Customer Management From WhatsApp
Customers find you on WhatsApp. You exchange messages, agree a job, and at some point they become a proper customer — except their details are buried across your messages, contacts app and a Post-it note. ProQuoter gives every WhatsApp enquiry a proper customer record — name, address, phone, all jobs linked — so you are not searching chat history every time they call back. Part of the ProQuoter WhatsApp quote software.
WhatsApp is how you get customers. Not how you manage them.
First contact on WhatsApp is fine. Trying to manage a customer relationship in a chat thread is not. No job history, no quote record, no way to know if you quoted them before or what you charged last time.
Regular customers get lost. Return calls miss context. Quotes get repeated. Customer management needs a home outside the messaging app.
- Previous quotes not findable when customer rings back
- No record of what was agreed or charged last time
- Customer details scattered across messages and contacts
- Cannot see which customers have outstanding jobs
From WhatsApp message to proper customer record
- 1
First message arrives
Paste the WhatsApp enquiry into ProQuoter — customer details captured.
- 2
Record created
Name, address, phone, email — one place, not five apps.
- 3
Jobs linked to customer
Every quote, booking and invoice sits under the customer record.
- 4
Customer rings back
Open the record — full history, all quotes, all jobs, everything.
- 5
Next job, same customer
Previous scope and rates at your fingertips. Faster quote, same quality.
Customer management that works for tradesmen
Proper record from first message
WhatsApp enquiry becomes a customer, not just another chat.
Full job history
Every quote, booking and invoice under the customer — searchable.
Return customers faster to quote
You have the address, the scope history, the rates — start faster.
No CRM complexity
Not Salesforce. Not HubSpot. Simple enough to use on-site.
Works from your phone
Check customer history from the van, not a desktop CRM.
Customer record — every job, every quote, every payment
FAQ
- Does it work for repeat customers?
- Yes — when a customer messages again, their full history is there. Previous quotes, jobs, invoices and what they were charged. You quote faster and more accurately.
- How many customers can I store?
- Unlimited. Solo trader or small team — one customer record per person, all their jobs underneath.
- Can I search for a customer by name or address?
- Yes — search by name or address across all your customer records. Find the right job in seconds.