WhatsApp lead management workflow
- 01
Capture leads
Collect numbers from ads, landing pages, events. Import into WhatSender Pro contact manager.
- 02
Validate numbers
Run number filter to remove invalid entries and duplicates before first contact.
- 03
First outreach
Send personalized intro with merge tags. Use Safe Mode and conservative delays for new numbers.
- 04
Automate follow-up
Schedule day 2, day 5, day 10 follow-ups for non-responders automatically.
- 05
AI qualify & hand off
AI auto reply asks qualifying questions; hot leads trigger “agent” alert to sales team.
Frequently asked questions
Can WhatSender Pro work as a WhatsApp CRM?
WhatSender Pro includes contact management, segmentation, campaign history, and API integration — serving as a lightweight WhatsApp CRM. For full CRM features, sync via REST API to HubSpot, Salesforce, or your custom system.
How do I manage WhatsApp leads at scale?
Import leads in bulk, validate numbers, segment by source, automate follow-up sequences, and use AI reply for initial qualification — all within WhatSender Pro on your Windows PC.