Integrations: the tools you use, in one customer record.
Messages, payments, files, SMS and signatures meet in the same record. Every integration works inside the screen you already use, not in a separate one.
Messaging
Every conversation in one inbox; the team replies together and chats link to the customer record.
Where it worksChats screen and AutomationsOnline payments
Create a payment link from a sale, the instalment screen or customer history; it posts to the record the moment it's paid.
Where it worksSale, Take Payment and Finance › Payment LinksFile storage
Customer files live in your own cloud; each customer gets a folder automatically.
Where it worksCustomer detail › FilesSMS
Send appointment, sale and event reminders and campaign messages automatically.
Where it worksSettings › AutomationsE-signature
Send the contract to the customer at the sale step; they sign on their phone.
Where it worksSale › Contract stepPhone
Call from the customer card in one click; calls and recordings show in customer history.
Where it worksCustomer, lead and appointment screense-Invoice
Issue e-Invoices or e-Archive invoices from payments in the Finance list.
Where it worksFinanceConnecting takes a minute.
Some things you don't need to connect.
These aren't separate apps; they're part of WiseCRM.
Frequently asked questions
Do integrations cost extra?
There is no extra WiseCRM fee for connecting an integration. The connected service's own fees (payment provider, SMS provider, cloud storage) are billed to your own account with them.
How do payment links work?
Create a link at the sale step, on the Take Payment screen or from customer history. Copy it or send it by WhatsApp; when the customer pays, the screen switches to "Payment received" live and the payment is recorded. All links are listed under Finance › Payment Links.
Where are customer files stored?
In the cloud you connect: Google Drive, Dropbox or S3-compatible storage. Each customer gets their own folder automatically, and you manage files from the Files tab on the customer card.
How are SMS messages sent?
Choose SMS as an automation action: appointment, sale and event reminders or campaign messages go out automatically from your NetGSM or Mobildev account, and every send is logged.
Can I connect several WhatsApp numbers?
Yes. Connect numbers by QR, see their live status and assign them to agents. All conversations land in the same inbox.
Can I connect my own phone system?
If you have a Foniva account you can connect it for click-to-call. Or use Wise PBX to connect your carrier's SIP trunk or your SIM cards directly to WiseCRM.
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