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WhatsApp Automation

Close more deals
on WhatsApp

Full WhatsApp Business API inbox built into Vantizor CRM. Automated follow-ups, appointment confirmations, and real-time conversations — all from one place.

Every WhatsApp conversation, inside the CRM

No more switching between your phone and CRM. All WhatsApp conversations appear directly in the lead profile. Reply in seconds, trigger automations, and log every message automatically.

app.vantizor.com/whatsapp
WhatsApp Thomas Müller Danke! Wann genau? Schmidt AG Angebot erhalten ✓✓ Weber & Co. Montag passt gut! Thomas Müller Hallo! Ich interessiere mich für Solar. 09:12 Sehr gut! Wir melden uns kurz. 09:14 ✓✓ Danke! Wann genau können wir? 09:17 Termin: 10.08. um 14:00 Uhr ✓ 09:18 ✓✓ Write a message...

Automated sequences that run on their own

Set up message sequences triggered by pipeline stage changes. New lead gets an instant greeting. Appointment booked triggers a confirmation. Proposal sent triggers a 3-day follow-up. All automatic.

app.vantizor.com/automations
Automations New Lead Welcome Trigger: Lead created → Send WhatsApp greeting immediately ● Active · 142 sent this month Appointment Confirmation Trigger: Appointment booked → Confirm + 1-day reminder ● Active · 58 sent this month Proposal Follow-Up Sequence Trigger: Proposal sent → Day 3 + Day 7 follow-up messages ● Active · 29 sent this month + Add new automation Custom trigger and message sequence
WhatsApp Features

Built for solar sales teams

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Official WhatsApp API

Using the official Meta WhatsApp Business API — no risk of account bans. Fully compliant.

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Automated Sequences

Pre-built sequences for new leads, appointments, proposals, and re-engagement campaigns.

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Media & Documents

Send PDFs, photos, and voice messages directly from the CRM. All logged in the lead profile.

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Message Templates

Save your best-performing messages as templates. Send consistent, professional messages every time.

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Delivery & Read Receipts

See exactly when messages were delivered and read. Know who needs a follow-up today.

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CRM Integration

Every WhatsApp message is automatically logged in the lead profile. No manual note-taking needed.

See WhatsApp automation live

Book a demo and we'll show you how the automation sequences work in practice.

Book a Demo