WhatsApp and SMS messages sent from the client record — logged as activity
Send the client a WhatsApp message or an SMS straight from their record, through 4notify, and the message is logged as an activity on the contact. Communication no longer stays on a colleague's personal phone.
WhatsApp and SMS linked to the client, in the CRM
Send from the record
SMS and WhatsApp buttons appear on the contact record, on leads and on quote cards.
Delivered through 4notify
Messages go out through 4notify, the notification service of the 4b2b ecosystem.
Activity on the timeline
Every message sent is saved as an activity on the client record, visible to the whole team.
Same place as e-mail
From the same record you also send one-to-one e-mails, so the communication history stays together.
Set up per company
Connect your 4notify account once, from the CRM settings.
When you want to confirm a meeting or follow up on a quote, open the client record and send the message from there. It goes out through 4notify and stays logged as an activity, so any colleague can see what was communicated.
Frequently asked questions about WhatsApp and SMS messages
Send WhatsApp and SMS from the client record
Connect 4notify and send your first message straight from the CRM.