WhatsApp automation & CRM

Less busywork.
More human attention.

Give customers faster answers and your team more room to focus. We connect WhatsApp, CRM, and repeatable workflows while keeping a person available when the situation needs one.

The opportunity

Make the next
step easier.

The best automation starts with understanding the messages you receive. We map repeatable requests, connect the data needed to answer them, and define a clear handoff for everything that needs human judgement.

Who it’s for. For businesses handling repeat questions, order updates, or lead enquiries manually across a growing customer base.

What we can help with

Clear scope.
Useful deliverables.

Each engagement is scoped around your priorities. Here are the areas we can bring together.

01

Conversation & workflow audit

Understand what can be automated usefully.

  • Message categories & repeat requests
  • Current response and handoff process
  • Automation priorities & success measures
02

WhatsApp customer journeys

Structured journeys with a consistent brand voice.

  • Lead qualification and FAQ flows
  • Order and status workflows where supported
  • Clear expectations and human escalation
03

CRM & system connections

Get the right context to the right person.

  • WhatsApp Business API integration
  • Make.com workflows & CRM connections
  • Testing and team handoff
How we work

A clear path.
A shared direction.

You should always know what’s happening, why it matters, and what comes next.

01

Understand

Your goals, audience, and the friction in the current experience. We start with questions and an audit.

02

Make a plan

A clear scope, priorities, milestones, and a shared definition of success before the work starts.

03

Create & launch

Design and execution by one connected team, with reviews at the moments that matter.

04

Learn & improve

Measure how the work performs, identify the next opportunity, and keep making it better.

Good questions

A little clarity,
before we begin.

Choosing an agency is a big decision. Here are a few things you might be wondering.

Ask us something else
Will customers still be able to reach a person?

Yes. We define escalation rules and routing so complex, sensitive, or unusual requests reach the right team member with context.

Do we need WhatsApp Business API access?

For API workflows, business setup and platform eligibility need to be confirmed. We review your starting point and explain what is required before implementation.

Are platform fees included?

Your proposal distinguishes implementation and support fees from WhatsApp, CRM, and third-party platform charges.

How much does automation cost?

The scope depends on the journeys, integrations, message volume, and support requirements. A message and workflow audit gives us the basis for a written quote.

Your next chapter

Good things start
with a conversation.

Tell us what you’re building, what isn’t working, and where you want to go. We’ll help you find the right next step.

Let’s talk about it