Welcome to the TextCRM Support Page!

We understand that you may have questions or need assistance while using TextCRM. We’re here to help you navigate and get the best out of our platform.

Introduction

TextCRM is a powerful platform that allows businesses to send and receive messages on WhatsAppMessanger,Telegram automate customer interactions, and create tailored integrations. By integrating with TextCRM, businesses can efficiently use it for customer support, marketing, and sales.

To get started, we offer a 7-day free trial, where you can explore all the features of TextCRM and see how it can enhance your business operations. Simply click Sign Up to register for the trial. Once you’re signed up, connect your WhatsApp account and set up your preferences to start using TextCRM right away.

Benefits of TextCRM

TextCRM is an all-in-one WhatsApp API solution designed to help businesses connect with their customers. It allows for effective customer interaction management, automated communication, and the creation of custom workflows. With TextCRM, businesses can build stronger customer relationships and streamline operations.

Key Features:

• Team Inbox:
  Manage all customer messages in one centralized location, allowing for easy assignment and tracking of conversations.
• Chatbot Flow:
  Create intelligent chatbots with no technical expertise, enabling automated responses and customer engagement.
• Broadcast Messages:
  Send template-based messages to large groups for marketing, updates, or promotions, targeting specific customer segments.
• Automations:
  Implement advanced automation workflows, including keyword actions, reply materials, routing, sequences, and default actions.
• Dashboard & Analytics:
  Gain insights into performance metrics, message statistics, and customer interaction trends with an easy-to-use analytics dashboard.
• Contact Management:
  Organize and manage your customer database efficiently with segmentation, lists, folders, and filtering options.
• Task Management:
  Assign and track tasks for your team, ensuring efficient resolution of customer queries and streamlined operations.
• Catalog & Product Sync:
  Sync your product catalog directly with TextCRM, allowing you to share products easily through WhatsApp conversations.
• Keyword Automation:
  Automate replies and actions based on specific keywords to reduce manual effort and improve response times.
• Role & Permission Management:
  Control access levels for your team with role-based permissions, ensuring secure and organized management of the platform.
• Meta Template Management:
  Create, manage, and sync approved templates from Meta to TextCRM for seamless communication with customers.
• Offline Messaging System:
  Send messages through offline channels with integrations like GP, Robi, Blink, SSL SMS , Nexmo, and more.

TextCRM Plans and Pricing

TextCRM offers the following plans to suit your business needs:

• Growth, Pro, and Business Plans: Each plan includes a specific number of free chatbot sessions per month.
• Pay-Per-Conversation: A prepaid model where you top up credits to send messages.

For more details, visit TextCRM Pricing Plans.

Getting Started with TextCRM #

Before setting up your TextCRM account, review these important prerequisites:

• Account Setup: Facebook Business Verification is required to ensure only authentic businesses can use the platform. Learn more: Why is Facebook Business Verification Required?
• Display Name: Choose a business display name that represents your brand accurately. Learn more: Guidelines for Display Name.
• Phone Number: Use a number not linked to a personal WhatsApp account. It must be capable of receiving calls or SMS.
• Meta Commerce Policy Compliance: Ensure your business adheres to WhatsApp’s standards to avoid rejection. Learn more: Meta Commerce Policy

Features of TextCRM #

1.Inbox:
Manage customer conversations from a centralized inbox. Assign messages to team members, track interactions, and generate performance reports.

2. Chatbot Flow:
Create automated chatbots without technical expertise. Customize responses for customer queries and improve efficiency.

3. Routing:
Automatically assign tasks or update tickets based on keyword matches, ensuring seamless customer support workflows.

4. Keyword Action:
Set up keyword-based rules to trigger automated responses and reduce manual intervention.

5. Default Action:
Configure automatic replies for non-working hours, slow responses, or when the 24-hour messaging window closes.

6. Sequence Feature:
Schedule messages to be sent in a specific order, either immediately or after a set time.

7. Reply Material:
Create reusable reply templates for automation, saving time while maintaining consistent communication.

8. Broadcast and Bulk Messaging:
Send targeted messages to large groups of customers using contact attributes. Broadcasts are available for businesses with WhatsApp Business approval.

9. Contact Management:
Add and organize contacts efficiently. Ensure proper consent is obtained before communicating with customers.

10. User Management:
Monitor and manage your team’s messaging and customer support activities. Get reports on performance and messaging campaigns.

11. Dashboard & Analytics:
Access insightful metrics to track conversations, performance, and overall customer engagement.

12. Payment Management:
Easily manage your subscription payments, top-ups, and billing details through the platform.

13. Account Personalization:
Customize your account settings, including message templates, sender names, and notification preferences.

14. Offline Messaging System:
Send offline messages using integrations with providers like GP, Robi, Blink, Nexmo, and more.

With its robust feature set, TextCRM empowers businesses to enhance their communication processes, organize customer data, automate repetitive tasks, and achieve their customer engagement goals effectively.