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WhatsApp in correspondence and phone as the key to the client
WhatsApp has been added to Messages. The agent's business number is connected in the profile with a single QR code (WhatsApp → Linked Devices), and from that moment conversations with clients appear in the CRM alongside email, Telegram, and SMS — including messages the agent sends from their phone, photos, and documents. Replies can be sent directly from the thread, and the client receives the message from the agent.
One rule applies: via WhatsApp, the CRM only allows replying within an active conversation. Listings and initial outreach cannot be sent through the channel — the agent writes those from their phone. Conversations from the business number are visible to the agency by default.
A client is now identified by phone number: a WhatsApp message or SMS from a number associated with the client's card is matched to it automatically. Previously, an SMS from a number with no prior thread would be lost.