CRM blog | Pepper Cloud

Custom chatbot persona and Google Drive and OneDrive integration within knowledge base

Chatbot Persona and direct cloud uploads to your knowledge base using the latest AssistAI powerful new features from Pepper Cloud CRM.

Product Support

How to import TikTok ad leads into CRM?

Step-by-step TikTok integration guide for businesses. Learn how to connect TikTok Ads, track conversions, and sync with CRM or analytics tools for better marketing performance.

Product Update

TikTok integration, AI summary for activities, and more

Discover the latest CRM features designed to automate tasks, enhance collaboration, and drive smarter workflows. Learn how to save time and boost productivity with AI-powered CRM tools.

Sales and Marketing

How to delete a WhatsApp group: A complete guide for businesses in 2025

Learn how to delete a WhatsApp group as an admin or member. Step-by-step guide for removing group chats, media, and members, with best practices for businesses.

Sales and Marketing

How to create and share WhatsApp group link: An expert guide 2025

Learn how to create and share a WhatsApp group link easily. Follow this expert guide to generate, share, and manage WhatsApp group links securely for seamless communication.

Sales and Marketing

AI for WhatsApp: Quickly summarise lengthy group chat conversations

Drowning in WhatsApp groups? AI for WhatsApp groups lets you summarise chats in seconds. Stay updated without endless scrolling. Try WhatsApp AI now!

Sales and Marketing

WhatsApp communities vs groups: Differences, benefits, and limitations explained

Explore the difference between WhatsApp Groups and Communities. Understand their benefits and limitations. Discover the suitable feature for your business.

Sales and Marketing

Revolutionising business communication with CRM phone system integration

Enhance team efficiency with CRM phone system integration. Track calls,improve follow-ups, and streamline business communication all in one place

Product Update

Account associations, Instagram integration updates, and more

New in AssistAI: LLM preferences, email sync, multiple account links, Instagram integration, and chat export—boost productivity in one platform.

Product Update

New features for intelligent insights and simplified CRM processes

Boost CRM efficiency with new features: ✔ AI insights ✔ Confluence integration ✔ KrispCall integration ✔ Opportunity filters ✔ Media templates in chatflow and workflow.

Product Support

Enhance business communication with KrispCall and CRM integration

Seamlessly integrate KrispCall with Pepper Cloud CRM to streamline calls, auto-log interactions, and boost sales efficiency—all within one platform.

Unified knowledge base with Confluence CRM integration: A user guide

Effective knowledge management is crucial for any organisation, especially those relying on customer relationship management (CRM) tools. Integrating Confluence with your CRM enhances collaboration, making knowledge easily accessible for your team. This guide will walk you through the integration process, adding Confluence pages to your CRM knowledge base, and managing

Product Support

Pepper Cloud CRM Outlook add-in: A complete guide

Effortlessly connect Outlook with Pepper Cloud CRM. Log emails, manage contacts, and streamline your workflow with the Outlook add-in.

Sales and Marketing

Conversational chatbots for sales and marketing: Top 8 use cases

Discover the top use cases for conversational chatbots in sales & marketing—boost engagement, automate tasks, and drive more conversions.

Product Support

Mastering task management with the enhanced task module: A comprehensive guide

Boost productivity with the enhanced task module! Discover key features, use cases, and tips for efficient task management in your CRM.

Product Update

Enhanced task module, chatbot cloning, and other enhancements

✔ Enhanced Task Module ✔ Chatbot Topic Cloning ✔ Message draft and ✔ Group conversation summary

Product Support

Facebook data deletion instructions: A step-by-step guide

Manage your app connections, enhance security, and take control of your business data. Learn how to remove the Pepper Cloud CRM integration from Facebook with this step-by-step guide.

Product Support

A guide to creating and managing custom fields in CRM

Learn how to create and manage custom fields in Pepper Cloud CRM to capture specific information important to your business. Discover the types of custom fields, how to add data to new and existing records, and how to customise views.

Product Support

Comprehensive guide to using the Pepper Cloud email integration

Streamline email management with Pepper Cloud CRM. Integrate Gmail and Outlook accounts for seamless syncing, tracking, and enhanced productivity.

Product Update

Introducing chatbot timer, mentions in activity, chatbot working hours, and more

✔Escalate topic ✔ Chatbot timer ✔ chatbot operating hours ✔ Revamped email integration ✔ Mentions and ✔ other features

Sales Book Synopsis

The Psychology of Selling: Strategies, tips, & cheatsheet

Discover the sales strategies and psychological insights from Brian Tracy’s The Psychology of Selling. This blog provides actionable tips, sales frameworks, and creative techniques.

Sales and Marketing

Proven strategies & benefits of WhatsApp groups for real estate marketing in 2025

Discover how WhatsApp groups can revolutionise your real estate marketing strategy. Learn to engage clients, streamline communication, and close deals faster effortlessly.

Sales and Marketing

Emerging trends in B2B sales automation to follow in 2025

Discover the top 8 trends reshaping B2B sales automation. From AI-powered insights to predictive analytics and social selling, learn how cutting-edge strategies can drive efficiency, boost revenue, and personalise customer experiences.