WhatsApp Web Chat Module in Your CRM: Full Tour of Inbox, Templates & Mass Send — Dinamic5

The WhatsApp Web Chat module in Dinamic5 CRM keeps every WhatsApp conversation inside your CRM — a header inbox, auto-linked records, reusable templates, mass send, and a full send log. 0:00 Meet the module 0:15 Header inbox icon 0:31 The chat workspace 0:48 Open a conversation 1:07 Read receipts & reactions 1:21 Linked lead or contact 1:40 Reply, emoji & attach 1:57 WhatsApp tab on records 2:15 Message templates 2:35 Mass send to a list 3:02 The send log 3:24 Number connection status 3:44 Permissions & who can use 4:14 Sending hours & pacing 4:48 Full module recap 5:08 Wrap-up Dinamic5 is a multi-tenant CRM where sales and support teams manage leads, contacts, and accounts. The WhatsApp Web Chat module brings the WhatsApp inbox inside the CRM, so conversations live next to the records they belong to instead of on one person's phone. Every chat is matched to a lead or contact automatically by phone number, and a WhatsApp tab on each record gathers that person's full history. Teammates with permission see the same threads, complete with read receipts and reactions carried over from WhatsApp itself. For outreach, saved templates with merge fields (written with dollar signs, filled from each record) power a mass send from any list of leads. The system sends only within your allowed hours and spaces messages out in small batches, and every send is recorded in the send log with sent, delivered, read, failed, and pending counts. Q: How does Dinamic5 know which customer a WhatsApp chat belongs to? A: The module matches each conversation to a lead or contact automatically by the phone number. A badge under the chat shows the linked record, and a WhatsApp tab on that lead, contact, or account collects every conversation tied to the person. Q: Can a whole team share one WhatsApp inbox instead of one phone? A: Yes. Each member can connect their own number, and anyone with permission sees the same threads in the shared Chat workspace. A manager decides in Configuration who may use a number to send messages and read logs, and who may connect it. Q: How does mass send avoid getting a WhatsApp number blocked? A: You select leads, pick a sending number and a template, and add merge fields. Sending settings restrict delivery to your set hours and space messages a few seconds apart in small batches, so a large send stays natural and only reaches people who opted in. Updated 2026. https://www.dinamic5.com [email protected] #Dinamic5 #CRM #WhatsAppCRM