Lead Qualification
Collect the information your team needs before a person spends time reviewing the request.
Routing and Notifications
Route WhatsApp requests to sales, support, operations, or management based on rules and priorities.
CRM and Reporting
Keep conversations connected to leads, customer records, follow-up tasks, dashboards, and reports.
Use Cases
WhatsApp workflows we can automate
WhatsApp is often where the sale starts. Automation helps make that first contact more organized and measurable.
Lead intake and service classification
Ask key questions, classify the request, identify the service needed, and create a clean record for follow-up.
Appointment and quote requests
Route appointment requests, quote inquiries, and customer details to the correct team with alerts and tasks.
Customer support and ticket routing
Create support tickets, categorize requests, notify responsible users, and keep a traceable history.
Dashboards and follow-up reports
Measure response times, lead sources, request types, pending follow-ups, customer service volume, and team activity.
Work Method
How we automate WhatsApp for your business
We start by mapping the real conversations your customers have with your team and where the process slows down.
Conversation mapping
We review common questions, lead types, service categories, response times, team responsibilities, and manual steps.
Workflow and integration design
We define triggers, rules, user assignments, CRM fields, alerts, dashboards, and reporting needs.
Implementation and testing
We build the workflows, connect systems, test scenarios, validate notifications, and prepare monitoring.
Launch and improvement
We monitor real conversations, adjust rules, train your team, and improve the workflow based on results.
FAQ
Common questions
What WhatsApp workflows can AstraSoftCR automate?
We automate lead capture, first-response flows, routing by service type, internal notifications, follow-up reminders, CRM updates, appointment requests, support tickets, and reporting.
Can WhatsApp automation connect with my CRM?
Yes. We can connect WhatsApp workflows with a custom CRM, existing CRM, spreadsheets, dashboards, forms, email alerts, and other internal systems.
Can automation help my business respond faster on WhatsApp?
Yes. WhatsApp automation can collect key information, classify the request, notify the right person, create tasks, and reduce the time between first contact and follow-up.
Is WhatsApp automation only for sales?
No. It can support sales, customer service, appointment coordination, order updates, internal requests, support cases, and operational notifications.
From Costa Rica to all of Latin America
We work with companies in Costa Rica and across the region: remote collaboration, meetings in your time zone, and support in Spanish and English.
How we work across the region