Inbound qualified lead (form)
Hi {{nome}}! I saw you downloaded {{material}}. Two questions so I can point you to the right person: 1) What is your role at {{empresa}}? 2) What is your biggest challenge in {{area}}?
📣For Marketing agencies
WhatsApp CRM for Marketing Agencies
A stalled proposal is a lost proposal: pipeline with open value, alerts for days-in-stage and automatic approval follow-up.
Marketing agencies: real pain points
Recognize any of these problems?
1
The client sends a request at 10pm to the personal WhatsApp of whoever runs the account
2
Creative approval drags because it gets lost in email
3
A proposal forgotten in follow-up and the lead goes cold
4
A meeting booked and nobody put it in the calendar
Ready-made templates for Marketing Agency
4 ready-to-use messages
Copy and paste into CRPRO — variables between {{}} are filled in automatically with the contact's data.
Sending a proposal with follow-up booked
All set, {{nome}}! Proposal for {{servico}} as a PDF: {{link}}. We agreed to talk again within {{prazo}}. Can I clear anything up now?
Creative approval
Hi {{nome}}! The creative for the {{data}} post is ready. Please review: {{link}}. Approval by {{prazo}} so we can publish on time. 👍 or changes?
Monthly report
Hi {{nome}}! Your {{mes}} report is ready: {{link}}. Highlights: {{principais_metricas}}. Shall we book the review call? I have slots at {{horarios}}.
Frequently asked questions
Marketing Agency: questions about WhatsApp CRM
How do I split conversations across the agency team?▾
Every client has an owner (the account manager). Designers, social and dev see the conversations of the clients they work on. Assignment is automatic per account.
The client wants fast approval — how do I speed it up?▾
Approval templates on WhatsApp plus a direct link to Google Drive/Figma. The client approves with a 👍 or asks for a change. It cuts approval time from 3 days to hours.
Is there a proposal pipeline?▾
Yes, a kanban: prospect → meeting booked → proposal sent → negotiation → won/lost. Each stage has an automatic follow-up template.
Does it work for an agency with clients abroad?▾
Yes, official WhatsApp for business works globally. Templates in English and Spanish are approved by Meta too. But Meta’s cost varies by the recipient’s country.
Comparing WhatsApp CRMs?
See how CRPRO compares with the most searched options on the market.
WhatsApp CRM for other industries
CRPRO adapts to the routine of every kind of business. See other industries:
By profession
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Marketing Agency: start using CRPRO today
Multi-agent inbox, AI, kanban, and the official Meta API. R$ 249,90/mo or R$ 499,90 with AI — try free for 7 days, no card required.
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