For sales teams
Turn WhatsApp conversations into organized sales follow-ups.
Help sales teams capture incoming interest, keep conversation ownership clear, automate routine follow-ups, and connect buying conversations to catalog and payment workflows.
What your team can do
- Keep leads, conversations, and sales context in one shared workspace.
- Use reminders and workflows to make follow-up timing more consistent.
- Guide buyers from product discovery to payment without losing the conversation.
A practical workflow
How to get started
Start with one focused customer moment, configure the workflow, and test it before rollout.
- 01
Capture and qualify
Collect lead details through WhatsApp conversations, forms, or embedded signup workflows.
- 02
Assign and follow up
Use the team inbox, reminders, and automated rules to keep the next action visible.
- 03
Move toward purchase
Share product information, support commerce journeys, and send payment links when the workflow requires them.
Relevant capabilities
Explore the features behind this solution
Frequently asked questions
Can multiple sales agents manage WhatsApp leads?
WACM includes a team inbox designed to help teams work from a shared view of customer conversations.
Can I automate sales follow-ups?
Use reminders, chatbots, and AI Flow Builder workflows for repeatable follow-up and qualification steps. Configure and test each workflow for your business process.
Can customers receive payment links on WhatsApp?
WACM includes commerce and payment lifecycle capabilities. Confirm your payment-provider setup and applicable plan before going live.
See the right WhatsApp workflow for your business.
Book a conversation with the WACM team to review your current process and the features that support it.
Book a free demo