NXT Cloud Chat – CRM, Inbox & OTP Login vs Teamleader CRM Forms

NXT Cloud Chat connects WordPress directly to Meta’s official WhatsApp Cloud API. Manage customer conversations, CRM contacts, sales pipelines, team access, and OTP login from your WordPress admin while keeping CRM data in your own database. It is designed for stores, sales teams, support teams, membership sites, agencies, and developers that need a self-hosted WhatsApp CRM without a separate inbox SaaS. Everything runs from the familiar WordPress admin area, so your team can manage conversations, contacts, sales follow-ups, login verification, and customer records in one connected workspace. Free Plugin Shared inbox with conversation tickets, priorities, assignments, internal notes, saved views, and SLA indicators. Contacts, groups, tags, lifecycle stages, follow-up tasks, ownership, duplicate detection, and activity history. Sales pipelines, configurable stages, deals, line items, values, reasons, and stage history. Access Teams with module permissions and assigned, team, or all-record scopes. WhatsApp OTP login for WordPress and WooCommerce My Account. Message history, delivery status, incoming webhooks, connection health, and secure media access. Stable PHP wrappers, hooks, runtime capability discovery, and developer documentation for integrations. Pro Add-on NXT Cloud Chat Pro adds approved template sync and sending, bulk broadcasts, dynamic segments, WooCommerce order communication, abandoned cart recovery, visual workflows, automation logs, retries, analytics, and CSV exports. Setup and Privacy Connect your own Meta app, business account, phone number ID, and access token. NXT Cloud Chat communicates with Meta only for the messaging, webhook, template, media, and health operations you configure. Credentials are encrypted at rest when supported, and contacts, messages, deals, and CRM records remain in your WordPress database. Step-by-step setup guide Plugin website Upgrade to NXT Cloud Chat Pro External Services This plugin connects to the official WhatsApp Business Platform / WhatsApp Cloud API provided by Meta Platforms, Inc. Using this plugin means data will be transmitted from your WordPress site to Meta’s servers as described below. What It Is Used For 1-to-1 WhatsApp messaging – send and receive WhatsApp messages between your business number and your contacts from the WordPress Chat Window. WhatsApp OTP login – send one-time passwords to users’ WhatsApp numbers for passwordless WordPress or WooCommerce login. Template messaging – sync approved WhatsApp message templates from your Meta Business account and send them for notifications, authentication, broadcasts, and automation (Pro). Broadcast campaigns – send bulk WhatsApp campaigns to selected contacts using approved templates (Pro). Webhook event handling – receive inbound messages, delivery status updates, read receipts, and message events from the WhatsApp Cloud API. WooCommerce notifications – send order and customer communication messages via WhatsApp (Pro). COD verification workflows – use WhatsApp login or automated WhatsApp confirmation messages to help verify COD orders and reduce fake orders or failed deliveries (Pro). Abandoned cart recovery – send WhatsApp reminders for abandoned WooCommerce carts (Pro). Workflow-triggered messages – send WhatsApp messages based on user login, WooCommerce events, CRM events, deal changes, conversation events, or custom triggers (Pro). Connection diagnostics – verify your API credentials and send test template messages to confirm that your WhatsApp Cloud API setup is working correctly. What Data Is Sent and When During setup – your App ID, App Secret, Business Account ID, Phone Number ID, and Access Token are stored in your WordPress database and used server-side to authenticate API calls and verify incoming webhook signatures (X-Hub-Signature-256). These values are not printed into public pages or client-side JavaScript. When sending or receiving WhatsApp messages – the recipient phone number, message content, template name, template parameters, media attachments, and delivery metadata are sent to or received from the WhatsApp Cloud API. During WhatsApp OTP login – the user’s phone number and OTP message template data are sent to the WhatsApp Cloud API. During template sync – your Business Account ID and Phone Number ID are used to fetch and synchronise approved templates from your Meta account. During webhook delivery – Meta sends inbound messages, delivery receipts, read events, and status payloads to your WordPress webhook endpoint. These are validated server-side using your App Secret before being stored. Service Provider WhatsApp Business Platform / WhatsApp Cloud API by Meta Platforms, Inc. Meta Privacy Policy WhatsApp Privacy Policy Meta Terms for WhatsApp Business WhatsApp Business Solution Terms WhatsApp Business Terms of Service WhatsApp Business Messaging Policy WhatsApp Messaging Guidelines WhatsApp Cloud API Pricing You are responsible for ensuring that your use of this plugin and the WhatsApp Cloud API complies with applicable laws, your privacy policy, Meta’s platform rules, and WhatsApp Business policies. Features Dashboard View the health of your WhatsApp connection, CRM activity, and automation status from one central dashboard. Connection Health, Messaging Health, and Calling Health status cards. Live status indicators for WhatsApp Cloud API credentials and webhook configuration. Setup help links and support badge for guided onboarding. CRM, SLA, lifecycle, tag, deal, automation, broadcast, and abandoned cart reporting (Pro). Secure selected-range CSV exports with permission checks (Pro). Deals – Sales Pipelines and Deal Tracking Manage your WhatsApp leads and sales opportunities directly inside WordPress. Create pipelines with custom stages, colours, ordering, and required stage reasons. Manage deals with owners, priorities, values, expected close dates, and line items. Track stage-transition history and review deal activity in the contact timeline. Duplicate, archive, or delete deals using guarded confirmation flows. Use stable pipeline, deal, lifecycle, and line-item wrappers for integrations. Chat Window – WhatsApp Inbox A shared WhatsApp inbox for sales, support, and customer communication. Browse, filter, and reply to WhatsApp conversations from WordPress. Manage tickets with status, priority, category, followers, notes, and handoff notes. Assign tickets to users, teams, or queues with manual or automated routing. Use saved inbox views: All, Mine, Team Queue, Unassigned, Overdue, and Recently Resolved. Track SLA targets for first response and resolution. Store message history with timestamps, delivery status, reply context, reactions, and secure media access. Contacts – CRM Contact Management A WordPress-native CRM contacts system built around WhatsApp customer communication. Store phone number, country, name, custom fields, subscription status, and unsubscribe reasons. Track lifecycle stages such as new lead, active prospect, customer, or closed customer. Create follow-up tasks, assign owners, and use saved contact views. Detect and merge duplicate contacts with guarded confirmation flows. Review contact profiles and CRM activity timelines from Contacts or Chat Window. Use stable contact upsert wrappers for safe integrations. Groups Organise contacts into groups for better targeting and messaging. Create groups such as Leads, Members, VIP Customers, COD Customers, or Repeat Buyers. Assign contacts manually or in bulk. Use groups for broadcast targeting and workflow logic. Verified-group protections help prevent accidental modification of important groups. Tags Label and segment contacts using flexible CRM tags. Create colour-coded CRM tags with descriptions. Assign tags manually, in bulk, during import, or through compatible integrations. Filter contacts by any, all, or none of selected tags. Preserve tag names in exports and use stable tag wrappers for integrations. Templates (Pro) Manage approved WhatsApp message templates from WordPress. Create and manage templates directly from WordPress, and sync with Meta. Browse templates by category such as marketing, utility, and authentication. Use image headers, CTA buttons, quick replies, coupon codes, and dynamic placeholders. Send individual template messages from Chat Window or Contacts. Use templates in broadcasts, workflows, WooCommerce notifications, and abandoned cart recovery. Send Broadcasts (Pro) Send official WhatsApp bulk campaigns using approved message templates. Build campaigns for selected groups or Dynamic Segments. Use CTA buttons and approved template content. Personalise messages with placeholders and target subscribed contacts. Schedule campaigns or send immediately, then track delivery and read status. Abandoned Carts (Pro) Recover WooCommerce carts with WhatsApp reminders. Track stale WooCommerce carts in a dedicated Abandoned Carts screen. Review cart value, time abandoned, recovery status, and customer context. Send WhatsApp recovery messages through workflows. Configure stale-cart thresholds, retention periods, and cleanup schedules. COD Order Verification NXT Cloud Chat can help WooCommerce stores verify COD customers and reduce avoidable returns. Use WhatsApp OTP login so customers verify their WhatsApp number before account access or checkout flows. Sync verified WordPress users into CRM Contacts. Use tags, lifecycle stages, or groups to identify verified COD customers. Use Pro workflows to send COD confirmation templates after order placement. Add follow-up tasks for unconfirmed or high-risk COD orders. Help reduce fake orders, unreachable customers, failed delivery attempts, and return-to-origin losses. Segments (Pro) Build dynamic contact audiences for campaigns and automation. Create tenant-scoped Dynamic Segments with a live rule builder. Segment by subscription status, tags, groups, lifecycle stages, ownership, conversation state, tasks, and dates. Add WooCommerce filters such as order value, order count, products, categories, coupons, refunds, statuses, and abandoned carts. Preview audience size before sending. Workflows (Pro) Automate WhatsApp messaging and CRM actions without coding. Trigger workflows from incoming messages, user logins, WooCommerce orders, abandoned carts, conversation changes, deal changes, contact lifecycle changes, tasks, or compatible plugin events. Add conditions for tags, groups, lifecycle stages, ownership, segments, tasks, conversation state, SLA status, deal stage, order value, and cart context. Send approved WhatsApp template messages. Update contacts, tags, assignments, lifecycle stages, follow-up tasks, deals, line items, conversations, priorities, notes, and escalations. Workflow Runs (Pro) Monitor every automation execution. View workflow logs with trigger event, contact, status, and timestamps. Drill into individual runs to see step-by-step execution. Review or retry failed runs and track broadcast or abandoned cart automation status. History Keep a complete record of WhatsApp messages. Review inbound and outbound messages. Filter by contact, direction, date range, or status. View delivery status, read receipts, timestamps, template names, and contact details. Use history for reporting, debugging, compliance review, and customer context. Authentication – WhatsApp OTP Login Offer passwordless login using WhatsApp OTP. Shortcode: [nxtcc_login_whatsapp] Users choose their country, enter their phone number, receive an OTP via WhatsApp, and verify. Verified users are linked to their WhatsApp number for future login. Optional WhatsApp login buttons for the WordPress login page and WooCommerce My Account page. Optional force-migration page for moving existing users to WhatsApp login. Verified WordPress users can be synced into CRM Contacts. Admin controls for OTP length, cooldown, countries, button text, colours, corner style, and branding. Settings – WhatsApp Cloud API Configuration Configure WhatsApp Cloud API securely from WordPress. Save App ID, App Secret, Access Token, Phone Number ID, Business Account ID, and display phone number. Run connection diagnostics and test template sends. Generate Verify Token and copy Callback URL for Meta webhook setup. Verify webhook signatures with App Secret-based X-Hub-Signature-256 validation. Manage cleanup, retention, uninstall data removal, Team Access permissions, and record scopes. Team Access and Permissions Give users the right level of access for their role. Create tenant Access Teams for WordPress users. Set view-only or manage permission per module. Control access for Dashboard, Deals, Chat Window, Contacts, Groups, Tags, Templates, Broadcasts, Abandoned Carts, Segments, Workflows, History, Authentication, and Settings. Set record scopes such as assigned records, team queue, or all records. Apply CRM access-policy enforcement across inbox, contacts, imports, exports, media downloads, and forwarding. User-Friendly and Developer-Friendly NXT Cloud Chat is designed for everyday WordPress users, business teams, agencies, and developers. For users and teams: Clean WordPress admin screens. Guided setup links and support badge. Contact, group, tag, deal, inbox, CRM, sales pipeline, and OTP login tools in one place. Team access controls without custom coding. Useful for support, sales, ecommerce, COD order verification, and customer follow-up. For developers and agencies: Free plugin and Pro add-on are separate and extensible. Database schema, DAO helpers, filters, actions, runtime discovery, and stable wrappers for compatible integrations. Documented integration contracts for extension development. WhatsApp Webhook Setup Enable incoming messages in the Settings webhook section. Copy its Callback URL and Verify Token. In Meta WhatsApp → Configuration, add both values and subscribe to messages. Complete verification. Keep the matching App Secret saved for X-Hub-Signature-256 validation. WhatsApp Login Setup Configure OTP and country options under NXT Cloud Chat → Authentication. Publish a page containing [nxtcc_login_whatsapp]. Optionally enable login-page/My Account buttons and an existing-user migration URL.

The Teamleader CRM integration is a plugin to register leads or contacts directly from your WordPress website or landing page to your Teamleader CRM account. The user friendly interface helps you to setup forms for capturing leads in no time – no coding skills required. Convert your website visitors into leads immediately and fill your sales funnel in Teamleader easily. Why should I use WordPress-Teamleader integration on my website? Example of automated flow: A visitor leaves his details and message via your WordPress form. A new contact, company and/or deal is automatically created in Teamleader. Sales contacts him asap, reducing the time between subscription and first contact. Send your prospect a quotation which he can consult and sign online. Convert the signed quotation into a project or invoice. More Information Check out the Teamleader website (https://www.teamleader.eu/) for more informations and support. On knowledge base () are available extended informations how to setup and authorise plugin in Teamleader CRM dashboards.