Service

CRM + WhatsApp Business API

Structured sales process, conversations that convert

Direct integration with the official WhatsApp API inside an intelligent CRM. Centralises support, organises the funnel and frees the commercial team.

Context

If leads arrive via WhatsApp and get lost in individual salespeople chats, you do not have a marketing problem — you have a commercial structure problem.

Most companies in Portugal and the Portuguese-speaking market receive high volumes of leads directly through WhatsApp. The problem is rarely a lack of contacts — it is the absence of a system that organises that flow.

We implement a CRM integrated with the official WhatsApp Business API — the version approved by Meta, not an unofficial extension that risks being blocked. Inside the CRM, each conversation becomes a tracked opportunity, follow-ups can be automated and metrics appear in real time.

The result is less disorganisation, more conversion and a sales team that spends time closing instead of searching for conversations on personal phones.

How we work

Support centralisation

All conversations in a single panel, accessible to the entire commercial team, with full history per contact.

Automatic follow-ups

Sequences that recover forgotten leads, automatic reminders and notifications — without depending on anyone’s memory.

Organised funnel

Each lead moves through clear funnel stages. You know where every opportunity stands at any moment.

AI in support

Integration with AI agents for initial qualification, frequent question responses and intent-based routing.

Expected outcomes

  • More control over the sales process
  • Higher conversion rate
  • Less lead disorganisation
  • Real-time metrics for decision-making

Frequently asked questions

Can I keep my current WhatsApp number?

In most cases yes, through a migration process to the official API. The number stays, the structure behind it changes.

Is the official API paid?

Meta charges per conversation initiated, at accessible rates. We present the estimate before implementation based on your current volume.

How does AI fit into support?

Typically with an agent that qualifies the lead in the first few minutes — collects basic information, identifies purchase intent and routes to the right person on the team.

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