Sales and relationships
Keep company and contact records alongside opportunities, deals and commercial offers.
Read more ↗01
Built around daily work
Follow a customer relationship from contact and opportunity to tasks, documents and payment records. Coordinate suppliers, purchases and inventory in the same operating environment.
Solutions →02
A connected workspace
AgentCore combines working areas that teams usually have to piece together. Availability depends on the workspace and assigned permissions.
Team work
Use assigned tasks and approvals to move work between people and departments.
Read more ↗Communications
Work with the available inbox and correspondence channels in the CRM. WhatsApp Cloud API is a separate internal pilot.
Read more ↗Documents and knowledge
Create and work with business documents and keep reference material accessible to authorised users.
Read more ↗Procurement and inventory
Coordinate procurement plans, supplier offers, decisions, contracts, receiving and stock records where those modules are enabled.
Read more ↗Payments and treasury
Track payment requests, balances and related financial records in the enabled workspace.
Read more ↗03
A process, not a pile of tabs
- 01Company & contact
- 02Deal or purchase
- 03Task & decision
- 04Document & payment
A team can start from a contact or company, manage the related sales or purchasing work, assign tasks and keep documents and financial records close to the operation. The exact steps depend on the modules configured for that organisation.
Solutions ↗Internal pilot
WhatsApp Business in your CRM
A company connects its own WABA and phone number through Meta. The Cloud API integration is currently under internal pilot validation; external onboarding and customer-configured automation are not generally available.
WhatsApp Business pilot ↗04
Resources
Why connected business records matter
A customer relationship rarely ends at the deal card. AgentCore keeps the surrounding work visible to authorised teams.
Read more ↗Inbound WABA event handled in the CRM pilot
An internal WABA connection and inbound event have been verified. External availability remains pending.
Read more ↗AgentCore / Contact
Discuss access ↗See the system in context
Tell us about your organisation and the workflows you need. We can explain current access and the status of the WhatsApp pilot.