Messenger Integration with CRM
for Sales and Support Teams

Connect WhatsApp, Telegram and MAX to your CRM in 15 minutes. Send the first message from the CRM and keep your customer base in-house. Full sync of chats, contacts and deals with Bitrix24 and amoCRM.

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John Smith · CRM card

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Ready-made modules and guides for integration with popular CRMs

How your sales team works
after integration

No more lost leads

All messages from MAX, Telegram, WhatsApp and other channels automatically create deals in the CRM and are distributed among managers.

Faster response times

Managers no longer switch between apps. Templates, quick replies and AI hints speed up every interaction.

Customer base stays
with the company

Chat history and contacts stay in the CRM, not on employees' personal phones. Manager leaves — customer stays.

Full control over conversations

The manager sees all chats inside client cards, checks script compliance and response speed. Access control — each employee sees only their own chats.

What our clients face and how
we solve these problems

Real pain points we hear every day from sales teams, business owners and contact centres. Each one has a concrete solution through ChatApp features inside your CRM.

Messengers keep disconnecting from the CRM and we lose conversations

"WhatsApp went down on Friday evening and we only found out on Monday. Clients were writing — nobody replied. Half were lost, the other half were furious."

24/7 channel health monitoring — instant Telegram and CRM notifications on disconnect
Early blocking-risk alerts (limits, complaints, suspicious activity) sent to the manager's messenger in advance
Clear per-message statuses: Sent, Delivered, Read, Error
Priority integration support — your ticket never gets lost in the queue
Disconnect statistics per channel — see where the weak points are

We can't message clients first from the CRM — we waste time starting conversations manually

"The client submitted a request, but WhatsApp is blocked for outbound messages from the deal card. We have to start the chat from a personal phone — inconvenient, uncontrolled, the base leaks."

Send the first message right from the CRM: from a lead, deal or contact card — via WhatsApp*, Telegram, MAX
Support for personal accounts (WhatsApp*, Telegram) and business accounts WABA* / WhatsApp Business
Robot-triggered sending (stage change, field filled, X minutes after a request)
Bulk CRM campaigns to your customer base — segmented, without phones in hand

I can't see conversations in the CRM card. History is lost and I can't monitor quality

"Managers chat on their phones, the deal is empty. I don't know what they're telling clients: breaking scripts, being rude, losing customers. And I have no way to check."

Full sync of all inbound and outbound messages with the CRM card — including from personal phones
Messages are linked to the client card and to the manager's name (tagging)
The manager sees the full conversation history: tone, response speed, script compliance
Duplicate contact and deal control — no mess in your CRM

Sales reps steal the customer base. When they leave, clients go with them

"A salesperson quit and 200 contacts disappeared. They handled chats via their personal WhatsApp* and the clients stayed with them. We don't even know who they talked to."

All conversations are saved in the CRM — even if the manager wrote from a personal phone
Client contacts never end up in the salesperson's personal address book
When someone leaves, the entire base stays with the company — chat history is available to the new employee
Conversation access control: managers see only their own chats, the supervisor sees all
Block personal messengers (optional) — all communication goes through the CRM only

A message wasn't delivered to the client and we didn't know. No unified inbox for conversations

"The message went to WhatsApp* but the client never received it. We found out three days later. And nobody could tell which messenger the client actually uses."

Unified messenger inbox: all chats from WhatsApp*, Telegram, MAX in one interface
Send error notifications — you see immediately when a message wasn't delivered
Find the client's active messenger — the system suggests where to send right now
Cascade sending: not delivered in WhatsApp → automatically try Telegram → then MAX
Recommendation to add a backup channel when risks are detected

Employees can see each other's conversations and contacts. No accountability

"Any manager can open any deal and read a colleague's chat. They can also see the client's phone number and poach them. Chaos."

Conversation access control by department, group and individual owner
Track who is responsible for each deal and chat
Hide client contacts from managers — they write through the CRM but don't see the numbers
Permission separation: view only your own conversations / fields / contact cards
Roles: owner, creator, observer — full accountability transparency

Your pain point isn't on the list? Book a demo — we'll work through your scenario together.

The complete toolkit inside your CRM

Beyond the messenger connection itself, ChatApp adds capabilities to your CRM that usually require separate services: bulk campaigns, a bot builder, an AI assistant and a unified inbox for all channels.

AI Employee

The AI employee handles first-line questions, consults, asks the right questions, qualifies the lead and hands the conversation to the right team member or CRM.