Connects: Your Centralized Relationship Hub
Your centralized workspace to manage Contacts, Organizations, and Business Groups — all in one powerful system.
Beyond Form Responses: Building Your Business Ecosystem
If you're running campaigns, handling relationships, or building structured outreach funnels — it's not enough to just collect form responses. You need a way to organize your contacts, track which company they belong to, and even group them for targeting or reporting. That’s where our Connection management system comes in.
INDIVIDUAL CONTACTS
Know Every Contact, Inside and Out
Track and manage individual contacts so you always know who you’re talking to and what stage they’re at. Access chat history and take follow-up actions like logging calls, setting meetings, or reviewing past conversations.
- See a complete history of all interactions
- Use custom tags for powerful segmentation
- Log calls, set meetings, and review conversations
- Never lose context on a relationship again
ORGANIZATION PROFILES
Build Detailed Company Overviews
Build and store detailed organization profiles — including company details, team members, and business info. Link individual contacts to their company to understand the full picture and navigate complex accounts with confidence.
- Track company details, team members, and hierarchy
- Link multiple contacts to a single organization
- Understand key relationships within an account
- Stay organized and ready for the next step
STRATEGIC GROUPING
Segment Your Ecosystem with Custom Logic
Group contacts or companies based on custom logic — like geography, industry, interest level, or sales stage. It’s designed to help teams stay organized, informed, and ready to take the next step, no matter where a contact is in the journey.
- Create groups based on custom criteria
- Target specific segments for campaigns
- Build structured and effective outreach funnels
- Report on performance by group or segment
The Power of a Connected System
Our contact management system brings structure and clarity to your communications, helping your team to:
Stay Organized
Track every individual, company, and group in a single, structured workspace. No more scattered data.
Stay Informed
Access complete interaction histories and company profiles to understand the full context of every relationship.
Stay Ready
Easily take the next step by logging calls, setting meetings, or launching targeted campaigns from one place.
Stay Aligned
Ensure your entire team has access to the same up-to-date information, eliminating silos and confusion.
Stop Managing Lists. Start Building Relationships.
See how WhatsForm's integrated contact management can become the backbone of your sales, marketing, and support efforts.
Request a DemoReady to Transform Your WhatsApp Business?
Connect today for a personalized demonstration and see how WhatsForm can enhance your business communication.