Botmatrics
Sales Automation

Turn conversations into qualified opportunities.

Capture, qualify and follow up with leads automatically, so your sales team spends time on conversations that are ready to convert.

NE

New Enquiry

Automation active

Hi, I'm interested in your 2-bedroom listings in Dubai Marina.

11:02

Great choice. What's your ideal budget and move-in timeline?

11:02

Around 2M AED, looking to move in the next 2 months.

11:05

Thanks, I've assigned you to Sara from our sales team.

11:05
Lead workflow

Every lead follows the same reliable path.

No enquiry depends on someone remembering to reply, and no qualified lead waits for a free salesperson.

Enquiry received
Instant reply
Qualifying questions
Lead scored
Rep assigned
Follow-up scheduled
Capabilities

Everything your sales team needs on WhatsApp.

From the first enquiry through to a qualified conversation sitting in your CRM.

Lead capture

Catch every enquiry, whatever channel it arrives from.

  • Entry points from ads, website, QR codes and catalogue
  • Automatic first reply within seconds
  • Campaign and referral source saved on the contact
  • Contact record created without manual entry

Qualification

Ask the questions your team would ask, automatically.

  • Qualifying questions asked in conversation
  • Requirement, timeline and budget captured as fields
  • Leads scored and tagged from their answers
  • Out-of-scope enquiries filtered before reaching sales

Routing & assignment

Send each lead to the person best placed to close it.

  • Assignment by product, region or language
  • Round-robin distribution across the team
  • Reassignment when a rep is unavailable
  • Escalation rules for high-value enquiries

Follow-up

Stop losing deals to silence after the first reply.

  • Automated follow-up sequences per lead stage
  • Separate paths for replied and no-response leads
  • Reminders to reps on leads going quiet
  • Re-engagement of leads that went cold

Pipeline & CRM

Keep sales records accurate without double entry.

  • Lead status tracked from enquiry to close
  • Internal notes visible to the whole team
  • Two-way sync with your CRM
  • Full conversation history attached on handover

Sales reporting

See where deals come from and where they stall.

  • First response time by rep and by team
  • Conversion rate by lead source
  • Leads by stage and by owner
  • Drop-off points across the qualification flow
Use cases

What sales automation actually sends.

Each of these is a real message a lead receives, triggered by something they did.

Thanks for getting in touch! To point you to the right person, what are you looking for?

10:00

Instant lead response

Reply the moment an enquiry lands, before interest cools.

Fires the second a new enquiry arrives

Two quick questions: what timeline are you working to, and roughly what budget do you have in mind?

10:00

Lead qualification

Capture requirement, timeline and budget before a rep picks it up.

Runs before the lead reaches a salesperson

Thanks for reaching out from our ad. Is this for yourself or for your business?

10:00

Ad enquiry routing

Turn paid clicks into qualified conversations, with the source recorded.

Starts when someone taps a click-to-WhatsApp ad

I can prepare a quote for you. How many units are you looking for, and for when?

10:00

Quote requests

Collect what you need to price the job without a phone call.

Runs when a customer asks about pricing

Happy to set up a call. Does tomorrow at 11:00 or 15:00 suit you better?

10:00

Demo & meeting booking

Offer times and confirm the slot inside the conversation.

Offered once a lead is qualified

Just checking in on the quote I sent, any questions I can help with?

10:00

Follow-up on no reply

Chase quietly and consistently, without a rep remembering to.

Sent when a lead goes quiet after a quote

It's been a few weeks since we spoke, is this still something you're considering?

10:00

Cold lead re-engagement

Reopen conversations that stalled weeks or months ago.

Sent to leads with no activity for 30+ days

I'm connecting you with Ahmed from our sales team, he already has your details and will take it from here.

10:00

Handover to a rep

Pass the lead to a person with the full history already attached.

Fires when qualification thresholds are met

How it works in practice

What WhatsApp allows, and where automation stops.

Selling on WhatsApp works within Meta's messaging rules. Here's what that means for your sales process.

The 24-hour service window

Once a customer messages you, your team can reply freely for 24 hours. After that, re-opening the conversation requires an approved template.

Outbound needs opt-in

Starting a conversation with someone who hasn't messaged you first requires their opt-in and an approved template.

Automation hands over

Qualification is designed to end in a human conversation. Your team decides the thresholds at which a lead is routed to a person.

CRM stays the record

Botmatrics syncs lead data to your CRM rather than replacing it, so your existing pipeline reporting keeps working.

Messaging through the WhatsApp Business Platform is subject to Meta's policies and pricing, which may change. See the pricing page for how messaging charges are structured.

FAQ

Common questions about WhatsApp sales.

Yes. You can route leads by product interest, region, language or round-robin across the team, and set rules for reassignment when someone is unavailable.

No. Botmatrics captures and qualifies the lead on WhatsApp and syncs it to your CRM, so your existing pipeline and reporting stay intact.

Yes, using an approved template. WhatsApp allows free-form replies for 24 hours after a customer's last message; beyond that, re-opening the conversation requires a template.

As much as you want. Most teams automate the repeatable questions (requirement, timeline, budget) and hand over to a person once a lead clears those thresholds.

Give your sales team qualified conversations.

See how Botmatrics captures, qualifies and routes leads so your team can focus on closing.