Communication modules in your CRM, every channel on one client record
WhatsApp, Messenger, Instagram, calls and email all land on the same client record. The conversation history stays with the customer, not in someone’s personal phone or inbox.
From $2,900 excl. VATone-time payment, no monthly subscription
Communication modules bring every channel onto one client record. WhatsApp Business, Messenger and Instagram, telephony, email and campaigns, licensed per module.
Works together with: WhatsApp Business, Telephony integration, Connectors and API.
What happens when conversations live outside the CRM
The history belongs to a person, not to the company.
- A customer writes on WhatsApp to one salesperson, and nobody else can see what was agreed.
- When that person leaves, the conversation history leaves with the phone.
- The same question gets answered differently on Instagram and on email.
- Nobody knows how many enquiries arrived on each channel, or how fast they were answered.
- A call made from a mobile leaves no trace against the client record.
- Campaign replies arrive in a shared mailbox and are handled twice or not at all.
The modules that make up communication
Each one is licensed separately, and they share the same client record.
WhatsApp Business
Conversations through the official Business interface, tied to the client record, with templates and assignment to a colleague.
- Official interface
- History per client
- Approved templates
- Assignment to a colleague
Messenger and Instagram
Messages from the pages you own arrive as enquiries, with the source noted, so the first reply is not lost.
- Pages you own
- Enquiries in the pipeline
- Source recorded
- Reply from the CRM
Telephony
Calls are logged against the record, with duration and outcome, and can be initiated from the client file.
- Call log
- Duration and outcome
- Click to call
- Recording where allowed
Email and templates
Correspondence stays on the record, with templates per language and open tracking where it is useful.
- Templates per language
- Open tracking
- Threads on the record
- Signatures per user
Campaigns
Lists built from CRM segments, with replies coming back onto the same records.
- Segments from the CRM
- Replies on the record
- Unsubscribes honoured
- Per-campaign reporting
Notification centre
What needs attention appears in one place, instead of six browser tabs.
- One queue
- Per-role routing
- Escalation rules
- Nothing silently dropped
What changes in the first month
Most of it shows up in how fast enquiries are answered.
The history stops being personal
It sits on the client record, visible to whoever takes over.
- No knowledge loss
- Handover possible
- Audit trail
First replies get faster
Everything lands in one queue.
- Fewer missed enquiries
- Measurable response time
- Clear ownership
Answers become consistent
Templates replace improvisation.
- Same message everywhere
- Fewer mistakes
- Several languages
Calls become data
Logged against the record, with outcome.
- Activity visible
- Follow-up scheduled
- Reporting possible
Channels become comparable
Volume and response time per channel.
- Budget on evidence
- Weak channels dropped
- Staffing informed
Nothing is lost at handover
A colleague picks up with full context.
- Holidays covered
- Turnover absorbed
- Customer unaffected
How an enquiry travels, step by step
From the first message to the logged outcome.
Each channel keeps its own rules, and those rules are not ours to change. Worth knowing before you plan a flow around any single channel.
- WhatsApp template approval is Meta’s
- Messaging windows are set by the platform
- Call recording follows local law
- Email deliverability depends on your domain
- Campaign limits come from your provider
- Account suspension is the platform’s decision
The CRM keeps the history and the routing. It cannot override a platform’s policy, a template rejection or a sending limit.
- 1
The customer writes or calls
On whichever channel they prefer.
- 2
The message lands on a record
Matched to an existing client, or creating one.
- 3
It is assigned
By rule, by rota or by territory.
- 4
The reply goes out from the CRM
With a template where one applies.
- 5
The outcome is recorded
Including the next step and its date.
- 6
The history stays with the client
Visible to anyone who takes over.
What reduces the administrative load
Configurable rules, no programming.
Assignment on arrival
By rota, territory or product.
Acknowledgement message
Sent immediately, outside working hours too.
Escalation on no reply
After a threshold you set.
Follow-up task created
So the thread does not go cold.
Templates by language
Chosen from the client record.
Per-channel reporting
Volume, first response, resolution.
Access to conversations and to channel accounts
Credentials stay in your own installation.
- Channel credentials stay with you Tokens and keys live in your installation.
- Conversations can be restricted by role Not every user needs to read every thread.
- Private notes stay private Internal remarks are not sent to the customer.
- Every message has a trail Who sent it, when, on which channel.
- Recording follows your policy Where local law permits it.
- Data requests are handled in the CRM Including deletion of a conversation history.
What to prepare before the first channel goes live
Decisions worth making in advance.
Business accounts per channel
WhatsApp Business, the pages you own, the telephony account.
Approved templates
Submitted and approved before launch, where the platform requires it.
Assignment rules
Who answers what, and within how long.
Working hours and out-of-hours reply
So nobody waits in silence.
Language set
Which templates exist in which language.
Recording and consent policy
Written down, in line with local law.
The limits of the communication modules, stated plainly
What these modules do not do.
- Template approval is not ours to give. WhatsApp templates are approved by the platform, on its timetable.
- Messaging windows are set by the platform. Outside them, only approved templates can be sent.
- Call recording depends on local law and on your policy. The module does not decide what is lawful for you.
- Email deliverability depends on your domain and its reputation, not on the CRM.
- Campaign volumes are limited by your sending provider and its plan.
- An account suspended by the platform cannot be restored from the CRM.
When these modules make sense and when they do not
Stated plainly.
A good fit if
The situations in which the module pays for itself quickly.
- Customers reach you on more than one channel.
- More than one person answers enquiries.
- You need the history to survive staff changes.
- Response time matters to how you sell.
Not a fit if
The situations in which we recommend not buying it now.
- One person handles every conversation and always will.
- All contact happens face to face.
- You do not want conversation history stored centrally.
- Enquiry volume is a handful per month.
Which package the connectors and API module belongs to
The module is licensed together with external integrations.
Two licensable modules
The programming interface, keys and events are part of the API and integrations module. Connectors to external services and data feeds form the connectors module. They can be activated separately.
What the core includes
The mandatory core brings users and roles, clients and contacts, a lead and sales pipeline, custom fields and 15 interface languages.
Invoicing and payment connectors
They are used together with the invoicing module and the payments and collections module.
Pricing and configurations
Package composition and prices by edition are on the pricing page.
Companies that have trusted Zarina CRM
Communication modules: what they cost and what you get
You pay once. Everything that follows is written here, not in hidden conditions.
Each communication module is licensed on its own, on top of the mandatory core. The package composition and the price per edition are on the pricing page.
Cheaper in a bundle. The tiers group several packages at a price lower than their sum:
- Start2 packages + core$2,900−19%
$3,570 - Pro5 packages + core$3,480−34%
$5,280 - Business8 packages + core$4,640−38%
$7,460 - Enterprise13 packages + core$6,970−31%
$10,080
List prices, excl. VAT, one-time payment, unlimited users. The struck-through price is the sum of the packages bought individually. Current offers apply on the pricing page.
What you pay over time for a subscription CRM
Over 3 years, the subscription costs $10,480; the Zarina Start licence costs $2,900, once.
An indicative comparison: enter the subscription price you pay now. The licence does not grow with the number of users.
What you get
- A lifetime licence, with no subscription and no per-user charge
- Unlimited users, on the same licence
- 6 months of warranty on correct operation: fixing errors and inconsistencies
- Implementation, configuration and team training, included in the price
- The licence is verified locally, on your own server: the application does not depend on our servers to work
How long it takes and what is needed
- 48 hours in the standard configuration; up to 14 working days with customisation around the company’s workflow
- Your own server or web hosting with cPanel, with an SSL certificate
- PHP 7.4 or newer (8.x recommended) and MySQL / MariaDB
- The PHP extensions mysqli, json, mbstring; curl, gd and zip for integrations, PDF and exports
- One cron task, for reminders and automations
Where data lives
- The data stays on your server and does not pass through ours
- Roles and rights per user, two-factor authentication
- An audit trail and limits on login attempts
- Consents and data subject requests, managed in the application
- Digitally signed updates and backups from the application
Questions about the communication modules
Do I need a WhatsApp Business account?
Can two colleagues answer the same customer?
Are calls recorded?
Does the conversation history stay if an employee leaves?
Are these modules sold together?
Can I send campaigns to a CRM segment?
Where are the messages stored?
Get the complete product sheet by email
A six-page document with everything you need to know before a sales conversation. No obligation and no sales call.
- The platform core and the 13 module packages, with what each one contains
- The features and modules of the edition you choose, plus available integrations
- Full pricing and what it includes: installation, training, data import, warranty
- The native integrations available and the situations where the platform is not a good fit
Take control of your operations, once
We install Zarina CRM on your hosting, configure it around your own workflow and train your team. From that moment on, the application is an asset of your company, not a recurring expense.