WhatsApp API + CRM
Keep company details, specifications and RFQs together.
All use cases
Converso for machinery & manufacturingGet the requirement first.
Get the requirement first.
Make the sales call count.
Capture technical buying requirements, route inquiries to your team and follow up from RFQ to purchase order.
For machinery manufacturers, industrial equipment suppliers and B2B production businesses.YOUR NEXT SALES CONVERSATIONIllustrative inquiry
AP
Amit Patel
Qualified inquiry- Requirement
- Packaging machine
- Target output
- 30 packs per minute
- Plant location
- Vadodara
- Purchase timing
- This quarter
NEXT STEP FOR YOUR TEAMSales engineer reviews the application and capacity.
A requirement brief before the technical discussion.
WhatsApp campaigns
Share relevant equipment updates with interested buyers.
Automation workflows
Follow up through technical review, quote and negotiation.
01 / FROM FIRST INQUIRY TO THE NEXT STEPSelect a stage to see how it works.
From a product inquiry.
To a purchase discussion.
Your team sets the rules.
Converso handles the repeatable follow-ups.
EXAMPLE WORKFLOW / Requirement captured
Start with the application, not just a phone number.
WHEN THIS HAPPENS
A buyer asks about equipment or submits an RFQ.
Converso can
- 1Ask about the application and required output.
- 2Capture plant location and purchase timeline.
- 3Save the brief against the company and contact.
Your team takes it from here
Review the brief and request any missing specifications.
Your manufacturing teamExample WhatsApp conversation
INDUSTRIAL BUYER CONVERSATION
Hi Amit! What product will you pack, and what output do you need?
Food pouches, about 30 packs per minute.
Initial requirement capturedReview the application
Example flows configured around your stages, message content and contact permissions.
02 / CAMPAIGNS WITH A REASON TO REPLYRelevant equipment.
Relevant equipment.
The right buyer conversation.
Use saved requirements and tags to organise audiences for your WhatsApp campaigns.
01
Product application
WHO IT’S FOR
Opted-in buyers with a matching production requirement.
EXAMPLE MESSAGE
Exploring a packaging upgrade? We can share details relevant to your capacity requirements.
Discuss an application
Use the buyer’s recorded needs to start the conversation.
02
Exhibition reconnect
WHO IT’S FOR
Exhibition contacts who agreed to receive follow-ups.
EXAMPLE MESSAGE
Good meeting you at the exhibition. Would you like to continue the equipment discussion?
Arrange a technical call
Connect exhibition interest with a next step.
03
Demo invitation
WHO IT’S FOR
Interested buyers evaluating a relevant product.
EXAMPLE MESSAGE
Would your team like a demonstration of the machine you shortlisted?
Schedule a demonstration
Let your team show how the equipment fits the requirement.
The campaign starts the conversation. Your team follows up with the customer’s context.
03 / A CLEARER PICTURE FOR YOUR TEAMKeep the details.
Keep the details.
Lose the guesswork.
At your desk or on the move.
Your team can work from iOS and Android.
Continue the conversation.
Review the application, capacity and past discussions before calling.
Give each lead an owner.
Route opportunities to a sales engineer by product or region.
See which inquiries progress.
Track RFQs, technical reviews, quotes and purchase decisions.
04 / MAKE IT WORK FOR YOUR BUSINESSYour product range.
Your product range.
Your buyer requirements.
Your sales cycle.
Build the flow around how your team actually sells.
- 01
Choose your qualification questions.
Application, required capacity, specifications, plant location, budget range and purchase timeline.
- 02
Define the next steps.
Set Hot, Warm or Cold labels, assignments and follow-up messages.
- 03
Connect campaigns with conversations.
Bring connected ad and website inquiries into the same process.
Choose the support you need.
Compare plans Starter for CRM and campaigns. Growth adds WhatsApp and email automation.
Growth+ adds Meta campaign setup, creatives, CAPI integration and automation setup.
Turn the next inquiry
into a useful technical discussion.
See how Converso can support your business, from inquiry to customer.
Explore other use cases