--- title: Marketing automation for WhatsApp and CRM url: https://www.caputagency.com/en/services/automation-ai/ language: en description: Marketing automation for WhatsApp and CRM with AI: automatic replies, wholesale lead follow-up and no lost leads. Get your free diagnostic today. --- # WhatsApp and CRM automation so no lead gets lost We connect your WhatsApp Business to a CRM and AI-powered automatic replies so no inquiry goes unanswered. It's for companies that get a lot of messages, such as wholesalers and aesthetic clinics, and need to reply fast, follow up and know which inquiries turn into sales. [Get your free diagnostic](https://www.caputagency.com/en/free-marketing-audit/) · [Message us on WhatsApp](https://wa.me/5491164369687?text=Hi%2C%20I%20saw%20the%20automation%20page%20and%20I%27d%20like%20to%20organize%20my%20WhatsApp%20inquiries) ## Who it's for It's for businesses where sales happen on WhatsApp and inquiries get lost across chats, phones and people. - Wholesalers getting dozens of inquiries a day from resellers who can't answer them all. - Aesthetic clinics booking over WhatsApp that never follow up with people who asked and didn't book. - Sales teams sharing one number that don't know who served whom. - Brands paying for click-to-WhatsApp ads that can't measure how many chats become sales. - Companies answering the same questions about prices, shipping and hours every day. ## What's included A system that organizes conversations, answers the repetitive questions and tells you when to follow up. | Deliverable | What it includes | Timeline | | --- | --- | --- | | Process map | How inquiries arrive, get answered and close today, and where they're lost. | About 1 week | | WhatsApp Business and API | Number, catalog, labels, hours and multi-user access. | About 1 to 2 weeks | | --- | --- | --- | | AI automatic replies | Answers to frequent questions using your real data, with a handoff to a person when needed. | About 2 to 3 weeks | | CRM | Every inquiry as a contact with a status: new, in conversation, quoted, sold. | About 1 to 2 weeks | | --- | --- | --- | | Follow-up | Reminders and follow-up messages for people who asked and didn't buy. | Included | | Measurement | Inquiries by source, response time and closed sales. | Monthly | Approximate timelines; we confirm them in the proposal. ## How we do it A basic system runs in about 3 to 5 weeks; after that it's tuned every month with what your customers ask. 1. **Diagnostic**: We review your chats, your team and how you sell on WhatsApp today. Week 1 2. **Flow design**: We define replies, labels, statuses and when a person steps in. Weeks 1 to 2 3. **Setup**: We connect WhatsApp, the CRM and automatic replies. Weeks 2 to 4 4. **Team testing**: We test with real inquiries and train whoever answers. Weeks 4 to 5 5. **Monthly tuning**: We improve replies and follow-ups with the month's data. Monthly ## Real work We haven't published an automation case with figures yet: you'll see it once it's verified. These are real projects where the sales channel was part of the work. ### Dullyll · GREATING Distributor marketing for the GREATING brand, where the relationship with resellers is at the center of the sale. ### [Zummo](https://www.caputagency.com/en/portfolio/zummo/) Online store with a WhatsApp button and inquiry tracking from each product. ## What it costs We don't publish fixed prices. There's a setup cost and a monthly cost, depending on the number of users, message volume, the CRM you choose and how many automatic replies we build. Platforms such as the WhatsApp API or the CRM are paid directly to each provider. We fix it in the proposal after the free diagnostic. [Get your free diagnostic](https://www.caputagency.com/en/free-marketing-audit/) ## What we measure We measure that no inquiry gets lost and how many turn into sales. - First response time. - Inquiries without a reply or follow-up. - Inquiries that move to a quote and to a sale. - Source of every inquiry: ads, social, website or Google Maps. ## Frequently asked questions **How much does WhatsApp automation cost?** There's a setup cost and a monthly tuning and support fee, depending on users, message volume, the CRM and the automatic replies. Tools such as the WhatsApp API or the CRM are paid directly to each provider. After the free diagnostic we send a fixed proposal. **Will customers be talking to a bot?** Only for repetitive questions: prices, shipping, hours, sizes or how to buy. Replies use your real data and, when an inquiry needs a person, it goes to your team with the context already logged. The goal is to answer faster, not to hide the people. **How long until it works?** A basic system with WhatsApp, a CRM and frequent replies runs in about 3 to 5 weeks. The official WhatsApp API may require a Meta verification that adds a few days. After that we tune it every month with your customers' real questions. **What do I need to give you?** Access to your WhatsApp Business and Meta account, a list of frequent questions with correct answers, up-to-date prices and terms, and someone on your team to test the system with us. If you already use a CRM, we integrate it. **Is there a minimum term?** Yes, 3 months for the monthly tuning and support service, because replies and follow-ups improve with real use. The initial setup is paid once. The accounts, contacts and conversations are yours from day one. **Does it work for wholesalers with many resellers?** That's where it pays off most. We can separate new resellers from regular customers, send the catalog and volume terms automatically, and alert a salesperson when someone is ready to order. That way nobody waits a whole day for an answer. ## Keep reading - [All services](https://www.caputagency.com/en/services/) - [Meta Ads](https://www.caputagency.com/en/services/meta-ads/) - [Social media management](https://www.caputagency.com/en/services/social-media/) - [Marketing for fashion brands and wholesalers](https://www.caputagency.com/en/industries/fashion-brands/) - [Free marketing audit](https://www.caputagency.com/en/free-marketing-audit/) - [Pricing](https://www.caputagency.com/en/pricing/) ## Shall we talk about your sales? Tell us what you sell and to whom. We reply on WhatsApp within one business day. [Get your free diagnostic](https://www.caputagency.com/en/free-marketing-audit/) · [Message us on WhatsApp](https://wa.me/5491164369687?text=Hi%2C%20I%20saw%20the%20WhatsApp%20and%20CRM%20automation%20page%20and%20I%27d%20like%20to%20talk)