Convert

Turn conversations into structured sales action.

Connect Meta ads and website enquiries to WhatsApp qualification, routing, reminders and CRM updates without losing the human touch.

Flow diagram showing ad enquiry, WhatsApp qualification and CRM assignment
Flow diagram showing ad enquiry, WhatsApp qualification and CRM assignment

What is included

A complete implementation—not a disconnected tool

Conversation design

Welcome messages, qualification logic, FAQs and escalation paths.

Lead routing

Assign leads by region, product, budget, urgency or team availability.

Follow-up sequences

Reminder schedules for new, pending, quoted and inactive prospects.

CRM connection

Create or update records and surface the next required action.

Team handover

Move from automation to a human representative with full context.

Reporting

Track response time, qualification, pending conversations and conversions.

Best fit

Designed for businesses with measurable workflow or conversion gaps

  • Bulk-order businesses
  • Clinics and appointment-led services
  • Education and admissions
  • Property and high-value enquiries
  • Support and customer service teams

Delivery process

Audit, implement, train and optimize

01

Discovery

Understand business goals, current tools, data and risks.

02

Blueprint

Define the workflow, responsibilities, success metrics and controls.

03

Build

Implement, test and document the system in controlled stages.

04

Improve

Train users, monitor performance and refine the operating system.

Questions

What clients usually ask

Will customers know they are speaking with automation?

The workflow can clearly identify automated steps and offer an immediate route to a human representative.

Can it send bulk promotional messages?

Only with appropriate consent, templates and platform-compliant practices. We do not recommend spam.

Can it work with Meta Ads?

Yes. Click-to-WhatsApp campaigns are a common entry point for this system.

Next step

See how this service fits your business.

Book a consultation
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