportunities, and you can edit any of them without leaving LinkedIn.
Perform all your tasks from WhatsApp
You don't need to do memory-based tracking, as we transform simple to-do lists into an automated and fluid tracking system, all from WhatsApp.
This tool reminds you of the tasks you need to complete each day, ensuring that every opportunity is followed up.
Turn your favorite app into a sales and service tool
Harmonix makes WhatsApp the only tool that representatives need by integrating all the communication, productivity and task management tools where they spend their time.
Call, send messages, create a sequence, schedule a meeting or an automated email, all from WhatsApp.
Create new contacts and companies with a single click
Harmonix eliminates the need for manual data entry by automatically extracting contact and business information from WhatsApp and recording it in Salesforce and Dynamics.
At the same time, all contact and company data that is added directly to the CRM can also be accessed from WhatsApp, giving users a 360-degree view. All this without changing tabs.
Find your playbook everywhere
You can find your playbook on WhatsApp. Every time you open a chat with someone, a small Harmonix icon will appear and suggest the best templates that can be used with that specific potential customer.
WhatsApp Business vs. WhatsApp Personal
WhatsApp Personal is the standard version of the application used for personal communications between friends and family. Instead, WhatsApp Business is a version designed specifically for small and medium-sized businesses, offering additional tools such as verified business profiles to facilitate communication with customers and business management. Harmonix integrates with both applications.
“We had a bad experience with a CRM that was a ready-to-use project, but it didn't meet our expectations. We are now looking at several off-the-shelf options that are better suited to our business model.”
“El gran problema de Salesforce es que es cero intuitivo.”
“Los equipos tienen que entender que el CRM no es una herramienta de micro management, es una herramienta que ayuda a ser más eficiente.”
“Todas las empresas están enfocadas en que se haga una transformación digital. Para las empresas B2B es una obligación pero todavía hay retos internos de tecnología y de prioridades de recursos.”
“Salesforce es un desafío porque es muy cansador y hace que la adopción sea más difícil y desgana. La palabra mágica es automatización.”
“Los jefes buscan los KPIs, miran el CRM para obtener la información, así que si la gente no lo utiliza, no puede dar las cifras a sus jefes.”