Help Center

To create your first WhatsApp CRM account, visit our signup page, choose a plan that fits your needs, and follow the simple registration process. You'll need to provide basic business information and verify your email address.

Creatyvot works on any modern web browser including Chrome, Firefox, Safari, and Edge. We recommend using the latest version of these browsers for the best experience. No software installation is required.

After creating your account, go to the WhatsApp connection section in your dashboard. Follow the step-by-step instructions to scan the QR code with your WhatsApp mobile app. This will link your WhatsApp number to the CRM.

Use our broadcast feature to send messages to multiple contacts at once. You can create message templates, select your target audience, and schedule delivery times. All broadcasts are compliant with WhatsApp Business policies.

Yes! Our chatbot feature allows you to create automated responses for common questions. Set up welcome messages, FAQ responses, and routing rules to handle customer inquiries automatically.

Our conversation management system allows you to organize chats by status, assign them to team members, and track response times. Use tags and filters to quickly find specific conversations.

You can import contacts via CSV file, manually add them one by one, or sync with your existing CRM systems. Our platform supports various import formats and can automatically detect duplicate contacts.

Absolutely! Use tags to categorize contacts by customer type, location, interests, or any other criteria. Tags help you create targeted campaigns and provide personalized customer service.

Export your contact data in CSV or Excel format from the contacts section. You can choose which fields to export and apply filters to export specific contact groups.

Track message delivery rates, response times, customer engagement, agent performance, and campaign effectiveness. Our analytics dashboard provides real-time insights to optimize your WhatsApp strategy.

Yes, create custom reports with the metrics that matter most to your business. Choose from various chart types, set date ranges, and schedule automated report delivery to your email.

Track conversion rates, customer acquisition costs, and lifetime value. Our platform integrates with popular analytics tools to provide comprehensive ROI measurement for your WhatsApp marketing efforts.