In the past month, Tuvis launched some exciting updates to make users’ daily life even easier and optimize their sales team routines.

Global Search

Search for any contact from the CRM or your WhatsApp on one screen 

Now you can search for any lead or contact from the CRM right inside WhatsApp and start a chat in mere seconds. You can also insert a phone number and instantly engage with customers without any extra steps.

After you find the contact, you can click “Chat Now” and start a conversation immediately on WhatsApp. Alternatively, you can click, “View in Salesforce” and open that contact directly there.

Learn about the new feature here

Integrate Tuvis with Zoom, Google Meet, or Microsoft Teams

Tuvis adds top video conferencing applications such as Zoom, Microsoft Teams and Google Meet to Whatsapp. 

Once the connection is done via Tuvis, users can:

• Effortlessly initiate and join a call via WhatsApp Web with customers.
• Schedule Zoom, Google Meet or Microsoft Teams meetings with contacts.

Sales teams no longer need to leave the WhatsApp Web page to make calls with their clients making salespeople more efficent and effective.

Learn about the integration here

Integrate Tuvis with DocuSign

Tuvis brings together Whatsapp & Docusign. Send your docs in one click and track their status in real time, all from the comfort of the WhatsApp Web screen you’re already using.

The DocuSign integration, allows users to send documents to their customers and monitor the entire management process of digital transactions with an electronic signature. 

Learn about the integration here

Auto Sync Media Files

Sync all your messages and media files to the CRM in one click 

Tuvis users with Auto Sync turned on in WhatsApp love the ease of being able to automatically sync messages between the users and their contacts. Now, we’ve upgraded Auto Sync with even more capabilities, allowing users to automatically sync media files such as voice messages, files, and photos into the CRM so every interaction between salespeople and customers will be more transparent inside the CRM than ever before (Add-On feature, contact sales to learn more).

For more information about how Tuvis can help your customer experience team boost sales with instant messaging and personalized communication, book a demo here.