Text CRM is a SaaS-based customer relationship management (CRM) software that allows companies and users to register and manage their customer interactions. It offers tools for contact management, messaging, and customer communication through platforms like WhatsApp

To get started, simply register as a user or company on the platform. Once registered, you can explore its features, organize your contacts, and start communicating with your customers.

Text CRM is designed for both companies and individual users who want to manage customer interactions effectively. It is suitable for businesses of all sizes.

Text CRM offers the following powerful features to enhance your customer relationship management:

1. Contact Management

• Organize contacts into three layers: Segment > List > Folder.
• Edit, add, and update customer details with custom fields tailored to your needs.

2. Meta Template Management

• Send predefined templates and catalogs to customers through WhatsApp.
• Manage quick reply templates for efficient communication.
• Broadcast messages instantly or schedule them with timezone support.

3. WhatsApp Chat and Communication

• Chat with customers directly through WhatsApp.
• Share template catalogs and send quick predefined templates.
• Seamlessly manage customer conversations with multiple agents or staff.

4. Agent and Staff Management

• Assign roles and permissions to agents for controlled access.
• Manage customer interactions efficiently with a team of agents.

5. Chatbot Management

• Design and manage rule-based chatbot flows for automated conversations.
• Improve response times and handle queries with minimal manual intervention.

6. Inbox and Messaging Service Management

• Centralized inbox for managing all customer conversations.
• Integrate messaging services like Robi, GP, Nexmo, and Banglalink for seamless communication.

7. Product Catalog Management

• Manage catalog products and send them directly to customers.

8. Meta App Connection

• Connect your Meta App (Facebook) to enable integration with WhatsApp and other services.

Yes, Text CRM allows you to send messages even when you are offline. The messages will be delivered to your customers as soon as possible, ensuring uninterrupted communication.

With Text CRM, you can:

• Directly chat with your customers through WhatsApp.
• Manage all conversations in one place for better customer support.
• Send offline messages to customers, ensuring communication even when you’re not online.

WhatsApp Business is designed for small businesses to connect with customers. TextCRM is a more advanced platform offering full WhatsApp API integration, chatbot automation, team inbox, and CRM features for businesses of all sizes.

TextCRM is a cutting-edge CRM solution designed for businesses to streamline customer communication. With features like WhatsApp integration, multi-agent support, chatbot automation, and product catalog management, TextCRM simplifies managing customer relationships while saving time and boosting productivity.

You can book a live demo with our team by visiting our website or direct registration on the system. During the demo, we will walk you through the features of TextCRM, showcase its capabilities, and answer any questions you may have. This will help you determine how TextCRM can best serve your business needs.

Yes, TextCRM offers a free trial to let you explore its features before committing. During the trial, you can test WhatsApp integration, contact management, messaging services, and more. Simply sign up on our website to get started.

Yes, TextCRM offers the option to set up a personalized subdomain, such as yourbusiness.textcrm.chat, to give your platform a professional and branded touch. This makes it more convenient for your team to access the platform and reinforces your business identity.

To set up your custom subdomain, please contact the TextCRM support team. They will assist you with the configuration process and provide guidance. For pricing details or any additional questions, feel free to reach out to the TextCRM sales team. They will be happy to help you with all the information you need.

• WhatsApp Business : Suitable for small businesses with limited features like quick replies and away messages.
• TextCRM :

1. Designed for businesses of all sizes, offering advanced capabilities such as:
2. Multi-agent support for handling conversations.
3. Broadcast messaging with scheduling and timezone support.
4. Product catalog and template management.
5. Integration with multiple messaging platforms.
6. Automated chatbot flows for efficient customer interaction.
7. Also you can manage the contract based on different type of list or segment base

TextCRM provides a comprehensive solution for managing customer relationships beyond just WhatsApp communication.

We offer three pricing plans tailored to suit different needs:

• Growth: Ideal for individuals or small teams getting started.
• Pro: Designed for growing businesses that need advanced features.
• Business: Perfect for enterprises requiring comprehensive solutions.

Each plan is available with Monthly, Yearly, and Lifetime payment options.

Monthly : Pay on a month-to-month basis with no long-term commitment.
Yearly : Get a discounted rate compared to the monthly option by paying for the full year upfront.
Lifetime : Make a one-time payment for unlimited access to the plan, with no recurring fees.

Yes! You can upgrade from Monthly to Yearly or Lifetime plans at any time. Contact our support team to assist with the transition or pay with Stripe / SSL commrace

Yes, our Yearly plans come with a discount compared to the Monthly plans. Occasionally, we also offer promotional discounts. Keep an eye on our website for updates.

• Growth: Basic tools and features to get started.
• Pro: Includes all Growth features plus advanced tools for scaling your operations.
• Business: Full access to all features, including premium support and enterprise-level tools.

For a detailed comparison, refer to our pricing page.

If you cancel your subscription:

• Monthly Plan: You will have access until the end of your billing cycle.
• Yearly Plan: You will retain access until the end of the prepaid period.

Note: Lifetime plans are non-refundable.

All plans include free updates. As long as your subscription is active (or you have a Lifetime plan), you’ll receive all updates at no additional cost.

• For new pricing plans can be purchased directly from your TextCRM account.
• Please email billing@textcrm.chat to request additional features.

Steps to purchase add-on users:

• Log in to your TextCRM account.
• Navigate to the billing or subscription section.
• Select the plan.
• Proceed with payment to activate & process.
  

You can upgrade or downgrade your plan at any time from your account settings. If you need assistance, our support team is here to help.

Yes, we offer a free trial (7 days) for all plans. You can explore the features before committing to a subscription.

For any questions about pricing, billing, or plans, feel free to contact our sales team. They will provide all the information you need to make the best choice for your business.

To set up your account on TextCRM, follow these steps:

1. Connect Your Facebook or Meta Business App:

• Ensure your Facebook or Meta Business app is linked with the TextCRM platform. This connection is essential to start conversations with your customers.

2. Add Contacts to the System:

• Add your customer contacts to the platform. Once added, you can start chatting with them directly through TextCRM.

3. Manage Templates:

• If you have already created templates in Meta, you can sync them with TextCRM. Alternatively, you can create and manage new templates directly within the platform.

By completing these steps, you’ll successfully set up your account, manage your profile, and streamline your communication with customers.

To scan the QR code:

1. Log in to your TextCRM trial account.
2. Go to Inbox & Select Unofficial Whatsapp
3. Click start unUnofficial whatsapp
4. Go to the WhatsApp connection section.
5. Open the WhatsApp app on your phone, go to Settings > Linked Devices, and scan the QR code displayed.

Yes, you can send product catalogs directly from the Inbox module. This feature allows you to quickly share your catalog with customers, making it easier to engage with them and provide product details through WhatsApp or other channels integrated into TextCRM.

The Team Inbox is a centralized space for managing all customer chats across different platforms like WhatsApp.

• Key Features:
• Combined Inbox: View all customer chats in a single list, categorized by the latest message received.
• Channel Indicators: Icons represent the channel (WhatsApp/Instagram) for each chat.
• Linked Contacts: Switch seamlessly between conversations with the same contact across different channels.
• Quick Actions: Assign chats to other team members, update chat statuses, and more.
• Search and Filter: Use search and quick filter options to customize your view.
• Many More !

TextCRM is packed with powerful features to help you manage and grow your business efficiently. Here’s an overview of the key features included:

1. Dashboard Statistics

Get a detailed overview of your business performance with real-time statistics and insights.

2. Advanced Contact Management

Manage your contacts effectively with a three-layer system:

• Segments: Group contacts based on specific criteria.
• Lists: Organize contacts into targeted lists.
• Folders: Create folders for better organization and accessibility.

3. Google Contact Sync

Seamlessly synchronize your contacts with Google for easy management.

4. Automation

Streamline your workflow with robust automation tools to save time and increase efficiency.

5. Chatbot Flow

Design and manage intelligent chatbot flows to enhance customer engagement.

6. Keyword Automation

Set up keyword-based triggers for automated responses and actions.

7. Quick Reply Template Management

Create and manage templates for quick and consistent responses.

8. Meta Template Management

Organize and manage templates for meta interactions effectively.

9. E-commerce Management

Manage your product catalog, including categories and product details, within the platform.

10. Inbox Module

Centralize all your conversations in one inbox for better management and faster responses.

11. Broadcast Messaging and Reporting

Send broadcast messages and access detailed statistics and reports for each campaign.

12. Task Management

Assign, track, and manage tasks efficiently with built-in task management tools.

13. Offline Messaging Service

Send messages via trusted providers, including GP, Robi, Banglalink, SSL, and Nexmo, even when offline.

14. Agent Management

Manage your team with ease by defining roles and permissions for agents.

15. Subscription Management

Easily update and manage your subscription plans directly from the platform.

16. API Settings

Configure and manage API integrations to enhance the platform’s capabilities.

And Many More!

TextCRM is constantly evolving, with new features and updates added regularly to meet your business needs.

For more information or a detailed feature list, feel free to contact our support team!

You can filter chats based on the following criteria:

Status-Based Filtering:

• Open: View conversations that allow active two-way communication.
• Pending: Shows chats awaiting a customer response.
• Solved: Displays resolved issues or closed queries.

WhatsApp Message Status Filtering:

• Filter messages by their status: Read, Unread, Delivered, or Sent.

Customer Name and Number-Based Filtering:

• Search and filter conversations using the customer’s name or phone number.

Date-Based Filtering:

• Filter conversations within a specific date range using “From” and “To” dates.

Favorite-Based Filtering:

• View conversations marked as Favorite (Yes/No).

Segment-Based Filtering:

• Filter and display all conversations from a selected or filtered segment.

The contact management system in Text CRM is designed to help you organize your customers effectively using three layers:

• Segment : Group your customers based on shared characteristics or behaviors.
• List : Create specific customer lists within each segment for targeted communication.
• Folder : Further organize and categorize your lists for better management.

This structure helps businesses manage and navigate their customer database more efficiently.

Yes, you can easily edit, add, and update customer contact details in Text CRM. The platform allows complete flexibility to manage your contacts.

Yes, you can create custom fields to store unique information for each customer. This feature allows you to capture data specific to your business needs.

Yes , you can , Click the “Star” icon to add contacts to your favorite list. Use the filter “Favorite only” to display starred contacts. Such contacts will also be more visible in the All Chats filter, because of the star symbol.

To add custom parameters or attributes:

1. Go to the Contacts List.
2. Click on the Custom Field menu.
3. A modal will open, allowing you to add a new key and value for the custom field.

This will enable you to personalize contact data with custom parameters.

Starting a new chat is simple. Follow these steps:

1. Log in to your TextCRM account.
2. Navigate to your Inbox.
3. Click on the “Start New Chat ” button.
4. You have two options to send a message:

• Select an existing contact.

5. Choose a pre-approved template that you want to send, fill in the necessary variables, and then click Send.

Supported media types across Chatbots, Templates, Reply Material, and Team Inbox include:

• Audio, Document, Image, Video, Sticker
• Size limits vary based on the platform’s capabilities.

Yes, you can schedule broadcasts in TextCRM. The platform allows you to set a specific time for your broadcasts to be sent out automatically. This feature is useful for planning ahead and ensuring timely communication with your customers.

To create a broadcast in TextCRM, follow these steps:

1. Enter Broadcast Title
2. Select a template you wish to send.
3. Choose the segment or contact list to send the broadcast to.
4. You can also filter the broadcast based on tags or custom fields for more targeted communication. This feature allows you to send messages to large groups efficiently and with customizations.
5. Set Time with time zone or Instant

If you have scheduled a broadcast for a specific time, it will appear in the Scheduled Broadcast section. Here, you can:

• Edit the broadcast if the status hasn’t been completed yet.
• Delete the scheduled broadcast if needed before it is sent out.

This feature gives you flexibility to make changes to your broadcasts before they are delivered to your audience.

The Broadcast History section shows a detailed list of all the broadcasts that have been sent. It includes data such as:

• Send count : Total number of messages sent.
• Delivered count : Number of messages successfully delivered.
• Read count : Number of messages read by the recipients.
• Unread count : Number of messages that have not been read yet. This history also provides statistics for each broadcast, helping you track the performance of your campaigns.

If your chatbot isn’t triggering or has stopped working, consider these common issues:

1. Starting Node Not Connected or Set Properly

• Ensure the chatbot flow has a starting step or an initial message set.
• Use the “Set Start Node” option by clicking the three-dot menu to define the starting node.

2. Keyword Not Matching

• Verify that the keyword matches the trigger configuration. If a keyword is set as “Exact Match,” any spelling or format deviation will prevent it from triggering.

3. Chat Assignment

• Ensure the chat is assigned to the Bot and not to an operator. Automation and keyword-triggered actions won’t work if the chat is assigned to a human operator.

By addressing these issues, you can ensure your chatbot runs smoothly and interacts effectively with your customers.

Yes, you can manage automation in TextCRM by creating multiple chatbot flows. These flows can be configured for keyword matching and automated responses, allowing seamless interaction with your customers.

Yes, you can set up and add keyword actions in TextCRM.

• Keywords can trigger text responses, attachments, videos, and chatbot flows.
• You can route conversations to specific data, chatbot flows, or uploaded files based on configured keywords.
  This feature allows you to customize the chatbot’s behavior for better customer engagement.

Testing your chatbot ensures it works as intended before making it live. There are two methods to test a chatbot in TextCRM:

Method 1 : Adding Keyword Actions

• Configure a keyword action to trigger the chatbot.
• Assign the keyword and test its functionality by simulating user input.

Method 2 : Triggering the Chatbot from Team Inbox Chat

• Use the Inbox module to initiate a chat with the chatbot and verify its responses based on user queries.

If your payment fails:

1. Double-check your payment details.
2. Ensure your card or payment account has sufficient funds.
3. Try a different payment method (SSL or Stripe).

If you continue to face issues, please contact our support team for assistance.

If your payments are failing, please ensure to check the following:

• International transactions should be enabled on your card.
• Online transactions should be enabled on your card.
• Verify your transaction limits for both online and international transactions. Ensure the limit is higher than the amount you are trying to pay on TextCRM.

You can manage these settings via your bank’s portal, mobile app, or by contacting your bank’s customer care service.

TextCRM provides a self-service portal to manage your billing and payment methods. Through the portal, you can:

• Go to profile & click payment tab
• View your subscriptions.
• Access and see past invoices.

The TextCRM Support Team is available 24/7 to assist you.

For any inquiries, please reach out to us via the following email addresses:

• support@textcrm.chat for support or technical queries.
• billing@textcrm.chat for billing-related issues.

Important Note : We no longer use hello@textcrm.chat for support. Please ensure to use the updated email addresses mentioned above for any assistance.

We accept payments through two secure gateways:

• SSL Payment Gateway: Local payment method supporting various banks and mobile financial services.
• Stripe: International payment gateway for credit and debit card transactions.

Both methods are reliable and secure for your transactions.

To buy a subscription:

1. Log in to your account.
2. Go to the Subscription section.
3. Select the package you want (Growth, Pro, or Business).
4. Choose your payment method (SSL or Stripe).
5. Complete the payment process.

Once the payment is successful, your subscription will be activated immediately.

No, there are no hidden fees. The total amount displayed during checkout includes all charges.

Absolutely. Both SSL and Stripe use advanced encryption to ensure your payment details are secure. We do not store your payment information on our servers.

After your payment is processed, you will receive a confirmation email with the invoice or receipt. You can also download it from the Billing or Account section in your dashboard.

Refunds are subject to our refund policy. Yearly plans are eligible for partial refunds if requested within a specific period. Lifetime plans are non-refundable. Contact our support team for details.

If your account is restricted:

• Stop using the Unofficial WhatsApp module immediately.
• Contact WhatsApp support to understand and resolve the issue.

The Unofficial WhatsApp module allows users to connect their personal WhatsApp number to send single messages and broadcasts. It uses a web-based WhatsApp session for integration.

No, this feature is intended for temporary use or testing purposes only. Regular or long-term usage may result in account restrictions or bans by WhatsApp.

Frequent logins and logouts can trigger WhatsApp’s automated security systems, potentially flagging or blocking your account.

For long-term, reliable, and policy-compliant messaging, integrate with the Official WhatsApp Business API.