Start with how your team receives enquiries, assigns owners and manages customer records. Assess WhatsApp, CRM and other connections, then scope reminders, routing and marketing automation around platform support, permissions and customer consent.
What we deliver
- Review of customer workflows, tools and data fields
- Enquiry sources, routing and follow-up design
- Feasible integrations, automation, access roles and reporting
How the work happens
Map the enquiry journey and define source, contact record, owner, status and next action. Check platform feasibility, pilot routing, reminders and synchronisation with test data, then agree access roles, training and handover.
What to prepare
- Enquiry channels and current WhatsApp/CRM tools
- Team roles, data fields and sample follow-up workflows
- Account permissions, customer consent and platform pricing information
Scope and pricing
WhatsApp Business App, Business Platform/API and CRM address different needs. Integration options vary by account and provider. Confirm supported features, messaging rules, platform fees and automation before committing to a workflow.
Deliverables, inputs, revisions, timing and fees are agreed in writing. Third-party tools, platforms and media spend are listed separately.
Common questions
Does a WhatsApp link mean CRM is integrated?
No. A link can open a draft, but it does not tell the site whether a message was sent, create a customer record or confirm a sale. Those steps need supported integrations.
Must we replace our CRM?
Review fields, imports, APIs, access roles and actual use first. Retain and improve the existing tool when it supports the required workflow.
Should everything be automated immediately?
Pilot one specific workflow, such as enquiry assignment or reminders. Confirm data quality, exceptions and ownership before extending it.