RealConnect CRM — WhatsApp Business CRM Platform

Everything You Need in One Platform

A complete WhatsApp Business CRM with tools for messaging, lead capture, ad campaigns, and team collaboration

Real-time Inbox

Send and receive WhatsApp messages in real-time. Text, images, videos, documents, locations, and contacts — all in a unified team inbox with reply, forward, and delete.

Bulk Campaigns

Launch marketing campaigns to thousands of contacts using Meta-approved templates. Schedule sends, track delivery, read receipts, and monitor campaign performance in real-time.

Template Management

Create, submit, and manage WhatsApp message templates with text, image, video, and document headers, dynamic variables, quick reply buttons, and call-to-action URLs — submitted directly to Meta for approval.

FACEBOOK

Facebook & Instagram Lead Ads

Capture leads from Facebook and Instagram Lead Ad forms in real-time via webhooks. Automatic field mapping, instant CRM sync, and WhatsApp follow-up within seconds of form submission.

ADS

Click-to-WhatsApp Ads

Create and manage Click-to-WhatsApp (CTWA) ad campaigns that direct customers from Facebook and Instagram directly into a WhatsApp conversation with your business.

ADS

Ad Analytics & Reporting

Monitor ad campaign performance with detailed analytics — impressions, clicks, spend, conversions, and ROI — displayed alongside WhatsApp engagement data in one unified dashboard.

CRM

Automations

Build powerful workflows — keyword auto-replies, after-hours messages, welcome sequences, drip campaigns, lead scoring, and conditional branching. Send WhatsApp messages, templates, emails, or assign tags automatically.

WhatsApp Coexistence

Use the WhatsApp Business App and Cloud API simultaneously on the same phone number. Messages sync between both in real-time — no need to choose between the app and the API.

CRM

Roles & Permissions

129 granular permissions across 20 modules. Create custom roles, assign agents, control who can view contacts, send messages, manage campaigns, approve templates, and access settings.

CRM

Contact Management

Add contacts manually, import via CSV, or auto-create from incoming WhatsApp messages. Tag, filter, segment, assign to agents, and track opt-in/opt-out status for every contact.

FACEBOOK

Pages & Business Management

Connect Facebook Pages for Lead Ads and CTWA campaigns. Manage Meta Business Portfolio assets, WABAs, ad accounts, and system user tokens — all from within the CRM.

Webhook Events & Delivery Tracking

Real-time webhook subscriptions for message sent, delivered, read, and failed status updates. Coexistence message echoes, contact sync events, account quality alerts, and template status changes.

WHATSAPP BUSINESS MESSAGING

Full WhatsApp Business API Integration

RealConnect connects to WhatsApp via the official Cloud API, enabling businesses to manage all their customer conversations from a single platform. Every message type is supported.

Send and receive text, images, videos, documents, audio, locations, and contact cards
Reply to specific messages with native WhatsApp quoted replies
Forward messages to other contacts within the CRM
Create and submit message templates with media headers, variables, and buttons
Launch bulk broadcast campaigns with delivery and read tracking
Receive real-time delivery status via webhooks — sent, delivered, read, failed
WhatsApp Coexistence — use the Business App and Cloud API on the same number

MessagesReal-time

Media Types7+

Delivery TrackingLive

CoexistenceSupported

FACEBOOK & INSTAGRAM LEAD ADS

Capture Leads Instantly from Meta Ads

When a customer submits a Lead Ad form on Facebook or Instagram, the lead arrives in RealConnect CRM within seconds. Your team can follow up on WhatsApp immediately — before the lead goes cold.

Real-time lead capture via Meta webhooks — no polling or delays
Automatic field mapping — name, email, phone, and custom form fields synced to CRM
Connect multiple Facebook Pages and Lead Ad forms
Trigger automated WhatsApp follow-up messages on new leads
Lead data stored securely, used only by the business that owns the form
View Page engagement metadata and associate pages with ad campaigns

Lead CaptureInstant

Webhook SyncReal-time

Auto Follow-upWhatsApp

Field MappingAutomatic

ADS MANAGEMENT & ANALYTICS

Run & Monitor Ad Campaigns from the CRM

Create Click-to-WhatsApp and Lead Ad campaigns directly from RealConnect. Monitor performance alongside WhatsApp engagement data to measure true ROI from ad spend to customer conversation.

Create Click-to-WhatsApp (CTWA) campaigns that open a WhatsApp chat with your business
Create and manage Lead Ad campaigns linked to your Facebook Pages
View campaign analytics — impressions, clicks, spend, and conversions
Pause, resume, and edit campaigns from within the CRM
Marketing API integration for advanced programmatic campaign operations
Ad spend billed directly by Meta — RealConnect does not process ad payments

CTWA AdsCreate

AnalyticsReal-time

ROI TrackingEnd-to-end

Campaign MgmtFull

EMBEDDED SIGNUP & BUSINESS MANAGEMENT

One-Click Customer Onboarding

Businesses connect their WhatsApp account in minutes using Meta's official Embedded Signup flow. No developer setup required — just login with Facebook, select a business, verify a phone number, and start messaging.

Meta's official Embedded Signup — secure OAuth 2.0 authorization
Manage Meta Business Portfolio assets — WABAs, ad accounts, and Pages
Automatic WABA creation and phone number registration
System user access token management for API operations
Business verification status tracking
Multi-tenant — each business sees only their own data

Onboarding1-Click

Multi-tenantIsolated

AuthOAuth 2.0

Setup Time< 3 min

Meta Permissions & Data Usage

Transparent breakdown of every permission RealConnect requests and exactly how it is used to deliver platform features

whatsapp_business_messaging

Send and receive WhatsApp messages (text, media, documents, location, contacts) on behalf of businesses. Powers the real-time inbox, broadcast campaigns, template messages, and automated replies.

whatsapp_business_management

Manage WhatsApp Business Account — phone numbers, message templates (create, edit, delete, submit for approval), webhook subscriptions, quality rating monitoring, messaging limits, and business profile settings.

whatsapp_business_manage_events

Subscribe to WhatsApp webhooks for real-time message status updates (sent, delivered, read), Coexistence message echoes, contact sync events, account quality alerts, and template status changes.

business_management

Manage Meta Business Portfolio assets during Embedded Signup. List and verify WABAs, ad accounts, and Pages. Manage system user access tokens for API operations.

Business Asset User Profile Access

Used exclusively within Meta's WhatsApp Embedded Signup (Tech Provider) flow to identify which Business Asset User — the person acting on behalf of a Business Portfolio — is completing the WABA connection, so RealConnect can show the correct business name for the Client to confirm before finalizing the connection. No other business asset data is accessed.

public_profile

Access basic Facebook profile (name, photo) during Embedded Signup to identify the user. No profile data is shared with third parties or used for advertising.

Retrieved via standard Facebook Login during Embedded Signup to identify the Facebook user completing the connection and, where necessary, to reach them about their own WhatsApp Business Account connection (e.g. a sync failure requiring their attention). Never used for marketing, never sold, and never shared with third parties.

pages_show_list

Retrieve the list of Facebook Pages a business manages. Used to select which Page to connect for Lead Ads integration and Click-to-WhatsApp ad campaigns. No Page content is read or modified.

pages_read_engagement

Read Page metadata (name, category, ID) to associate Pages with Lead Ad forms and CTWA campaigns. No posts, comments, or visitor data is accessed.

pages_manage_metadata

Subscribe a connected Page to the leadgen webhook field so Meta delivers new Lead Ad form submissions in real time. Used only to manage this webhook subscription — no Page content is edited.

pages_manage_ads

Manage ads linked to Facebook Pages — create and manage Click-to-WhatsApp and Lead Ad campaigns from within the CRM.

leads_retrieval

Retrieve leads from Facebook and Instagram Lead Ad forms in real-time via webhooks. Lead data (name, email, phone, custom fields) stored in CRM for the business's own follow-up. Never sold or shared.

ads_read

Read ad campaign data (campaign name, status, performance metrics, ad set configuration) for dashboard analytics. Displayed alongside WhatsApp engagement data for unified reporting.

ads_management

Create, edit, and manage Click-to-WhatsApp and Lead Ad campaigns programmatically. Only manages campaigns the business explicitly creates through RealConnect.

Marketing API Access

Advanced Marketing API access for programmatic CTWA and Lead Ad campaign operations. Used in conjunction with ads_management and pages_manage_ads permissions.

Get Started in Minutes

Connect your WhatsApp Business account and start messaging

Connect WhatsApp

Click "Connect WhatsApp" and login with your Facebook Business account. One-click setup via Meta's official Embedded Signup flow.

Import Contacts

Add contacts manually, import from CSV, or let them auto-create from incoming WhatsApp messages and Lead Ad forms.

Create Templates

Design message templates with media headers, variables, and buttons. Submit for Meta approval directly from the CRM.

Start Messaging

Send individual messages, launch bulk campaigns, run ads, and let automations handle the rest. Track everything in real-time.

The Complete WhatsApp Business CRM Platform