Where it breaks today
Leads decay in the gap between channels
A lead messages on WhatsApp, a different rep answers, and the account owner never learns about it.
Calls happen on personal mobiles, so there is no recording, no transcript and no CRM activity.
Out-of-hours enquiries wait until morning, by which time the buyer has spoken to someone else.
Forecasting runs on manually logged activity, which is always incomplete and always late.
How whtapis runs it
What this team gets
Click-to-WhatsApp from the CRM
Start a compliant thread or a voice call from the record the rep is already looking at.
Owner-aware routing
Named owner first, with territory, language and shift fallbacks you configure.
Recording and transcripts
Every call recorded, transcribed and searchable, with retention rules per region.
AI qualification
Budget, authority, need and timing captured in conversation and written to the record.
Meeting booking
Calendar availability offered inside the thread, with reminders on the same channel.
Pipeline reporting
Conversations, calls and meetings by rep, team, source and campaign.
Speed
First response and speed to lead
Activity
Calls, threads and meetings per rep
Outcome
Conversion by source and by channel
The measures the platform reports on. Targets are set with you during onboarding.
The team using it
The rep who owns the account.
Buyers reach the person who knows their file, and that person never has to log the call by hand.
Placeholder frames — drop your own photographs in.
Other use cases