Turn more conversations into sales
Reply faster from one team inbox, run personalised WhatsApp campaigns and let an AI agent answer leads 24/7, then hand over to your team.
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Close deals faster
Respond as a team
Every enquiry lands in one inbox, assigned to the right person with notes and tags. Leads get a prompt, accurate reply from the teammate best placed to answer.
Personalised campaigns
Send targeted WhatsApp campaigns to segments built from demographics, interests and behaviour. Messages that match each customer's needs build relationships and bring them back.
AI agent around the clock
Your AI agent answers leads outside business hours and hands over to your team with the full history. You capture sales opportunities that would otherwise wait until morning.
Key features of Whautomate for sales

One team inbox for every channel
WhatsApp, Instagram, Messenger, Telegram, TikTok and website live chat arrive in one list, so your team responds promptly and consistently on every channel. Assign each conversation to the teammate best placed to answer, and keep the context visible to everyone.
- Assignment: route chats by expertise
- Notes: internal context for the next teammate
- Tags: label leads and topics for follow-up

Personalised campaigns and drip sequences
Use customer demographics, behaviour and other data to personalise campaigns at scale on WhatsApp. Automated drip sequences then nurture leads and customers over time, answering their concerns and showing the value of what you sell until they are ready to buy. Consistent, relevant messages build long-term relationships and loyalty.

Automations and AI agent
Automate repetitive tasks and workflows so your team can focus on the conversations that drive revenue. The AI agent handles routine chats 24/7 and hands over when a person is needed, while automated follow-ups keep engaging leads and guide them towards a purchase.
- Answers for leads outside business hours
- Automated lead nurturing and follow-ups
- Handover to your team with the full history
How to run a WhatsApp sales process with a small team
Many sales conversations now start in a chat: a reply to an ad, a question on Instagram, a WhatsApp message after a referral. The teams that close more are the ones that answer first and follow up consistently. A simple, written process keeps that from depending on who happens to be online.
A typical flow looks like this:
- Capture: an AI chatbot that qualifies leads asks the first questions, day or night, and saves the answers to the contact.
- Assign: qualified leads go to the right salesperson, who reads the full chat before replying.
- Follow up: leads that go quiet get a scheduled follow-up instead of being forgotten.
- Re-engage: past enquiries and customers receive segmented WhatsApp broadcasts with relevant offers.
Keep every lead on one record in a CRM built for small businesses, tagged by stage, so managers can see what is open without asking. For more ideas on bot-led selling, read how to boost sales with WhatsApp chatbots.
This works for small and mid-sized teams selling services, courses, memberships or products. Start by listing your five most common pre-sale questions: they become the first answers your AI agent gives.
Works well with
Omnichannel team inbox
Every lead from every channel arrives in one shared inbox your sales team works from.
Automation
Build the follow-up and lead nurturing sequences that keep deals moving.
Invoices and payments
Send an invoice and collect payment in the same chat where the deal was won.
What our customers say
We’ve been using Whautomate for the past few months and it has been an exceptional tool for automating our WhatsApp replies. It has significantly improved our customer service efficiency, saving us valuable time. We also want to highlight the service provided by Babu, the founder, who has consistently been responsive and helpful. We wholeheartedly recommend Whautomate for anyone seeking effective automated solutions.
Natalie HiongFounder, Creative Hearts
We were lucky to find Whautomate when we were looking for a razorpay integrated appointment scheduling software. Whautomate has helped us organize our client calendar effectively and send out professional communication to clients on WhatsApp. The team is responsive and customer support is great. I would highly recommend them.
ChaitraFounder, Untangle
Whautomate took the admin chaos out of running my Pilates studio, scheduling is effortless and client communication finally feels seamless. Highly recommend!
MeryemFounder, Reforma Pilates
Whautomate has helped me to reduce man hours with its automatic reminders after booking of appointments. With the appointment page, I can easily see the agenda for the day and it has the ability to sync to my Google calendar which is very useful.
JustinGeneral Manager, Espressivo Music Academy
I highly recommend Whautomate for their exceptional WhatsApp automation solution. Their team's expertise and dedication impressed me from start to finish. They seamlessly integrated their solution, improving our customer service and productivity. Trust them for reliable and effective WhatsApp automation that drives business growth.
Raghavendran RajasekaranFounder, Music Love Yoga
This platform has truly revolutionized the way I run my clinic. Managing Appointments, Billing, and Patient Records has become so effortless, and the WhatsApp automations are a real game-changer. The support team is fantastic, always there to lend a helping hand whenever I need it. If you're looking to take your clinic to the next level, I wholeheartedly recommend Whautomate!
AazamFounder, Sport-fit Physio Care
Honestly, I was a bit skeptical at first about Whautomate, but the team has been incredibly friendly, responsive, and diligent. While many other apps have their pros and cons, if you're looking for fast, reliable tech support that makes your life easier, Whautomate is the way to go. The best tech support and customer service, highly recommended!
Dr. Giri PrasetyaFounder, Spinalign Wellness
After using Whautomate for over a year, I can confidently say it has transformed the way I run my clinic. Appointment scheduling and follow-ups, which was one of the most time-consuming parts of our workflow is now fully streamlined. The WhatsApp integrations are incredibly effective, helping our patients stay engaged, informed, and consistent with their visits.
What sets Whautomate apart is not just the automation, but the team behind it. Their support is unbelievably fast, attentive, and solution-oriented, Especially Mr. Parthiban, He is Gem, Progressive and Positive Thinker, He is Kind and attentive. Any time we needed help, he responded with clarity and efficiency something we’ve rarely experienced with other software providers or any other service providers.
Dr. Abdul AzeezFounder, Pearl Kinesis Healthcare
My overall experience with Whautomate has been positive and helpful for my business. I had researched extensively for platforms that would cater to my specific needs, were quick to install and did not require heavy investments. Whautomate met all my requirements. The team is also great to work with and the CEO was personally involved in critical requirements.
LakshmiCEO, SAMA: The Calm Mind Studio
Using Whautomate for managing my yoga and sound healing classes has made the entire booking process smooth and effortless. From class scheduling to tracking credits and communication, everything feels well organised and easy to use for both me and my students. Grateful for the support and simplicity your platform brings to small wellness businesses like mine. Thank you, Whautomate team, for creating such a helpful system!
Founder, The Unalome
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