Trax OmniThe 9 pm owner summary
Every evening the owner receives one WhatsApp message with new leads, contacted leads, site visits, deals won and overdue follow-ups, at the hour they choose.
WhatsApp CRM
Your CRM,
right inside WhatsApp.
Your team already lives in WhatsApp. Trax Omni uses it the way sales teams in the Gulf and Pakistan really work: updates go in by message, and the owner gets the day back on WhatsApp.
Spoke to Ali, budget 20 lakh, call back Friday
What WhatsApp does in Trax Omni
Update a lead by WhatsApp
A team member sends a short WhatsApp message such as spoke to Ali, budget 20 lakh, call back Friday, and Trax updates the lead and replies with what changed. Sending UNDO reverses it. Voice notes work too once speech-to-text is switched on.
One tap to chat
Open any lead and start a WhatsApp chat with the customer in one tap, from the web dashboard or the Android app.
Lead forms that hand off to WhatsApp
Share a lead form link in ads, bios or QR codes. The visitor becomes a lead in Trax and can continue the conversation on WhatsApp.
Official WhatsApp Business Platform
Messages go through your own WhatsApp Business number on the official Meta platform, so your number stays yours and messages follow WhatsApp rules.
Questions, answered.
Do I need the WhatsApp Business API?
Yes. The summary and message updates use your number on the official WhatsApp Business Platform from Meta. We help you connect it during setup.
Can agents send voice notes?
Yes, once speech-to-text is switched on for your company. Text messages work from day one.
Will customers see these messages?
No. Updates and the summary go between your team and Trax Omni. Customers only see the chats your team has with them.
See Trax Omni with your own leads.
Book a short demo or start a pilot for your team.