Discover how a leading UK property investment firm eliminated communication blind spots and streamlined sales workflows by integrating WhatsApp with Pipedrive using TimelinesAI.
RWinvest, a prominent UK-based property investment company, offers high-performing buy-to-let opportunities in key cities such as Liverpool, Manchester, and Birmingham. Renowned for its exceptional client service and market expertise, RWinvest caters to both domestic and international investors. The company’s sales and support teams maintain close communication with clients throughout the entire investment journey, prioritizing efficiency in communication.
RWinvest, a prominent UK property investment company, faced significant communication challenges.
With 45 agents managing client interactions through individual WhatsApp accounts, the lack of centralized communication led to blind spots, inconsistent messaging, and difficulties in monitoring and maintaining quality control.
RWinvest needed a solution to streamline their communication processes, ensuring real-time monitoring and integration with their Pipedrive CRM for a comprehensive client interaction record. TimelinesAI provided the perfect solution, addressing these challenges effectively.
They required:
Seamless syncing of WhatsApp communications with Pipedrive CRM to centralize client records.
Real-time access to agents’ conversations for quality monitoring and support.
Shared WhatsApp account access with customizable permissions to match their team structure.
RWinvest implemented TimelinesAI with the following capabilities:
Multi-number Pipedrive & WhatsApp integration to automatically sync conversations from 45 accounts.
Unified WhatsApp inbox for supervisors to monitor chats and collaborate in real-time.
Flexible permission management to ensure secure access across teams.
To streamline their sales process, RWinvest utilized the WhatsApp-Pipedrive integration to:
Automatically sync WhatsApp contacts and messages into Pipedrive in real time.
Allow agents to send messages directly from Pipedrive, reducing context-switching.
Benefit: Increased productivity, faster response times, and a fully connected sales workflow.
Agents integrate their existing WhatsApp numbers (personal or business) in a few clicks.
Messages are synced in real time and batched into one activity every 24 hours.
New Persons and Deals (optional) are created from new incoming chats.
Use templates, variables, and attachments directly within Person and Deal views.
Manage and sync conversations from WhatsApp group chats effortlessly.
The centralized inbox enabled RWinvest to:
Give supervisors visibility into all active chats, enhancing quality control.
Enable team-based collaboration with shared number access and flexible permissions.
Benefit: Total visibility across the sales pipeline and improved consistency in client engagement.
By consolidating 45 WhatsApp accounts into one unified inbox and connecting it with their CRM, RWinvest dramatically improved communication efficiency, quality assurance, and team collaboration.
What was once a scattered, hard-to-manage process is now centralized, automated, and scalable.
Get started with a 10-day free trial to experience TimelinesAI’s powerful features firsthand. Book a free demo session with our experts to see how it can work specifically for your business.
Enjoy seamless communication and improved team collaboration from day one.
