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WhatsApp automation / Atlas

Let WhatsApp
start the conversation.

An enquiry comes in. WhatsApp asks the questions. Your team picks up the conversation with the details already collected. Atlas connects your Meta ad leads, automated replies and calling in a workflow built around your business.

Book a demo (opens in a new tab)Talk to the builders

WhatsApp integration on Standard and Full. We configure the questions, replies and handover around your sales process.

Atlas WhatsApp messages screen with delivery status, automated follow-ups and message history, using sample data
From the list to the full message.

Aarav Sharma · Message history

Opened message history for Aarav Sharma in Atlas, showing the full enquiry and automated follow-up with delivery status, using sample data

01 / Meta ads & lead intake

You paid for the lead.
Give it a next step.

Bring enquiries from your Meta ads and website into Atlas. Connect them to your WhatsApp flow, assign an owner and keep the next action visible. Your team can work through the same pipeline, with stages shaped around how you sell.

  • Meta ad and website enquiry intake
  • WhatsApp questions tailored to your leads
  • Lead assignment, follow-ups and configurable sales stages
Atlas lead list with assigned owners, projects, stages and next follow-up dates, using sample data
An owner. A next step. Every lead.
Closer view of lead stages, assigned owners and scheduled follow-ups

02 / Calling & follow-ups

Make the call.
Keep the context.

Move from a WhatsApp conversation to a phone call with the lead’s details close at hand. Atlas keeps call activity and follow-ups with the customer, so the next person picking up the record can see where things stand.

  • Call activity, time and duration against the lead
  • Scheduled follow-ups and a shared customer history
  • Calling access for the people who need it; seats priced separately
Atlas lead details with owner, status journey, call count and notes, using sample data
Pick up where the conversation left off.
Closer view of the lead owner, next follow-up and status journey

03 / The work around the sale

A CRM with room
for the rest of your day.

Connect sales with the operational work around it. Atlas includes HR and basic operations, with the setup shaped around the functions your team actually uses.

  • Team records, attendance and HR
  • Payroll and operational records
  • Configured handover stages and responsibilities
Atlas employee directory with roles, departments and onboarding status, using sample data
The people behind the pipeline.
Closer view of team roles, departments and onboarding status
Atlas dashboard with lead stages, follow-ups and team performance, using sample data
Know what needs your attention.

Already built.
Made to fit.

Your team works in Atlas, on an Atlas domain. We configure your workflow, stages and terminology. If you need something new, you speak to the people who can scope and build it. Small configuration changes are included; additional development is agreed separately.

See the setup process

Available functions and integrations depend on your plan and agreed setup. Compare plans and calling rates.

Your next step

Tell us how you work.
We’ll take it from there.

A direct conversation with the people building your CRM. Bring your questions, your process, or that spreadsheet.

Talk to the buildersBook a demo (opens in a new tab)

Aansh · Nuaym · Piyush