{"id":23210,"date":"2025-03-25T14:03:40","date_gmt":"2025-03-25T14:03:40","guid":{"rendered":"https:\/\/leadsales.io\/?p=23210"},"modified":"2026-02-06T12:12:18","modified_gmt":"2026-02-06T12:12:18","slug":"leadsales-what-is-it-and-how-does-this-crm-for-whatsapp-work","status":"publish","type":"post","link":"https:\/\/leadsales.io\/en\/blog\/leadsales-what-is-it-and-how-does-this-crm-for-whatsapp-work\/","title":{"rendered":"Leadsales: what is it and how does this WhatsApp CRM work?"},"content":{"rendered":"<p>[et_pb_section admin_label=&#8221;section&#8221;]<br \/>[et_pb_row admin_label=&#8221;row&#8221;]<br \/>[et_pb_column type=&#8221;4_4&#8243;][et_pb_text admin_label=&#8221;Text&#8221;]<\/p>\n\n\n<p>Every year, more than <strong>2,500 small and medium-sized businesses<\/strong> across <strong>20 countries<\/strong> choose <strong>Leadsales<\/strong> to enhance customer communication. Why? Because <strong>Leadsales is a CRM<\/strong> that centralizes <strong>WhatsApp, Facebook, and Instagram<\/strong> conversations in one platform, helping businesses <strong>triple their sales in just 90 days<\/strong>.<\/p>\n\n\n\n<p>With <strong>Leadsales CRM<\/strong>, companies can interact with customers in <strong>real time<\/strong>, improving response times and streamlining the entire sales process. But before diving into how a <strong>WhatsApp CRM<\/strong> can optimize your sales, let\u2019s explore <strong>what Leadsales is, how it works, and what it can do for your business<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Leadsales: what is it and how does this WhatsApp CRM work?\" width=\"800\" height=\"450\" src=\"https:\/\/www.youtube.com\/embed\/T2wDBApSkb4?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-what-is-leadsales-and-how-does-it-work\">What is Leadsales and how does it work?<\/h2>\n\n\n\n<p><strong>Leadsales<\/strong> is a <strong>customizable CRM<\/strong> designed to help businesses boost sales through <strong>WhatsApp, Facebook, and Instagram<\/strong>.<\/p>\n\n\n\n<p>By integrating directly with <strong>WhatsApp<\/strong>, Leadsales enables businesses to manage sales, implement marketing strategies, and provide customer support\u2014all from one centralized platform. <a href=\"https:\/\/timelines.ai\/es\/whatsapp-user-statistics-and-revenue-analysis\/#:~:text=Empecemos%20con%20una%20estad%C3%ADstica%20asombrosa,%C3%A1mbito%20de%20la%20comunicaci%C3%B3n%20digital.\">With over <strong>3 billion users by 2024<\/strong><\/a>, WhatsApp remains one of the most powerful communication channels, allowing you to maintain <strong>direct and effective<\/strong> interactions with your customers.<\/p>\n\n\n\n<p>Leadsales CRM works through an innovative approach that organizes your sales interactions horizontally, thanks to sales funnels. These funnels allow you to:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-1-organize-chats\">1. Organize chats<\/h3>\n\n\n\n<p>Centralizes all WhatsApp, Facebook and Instagram conversations in one place for unified management. This allows conversations to be automatically assigned to the right agents in the sales and customer service teams, improving efficiency.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-2-customize-sales-funnels-nbsp\">2. Customize sales funnels&nbsp;<\/h3>\n\n\n\n<p>Sales funnels in Leadsales are customizable for effective lead management. With this feature, you can define the status of each lead, for example, if you are about to close a sale or if it requires follow-up. This information will be visible to any agent, helping them to send an effective and personalized message.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-3-analyze-campaigns-and-automate-messages\">3. Analyze campaigns and automate messages<\/h3>\n\n\n\n<p>The system provides real-time analysis and detailed reports on campaign performance and customer interactions. In addition, it automates repetitive tasks such as sending follow-up messages or responses, streamlining the sales process and enabling the personalization of campaigns according to customer preferences.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-to-create-a-leadsales-account\">How to create a Leadsales account<\/h2>\n\n\n\n<p>Now that you have an idea of what Leadsales is and how it works, just follow these simple steps to create an account:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to&nbsp;<a href=\"https:\/\/leadsales.io\/\">https:\/\/leadsales.io<\/a>&nbsp;and click on \u2018<strong>Create your account<\/strong>\u2018.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh7-us.googleusercontent.com\/wPGNV0zggOfWPOMten372IrjGoOsm8nBQyLxlQRp5hDA5cW1wfgd8SG-cGpMDsKqyEVdFCqlVDHaRvv3oZi97M0KT-8cBzZCUHzTU-jGedcpCNiRGg-awNBeHOak9cIUf-MezXHPwrXAULjw86ClQhA\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>On the registration page, fill in the requested information and click on the \u2018<strong>Create account<\/strong>\u2018 button.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh7-us.googleusercontent.com\/8YH--5lJ11i-TT0pjV1UgFA7rQgrhQxqTebA7-wnqUM6aPGEDuZ05tha790A-zpuc4TNSBWuq_umSSSEbzXH_iAqBBpFwbgJmIKgGjn-DHYpchZ77GOqxynmHnDG_4-CMhL-Ti7TDKGgTCSytTFFBng\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Access and browse the CRM for free. If you want to set up and test all the features, you can opt for a 14-day trial period for $7. The initial setup is assisted, i.e. someone from the team guides you through the process.<\/li>\n\n\n\n<li>If you want to access more features after the trial period, select the plan that best suits your needs and start boosting your business!<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/leadsales.io\/wp-content\/uploads\/2024\/05\/Captura-de-pantalla-2024-11-15-a-las-4.43.26%E2%80%AFp.-m-1024x1005.png\" alt=\"\" class=\"wp-image-288399\"\/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-to-connect-your-accounts-with-leadsales\">How to connect your accounts with Leadsales<\/h2>\n\n\n\n<p>After you have created your account, now you have to log in to set up your workspace in the cloud. Enter your company data, such as name, industry, phone number, and that\u2019s it! You are now in your workspace.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh7-us.googleusercontent.com\/LFZbr0ezv3PRlaB4I-ODIA62VEHamNbcwicpJJFrPXEySdBY5lTWKEs9G2T5CVoN0sHIDBywhwmeznsXN_7VV1uWJgFvUit4xmdqjS3uXOvPkHtE4gBDaVrpkqxyOTl3YkB4jeTwx2Ag36txuep10uQ\" alt=\"\"\/><\/figure>\n\n\n\n<p>Now you can connect&nbsp;your Facebook, Instagram and WhatsApp accounts to Leadsales.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-1-connecting-whatsapp\">1. Connecting WhatsApp<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Access the connection<\/strong>: click on the \u2018<strong>Connect<\/strong>\u2018 button next to WhatsApp on the Leadsales platform.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh7-us.googleusercontent.com\/ANLgATb4XEPwOVIQnb0CDOLZeaOG48nz8xCeBauDZmr-WWkbUxRTO_oLopRW859JBfsM3JMbTQ8dJvFSBxpox45Lv3peJ2GSCBIB5MogsrIyxasJPHfMCi2JCYcsOx1vsPgYfneTxXzwVdrQ5EZ4eT8\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Scan the QR code<\/strong>: open the WhatsApp application on your cell phone and scan the QR code that Leadsales displays, as if it were WhatsApp Web.&nbsp;<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh7-us.googleusercontent.com\/WaHureJdtmEWneD0DfgFk8ULP57twhPi51otEha5nJ5LajC6jtD1gtqfu0QHVuv6plCzk7qvcRPMVAhOBarkSCxEvrXG5251APqGMSuo_aHAzc0LcsEpFasX0lRANjxy2CkQSYRMv-Zz17IVHwLKG2E\" alt=\"\"\/><\/figure>\n\n\n\n<p>When you connect your WhatsApp, previous conversations will not be imported; you will only be able to see in the platform the messages received after the connection is made.&nbsp;&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-2-connecting-facebook-and-instagram\">2. Connecting Facebook and Instagram<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>To connect Leadsales with Facebook and Instagram just click \u2018<strong>Connect<\/strong>\u2018, grant the necessary permissions and you\u2019re done \u2013 don\u2019t forget to add your team members!<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh7-us.googleusercontent.com\/W7wqWeX3m1MLlX-WoDsETUJfzjioE3UwAE-_OF9TJaG5qQhSEvNx3bxp_DB2mkYxxBDIrrZA922X64yQ4YdJj2U5rV6x0M_RMPA6LI3sVGIO5aPNbe0IzOz6bJ19pRA_KPCvRS4K2pfxuletzD5E_5A\" alt=\"\"\/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-what-our-customers-say-about-leadsales\">What our customers say about Leadsales<\/h2>\n\n\n\n<p>Many companies from different sectors have&nbsp;<a href=\"https:\/\/leadsales.io\/blog\/leadsales-opiniones-reales-caracteristicas\/\">chosen Leadsales<\/a>&nbsp;to improve their communication with their customers on platforms such as WhatsApp, Facebook and Instagram.<\/p>\n\n\n\n<p>This is what they have to tell you about us. If you want to know more real testimonials go to:&nbsp;<a href=\"https:\/\/leadsales.io\/clientes\/\">Success stories using Leadsales CRM<\/a>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-icel-university-educational-institution\">ICEL University \u2013 Educational Institution<\/h3>\n\n\n\n<p>Omar Per\u00e9a, representative of the digital marketing area at Universidad ICEL, an educational institution with presence in Mexico, State of Mexico and Morelos, explains that:<\/p>\n\n\n\n<p>\u201cI recommend Leadsales for any industry that needs efficient contact management and better communication. It has allowed us to organize inquiries from students and prospects, assigning them appropriately in our contact center. The dashboard is user friendly and the attention is immediate, improving the brand experience. Since using Leadsales, our conversation management and response effectiveness have improved dramatically.\u201d<\/p>\n\n\n\n<p>You can watch the full interview on our YouTube channel:<\/p>\n\n\n\n<p><a href=\"https:\/\/www.youtube.com\/watch?v=fDAvQ0t0gLs&amp;list=PLjFyY_iMbAxX2WcUbvsARPtMYbr37hkjb&amp;index=5\">Omar Per\u00e9a \u2013 ICEL UNIVERSITY | Leadsales #CoolCustomers<\/a><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-uptrading-stock-market-education-academy\">UpTrading \u2013 Stock Market Education Academy<\/h3>\n\n\n\n<p>Ximena Gonz\u00e1lez is part of UpTrading, a Colombian stock market investment academy dedicated to training professional traders. She comments on Leadsales, highlighting its usefulness for completely virtual services such as hers, but also for any type of company: &nbsp;<\/p>\n\n\n\n<p><em>\u201cLeadsales has been essential in providing excellent customer service, improving productivity and time management, as well as performing detailed analytics to optimize marketing strategies. The tool has allowed Up Trading to be more organized and effective in their customer and event management.\u201d<\/em><\/p>\n\n\n\n<p>You can watch the full interview on our YouTube channel:&nbsp;<a href=\"https:\/\/www.youtube.com\/watch?v=3LDwWaeoj0g&amp;list=PLjFyY_iMbAxX2WcUbvsARPtMYbr37hkjb&amp;index=21\">Ximena Gonzalez \u2013 UpTrading | Leadsales #CoolCustomers<\/a><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-schirp-asesores-financial-advisory-firm\">SCHIRP Asesores \u2013 Financial Advisory Firm<\/h3>\n\n\n\n<p>Rebecca Quarchioni, CEO of SCHIRP Asesores, a company dedicated to offering financial advice, investment plans and financial products, mentions that the decision to adopt Leadsales was based on its ease of use and its ability to efficiently handle a high volume of contacts.&nbsp;<\/p>\n\n\n\n<p>In addition, he notes that Leadsales\u2019 CRM and message scheduling capabilities have been crucial in reducing response times and improving customer service.<\/p>\n\n\n\n<p><em>\u201cAt SCHIRP we manage over 54,000 contacts with a team of only five people. This has allowed us to provide detailed and effective follow-up from prospecting to closing and subsequent follow-up with clients.\u201d<\/em><\/p>\n\n\n\n<p>You can watch the full interview on our YouTube channel:&nbsp;<a href=\"https:\/\/www.youtube.com\/watch?v=h977VEcG4c4&amp;list=PLjFyY_iMbAxX2WcUbvsARPtMYbr37hkjb&amp;index=4\">Rebecca Quarchoni \u2013 SCHIRP | Leadsales #COOLCUSTOMERS<\/a><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-red-eye-video-production-company\">Red Eye \u2013 Video Production Company<\/h3>\n\n\n\n<p>Fernando Rodriguez runs&nbsp;<a href=\"https:\/\/www.redeyeacademy.com\/\">Red Eye<\/a>, a company that offers commercial video production services and training for those who want to learn how to make videos.&nbsp;<\/p>\n\n\n\n<p>He says that 100% of his company\u2019s sales are made through WhatsApp and explains that he chose Leadsales because of its ease of use and its ability to integrate a CRM. This allows the entire team to work and communicate with customers from the same WhatsApp number, improving the organization and efficiency of the sales process.<\/p>\n\n\n\n<p><em>\u201cWith Leadsales, he has improved the clarity and organization of the sales process, which reduces confusion and improves lead retention.\u201d<\/em><\/p>\n\n\n\n<p>You can watch the full interview on our YouTube channel<a href=\"https:\/\/www.youtube.com\/watch?v=U5Fg1mr8iH8\">:Fernando Rodr\u00edguez \u2013 Red Eye | Leadsales #CoolCustomers<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-leadsales-your-ultimate-ally-for-communication-and-sales-growth\">Leadsales: your ultimate ally for communication and sales growth<\/h2>\n\n\n\n<p>Leadsales is the ideal CRM to optimize your sales processes and improve the control of interactions with your customers. With its integration with platforms such as WhatsApp, Facebook and Instagram, and its automation and personalization features, it allows you to effectively lead the digital transformation of your company.<\/p>\n\n\n<p>[\/et_pb_text][\/et_pb_column]<br \/>[\/et_pb_row]<br \/>[\/et_pb_section]<\/p>","protected":false},"excerpt":{"rendered":"<p>[et_pb_section admin_label=&#8221;section&#8221;][et_pb_row admin_label=&#8221;row&#8221;][et_pb_column type=&#8221;4_4&#8243;][et_pb_text admin_label=&#8221;Text&#8221;] Every year, more than 2,500 small and medium-sized businesses across 20 countries choose Leadsales to enhance customer communication. Why? Because Leadsales is a CRM that centralizes WhatsApp, Facebook, and Instagram conversations in one platform, helping businesses triple their sales in just 90 days. With Leadsales CRM, companies can interact with [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":23211,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1311,1322],"tags":[],"class_list":["post-23210","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-crm-en","category-leadsales-en"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.3 (Yoast SEO v27.3) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>What is Leadsales | CRM for WhatsApp<\/title>\n<meta name=\"description\" content=\"Discover how Leadsales, the CRM that integrates WhatsApp, Facebook and Instagram, optimizes sales and communication for companies in LATAM.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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