A WhatsApp Business API CRM for your whole team

Many businesses run WhatsApp from a single phone on the reception desk, or from staff members' personal numbers. When that person is on leave, the conversations go with them. With EDCRM.AI, several users reply from the same business number. Each chat is assigned to an owner, and the history stays with the company when people change roles.

WhatsApp messages sit in the same thread as the contact's emails, calls and notes. Your team can use saved text snippets for common replies, add tags, move a deal along the pipeline and book an appointment without leaving the conversation.

WhatsApp has two kinds of business message, and it helps to understand them before you plan anything. When a customer messages you, a 24-hour window opens and your team can reply in free-form text during that time. Once the window closes, or when your business wants to start a conversation, you must use a message template that Meta has approved in advance.

Templates cover things like appointment reminders, payment receipts, order updates and offers. We help you write them, submit them for approval and organise them in EDCRM.AI so staff choose the right one. A template can include the customer's name, a date or an amount.

You may only send business-initiated messages to people who have agreed to receive them on WhatsApp. EDCRM.AI records opt-in on the contact, through a form tick box, a keyword reply or a QR code at your counter. A broadcast then goes to an opted-in segment using an approved template, and anyone who asks to stop is removed from future sends.

Workflows can send a template when something happens in the CRM: a form is submitted, an appointment is booked, a stage changes or a payment is received. Click-to-WhatsApp ads on Facebook and Instagram work the other way round. The customer taps the ad and starts the chat, so your team or the AI chat assistant can reply free-form straight away, and the lead is saved with its ad source.

Meta needs to know who is behind a business number, so a few things must be ready before we connect it. Gathering them early avoids delays, because verification and template approval are in Meta's hands and the timing is theirs. We give you a checklist in the first session.

• Have your trade licence and business details ready for Meta business verification.
• Choose the phone number and the display name customers will see.
• Decide how you will collect opt-in, and where existing opt-in records are kept.
• List the reminders and updates you want to send, so we can draft templates.
• Name the team members who will reply and who owns which type of chat.

As an official Meta WhatsApp Business Partner, Euro Digital handles the connection, guides you through verification, submits templates and builds your first workflows. We train your team on the inbox and on the template rules, so nobody sends something Meta would reject. Support continues after launch from our team in Abu Dhabi and our delivery team in India.