SalesRook for WhatsApp

View contact details and copy WhatsApp chats into your CRM, legitimising instant messaging as a winning comms channel.

𝗪𝗵𝗮𝘁𝘀𝗔𝗽𝗽, 𝗰𝗼𝗻𝗻𝗲𝗰𝘁𝗲𝗱 𝘁𝗼 𝘆𝗼𝘂𝗿 𝗖𝗥𝗠. Modern communications for estate agents is chaos. You email, you call, you arrange viewings, you canvas for instructions. You cc, you bcc. You follow up again, and again, and again… and you still have to log it all in your CRM. It’s no wonder most of us have turned to WhatsApp. 🎉 𝗜𝗻𝘁𝗿𝗼𝗱𝘂𝗰𝗶𝗻𝗴 𝗦𝗮𝗹𝗲𝘀𝗥𝗼𝗼𝗸: 𝗪𝗵𝗮𝘁𝘀𝗔𝗽𝗽 𝗳𝗼𝗿 𝗥𝗲𝗮𝗽𝗶𝘁 𝗮𝗻𝗱 𝗦𝘁𝗿𝗲𝗲𝘁 An official Reapit AppMarket Partner. SalesRook brings the messages you exchange with customers on WhatsApp into your CRM - Reapit AgencyCloud or Street - sharing your progress and valuable intel with your team. This legitimises instant messaging as a highly-effective, 1-to-1 direct customer relationship channel, so you can: ⚡ Sell more whilst saving time ⚡ Feel secure on GDPR ⚡ Build business intelligence in seconds SalesRook works on the browser version of WhatsApp (web.whatsapp.com) and enables Sales, Lettings, Renewals, Customer Service and Support teams to communicate with customers whilst automatically syncing with Reapit or Street for cross-team collaboration, governance and oversight. Negotiators can use their individual work phone number and their own first/last name as a display name on WhatsApp - just like they do on professional email. They can also participate in WhatsApp group chats, build a one-to-one human relationship with the customer, and follow up without restriction to close the deal - all whilst using a desktop interface paired with their work phone or mobile device. 𝗛𝗼𝘄 𝗶𝘁 𝘄𝗼𝗿𝗸𝘀 👤 𝗗𝘆𝗻𝗮𝗺𝗶𝗰 𝗣𝗿𝗼𝗳𝗶𝗹𝗲𝘀 - View customer details from Reapit or Street in real time, using contact details, activity history and other known information to personalise the chat and improve customer experience. All without leaving WhatsApp or exporting identifiable information to a private contacts book, keeping company data protected. 🔄 𝗔𝘂𝘁𝗼 𝗦𝘆𝗻𝗰 - Conversations are logged directly to the right record in your CRM: in the Activity Log in Reapit, or as a note in Street. It happens automatically when you open a linked chat, or on command with Sync Now. Link a chat to a contact (tenant, applicant, vendor, etc) or link a group chat to a property. 📊 𝗣𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲 𝗗𝗮𝘀𝗵𝗯𝗼𝗮𝗿𝗱 - Managers get a comprehensive overview of the team’s interactions and metrics in a customisable data centre, offering business intelligence on WhatsApp use that was previously unknown. More productive, more transparent, more efficient. And less email. 𝗧𝗵𝗮𝘁’𝘀 𝗦𝗮𝗹𝗲𝘀𝗥𝗼𝗼𝗸. 𝗞𝗲𝘆 𝗳𝗲𝗮𝘁𝘂𝗿𝗲𝘀 ✅ 𝗦𝘆𝗻𝗰 𝗰𝗵𝗮𝘁𝘀 𝗮𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗰𝗮𝗹𝗹𝘆 - works for both one-to-one and group chats ✅ 𝗟𝗶𝗻𝗸 𝗮 𝗴𝗿𝗼𝘂𝗽 𝗰𝗵𝗮𝘁 𝘁𝗼 𝗮 𝗽𝗿𝗼𝗽𝗲𝗿𝘁𝘆 - every message in the group lands on that property's record ✅ 𝗜𝗻𝘀𝘁𝗮𝗹𝗹𝗮𝘁𝗶𝗼𝗻 𝗶𝗻 𝗹𝗲𝘀𝘀 𝘁𝗵𝗮𝗻 𝟯𝟬 𝘀𝗲𝗰𝗼𝗻𝗱𝘀 ✅ 𝗘𝗳𝗳𝗼𝗿𝘁𝗹𝗲𝘀𝘀, 𝗶𝗻𝘁𝘂𝗶𝘁𝗶𝘃𝗲 𝗶𝗻𝘁𝗲𝗴𝗿𝗮𝘁𝗶𝗼𝗻 between WhatsApp and Reapit or Street ✅ 𝗗𝘆𝗻𝗮𝗺𝗶𝗰 𝗰𝘂𝘀𝘁𝗼𝗺𝗲𝗿 𝗽𝗿𝗼𝗳𝗶𝗹𝗲𝘀 - see a customer's details from your CRM whilst you chat with them ✅ 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗶𝗻𝘁𝗲𝗹𝗹𝗶𝗴𝗲𝗻𝗰𝗲 - see your team’s interactions and metrics to understand company WhatsApp use ✅ 𝗦𝘁𝗮𝗿𝘁 𝗮 𝗪𝗵𝗮𝘁𝘀𝗔𝗽𝗽 𝗰𝗵𝗮𝘁 𝗶𝗻 𝗼𝗻𝗲 𝗰𝗹𝗶𝗰𝗸 - click 'Start chat' in the SalesRook panel ✅ 𝗪𝗵𝗮𝘁𝘀𝗔𝗽𝗽 𝗮𝗻𝗱 𝗪𝗵𝗮𝘁𝘀𝗔𝗽𝗽 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 - both supported via web.whatsapp.com ✅ 𝗬𝗼𝘂𝗿 𝗼𝘄𝗻 𝗻𝘂𝗺𝗯𝗲𝗿 𝗮𝗻𝗱 𝗻𝗮𝗺𝗲 - use an individual work phone number and your own first/last name as a display name on WhatsApp, just like on professional email ✅ 𝗚𝗗𝗣𝗥 & 𝗔𝗠𝗟 𝗮𝗹𝗶𝗴𝗻𝗲𝗱 𝗞𝗲𝘆 𝗯𝗲𝗻𝗲𝗳𝗶𝘁𝘀 💷 𝗠𝗼𝗿𝗲 𝗱𝗲𝗮𝗹𝘀, 𝗳𝗮𝘀𝘁𝗲𝗿. Increase revenues and do more deals by speeding up interactions & decisions. WhatsApp is 25x faster than email and boasts a 98% open rate - give your agents the tools to be able to use it legitimately and move important conversations along at speed. 👀 𝗙𝘂𝗹𝗹 𝘁𝗿𝗮𝗻𝘀𝗽𝗮𝗿𝗲𝗻𝗰𝘆. For your agents who don't write notes in your CRM, you'll gain full transparency of their conversations with customers. This carries positive customer service & revenue implications, especially when an agent is off sick or leaves the business. ⏰ 𝗧𝗶𝗺𝗲 𝗯𝗮𝗰𝗸. Agents who do make good notes in your CRM will no longer need to, and will save lots of time - 25 minutes a day on average; the equivalent of 2.68 40-hour work weeks a year. 🤝 𝗔 𝗽𝗲𝗿𝘀𝗼𝗻𝗮𝗹 𝘀𝗲𝗿𝘃𝗶𝗰𝗲. Agents continue to use their own, individual WhatsApp number, so they can offer a human-to-human service as themselves (instead of as the brand), allowing the business to maintain its culture of high-quality personal relationships. 📱 𝗪𝗼𝗿𝗸𝘀 𝗼𝗻 𝗺𝗼𝗯𝗶𝗹𝗲. SalesRook syncs messages sent or received on mobile into your CRM when the agent returns to the office. 🔒 𝗦𝘁𝗮𝘆 𝗰𝗼𝗺𝗽𝗹𝗶𝗮𝗻𝘁. Prevent known GDPR and AML risks. Keeping accurate records whilst working in WhatsApp Business allows you to stay onside. 𝗡𝗼𝘁 𝘀𝘂𝗽𝗽𝗼𝗿𝘁𝗲𝗱 🚫 Bulk or broadcast messaging 🚫 Chatbots or automated responses 🚫 Making WhatsApp calls using a desktop device 🚫 Sharing a single account and company phone number for dozens of staff SalesRook is completely aligned with WhatsApp's terms of use, per https://www.whatsapp.com/legal/ 𝗣𝗿𝗶𝗰𝗶𝗻𝗴 To get started, head to https://salesrook.com/ 𝗣𝗲𝗿𝗺𝗶𝘀𝘀𝗶𝗼𝗻𝘀 & 𝗽𝗿𝗶𝘃𝗮𝗰𝘆 When you install the extension, we request the following permissions: • 𝘀𝘁𝗼𝗿𝗮𝗴𝗲 - Stores your SalesRook profile (name, phone number and email), your SalesRook sign-in session, the email you last signed in with, and a local sync history and diagnostic log used for support. Links between chats and CRM records are kept on SalesRook's server, not in your browser. • 𝘁𝗮𝗯𝘀 - Lets the extension see when WhatsApp Web is open and which chat you are on, so the panel shows the right record, and open SalesRook's own sign-in and dashboard pages when you ask. • 𝗵𝗼𝘀𝘁 𝗽𝗲𝗿𝗺𝗶𝘀𝘀𝗶𝗼𝗻𝘀 - Let the extension run on WhatsApp Web and on SalesRook's own sign-in pages, and clear the Reapit sign-in cookies when you sign out. It does not run on any other website. • 𝗦𝗶𝗴𝗻𝗶𝗻𝗴 𝗶𝗻 - You sign in with your work email. Reapit users then connect their Reapit account; Street users confirm a sign-in link sent to their email. • 𝗬𝗼𝘂𝗿 𝗱𝗮𝘁𝗮 - SalesRook does not store your message text. Messages pass straight through to your CRM; we keep only a record of which messages were synced (message ID, the contact's phone number, the time and whether it was sent or received) so nothing is copied twice. For further information, please review our privacy policy (https://salesrook.com/privacy-policy) and terms of use (https://salesrook.com/terms-of-service). For any questions or concerns, please contact us at support@salesrook.com Reapit AppMarket listing: https://marketplace.reapit.cloud/apps/e121f676-639c-41b7-9d90-bf83093da909 𝗟𝗲𝗴𝗮𝗹 SalesRook is an independent solution developed by SalesRook Ltd and Zen Scaling Ltd, a certified Reapit AppMarket preferred partner, and has no relationship to WhatsApp®, Facebook® or Meta®.