WhatsApp CRM setup

Every WhatsApp enquiry captured, followed up, and in your CRM

Most South African businesses run on WhatsApp. That is where your leads arrive — and where most of them quietly die. A message arrives at 7pm, nobody replies until the next morning, and the customer has already booked someone else. We wire WhatsApp into a CRM so every enquiry becomes a tracked record with an owner and a follow-up.

Ballito & Durban · On-site across KZN · Engineers on your floor, not a call centre

Where the time actually goes

Every one of these costs the same thing: hours that buy nothing.

Enquiries die overnight

A quote request lands at 19:00. It gets read at 08:00 — if at all. By then the customer has spoken to two competitors. An out-of-hours auto-reply costs nothing and answers in seconds.

Nobody owns the follow-up

Messages sit in one person's phone. If they are sick, on leave, or simply busy, those leads are lost with no record that they ever existed.

Rekeying into the CRM by hand

If you use a CRM at all, someone is copying messages across by hand. That is the step where data gets lost and follow-ups get forgotten.

No idea what came in

You cannot tell which enquiries turned into revenue, because the first conversation happened in a chat app and never touched your systems.

What's included

Scoped to what your operation actually needs.

Auto-reply on WhatsApp Business so nobody waits overnight for an answer

Every enquiry captured as a structured record with a name, number and source

Lead source and UTM tracking, so you can see which enquiries turn into revenue

Follow-up sequence for quotes and enquiries that go quiet

Sync into the CRM you already use — or a lightweight one if you do not have one

Hand-off rules for busy periods, after hours and no-answer scenarios

What else we build

The same six capabilities we deliver on-site across KZN.

AI Integration

Embed AI into the tools you already use — as a working layer, not another dashboard.

Workflow Automation

Map end-to-end processes and eliminate the manual handoffs between them.

Custom Tools

Internal dashboards, calculators and trackers built to fit exactly how you operate.

Agentic Solutions

Autonomous agents that monitor, act and escalate without being asked.

WhatsApp CRM

Automated replies, lead capture, follow-up and CRM sync where your customers already are.

Knowledge Base & SOPs

Documented, searchable operational knowledge your whole team can use.

How we work

Four steps, starting with a two-day assessment that tells you what to fix first.

  1. Discovery & Audit

    We spend time in your business, map the manual drag, and quantify what it costs you in hours and rands.

  2. Automation Blueprint

    An ROI and KPI-mapped plan: what gets automated, in what order, and why.

  3. Build & Integration

    Our engineers build and integrate — inside the tools you already use, not around them.

  4. Deployment & Scaling

    Ship, train your team, and scale what works. Ongoing ownership runs on the Embedded Retainer, from R65,000 a month.

What this looks like when it works

We only publish results we can evidence.

Midlands Berry Farm

A 60-person operations team came to us with onboarding that took four weeks. We documented the operation and built a knowledge base the whole team could use. Onboarding dropped to four hours — 3x faster, 40% more time saved, and answers available at any hour.

Read the case study

Questions people ask first

Do we need a WhatsApp Business Account?

Yes. A WhatsApp Business Account is required. If you do not have one, we set it up as part of the build.

Is this legal to message customers on WhatsApp?

Yes, where they have asked to hear from you. We build the consent capture into the flow rather than messaging people who have not opted in — that is both the correct way to build it and the only way that survives scrutiny.

Will it work with the CRM we already use?

Yes, for the major South African and international platforms. We confirm what you run before scoping anything.

How long does the build take?

Typically two to three weeks from kick-off, including testing.

What does it cost?

Most builds are a First-Win Build Sprint — three weeks, one workflow, live and handed over — at R65,000 to R75,000. If you are not sure which workflow is worth building first, the Operational Drag Assessment is R12,500 and comes with a one-page findings note.

Turning away WhatsApp enquiries while you sleep?

Book an Operational Drag Assessment and we will show you what your current enquiry flow is losing.

Book an Operational Drag Assessment