Sales, payment, and support live in separate places
A customer may ask on WhatsApp, pay through Paystack, need an invoice PDF, and return later with a support question. The team needs one record.
SERVICE
CRM Integration
A configured CRM workspace for contacts, conversations, invoices, billing, follow-ups, and AI support.
We set up the operational backbone behind your WhatsApp sales process: contacts, inbox, AI knowledge, invoices, PDFs, Paystack visibility, billing, onboarding, and account health.
NGN
billing context
invoice delivery
360
customer workspace
PROBLEM
What this fixes
WhatsApp is where buyers already talk to you. Forge Growth gives those conversations structure, memory, and action.
Owners cannot see the health of the system
Without account health, billing, onboarding, and analytics in one place, problems are noticed late.
A generic CRM ignores Nigerian sales details
Naira pricing, WhatsApp behaviour, Paystack workflows, local delivery questions, and invoice sharing need to be part of the CRM setup.
WORKFLOW
How we build it
The setup is based on how your team already sells, then tightened into a repeatable CRM workflow.
01
Map your operations
We document contacts, WhatsApp flows, invoices, payment confirmation, follow-up, reporting, team roles, and onboarding needs.
02
Configure the workspace
The CRM is set up around your real pipeline, inbox usage, billing requirements, customer data, and admin visibility.
03
Connect sales assets
We align knowledge-base content, invoice details, PDF sending, payment prompts, Paystack context, and follow-up triggers.
04
Launch and monitor
Your team gets a working system with onboarding guidance, dashboards, and account health checks for ongoing operations.
DELIVERABLES
What you receive
A configured sales system, not a loose collection of tools. These are the pieces we put in place for this service.
Included capabilities
Contact, inbox, and team workspace setup
Invoice, PDF, and payment visibility over WhatsApp
Admin dashboards for sales, billing, and account health
Client-ready onboarding and knowledge-base flow
Configured CRM workspace
Contacts, companies, conversation history, owner assignment, statuses, notes, and customer timelines.
WhatsApp sales operations
Inbox routing, AI assistance, human handoff, follow-up triggers, and knowledge-base support.
Billing and invoice flow
Naira-aware invoice records, PDF delivery, payment prompts, Paystack-related visibility, and customer payment status.
Admin and health dashboards
Views for analytics, onboarding progress, account health, response activity, billing status, and pipeline movement.
FAQ
Common questions
Is this only for WhatsApp chats?
WhatsApp is the center of the workflow, but the CRM also supports contacts, status tracking, invoices, payment visibility, analytics, onboarding, and account health.
Can customers receive invoices as PDFs over WhatsApp?
Yes. The CRM workflow can support invoice records, PDF sharing, and payment prompts so billing stays close to the conversation.
Can you configure this around Paystack and naira payments?
Yes. Forge Growth is built for Nigerian businesses, so naira pricing, Paystack context, and local payment workflows are part of the setup.
NEXT STEP
Connect the whole sales operation behind WhatsApp.
We will configure the CRM layer your team needs to reply, track, invoice, follow up, and manage customers with confidence.