The WhatsApp CRM that turns buyer chats into orders
Sighthem turns WhatsApp from a separate phone app into a channel of your foreign trade operation. You connect your business number with the official WhatsApp Cloud API, and every incoming message is logged automatically to the right customer card. Reach buyers with approved templates, then move an incoming reply to a lead and on to a proforma with a single click.
Official WhatsApp Cloud API: your business number in the system
You connect to WhatsApp with the official WhatsApp Cloud API, so your number works tied to your foreign trade operation rather than to a single phone.
- Connect your business number to the workspace with the official WhatsApp Cloud API, and write incoming and outgoing messages to the same customer card
- Start the first message with an approved template even outside the 24-hour session window, and send free text and media inside the window
- Keep number and channel management inside the workspace, with access credentials stored encrypted on the server and never shown on screen
- Continue on the same setup as the team grows, with incoming messages routed to the right workspace by number matching
Shared team inbox: stop chats from getting lost on a personal phone
In foreign trade, if a buyer's chat stays on one employee's phone, the relationship breaks when that person is away or leaves. A shared inbox prevents this.
- Gather every incoming WhatsApp message in a single shared list for the team, with no dependence on anyone's personal phone
- Link a conversation to the right customer or lead card, see the unread count and read status, and let everyone follow the same buyer from one place
- When an employee changes, the chat history stays on the customer card so the new rep continues the conversation from where it left off
- Because calls, email and WhatsApp sit side by side on the same customer card, all contact with the buyer is visible on one timeline
Messages link to the customer card automatically: no more copy-paste
Sighthem matches every incoming WhatsApp message by phone number and attaches it to the right record, so the team never has to copy a message anywhere by hand.
- A recognized number links automatically to the existing customer or lead card, and the chat is logged to that record's timeline
- For an unknown number, create a new lead with one click, so even a first message from a fair or a meeting is not left off the record
- The same buyer's WhatsApp, call and email contact merge on one customer card, making it clear what was discussed on which channel
- Because the chat sits on the same record as the order and proforma, you do not get lost looking for what the buyer wrote about which quote
Approved templates: consistent messages that reach even outside the window
Free text only reaches people who replied within the last 24 hours. With an approved template you start the first message even outside that window and standardize recurring notices.
- Prepare frequently used messages as approved templates; keep recurring notices such as price updates, shipment notices or fair invitations consistent
- Send an approved template even after the 24-hour session window has closed, instead of waiting for the window to stay open to reach a buyer again
- Personalize the template with variables like customer name, order number or delivery date so the message looks one-to-one
- With free text and media inside the window, track sent, delivered and read status and prioritize those who reply
Lead conversion: a seamless flow from first message to proforma
For many exporters WhatsApp is the first contact channel. Sighthem ties that first message to the start of the foreign trade flow.
- Convert a relevant incoming message into a lead with one click, adding the buyer to your pipeline with country, sector and product details
- As the lead progresses, create a proforma from the same record, carrying over the quantity, price and delivery terms discussed on WhatsApp
- Because the approved proforma becomes an order, and the order links to shipment and invoice, the relationship that began on WhatsApp moves end to end in one flow
- Report which conversation became a lead and which lead became an order, and see the real contribution of the WhatsApp channel
Compliance, permissions and mobile: the channel stays under control
As the WhatsApp channel grows, the questions of who sees what, how chats are stored and how they are reached from the field become important. Sighthem sets these up from the start.
- Control which team sees which buyer chat with stackable permission presets, and keep data from leaking across workspaces
- Chat history is kept on record on the customer card, so you manage consent and the channel at a corporate level rather than on a personal phone
- Continue a WhatsApp conversation from your phone while in the field or at a fair with the mobile PWA, reaching the record instantly with an installable app experience
- A business card scanned at the fair turns into a lead via OCR, and you then start the first WhatsApp contact with that buyer from the same record
When every incoming WhatsApp message links to the right customer card automatically, the manual copy-paste and the lost contacts that come with it disappear; the buyer's WhatsApp, call and email touchpoints merge into one timeline.
Prepare your recurring messages, such as price updates, shipment notices and fair invitations, as approved templates. When you personalize the template with variables like customer name and order number, you reach the buyer with a message that looks one-to-one even when the 24-hour session window is closed.
Teams that leave buyer chats on one employee's personal phone lose the relationship and the history when that person is away or leaves. Close this risk from the start by keeping conversations in the shared inbox and on the customer card.
Frequently Asked Questions
How is a WhatsApp CRM different from regular WhatsApp on a phone?
WhatsApp on a phone is tied to one person; when that person is away or leaves, the chat is lost and no message links to a customer record. A WhatsApp CRM logs every incoming message to the right customer or lead card automatically, gives the team a shared inbox, and ties the conversation to the proforma, order and shipment flow. WhatsApp stops being a separate app and becomes a channel of your foreign trade operation.
How do I connect to WhatsApp?
Sighthem connects your business number to the workspace with the official WhatsApp Cloud API. Incoming and outgoing messages are written to the same customer card, and an incoming message is routed to the right workspace by number matching. Your access credentials are stored encrypted on the server and never shown on screen, so number and channel management stays at a corporate level rather than on a personal phone.
Can I still message a buyer after the 24-hour window closes?
Yes. Free text and media only reach buyers who replied within the last 24 hours. But with an approved template you can start the first message even outside that session window. You prepare frequently used messages, such as price updates or shipment notices, as approved templates and personalize them with variables like customer name and order number.
Does an incoming message really link to the right customer automatically?
Yes. Sighthem matches the incoming message by phone number. If the number belongs to an existing customer or lead, the message is attached to that record's timeline automatically. If the number is unknown, you can create a new lead with one click, so even a first message from a fair or a meeting is captured. The same buyer's WhatsApp, call and email contact all come together on one customer card.
Can my small sales team see the same conversation?
Yes. With the shared inbox, the whole team sees the same WhatsApp conversation from a single shared list; the conversation is linked to the right customer or lead card, and the unread count and read status are visible to everyone. This way everyone follows the same buyer from one place. With stackable permission presets you also control which team sees which conversation, keeping data within scope.
Is WhatsApp chat history stored safely from a data-protection standpoint?
Chat history is kept at a corporate level on the customer card rather than on a personal phone, so you control consent and channel management. With stackable permission presets you decide which team sees which buyer conversation and keep data from leaking across workspaces. Even when accessed from the field via the mobile PWA, everyone reaches only the records within their own scope.
Free your buyer chats from scattered phones and tie them into your foreign trade flow. Try Sighthem free for 14 days on the PRO plan, no card required.
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