Imagine every message on WhatsApp or your website becoming a lead inside your CRM — automatically.
That’s what AI chatbot + CRM integration does!
In 2025, this simple setup is helping small businesses close 3x more sales.
Here’s how it works (explained by NetSoftwares 👇).
🔹 Why It’s Important
Without integration, customer messages are lost.
With AI + CRM 👇
- Auto-save every chat as a lead
- AI sends instant replies
- CRM follows up automatically
🔹 Step-by-Step Process
| Step | What Happens |
|---|---|
| 1️⃣ | Customer chats on WhatsApp or website |
| 2️⃣ | AI bot collects name & number |
| 3️⃣ | Lead goes to CRM automatically |
| 4️⃣ | CRM sends WhatsApp or email follow-up |
| 5️⃣ | You close the sale faster |
🔹 Infographic: AI Chatbot + CRM Workflow
| Tool | Purpose |
|---|---|
| ChatGPT / ManyChat | Talk to customers |
| Perfex CRM | Save & manage leads |
| WhatsApp API | Auto follow-up |
| Analytics | Track conversions |
🔹Pro Tip 💡
👉 Start with basic setup:
Chatbot → CRM → WhatsApp Follow-up.
Then expand automation later (email, reminders, or offers).
At NetSoftwares, we help small businesses set up complete AI + CRM automation easily.
🔹 Conclusion
AI chatbots + CRM make sales simple.
👉 Automate your leads, replies, and follow-ups — all in one system.
📞 Call us: +91 9250801188
📧 Mail us: support@netsoftwares.com
🌐 Visit: https://netsoftwares.com/
🚀 NetSoftwares – Making AI Chatbots + CRM Easy for Everyone.
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