PHASE 01
Messaging and CRM audit
We review numbers, opt-in sources, template history, and the current sales handoff.
Channel and compliance map
Conversational RevenueSenior-led delivery
WhatsApp Marketing & Unified CRM
Official WhatsApp automation and a unified customer record that turns conversations into pipeline.
We build on the official Meta Cloud API, connect messaging to your CRM and commerce stack, and add compliance-safe campaign automation. Sales and support work from one timeline instead of five tabs.
- Average first reply
- 3 min
- Qualified lead rate
- +38%
- Unified customer timeline
- 1
- Message delivery
- 99.9%
Engagement snapshot
- Timeline
- 3-5 weeks for API and CRM rollout
- Engagement model
- Implementation plus managed messaging retainer
- Core pod
- Automation engineer, CRM integrator, copy lead
- Ownership
- Your number, templates, and contact data
Security and IP terms included
Mutual NDA, DPA support, and full source ownership are standard on every engagement.
Visit the Trust CenterThe Problem
Conversations live in personal phones while revenue leaks
Leads message at night and wait until morning. Agents work from unverified numbers, templates get rejected, and nobody can report on response time or deal source.
- Personal WhatsApp numbers create compliance and continuity risk.
- No shared inbox means duplicate replies and missed follow-ups.
- Campaigns are sent without opt-in hygiene or template approval.
- Conversation data never reaches the CRM or revenue reporting.
Methodology
A tested path from ambiguity to production
Every phase ends with a reviewable artifact so scope, tradeoffs, and progress stay visible.
PHASE 02
Official API setup
Business verification, number migration, template approval, and webhook architecture.
Verified Cloud API workspace
PHASE 03
Automation and CRM sync
Routing, lead scoring, conversation assignment, and two-way CRM synchronization.
Unified inbox and sync pipeline
PHASE 04
Campaigns and optimization
Segmented broadcasts, response analytics, and fallback flows tuned to real conversation data.
Campaign playbook and dashboard
Production Stack
Technology selected for fit, not fashion
We stay model and platform agnostic. The stack is chosen for your latency, cost, and compliance constraints.
Meta Cloud API
Official messaging
n8n
Automation flows
PostgreSQL
Conversation store
HubSpot / Pipedrive
CRM sync
Shopify
Order context
OpenAI
Reply assistance
Twilio
SMS fallback
Looker Studio
Revenue reporting
Deliverables
What lands in your repository
Verified WhatsApp channel
Official business number, approved templates, and compliant opt-in flows.
Unified inbox
Shared assignment, canned responses, and full customer context in one place.
CRM synchronization
Two-way sync for leads, deals, orders, and conversation history.
Revenue reporting
Response time, campaign attribution, and pipeline reporting tied to conversations.
3 min
Average reply time
+38%
Qualified lead conversion
-52%
Manual follow-up effort
0
Unofficial number risk
Frequently Asked Questions
Service FAQs
Will our existing WhatsApp number be lost?
No. We migrate an eligible number to the official Cloud API after business verification. Message history on the old consumer app should be exported beforehand.
Is broadcast messaging allowed?
Only with documented opt-in and approved templates. We build suppression and consent tracking so campaigns stay within Meta policy.
Can agents still reply manually?
Yes. Automation handles routing, reminders, and repetitive replies while agents take over any conversation from the shared inbox.
Adjacent Capabilities
Services that pair with this engagement
AI Agents & Automation
Autonomous agents and deterministic workflow orchestration that remove manual drag from your highest-value operations.
Explore serviceGrowth Marketing
Paid, lifecycle, and conversion programs wired to pipeline data instead of platform vanity metrics.
Explore serviceHeadless Commerce
Sub-second storefronts that convert on mobile, scale through peak traffic, and stay easy for merchandisers to run.
Explore serviceNext Step
Audit your WhatsApp revenue channel
We will review your current number, response times, and CRM handoff, then map the highest-impact automation in a 30-minute session.
What happens after you send the brief
- 1Senior architect reviews scope within 4 business hours.
- 230-minute feasibility call with the engineer who will build it.
- 3Written approach, timeline, and fixed or sprint pricing.