The challenge: reversing lost sales from cart abandonment and low engagement
In the financial sector, checkout abandonment means a major lost opportunity. Tá No Bolso needed to re-engage customers who gave up at the final step of the purchase
Low conversion rate
only 0.6% of carts recovered through emails or traditional re-engagement contacts
No CRM integration
it was hard to sync checkout data with the messaging tool for immediate outreach
Slow follow-up
the long gap between the abandonment and the manual approach let the opportunity cool down
The solution: WhatsApp broadcasts, native integration and a re-engagement cadence
To turn that rate around, Tá No Bolso integrated its CRM with Huggy and structured a recovery journey based on the 3 Layers of Customer Service:
Automatic Layer (cart recovery broadcast)
immediate detection of the abandonment in the e-commerce/checkout and an automated WhatsApp message reminding the customer about the purchase
Smart Layer (CRM integration)
automatic delivery of payment links and copy-and-paste Pix codes, plus lookups of information synced straight from the CRM
Human Layer (support to close the sale)
if the customer replies with questions about the service or the payment, a sales rep takes over in the same chat with the full history


The impact: a jump in conversion, more than R$ 100k recovered per month and faster ROI
Combining WhatsApp with the Huggy platform produced significant and immediate financial results for the Tá No Bolso operation
🚀 Significant increase in the conversion rate
the rate jumped from a meager 0.6% to an impressive 5% conversion.
💵 More than R$ 100,000.00 recovered
revenue that would have been lost and now goes straight into the company's cash flow
⚡ Immediate response
the customer is contacted within the first minutes after giving up, while interest is still high
🔄 Synchronized sales funnel
the CRM integrated with Huggy brings full predictability over outreach and closed sales




