WhatsApp CRM & Automation

Turn WhatsApp Conversations into Customers

Manage leads, automate follow-ups, run campaigns and send quotations and invoices, all from one powerful CRM.

Start FreeBook a Demo
  • Easy to set upNo coding required
  • Built forlocal businesses
  • Works onweb & mobile
PMPriya Mehtaonline
Hi! Do you have a 3-seater sofa? Can you share the price?10:24
Hi Priya! 👋 Yes, we have 3-seater sofas. Here are some options for you.10:25
Modern Sofa₹25,000View detailsL-Shape Sofa₹38,000View details
Looks good. Can you send me a quotation?10:27
Automated Follow-upsDay 1, Day 3, Day 7
WhatsApp CampaignsOffers, updates, new arrivals
Send QuotationsDirectly on WhatsApp
Generate InvoicesAnd close the sale
A Real Customer Journey on WhatsApp

From First Message to Final Sale

See how SmartyD turns WhatsApp conversations into customers, step by step.

  1. 1The problem (what happens now)

    Leads get lost in chats.

    Customers message you on WhatsApp, but it's hard to keep track. Important enquiries get missed and follow-ups are forgotten.

    • Messages mixed with personal chats
    • No proper follow-up
    • Customer details not saved
    • Leads get lost
    PMPriya Mehtalast seen 2 days ago
    Hi! Do you have this sofa in 3-seater?10:04
    Yes, we have it. Which colour are you looking for?11:52
    Grey. Can you share the price and some photos?11:58
    2 days later
    Hello? Still waiting for the price 😕09:15
    So many messages…
    Which customer was this?
    Did I send the price?
    I forgot to follow up!
    3737 unread chats. Customers, suppliers, staff and family, all in one phone.
  2. 2Lead captured in CRM

    Every enquiry becomes an organised lead.

    As soon as a customer messages, SmartyD captures the enquiry in your CRM. You get a complete view of the customer, enquiry details and next steps.

    • Customer details auto-saved
    • Enquiry recorded in CRM
    • Set lead status and assign a team member
    • Never miss a follow-up
    PMPriya Mehtaonline
    Hi! Do you have this sofa in 3-seater?10:04
    Yes, we have it. Which colour are you looking for?10:05
    Grey. Can you share the price and some photos?10:06
    Lead saved to SmartyD CRM · Assigned to Rahul

    New Lead Captured

    +91 98XXX XX210Priya MehtaNew EnquiryJust now
    Enquiry
    3-seater sofa, grey
    Source
    WhatsApp
    Assigned to
    Rahul (Sales)
    Next follow-up
    Today, 12:00 PM
  3. 3Automated chatbot

    Let automation handle routine enquiries.

    SmartyD WhatsApp bots greet the customer, share relevant options and collect important details automatically.

    • Instant welcome message
    • Guide customers with options
    • Collect customer information
    • Replies even when you're busy
    PMPriya Mehtaonline
    Hi21:40
    SmartyD auto-replyHi Priya 👋 Thanks for reaching out to Urban Nest Furniture. How can we help you today?21:40
    View productsGet price quoteBook a visitTalk to team
    Get price quote21:41
    SmartyD auto-replySure! Please share your name and budget, and Rahul will send a quote in the morning.21:41

    Chatbot Flow Builder

    Live
    Customer message“Hi”
    Send welcome messageHow can we help you today?
    View productsSend catalogue
    Get price quoteCollect name & budget
    Book a visitCheck availability
  4. 4Follow-up automation

    Follow up without relying on memory.

    Set up automatic follow-ups so customers receive timely messages based on your configured schedule and lead status.

    • Time-based follow-ups
    • Status-based messages
    • No manual reminders needed
    • Interested leads stay warm
    PMPriya Mehtaonline
    Here are 3 grey 3-seater options for you 🛋️Mon
    Tuesday
    Automated follow-upHi Priya! Just checking if you had a chance to view the sofa options we shared earlier? Let us know if you need any more details 🙂11:00
    View sofa options
    Yes! I liked the second one.11:24

    Automated Follow-up

    Active
    Trigger
    Lead status: New enquiry
    Send after
    1 day without a reply
    Message
    Follow-up template
    Audience
    All new sofa enquiries
    Status
    Running
    120Leads98Sent72Delivered28Replied

    Sample figures for illustration only.

  5. 5WhatsApp campaigns

    Reach the right customers with offers.

    Send updates, new arrivals, festival offers and announcements to opted-in customers using WhatsApp campaigns.

    • Use approved message templates
    • Choose your customer audience
    • Send offers, new arrivals and festival messages
    • Track delivery and responses
    PMPriya Mehtaonline
    CampaignFestive Offer10% off on sofasTill Sunday · In-stock sofas🎉 Festive special at Urban Nest!Get 10% off on in-stock sofas till Sunday. Visit our store or reply here for details.10:00
    See offer
    Is the offer on the grey 3-seater too?10:12

    Create Campaign

    Message template

    Festive Offer – Sofas

    Select audience

    All customers (320)Sofa enquiries (120)Repeat customers (85)

    Schedule

    Send nowSchedule for later
    Festive Offer10% off on sofasTill Sunday · In-stock sofas Send on WhatsApp

    Sample figures for illustration only.

  6. 6Quotation & invoice

    Create and send quotations from CRM.

    Prepare professional quotations and invoices directly from SmartyD and send them to customers through WhatsApp.

    • Create quotations with products and prices
    • Generate invoices
    • Send directly on WhatsApp
    • Keep records in CRM
    PMPriya Mehtaonline
    What will be the final price with delivery?10:14
    Quotation_QT-1042.pdf1 page · PDFHi Priya, here is the quotation for the 3-seater sofa as requested.10:21
    Let me know if you have any questions 🙂10:21
    Looks good, please confirm the order!10:40

    Quotation Builder

    QT-1042

    Customer

    Priya Mehta (+91 98XXX XX210)

    Items

    Oslo 3-seater sofa, greyQty: 1₹38,500
    Festive offer
    −₹3,850
    Delivery & install
    ₹1,000
    GST (18%)
    ₹6,417
    Total
    ₹42,067
    Send on WhatsApp
  7. 7Invoice & sale

    Move from enquiry to sale in one workflow.

    Once the customer confirms, generate an invoice, share it on WhatsApp and close the lead in your CRM.

    • Generate and send invoices
    • Update lead status to “Won”
    • Keep all customer history in one place
    • Build long-term customer relationships
    PMPriya Mehtaonline
    Invoice_INV-2087.pdf1 page · PDFThank you, Priya! Here is your invoice for the 3-seater sofa.10:46
    We'll share the delivery details soon 🙂10:46
    Thank you! 🙏10:47
    Lead WonPriya Mehta · +91 98XXX XX210
    Status
    Converted
    Quotation
    QT-1042.pdf · ₹42,067
    Invoice
    INV-2087.pdf · Sent
    Next step
    Delivery on Monday
    View customer history
One Complete WhatsApp Journey

Turn WhatsApp Chats into Customers

From the first message to the final sale, manage it all with SmartyD. Leads, follow-ups, campaigns and quotations from one dashboard.

Start FreeBook a Demo
Pricing

Simple Yearly Pricing. No Surprises.

Billed yearly. Prices shown are before GST.

Need more than one tool? See the all-in-one Suite plans and save.

Common Questions

Straight answers before you commit.

Ready to turn WhatsApp into your top sales channel?

We handle setup, compliance, and campaign strategy. You focus on fulfilling orders.

No long-term lock-in Setup in 3–5 days Meta-compliant campaigns

WhatsApp is a trademark of Meta Platforms, Inc. We are an independent third-party service provider and are not affiliated with, endorsed by, or in any way officially connected to Meta.