Is the Contacts module just a contact list?
No. The Contacts module functions as a Contact Intelligence & CRM layer. Instead of just storing numbers, it structures WhatsApp contacts into an actionable, filterable, and segmentable customer database.
Can I customize customer data fields?
Yes. Using the Field Library, you can create custom fields that fit your exact business needs, such as Booking Preferences, Store Location, Membership Tier, Source Channel, Customer Type, or Internal Notes.
Can I import my existing customer lists?
Yes. 360connect supports CSV imports. The system smartly integrates imported data into your contact profiles, making them immediately available for tag management, filtering, and campaign broadcasts.
How can I filter and group my contacts?
You can filter by multiple conditions: Tags, Origin Source (e.g., Inbox, Form, Shop, Booking), Active Status (24h window), Custom Fields, Date Fields, and Import Batches. This makes your contact list campaign-ready.
What does the Pipeline module actually do?
The Pipeline structures WhatsApp inquiries into clear sales or service stages. It provides absolute visibility over who needs follow-up, which deals are stagnating, which cases have SLA risks, and exactly which deals are won, lost, or resolved.
Is 360connect strictly a Sales Pipeline?
No. It supports a Dual-Track architecture: both Sales (for conversions) and Service/Support (for ticket resolution) workflows. It's perfect for teams managing pre-sales and post-sales simultaneously.
Why is a Pipeline critical for WhatsApp operations?
Because most businesses don't suffer from a lack of inquiries; they suffer from inconsistent follow-ups, forgotten leads, and unknown loss reasons. The Pipeline turns casual chatting into disciplined, rhythmic follow-up.
Does 360connect include appointment and calendar features?
Yes. The system includes a full Booking / Smart Schedule engine capable of handling single bookings, group bookings, time-slot management, pending approvals, attendance tracking, and no-show management.
Can the booking system sync with Google Calendar?
Yes. The system supports 2-way Google Calendar synchronization, ensuring your external schedules and WhatsApp bookings stay perfectly aligned.
Besides creating appointments, what is the operational value of the Booking Engine?
It operates as a complete Booking Operations suite. It handles Approvals, Automated Reminders, Attendance Status tracking, No-Show penalty management, and in-depth Booking Analysis (tracking conversion values and loss).
How is Smart Schedule different from standard booking systems?
Smart Schedule is deeply integrated into your WhatsApp workflow. Instead of acting as an isolated link, it connects directly with Smart Forms, Customer CRM Profiles, your Inbox, the Dashboard, and Booking Intelligence reporting.