CRM and WhatsApp automation
Enquiries, records and follow-ups with approval controls
Connect the CRM and communication steps your team uses. We map enquiries, record updates, follow-ups and meeting bookings, then agree the integrations, approval rules and maintenance needed for the workflow.
Starting from USD 2,499/projectFinal scope and price agreed before work starts.
Improve the workflow in your existing tools
Map the enquiry, follow-up or record-management process before adding automation. Identify the CRM, messaging platform, data and approvals involved. Discuss the integration methods and supported scope for the systems you use.
Keep human decisions clear
Define what the automation can do, which actions need approval and when a person takes over. The implementation should specify logs, failure handling, retry rules and how an operator stops or overrides a workflow. Related workflow automation and a website assistant can be discussed within the appropriate scope.
Test with agreed access and sample data
Identify account ownership, permissions, data movement and maintenance responsibilities. Test permitted actions with safe sample records before enabling a live workflow. Messaging must follow the permissions and platform requirements agreed for the project.
Configure, integrate or build
This page describes CRM integration and workflow automation. A bespoke CRM application is a separate discovery question: share the users, processes, reporting and integrations so the suitable approach can be assessed.
What a CRM agent build includes
WhatsApp lead agent
Replies within minutes on the official Business API, using approved templates and honouring opt-in, with qualification and booking built in.
CRM record agent
Enrichment, deduplication and field completion in HubSpot, Zoho or Salesforce, so your pipeline reports mean something.
Follow-up sequences
Follow-up steps with defined triggers, timing, opt-in requirements and a rule for handing the conversation to a person.
Meeting booking
Slots taken from the real calendar with buffers respected, plus reminders and a rule for what happens after a no-show.
Approval rules
Define which actions can run automatically and which need human approval. Review these rules during testing and after launch.
Reporting
First response time, qualified rate, meetings booked and records repaired, split by source.
Four to six weeks, including API approval
Qualification rulesweek 1
A session with your sales team on what a good lead looks like and which questions establish it, written down before anything is built.
WhatsApp & CRM setupweeks 1–3
Business API access, message templates submitted for approval, and CRM fields and pipelines mapped. The template approval is the slow part.
Build & rehearseweeks 3–5
The agent built and then run against a hundred past conversations, so its answers can be judged against what your team actually said.
Supervised launchweek 5
Live on real leads with every message queued for approval for the first week, then loosened as the log stays clean.
Review and widenongoing
Monthly review of transcripts and outcomes with sales, where the approval rules get relaxed or tightened on evidence.
Starting from USD 2,499/project
One scoped assistant or CRM/WhatsApp workflow with agreed permissions, handoff and testing. Additional channels and integrations are scoped separately. WhatsApp, model and platform usage are separate.
CRM agents, answered
Is WhatsApp automation allowed?
Yes, on the official WhatsApp Business API, with pre-approved message templates and a genuine opt-in from the customer. Automating a personal WhatsApp account is not allowed and gets numbers banned. We set up the compliant route, including the business verification.
Will customers know they are talking to an AI?
It identifies itself as an assistant when asked and whenever it hands over. We do not build agents that pretend to be a named colleague. In practice most people care that the reply came in two minutes and was accurate.
Which CRMs do you support?
HubSpot, Zoho and Salesforce directly, and anything else with a usable API. If your CRM has no API worth the name, we will say so early, because that constraint usually decides the whole shape of the project.
What can the agent do without approval?
Whatever you decide. Typically it answers documented questions, asks qualifying questions and books meetings on its own, while anything involving a price, a discount or a commitment waits for a person. The rules are written down and easy to change. Read the AI CRM pilot guide for an example of how to define and test those controls.
How much does a CRM or WhatsApp agent cost?
Starting from USD 2,499/project. One scoped assistant or CRM/WhatsApp workflow with agreed permissions, handoff and testing. Additional channels and integrations are scoped separately. WhatsApp, model and platform usage are separate. The written proposal confirms deliverables, exclusions, timeline and the final price before work starts. Hosting, licences, platform subscriptions and usage charges are separate where required.
How long until it is live?
Four to six weeks. Roughly two of those are spent on WhatsApp Business API access and template approval, which is outside anyone's control, so we start that paperwork in week one and build in parallel.
Where does your sales follow-up get stuck?
Tell us which CRM and messaging tools you use, how an enquiry arrives and who approves the follow-up. We will review integration and ownership requirements.