LeadSpidey
Our product, ready to use
If you want inbound WhatsApp and email leads answered, qualified and booked in a standard flow, LeadSpidey, our AI SDR product, does that today and is quicker to start with.
Visit LeadSpideyWhatsApp lead automation
WhatsApp lead automation that answers every buyer in minutes.
Your buyers message on WhatsApp; answer them like it matters. We build WhatsApp lead automation on the WhatsApp Business Platform: every enquiry answered quickly, asked your qualifying questions, written into your CRM and passed to a person when it is ready, with the whole conversation kept.
Fewer WhatsApp enquiries lost to slow replies, and a pipeline you can actually see.
You’ll recognise this
- Enquiries sit in one salesperson’s personal WhatsApp, invisible to everyone else.
- After-hours messages get a reply the next morning, if at all.
- Nobody can say how many WhatsApp leads came in last week, or what happened to them.
- Ad leads that click “Send message” land in a chat with no source attached.
01 The business problem
The channel your buyers prefer is the one you can’t see.
In many markets, and in most consumer-facing service businesses, the first message a buyer sends is on WhatsApp. It is fast for them and informal, and it usually lands on a phone that belongs to one person on your team.
That is where pipeline disappears. Replies depend on who is free, conversations live outside the CRM, and when a salesperson leaves, their chats leave with them. Management sees revenue at the end of the month but not the enquiries that never got a second message.
Automating WhatsApp is not about sending more messages. It is about answering every enquiry properly, recording what was said and making sure a person picks up the right ones at the right moment.
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Lever 01
Speed to reply
A useful first reply in minutes, at any hour, before the buyer messages the next business on their list.Moves: Enquiry-to-conversation rate -
Lever 02
Nothing dropped
Every enquiry has an owner and a next step, so conversations stop dying in someone’s phone.Moves: Leads followed up -
Lever 03
Visible pipeline
WhatsApp leads, sources and outcomes in your CRM, so you can see what each campaign actually produced.Moves: Forecast accuracy
02 In your business
What this looks like on an ordinary week.
Three situations owners tell us about, and what changes once this is in place.
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Scenario 01
Twenty chats on one phone
Say your best salesperson’s phone holds every WhatsApp enquiry. They are on leave for a week, and the chats pile up with nobody else able to see them.
With it in place: Every chat lands in a shared inbox tied to your CRM, assigned to whoever is working, with the history visible to the team.
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Scenario 02
A click-to-WhatsApp ad at midnight
Say your Meta ad sends people straight to WhatsApp. Most of them message in the evening, when nobody is on shift, and by morning half have stopped replying.
With it in place: They get an instant, useful reply with your first questions, and qualified chats are waiting for the team at nine.
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Scenario 03
“Which campaign was that?”
Say your ads team asks which campaign produced last month’s best clients. The chats are on phones, and nobody tagged where they came from.
With it in place: Every chat carries its source into the CRM, so you can see which campaigns bring paying clients.
03 Who it is for
For businesses where WhatsApp is the front door.
A good fit when
- A large share of your enquiries already start on WhatsApp.
- You run click-to-WhatsApp or Meta ads and can’t see what they produce.
- Several people answer leads and nobody owns the full picture.
- You need the conversation history in your CRM, not on a phone.
Probably not when
- You want to send bulk promotional broadcasts to bought lists.
- WhatsApp is a small side channel for you and email works well.
- You need a quick chatbot widget rather than a sales workflow.
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Founders of B2B service firms
You founded a B2B service business, and sales and delivery have outgrown your inbox, your memory and your best salesperson’s phone.
You watch: Pipeline, win rate and revenue per person
What changes: Every lead answered and followed up, a pipeline you can believe, and growth that doesn’t need a new hire for every few clients.
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Owners of local & consumer service businesses
You run a travel agency, clinic, real estate brokerage, training business or similar, where customers arrive on WhatsApp, calls and ads, often out of hours.
You watch: Enquiries answered, bookings and repeat customers
What changes: Every enquiry answered in minutes, quotes followed up until customers decide, and a team that spends its day on the customers in front of it.
04 What we build
A WhatsApp sales channel your team can run.
WhatsApp Business Platform setup
A business number on the official API, message templates prepared for approval and shared access for your team, without anyone’s personal phone.Instant first reply
Each new chat answered in minutes with a reply that fits the enquiry, not a generic “thanks, we’ll be in touch”.Qualification in conversation
Your questions about need, timing, budget or destination asked naturally, one at a time, with answers stored as fields.Routing and handover
Qualified chats assigned by service, region or language of enquiry, with a clean handover to a person in the same thread.CRM sync
Contact, source, answers and the full transcript written to your CRM record, deduplicated against people you already know.Reporting by source
Enquiries, response times, qualified leads and outcomes by campaign and by salesperson, in one view.
05 How it works
From the first message to a booked call.
- Step 01
Enquiry arrives
From a click-to-WhatsApp ad, your website button, a QR code or a saved number, with the source captured where it exists. - Step 02
Answered and qualified
A reply within minutes, then your qualifying questions, adapting to what the buyer says rather than following a rigid script. - Step 03
Logged and routed
The lead and transcript written to the CRM and assigned to the right person, with a notification they can act on. - Step 04
Handover or follow-up
A person takes over the thread, or a timed follow-up goes out if the buyer goes quiet, within WhatsApp’s messaging rules.
- Click-to-WhatsApp ads
- Website button
- QR codes
- Direct messages
WhatsApp lead workflow
Built for one business, owned by it
- Qualified leads
- Assigned owner
- CRM record
- Source reporting
06 Project process
Discovery, build, launch, then better.
Phases, not promises. Each step is decided on what the previous one showed.
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01
Week 1
Workflow and number
Map how enquiries arrive and who answers them, choose the number and prepare message templates for approval.
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02
Weeks 2–4
First flow live
Replies, qualification and CRM sync running on one entry point, with a person reviewing conversations.
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03
Weeks 5–8
Routing and follow-up
Assignment rules, timed follow-ups and reporting by source added once the first flow is working well.
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04
Ongoing
Tune on real chats
Questions, replies and routing refined from real conversations and the leads that went on to buy.
Works with
- WhatsApp Business Platform
- Meta lead ads
- Click-to-WhatsApp ads
- HubSpot
- Zoho CRM
- Pipedrive
- Google Sheets
- Google Calendar
- Calendly
- Slack
07 Proof
Built and run in-house first.
We run the same kind of system on our own business before we build it for anyone else.
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LeadSpidey · AI SDR for inbound leads
Our AI SDR answers inbound leads on WhatsApp and email, qualifies them in conversation and books the meeting.
In-house product engineering case study
LeadSpidey: building an AI SDR for inbound leads
How we built an AI agent that answers every inbound lead on WhatsApp or email, qualifies it in conversation and books the meeting, with people in control.
Read the case study
08 Cost and engagement
What decides the cost.
Every engagement starts with a short, fixed scoping sprint that ends in a written scope, so you know what the first build takes before you commit to it.
- How many entry points feed WhatsApp: ads, website, QR codes, several numbers.
- Whether replies are rule-based, AI-written or a mix, and how much review they need.
- The CRM you use and how much of the conversation it has to hold.
- Routing complexity: teams, regions, languages of enquiry and working hours.
- Follow-up sequences and the message templates they need approved.
- WhatsApp’s own conversation charges, which Meta bills to you directly.
09 Build, buy or connect
The WhatsApp app, an inbox tool or a custom build.
Three honest ways to run WhatsApp leads, and when each is the right one.
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The WhatsApp Business app
Best when: one person answers a few chats a day
Free and simple, but tied to one phone, with no team inbox, automation or CRM sync.
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A WhatsApp inbox product
Best when: a standard shared inbox and chatbot is enough
Tools such as Wati or Respond.io give a team inbox and simple flows quickly, on their own data model and plans.
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A Scribbify build
Best when: WhatsApp has to fit your CRM, routing and rules
Built on the official platform in your own Meta account, with qualification, routing and every chat on the CRM record.
A Scribbify build
Custom workflows, integrations and dashboards
We build custom when WhatsApp has to fit your own CRM, several brands or numbers, booking rules, payment links or approval steps a product can’t accommodate.
Automate your WhatsApp leads10 Questions
Before you write.
Do we need the WhatsApp Business API, or is the WhatsApp Business app enough?
The app is fine for one person answering by hand. Automation, shared team access and CRM sync need the WhatsApp Business Platform (the API). We set it up on your own Meta business account, so the number and the history stay yours.
Can we keep our existing WhatsApp number?
Usually yes, but a number used on the WhatsApp app has to be migrated to the platform, and the app can no longer be used on it afterwards. We check this with you before anything moves, and some businesses choose a new number for sales.
Will the replies sound like a bot?
They shouldn’t. Replies are written in your voice, one question at a time, and react to what the buyer says. Anything sensitive, such as quotes or commitments, goes to a person.
Can we message leads after they go quiet?
Within 24 hours of their last message you can reply freely. After that WhatsApp requires an approved template, so follow-ups are written as templates and sent only to people who contacted you.
Which CRMs can this connect to?
We connect to CRMs with a usable API, including HubSpot, Zoho CRM and Pipedrive, and to custom CRMs we build. If your leads live in spreadsheets today, we can start there.
Should we use LeadSpidey instead?
If your flow is a standard inbound one, yes: LeadSpidey answers, qualifies and books on WhatsApp and email today. A custom build makes sense when the workflow depends on your own systems or rules.
How long does setup take?
The first flow is usually live within a few weeks. Meta business verification and message template approval are set by Meta and can add days, so we start them in the first week.
Automate your WhatsApp leads
Every WhatsApp enquiry answered and on the record.
Tell us where WhatsApp enquiries come from today, who answers them and what CRM you use. A partner replies within one business day.
- A partner reads every enquiry
- A 45-minute working call
- A written scope you can decide on
Or write to us at [email protected]
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