Broadcast campaigns, two-way conversations and an ordering bot that takes real orders against real stock — all logged to the same customer record as their invoices.
Approved templates to segments that actually buy.
The bot takes real orders against live stock.
Orders, invoices and history on one customer view.
Send approved-template broadcasts to segments built from purchase history — new arrivals to past buyers, reorder nudges to lapsing customers.
Template-based broadcast campaigns
Segments from actual purchase data
Personalisation from the customer record
Opt-in and opt-out management
Retailers and repeat customers browse your catalogue and place orders in WhatsApp; orders land in PeppyBooks against live stock and pricing.
Catalogue browsing in chat
Orders created directly in the system
Live stock and price validation
Order status updates back to the customer
Two-way chat sits on the customer's full record — orders, balances, history — so replies are informed and handoffs to sales or care are clean.
Shared team inbox for WhatsApp
Customer 360 beside every conversation
Assignment and internal notes
Campaign-to-revenue attribution
Last updated 3 July 2026 · Reviewed by the PeppyBooks product & compliance team
WhatsApp marketing CRM combines broadcast campaigns, two-way customer conversations and — at its best — in-chat ordering on the channel your customers already check daily. Business messaging runs on approved templates with explicit opt-in, and every conversation attaches to the customer's record so marketing, sales and finance share one history.
Yes — the ordering bot lets customers browse your catalogue and place orders that land directly in PeppyBooks against live stock.
Campaigns use approved templates with opt-in/opt-out management built in.
Yes — because chat, orders and invoices share one database, campaign ROI is measured in actual invoiced revenue.
Yes — business-initiated WhatsApp messaging requires opt-in and approved templates; PeppyBooks manages consent and opt-outs automatically.