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Every WhatsApp enquiry becomes a lead with an owner, a stage and a follow-up.
The free app works for one person with one phone. Sales teams outgrow it quickly.
On the Business app, chats live on one phone. On the platform, each chat is linked to a lead record that managers can see.
With the WhatsApp Business app, chats live on one handset. When a rep leaves, the conversations leave with them. Nobody can see which leads were answered, which were promised a quote, or which went cold last Tuesday.
WhatsApp automation for business moves those conversations onto the WhatsApp Business Platform and links each chat to a lead record. The CRM knows who the person is, which ad or page they came from, what they asked for, who owns them, and when the next message is due. Managers see the pipeline; reps see their own queue.
We sell this two ways: as a configured product on top of Desk, our own CRM, or as a build that plugs into the CRM you already use. If you only need the WhatsApp account, number and templates set up, that is a smaller job covered under WhatsApp Business API setup. If you want a ready product rather than a custom build, see WhatsApp CRM, including its chat history search.
Ads, website chat, QR codes and forms feed one lead record, tagged by source.
Click-to-WhatsApp ads on Meta, the chat button on your website, QR codes on brochures and store counters, and web forms all create or update the same lead record. The source is tagged so you can see later which channel brought which customer.
A model fills need, budget, city and timeline from the chat, without quoting prices.
A model reads the first few messages and fills the fields your sales team cares about: what the person wants, budget range, city, timeline, and whether they are a buyer or just asking. It can ask one or two follow-up questions in the chat when something is missing. It does not quote prices or make promises.
Leads assigned by territory, product, language or round robin, each with one clear owner.
Leads are assigned by your rules: territory, product line, language, deal size, or simple round robin. The rep gets a notification with the summary, and the lead's owner is set in the CRM so nobody double-handles it.
Reminders, confirmations and payment links go out on schedule and stop when customers reply.
Reminder sequences, appointment confirmations, payment links and re-engagement messages, sent on schedule using approved templates. When the customer replies, the sequence stops and the rep takes over.
Several people work one number, with full chat history beside each lead.
Several people can work the same number. Full chat history and contact lookup sit next to the lead record, so whoever picks up the conversation sees everything that was said before.
Leads by source, response time, stage and rep workload, sent daily or weekly.
Leads by source, response time, stage movement and rep workload, sent daily or weekly to managers. For combining this with ad spend, see marketing intelligence dashboards.
Meta sets these rules, and a system that ignores them gets numbers restricted.
Free replies for 24 hours after a customer writes; after that, only approved templates.
After a customer messages you, you can reply freely for 24 hours. Outside that window, the business can only start a conversation with a message template Meta has approved. Our follow-up sequences check the window before each send and choose a template when needed.
Templates written to pass review, with reminders in the cheaper category where they fit.
Templates are submitted for approval and fall into categories such as marketing, utility and authentication, which are billed differently. We write templates that pass review and keep reminders in the cheaper category where the content genuinely fits it.
Each contact's opt-in is recorded with where and when, and opt-outs are honoured automatically.
Meta requires customers to opt in before you message them, and India's DPDP Act, 2023 expects consent for a stated purpose. We record where and when each contact opted in and honour opt-out replies automatically.
Batch sends are paced and targeted so blocks do not limit your number.
Blocks and reports lower your number's quality rating and can limit how many people you can message. Batch sends are paced and targeted so one campaign does not damage the number your sales team depends on.
Lead sources, rep questions, deal stages and forgotten follow-ups, listed with your sales team.
We sit with a sales manager and two reps, list every lead source, the questions reps ask, the stages a deal moves through, and the follow-ups that get forgotten.
Verification, number and first templates, started first because approval is in Meta's hands.
Meta Business verification, a dedicated number, display name and the first set of templates. Verification and template approval are in Meta's hands, so we start this first.
Capture, qualification, routing and follow-up flows, usually on n8n, tested on your past chats.
Capture, qualification, routing and follow-up flows, usually on n8n, connected to Desk or your CRM. The qualification prompts are tested on real past chats you share with us.
A few reps use it on live leads while rules and wording are fixed.
A small group uses it on live leads. We fix routing rules, template wording and anything the reps find awkward before the whole team moves over.
The whole team switches over; managers get reports and your admin an editing guide.
The full team switches over, managers get their reports, and your admin gets a short guide to editing templates, rules and assignments.
Described without the client's name, as agreed.
For a B2B sales team, n8n, the WhatsApp API and Claude capture, qualify, route and follow up. We do not build broadcasts to bought lists.
For a B2B sales team we built a WhatsApp CRM using n8n, the WhatsApp Business API, their CRM and Claude. Enquiries from WhatsApp are captured as leads, Claude reads the conversation and fills the qualification fields, the lead is routed to a rep, and scheduled follow-ups keep the conversation moving until the rep closes or drops it.
Where it does not fit: if you send a handful of messages a week, the WhatsApp Business app is enough and costs nothing. If what you need is mass promotional broadcasting to bought lists, we will not build it; it breaks Meta's rules and puts your number at risk.
Yes. We build on the WhatsApp Business Platform that Meta provides for businesses, using approved templates. We are not a Meta partner and do not claim to be; your account is registered in your own business's name.
Often yes, but a number registered on the API cannot be used in the regular WhatsApp or WhatsApp Business app at the same time. Many teams keep the old number on the app for personal contacts and put a new number on the API for sales. We go through the options before migrating anything.
Our own Desk CRM, or any CRM with a usable API. We also build integrations with Google Workspace so leads can land in Sheets if that is where your team works today.
Only where you allow it, usually for greetings, collecting basic details and answering a fixed set of questions. Prices, discounts and commitments are left to your reps. Every AI message is logged against the lead.
Meta charges per template message, with rates that depend on the template category and the customer's country, and it revises them from time to time. We check the current pricing page with you during setup so there are no surprises.
Yes. The same setup works for teams in the UK, the Gulf, Singapore and Malaysia. We adjust consent wording for UK GDPR or local rules where needed.
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