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WhatsApp & Marketing

WhatsApp CRM: Confirm COD, Chat with Customers and Send Updates

2 min read

WhatsApp CRM links your existing WhatsApp Business number by scanning a QR code, then lets you confirm COD orders, answer customers and send order and shipping updates from inside the platform. Confirming intent over WhatsApp is the most effective way to cut return-to-origin losses.

How the connection works

A companion service holds the WhatsApp Web session. You scan a QR once to link your number; the session is then restored automatically so you do not re-scan after restarts. Messages you send and receive are stored as conversations.

COD confirmation and updates

Reach out to confirm an order before booking it, then keep the buyer updated as the shipment progresses. Confirmed orders are far less likely to be refused on delivery, directly reducing RTO.

Deliverability metrics

Sent, delivered, read and failed counts are tracked so you can see message health at a glance on the dashboard. Failed messages are flagged in the Action Center.

Hosting requirement

Because it maintains a live WhatsApp session, this feature needs an always-on server (a VPS), not basic shared hosting. The rest of the platform runs anywhere PHP runs.

Step-by-step

  1. 1

    Enable WhatsApp

    Ensure the WhatsApp module is on for your plan.

  2. 2

    Start a session

    Create a WhatsApp connection to generate a QR code.

  3. 3

    Scan the QR

    In WhatsApp on your phone, link a device by scanning the code.

  4. 4

    Confirm and chat

    Use conversations to confirm COD and send updates.

Frequently asked questions

Do I need the official Meta WhatsApp API?

No. This links your existing WhatsApp Business number via QR, so there is no Meta API approval to wait on.

Will it work on shared hosting?

No — it needs a persistent background service, which requires a VPS or always-on server. See the hosting note above.

Do I have to re-scan after a restart?

No. Sessions are restored from storage, so linked numbers reconnect automatically.

Troubleshooting

Messages fail to send.

The companion WhatsApp service must be running and reachable, and the number must still be linked. Re-scan the QR if the session dropped.

No QR appears.

The background service is not running or not reachable from the app; verify it is started on your server.

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