CRM HGIO

HGIO CRM — Professional WhatsApp Business Management

HGIO CRM is the comprehensive solution for businesses that need to manage their WhatsApp Business conversations with multiple agents, marketing campaigns, and lead tracking all in one place.

DESIGNED FOR SALES TEAMS
All your agents handle the same WhatsApp Business number without conflicts. The conversation inbox syncs in real time, with push notifications for new messages and incoming calls.

KEY FEATURES

• Unified Inbox — real-time conversations, filters by pending, unread, and originating campaign.

• Multi-Agent with Intelligent Routing — contact assignment by campaign, on-call status, and pipeline status. Each agent receives notifications only for their assigned tasks.

• Integrated WhatsApp Calls — answer incoming calls from the app with native VoIP support.

• Mass Messages (Broadcasts) — send segmented campaigns by tags, external campaigns, pipeline status, or specific numbers. Approved Meta templates.

• Configurable sales pipeline — multiple pipelines per client, with active, paused, converted, and lost statuses.

• Lead automations — capture leads from Meta Ads, TikTok Ads, LinkedIn Ads, and landing pages with automatic routing to the correct agent.

• Notes and tasks per contact — the team shares context about each conversation.

• Firebase integration — data is protected in Google Cloud with Google Sign-In authentication.

MULTI-CLIENT AND ROLES

If you're a superadmin, manage multiple clients from a single account. Client admins and agents only see what their role allows.

REQUIRES AN ACTIVE ORGANIZATION ACCOUNT

The app is part of the HGIO ecosystem. To use it, you need credentials provided by your organization's administrator.

PRIVACY AND SECURITY

Your conversation data is stored encrypted in Google Cloud (Firebase). Only authorized agents have access. The app does not share data with third parties for advertising purposes.