WHATSAPP AUTOMATION + CRM
Let WhatsApp reply, qualify and follow up.Your team steps in when the customer needs them.
We build WhatsApp automation that connects the conversation to booking, a CRM and follow-up, so no customer is lost between the first message and the next step, and your team stops repeating the same manual work.
Reply and qualifyCRMBookingFollow-upHandover to a person
Which package suits a salon like mine?
Happy to help. Roughly how many messages do you receive each day?
Between 40 and 60.
An automation and CRM setup suits you. I have prepared the next step.
CRM UPDATEDQualified lead • salon • 40–60 messages
What does WhatsApp automation do for a business?
It takes over repeated work around the conversation, from the first reply to the next step, and keeps a person in the process when the customer needs a decision, a negotiation or a special case.
From the first “hello”
to a measurable action.
Automation is not just an automatic reply. The aim is for every message to know its next step, and for the customer to reach a person at the right moment.
One connected systemThe conversation at the centre.
The conversation at the centre.
Every step around it connected.
WhatsApp remains the customer’s interface. Behind it, the CRM, booking, follow-up and reporting work together.
WHATSAPP NEXT-GENAdvertising
Captures the customer from the campaign and starts the conversation at once.
Faster replies
Basic questions do not wait for the team to start work.
Clearer leads
Each customer arrives with their status, source and the service they asked about.
Less lost follow-up
Reminders and next steps do not depend on memory.
Choose a starting point
Not every business needs the same system.
Start with the smallest scope that solves the current problem. If you need a CRM, booking or wider integrations, we extend the system once the journey is clear.
Reply + qualify + hand over to a person
Suitable when your biggest problem is slow replies, repeated questions or conversations reaching your team without enough details.
235USD- Core questions and replies
- Details collected and leads qualified
- Clear handover to a person
WhatsApp + CRM + booking + follow-up
Suitable when you have a team, sales stages or bookings, and need the conversation to be part of the way you run and measure the business.
- Customer stages updated automatically
- Booking, reminders and follow-up
- Integrations and reports within the scope
Start with the problem, not the tool.
If the goal is only fast replies, data collection and handing over to a person, the Starter scope may be enough. If you have a team, sales stages, bookings and repeated follow-up, the CRM becomes part of the solution rather than a decoration.
Automation only
Best when you need replies, qualification and a handover to a person, without managing complex sales stages or an extended follow-up history.
Automation and CRM
Best when you need to save the customer’s status, distribute opportunities, book, remind, follow up and report across a longer journey.
About cost: keep the set-up cost separate from the running costs of tools and channels, and from the cost of integrations such as a CRM or booking system. The final price changes with the number of flows, the integrations and the volume of conversations.
How we deliverWe do not start with a bot.
We do not start with a bot.
We start with the customer journey.
We review your current conversations, find where work repeats and where customers drop out, then build the simplest route that solves the problem.
01
Analyse conversations
Repeated questions, the points where things break, and the main intentions of customers.
02
Design the flows
Reply, qualification, booking, follow-up and handover to a person.
03
Connect and test
WhatsApp, the CRM, booking and notifications, within the agreed scope.
04
Improve
We refine replies and rules based on real conversations.
If the problem repeats every day, automation is usually worth considering.
Automation is most valuable when it removes a clear repetition or stops a sales opportunity from being lost, not simply because the technology is new.
The customer waits, or the same question is asked dozens of times.
There is no clear reminder of who to follow up with, and when.
Your team starts every conversation from zero, instead of receiving a qualified lead.
Booking, confirmations, reminders and status updates are repeated steps.
Not sure where to start?
Send your type of business, your approximate daily message volume, and whether you use a CRM or booking system today. We will suggest the smallest suitable system.
Use casesWhen the conversation is part of the sale,
When the conversation is part of the sale,
it should not get lost after the first reply.
WhatsApp automation is most useful when questions, qualification, booking or follow-up repeat every day.
Clinics and centres
Explaining services, collecting the initial details, booking, reminders and follow-up, with sensitive cases passed to a team member.
Salons and services
Showing services and prices, choosing an appointment, sending confirmations and following up after the visit.
Property
Qualifying the customer by budget and need, distributing opportunities to the team and reminding them of the next step.
Education and professional services
Capturing the customer's need, directing them to the right service and organising follow-up instead of relying on memory.
Beyond WhatsAppWhatsApp is the channel.
Explore AI automationWhatsApp is the channel.
Automation can connect the whole process.
If the problem reaches sales, operations, reporting or several systems, see our AI automation service.
Before you decideBefore you buy a tool,
Before you buy a tool,
understand the system and the cost.
If your question is about a CRM, prices or how the connections work, start with the page closest to your decision.
Related page 01
When WhatsApp is only one channel
If the problem reaches sales, operations, reporting or several systems, look at the wider AI automation scope.
Related page 02
Forms and routes from the website
How the website, forms and WhatsApp work together so the enquiry reaches the right place with the right details.
Related page 03
Messages that come from advertising
If your enquiries come from campaigns, the advertising and the first reply should be planned together.
Before you automate WhatsApp.
What is WhatsApp automation for businesses?
It connects WhatsApp conversations to business rules, a CRM and integrations, so enquiries are answered, qualified, booked and followed up automatically and in an organised way. When a conversation needs a person, it is handed over to your team.
Can WhatsApp be connected to a CRM?
Yes. Customer details, status and source can be stored in the CRM, follow-up stages can be updated, and bookings, forms or notifications can be linked, depending on the tools you use and the scope of the project.
What is the difference between the WhatsApp Business app and the WhatsApp Business Platform?
Meta describes the WhatsApp Business app as designed with small businesses in mind. It describes the WhatsApp Business Platform as a messaging platform for businesses, built on APIs, which supports automated conversation flows, handover to a team member and integration with systems such as a CRM. The right route depends on your message volume, the customer journey and your team, which we define together during scoping.
How much does WhatsApp automation cost?
The cost depends on the number of flows, the integrations, whether a CRM and booking are included, the use of AI and the volume of conversations. The Starter package has a defined foundation scope and price. Integrated systems are priced after we review the customer journey and the integrations required.
Will the customer feel they are talking to a robot?
It should not be the case. We design the tone, conversation paths and handover points so the experience is clear and natural, and the customer is never forced down a path that does not suit them.
Can the system work in more than one language?
Yes. Replies and flows can be designed in several languages to suit your audience.
Is automation suitable for clinics, property businesses and services?
Yes. It also suits education providers, salons, professional services and any business that receives repeated enquiries and needs faster qualification, booking or follow-up.
Can my team step into a conversation?
Yes. We define the handover points clearly, such as complaints, special cases, customers who are ready to buy, and anything that needs a decision from your team.
Start from the problem you want to remove, not from the name of a tool.