Marketing agencies

WhatsApp CRM for Marketing Agencies: Ad leads are only worth what your follow-up makes of them.

Agencies spend a client's ad budget to create enquiries, then watch them go cold in a spreadsheet. Responseify brings Click-to-WhatsApp and Meta Lead Ads leads into one WhatsApp inbox, tags every lead by campaign, replies in the first minute, and keeps the follow-up going until someone picks up the call.

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BR
Brightline Digital
online
EXAMPLE CONVERSATION
Saw your ad. I run a coaching centre and want more enquiries.
10:24
✨ AI
Thanks for reaching out. Which city, and roughly how many enquiries do you get a month now?
10:24
Pune. Around 30.
10:25
Got it. Priya from our team will call you tomorrow at 11 AM. Does that work?
10:26
Type a message

Example conversation. The business and the people in it are invented to show how a chat can flow, not a real customer.

Instant
first reply, day or night, with AI Auto-Reply
10
pipelines on Growth — one per client or campaign
Unlimited
contacts on every plan; on Free, up to 100 until a WhatsApp number is connected

From ad click to a lead your client can close

WhatsApp
Direct message
Click-to-WhatsApp ad
Instagram · Facebook
Meta Lead Ad
Form sync
Website form
On your site
QR code
Store · print · board
Referral
Word of mouth
all open a chat in
One WhatsApp inbox
Your whole team, one number

Illustrative mockup with example figures, not customer results.

Land every lead from every campaign in one place

  • Click-to-WhatsApp ads from Facebook and Instagram open a real conversation instead of a form nobody answers.
  • Meta Lead Ads sync straight into the CRM, so no lead waits in an export.
  • QR codes and click-to-chat links for print, hoardings and landing pages start a chat with the source already tagged.
  • Import an existing lead sheet with CSV contact import, with tags and custom fields kept.

See what actually turns marketing agencies enquiries into revenue

  • See which channels and campaigns produce enquiries that actually close, and put your budget there.
  • Track response times per agent, so a slow reply is something you can fix rather than guess at.
  • Find the stage where enquiries stall and fix that one step instead of chasing everything.
  • Measure broadcast reach and replies to sharpen the next campaign.
Lifecycle
Conversion
28%
Avg. time
3d 20h
Drop-off
12%
2,940
Enquiry
2,176
Qualified
1,499
Visit
823
Closed

Illustrative mockup with example figures, not customer results.

Everything included, whatever you sell

The same platform underneath every industry — you just switch on the parts that fit how you work.

Shared team inbox

Every enquiry, whatever the source, in one queue — with the whole team on one WhatsApp number.

AI Auto-Reply

Answers the repetitive questions in seconds, day or night, then hands over to a human.

Automations

When this happens, do that — reply, tag, route, remind. Set once, runs on every conversation.

Sales pipelines

Track every enquiry through your own stages, so nothing sits untouched for a week.

Broadcasts

Send to a segment, not your whole list — by tag, stage or custom field.

Analytics

Conversion, time-to-close and drop-off by stage, plus response times per agent.

Transparent per-message rates

Meta’s category rates shown up front, billed directly by Meta to your own account — no hidden markup, no platform fee.

Reliable delivery

Failed sends retry automatically instead of silently disappearing from a campaign.

Security & access control

Roles inside your account, audit logging on Business and above, and data export on Growth and above.

Automations agencies switch on first

Each one is a rule you switch on once — it then runs on every conversation without anyone remembering.

WhatsApp automations for marketing agencies
When this happensResponseify does this
A lead arrives from a Click-to-WhatsApp adSend an instant reply, ask the qualifying questions and tag the lead by campaign
A Meta Lead Ads form is submittedCreate the contact, assign it to the client's team and start the conversation on WhatsApp
A lead has not replied for 3 daysSend a follow-up using an approved template
A lead is marked QualifiedMove the deal to the next pipeline stage and tag the contact

Want these set up with you? Book a free demo or see how automations work.

Questions marketing agencies teams ask

Can I keep each client's leads separate?

Yes. Give every client or campaign its own pipeline and its own tags. On the Growth plan you get 10 pipelines, so each client can have a board of its own.

Do Meta Lead Ads leads reach WhatsApp automatically?

Meta Lead Ads sync into the CRM as contacts, and you can start the conversation from there. Remember that WhatsApp messages need an approved template when the customer has not messaged you in the last 24 hours.

Can I see which campaign a lead came from?

Tag leads by campaign when they arrive, using the ad source, a QR code or a click-to-chat link. You can then filter the inbox and the pipeline by that tag.

Can I message people who filled a form?

Send only to people who have opted in to hear from you on WhatsApp. Every broadcast uses a Meta-approved template and customers can opt out, which protects your number's quality rating.

Do I need the WhatsApp Business API to use Responseify for marketing agencies?

Yes. Responseify connects your business number to the WhatsApp Business API through Meta, which is what lets several people reply from one number and lets you send approved template messages. You connect the number yourself during setup, and the Help Center walks through each step.

Can my whole team reply from one WhatsApp number?

Yes. Every chat arrives in a shared inbox, is assigned to one teammate, and keeps its full history when it is reassigned. How many teammates are included depends on the plan; the pricing page lists it.

Is there a free plan?

Yes. The Free plan does not expire and needs no credit card. Paid plans add more teammates, AI Auto-Reply and higher limits. See the pricing page for what each plan includes.

What does it cost to send WhatsApp messages?

Meta charges for messages by category and bills your own WhatsApp Business account. Responseify adds no markup. Use the WhatsApp cost calculator to estimate a month of messages.

Start free, on your own marketing agencies enquiries.

Connect your WhatsApp number and run a week of real conversations through it before you pay anything.

Get started free →

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Templates, tools and guides for marketing agencies