Sales rep tracking
Connecting your reps' own WhatsApp numbers so the board keeps itself up to date.
Available on the paid plans, from Starter.
What it is
When you connect your sales reps' WhatsApp numbers to Trama, the system can see all the conversations they have with customers. This allows Mission Control to update automatically, without anyone having to enter data manually.
What it enables
- Automatic board updates. If your sales rep sends a quote on WhatsApp, Trama detects it and moves the opportunity to Quoted automatically.
- Follow-ups with real context. Instead of "contact Lucy", the follow-up says "Lucy hasn't responded to you in 3 days, after you sent her the Porto de Galinhas quote."
- Operation metrics. The median and 90th percentile of how long the card takes to move from taken to In contact, the follow-up rate, and the close rate per sales rep. It is not how long they took to reply to the customer: that is measured separately, on the messages.
- CRM that fills itself. Every interaction is logged without the sales rep having to enter anything into any system.
How to connect
It's done from Channels, in a single step: Meta's screen asks for permission over that person's WhatsApp account, so the person who owns the phone is the one who accepts —nobody can accept for them— and it's best done with the owner and the rep together. It takes less than 5 minutes. The detail is in Seller WhatsApp.
The rep keeps selling from their usual WhatsApp. The one thing that changes on the device is that Meta turns off disappearing messages and "view once" in their one-to-one chats: that has to be said before switching it on.
The full detail — what's stored, what isn't, who sees it and how it's switched off — is in Radar.
How it's billed
Each connected phone is a seller WhatsApp, and every paid plan includes a number of them: past the allowance, extras are billed. What it doesn't do is consume a business channel, or count twice — one device takes one slot, whether it uses the Trama Agent, has Radar, or both.