Never forget what happened at a visit
Log what was said, what was agreed and what comes next right after you walk out. No more reconstructing visits from memory at the end of the day.
Schedule visits without touching the CRM
Tell WhatsApp when and where your next visit is, and it lands on the team calendar. Your manager stays in the loop without you doing any extra admin.
Turn a conversation into a task
When a client says 'call me next week', create the follow-up right there. No sticky notes, no forgotten commitments.
Add contacts and companies in seconds
Met a new prospect at a trade show? Create the contact and company before you even leave the venue.
Everything ends up in the CRM
You work from WhatsApp — the CRM gets the full picture. Visits, tasks and contacts, all in one place with no duplicate entry.
Built for the road, not the office
No laptop needed. ParlaCRM's WhatsApp assistant works wherever you have signal — parking lots, client lobbies, the drive between visits.