WhatsApp Inbox
Put your business number on Meta's official Cloud API. Your whole team replies from one inbox, and the AI covers nights.
- Meta's price, no markup
- One inbox, many people
- Broadcasts that don't get you banned
Automation
Stop losing enquiries between the first message and the sale
Most leads aren't lost to competitors; they're lost to slow replies and forgotten follow-ups. We set up WhatsApp replies, lead qualification, reminders and handoffs so every enquiry gets a next step.
The short answer
What can WhatsApp and CRM automation do for a small business?
It makes sure every enquiry gets an instant reply, a next step and a follow-up, without anyone having to remember. We set up the WhatsApp Business Platform on your number, instant replies and an AI assistant, lead routing, reminders and a CRM pipeline that matches how you sell.
- First reply
- Minutes
- Day and night.
- On Meta's Cloud API
- Your number
- App keeps working on your phone.
- Follow-ups
- Day 1, 3, 7
- Stop when they reply.
- Every lead
- 1 pipeline
- With an owner and a next date.
What's included
Leads slip through, replies are slow, or your team runs on reminders.
WhatsApp Business API setup on your number
Instant replies, FAQs and an AI assistant trained on your business
Lead qualification and routing to the right person
Follow-up sequences, reminders and missed-call to WhatsApp
CRM pipeline with stages that match how you sell
How it runs
- 01
Audit
We look at your site, Google profile, ads and how fast enquiries get a reply. Free, in plain words.
- 02
Plan
One page: what to fix first, what it costs, what you'll see in 30, 60 and 90 days.
- 03
Build
We set up the pages, tracking, WhatsApp flows and campaigns on Marketiism.
- 04
Run and report
Monthly: enquiries, bookings, reviews and cost per lead, with the next fixes.
The software behind it
You can also use these yourself, with or without us.
CRM & Pipelines
A list of every lead, a board of every deal, and a timeline that fills itself from forms, chats and payments.
- A timeline nobody has to type
- Boards that match how you sell
- A short list of who to call today
Automations
Wait, branch, send a message, add a tag, create a task. Workflows that run across every app here.
- One canvas, readable by anyone
- Start from a recipe
- A log of every run
Other services
Website development
Fast, mobile-first websites that turn visits into enquiries.
See the serviceSEO
Get found on Google, Maps and AI answers for what you sell.
See the servicePerformance marketing
Google and Meta ads measured by enquiries and cost per lead.
See the serviceSocial media
Content and community that start conversations.
See the serviceBefore and after
One enquiry, with and without automation
It arrives
- What comes in
- A WhatsApp enquiry at 9pm
- What runs on its own
- Instant reply with prices and a booking link
- What you get
- The prospect has a next step tonight
It's routed
- What comes in
- Next morning
- What runs on its own
- Assigned to the right person by service
- What you get
- No 'who's handling this?'
It's followed up
- What comes in
- No reply for two days
- What runs on its own
- A polite nudge, then a task for a call
- What you get
- Quiet leads come back
What's included
What we set up
WhatsApp Business Platform
Your number on Meta's Cloud API, with the Meta setup handled.
Instant replies and AI
FAQs and an assistant trained on your business.
Lead qualification
A few questions that sort hot leads from browsers.
Routing
Each enquiry to the right person or team.
Follow-ups and reminders
Sequences, booking reminders and recalls.
CRM pipeline
Stages in your words, with an owner for every lead.
App or API?
When you need the WhatsApp Business Platform
| Feature | Business app only | With the Platform |
|---|---|---|
| People replying | One phone | A whole team, each with a login |
| Automated replies | Basic greeting | Full flows, AI and follow-ups |
| Broadcasts | Limited lists | Approved templates at scale |
| Phone app | Yes | Yes, with coexistence |
Common questions
Will my customers know replies are automated?
Instant replies are written in your tone and are honest about being quick answers, and the AI hands over to a person whenever it matters, such as complaints or detailed questions. Most customers care that they got a useful answer fast, not who typed it.
Do I need the WhatsApp Business API?
If more than one person replies, or you want automated replies, reminders and broadcasts, yes. The WhatsApp Business Platform, often called the API, puts your number on Meta's Cloud API. We handle the setup with Meta, and you can keep the WhatsApp Business app on your phone too.
Can I keep my number and the phone app?
Yes. With coexistence, your existing number connects to the shared inbox while the WhatsApp Business app keeps working on your phone. Chat history and contacts sync across, and when you reply from the phone, the AI pauses on that chat so nobody talks over you.
What should we automate first?
Start with an instant reply to new enquiries, then booking confirmations and reminders, then follow-ups for leads who go quiet. Those three fix most lost enquiries. Broadcasts and more complex flows come later, once the basics run reliably. Each step should run smoothly before adding the next one.
How long does setup take?
Usually one to three weeks, depending on Meta's verification and template approvals and how many flows you need. The WhatsApp connection itself can take an afternoon. We give you a checklist, handle the Meta steps and test every flow before switching it on. Simple setups are often done in days.
What does automation setup cost?
It depends on the number of flows, integrations and whether you want ongoing management. We quote after a free audit with a fixed setup price and an optional monthly fee. Meta bills WhatsApp message charges to you directly, and your Marketiism plan is billed separately.
Will automation get my number banned?
Not when it's done properly. We only message people who opted in, use approved templates outside the 24-hour window, honour stop requests automatically and keep broadcasts relevant. Your number's quality rating stays visible so problems are caught early. We also watch delivery and block rates in the first weeks after launch.
Can the AI qualify leads?
Yes. It can ask a few questions, such as budget, location, timeline or service needed, record the answers on the contact and route hot leads to a person straight away. Browsers get helpful information and a gentle follow-up instead of a sales call. Your team sees the answers before calling.
Do you set up missed-call follow-up?
We set up follow-ups for every channel you use, so enquiries that arrive while you're busy still get a WhatsApp message and a next step. If you rely heavily on phone calls, tell us in the audit and we'll plan the best option for how your calls come in.
Can automation work with my existing CRM?
Marketiism includes its own CRM, which is simplest because chats, bookings and payments share one contact list. If you must keep another CRM, the public API and signed webhooks can send leads and events across, on Growth and Agency plans. We'll recommend the simpler option for your setup.
What happens when a customer wants a human?
They get one. Flows include clear handover points: a customer can ask for a person, the AI hands over when unsure, and complaints always go to your team. Your staff see the whole conversation, so the customer doesn't have to repeat themselves. Handover points are tested before launch.
Can you automate payment reminders?
Yes. Unpaid invoices and fees can trigger polite WhatsApp reminders with a payment link, stopping as soon as the customer pays. Gyms, institutes and service businesses use this to collect on time without awkward phone calls. Reminders stay polite, and they stop the moment the customer has paid.
Do you train our team?
Yes. After setup we run a short session on the shared inbox, assigning chats, notes, saved replies and when to take over from the AI. Most teams are comfortable within a day. We also leave a one-page guide for new staff who join later. Questions after that are welcome.
How do we know automation is working?
We track first-reply time, how many enquiries get a follow-up, how many book or buy, and how many leads go cold. These show up in the Marketiism app, and we review them with you after the first month. Good automation shows up as fewer lost leads.
Can we change the flows later?
Yes. Flows are readable steps, so you or your office manager can change wording or delays yourself. Bigger changes, such as a new product line or a new team, can come to us. Automation should change as your business does, not stay frozen. We show you how during training.