Enter the client and identify vehicle/necessity.
A CRM with WhatsApp may help track opportunities from quote through approval, repair and the next visit. A shared inbox may suffice for message handling alone.
A CRM with WhatsApp may help track opportunities from quote through approval, repair and the next visit. A shared inbox may suffice for message handling alone.
Enter the client and identify vehicle/necessity.
Schedule or create next action.
It is pending, approved or discarded.
Delivery, next review and reactivation.
Centralize customer, vehicle, state of opportunity and next action to avoid oblivion.
Chat does not replace states, tasks, responsible, dates and reporting.
Consultation → appointment → diagnosis/budget → pending → approved → completed → follow-up.
Automate repeatable and reversible tasks. When there is technical, economic or emotional risk, it leads to a person with context.
Automate reasonable reminders and tasks when the client responds, without turning it into spam.
Segment by service and date; remembering a real need brings more than massive campaigns.
Check official API, mapping and context link with contact/opportunity.
When you need pipeline, automation, calendars and reactivation; for shared inbox there are simpler options.
It starts with few states and automation; it adds complexity when the team already uses it.
Eleqia Match crosses the problem, size, budget and integrations. The affiliate commission is not part of the score.
Independent editorial content · Review 22/08/2026 · Methodology and corrections →