WhatsApp Sales Follow-Up Automation

I’m streamlining the sales side of my business and the priority is automating every WhatsApp follow-up that happens after a lead first makes contact.

Here’s what I need built and fully working:
• Automated messaging – once a prospect reaches a defined stage in my CRM, the system should trigger the correct WhatsApp response without manual input.
• Message scheduling – I want to set precise intervals (for example: 1 hour, 24 hours, 3 days) so reminders go out exactly when they’re most effective.
• Template messages – reusable, editable message blocks that keep brand tone consistent while allowing quick customisation for name, product, price, or deadline fields.

The workflow must connect smoothly with my existing sales process, so you may need to integrate the WhatsApp Business API (or a provider such as Twilio, MessageBird, Gupshup, etc.) with my CRM and any middleware like Zapier or Make. I’m open to whatever stack you find most reliable, provided it supports future volume growth and complies with WhatsApp policies.

Please factor in:
– Clear instructions so my team can adjust timing or copy without coding.
– A simple dashboard or report showing sent, delivered, and replied status for each follow-up.
– Basic testing to confirm messages reach both Android and iOS users.

Once delivered, I’ll test the full journey from new lead to final reminder; payment is released when every scheduled template fires automatically and tracking shows 100 % delivery inside WhatsApp. If you’ve already built similar flows, point me to a brief example when you reply.