Integrated CRM
Your CRM included, no setup required
WAzion includes its own CRM to store your clients’ data. If you have Shopify or your own CRM, it is automatically enriched.
WAzion CRM
ALWAYS INCLUDEDYou don’t need Shopify or your own CRM. WAzion includes a complete CRM to save your customers’ information directly in each conversation’s record.
Enrich your CRM with integrations
If you have Shopify or your own CRM, WAzion automatically adds that data to the customer’s profile.
+ Shopify
OptionalIf you connect Shopify, the customer profile will also display:
- + Order history
- + Customer data in Shopify
- + Purchased products
+ Your own CRM
OptionalIf you configure endpoints for your CRM, the form will also display:
- + Your system data
- + Custom history
- + Fields of your CRM
More functions included
Visual labels
Classify clients: VIP, New, Claim, Wholesale...
Feeling
Indicator of the client’s current emotional state.
Pending tasks
Scheduled reminders and follow-ups.
Assigned agent
Who is currently managing this client.
Saved files
Client documents and images.
Full history
The entire conversation always available.
Real use cases
Without an online store
Use WAzion’s CRM to save customer data without needing Shopify.
With Shopify
See Shopify orders and data alongside WAzion’s CRM.
With own CRM
Connect your system and centralize everything on WhatsApp Web.
Frequently Asked Questions
Do I need Shopify or an external CRM?
No. WAzion includes its own free CRM. Shopify and external CRM are optional and add more data to the record.
What data can I store in the WAzion CRM?
Name, surnames, email, address, and custom fields. Also tags, notes, and files.
Does AI have access to this data?
Yes. AI can use CRM data to personalize responses and better understand the customer.
How many labels can I create?
There is no limit. You can create as many tags as you need and assign them by colors.
Related use cases
Discover how this feature helps in different scenarios
Your CRM included in WAzion
Start free with 1M credits. No card required.
