Xpand / Reach, convert and grow.

WhatsApp & CRM automation

Help enquiries move forward with organised conversations, timely follow-ups and connected customer information.

Discuss your project

Service scope & deliverables

Zero-lag lead response and seamless automated customer communication.

Scope is shaped around your goals, audience and priorities. Core deliverables can include:

  • Official WhatsApp Business API setup & verification
  • Automated customer inquiry and lead routing flows
  • CRM integration (HubSpot, Zoho, LeadSquared, etc.)
  • Automated order updates, reminders, and retention campaigns

Stop losing warm leads to slow follow-up.

Our WhatsApp automation services help your business build conversational journeys for lead capture, customer support, broadcast marketing and sales follow-up on the channel people check every day.

  • WhatsApp Business API setup and customer journey mapping.
  • Automated lead qualification flows for sales teams.
  • Broadcast campaigns with segmentation and template planning.
  • CRM-ready handoffs for better sales visibility.
  • Support and follow-up journeys that reduce manual load.

Official WhatsApp Business API integration can support timely replies, approved broadcasts and CRM synchronisation while keeping your team in control.

Automation Use Cases

WhatsApp journeys can support marketing, sales and service workflows.

Lead Capture
Broadcasts
Drip Flows
Support
Commerce
CRM Sync

How we deliver

Our 4-step execution framework.

Every engagement follows a structured process to ensure precision and tangible ROI for your business.

  1. 01
    Step 01

    Journey Mapping

    We map inquiry sources, user paths, sales stages and support needs.

  2. 02
    Step 02

    Message Design

    We write prompts, replies, templates and handoff logic.

  3. 03
    Step 03

    Automation Setup

    We configure flows, integrations and tracking based on the selected stack.

  4. 04
    Step 04

    Launch and Optimize

    We monitor conversations and refine responses based on real usage.

Frequently Asked Questions

A little clarity before we begin.

Do I need WhatsApp Business API?

For advanced automation, templates and integrations, WhatsApp Business API is usually required. We guide you through the right setup.

Can broadcasts be sent to everyone?

Broadcasts should follow WhatsApp policies and consent rules. We help plan compliant, segmented campaigns.

Can a human take over the conversation?

Yes. Good automation should include smooth human handoff for complex or high-value conversations.

Can WhatsApp connect to my CRM?

Often yes, depending on your CRM and WhatsApp platform. We map the integration before implementation.

Connected capabilities

What comes next for your business.

Ecommerce growth Performance marketing

Good things start with a conversation

Ready to move this forward?

Tell us what you want to improve. We will help shape the right brief and next step.

Start a Project