Turn WhatsApp into your central commercial system
Control, standardize, and scale B2B sales where they actually happen: on WhatsApp.
The CRM does not reflect how B2B sales really happen
In practice, B2B sales happen on WhatsApp (and email), not in the CRM.
The CRM becomes administrative overhead
Teams sell on WhatsApp and then retype everything into the CRM. Double work, zero incentives.
Critical information lives outside the system
Quotes, agreements, exceptions, urgencies, and complaints remain in private chats that cannot be audited.
Loss of commercial context
No one knows exactly what was promised, which documents were sent, or why a deal was lost.
Reactive instead of proactive management
Without alerts and structured follow-up, teams respond late and miss commercial timing.
A layer of commercial intelligence directly on top of WhatsApp
Recerc connects WhatsApp Business (and email) with your commercial stack and turns it into a structured, traceable, automated channel.
Conversation sync and backup
Every WhatsApp conversation is synchronized to Recerc so your company keeps full commercial history and traceability.
AI assisting the seller in real time
Reply recommendations, follow-up reminders, and cross-sell suggestions based on full historical context.
Automatic sync with CRM and ERP
Information flows into your systems without the team typing anything.
How it works
WhatsApp Business connection
We connect your team’s numbers via WhatsApp Business (API) in coexistence mode, without changing how they work.
Automatic conversation structuring
AI detects customers, opportunities, products, prices, and commitments inside messages.
Reminders and recommendations
The system suggests next steps, follow-ups, and offers based on historical context and success patterns.
Email integration (Gmail and Outlook)
Sync email conversations into the same inbox to preserve context and coordinate commercial follow-up.
Operational automation
Tasks, approvals, and notifications are triggered automatically with no manual intervention.
Key capabilities
WhatsApp conversation sync
Automatically sync WhatsApp conversations to Recerc for backup, search, and traceability.
Follow-up reminders
Alerts when a customer is left unanswered or a deal is cooling down.
AI recommendations
Next best message, next best product, next best moment.
Automate manual tasks
Create quotes, tasks, and internal handoffs automatically from conversations.
Unified inbox (WhatsApp + Email)
Keep WhatsApp and email in one commercial view to avoid losing context between channels.
Full audit trail
Complete history of conversations, decisions, and commitments.
Integrations
Connecting WhatsApp requires WhatsApp Business. Recerc can sync Gmail and Outlook to unify conversations and automate follow-up.
Before and after Recerc
- Isolated chats per salesperson
- Incomplete and outdated CRM
- Forgotten follow-ups
- No real traceability
- Centralized and structured WhatsApp
- Gmail + Outlook unified in one view
- AI prioritizing opportunities
- Full visibility into the commercial relationship
Frequently asked questions
Next reading
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