Intent-based automatic replies
Configuration, integration and implementation are adapted to the company’s real workflow.
WhatsApp + CRM
Turn WhatsApp conversations into an organized sales process.
Goatify designs WhatsApp workflows that capture data, answer common questions, qualify leads, schedule appointments and update the CRM.
Automatic repliesQualified leadsFollow-up workflows
WhatsApp + CRMWe use real Goatify visual assets to show portals, automation, dashboards and digital products in context.
Visual ecosystem
See how the pieces connect.
We use real Goatify visual assets to show portals, automation, dashboards and digital products in context.
Capabilities
What this solution can include.
Automate WhatsApp replies, lead qualification, scheduling, reminders, reactivation and CRM follow-up with Goatify.
Lead capture and qualification
Configuration, integration and implementation are adapted to the company’s real workflow.
Scheduling and reminders
Configuration, integration and implementation are adapted to the company’s real workflow.
Tags, stages and ownership
Configuration, integration and implementation are adapted to the company’s real workflow.
Reactivation sequences
Configuration, integration and implementation are adapted to the company’s real workflow.
CRM, forms and reporting integrations
Configuration, integration and implementation are adapted to the company’s real workflow.
In depth
Automation without losing the brand voice
Flows can combine structured responses, AI interpretation and human assistance with a tone that matches the business.
Brand toneShort clear answersHuman handoffContext-aware responses
In depth
The conversation becomes actionable data
The system can store source, need, priority and next action in the CRM.
Lead sourceCustomer profilePipeline stageFollow-up task
Implementation process
Map customer questions → Measure and optimize
A clear implementation path reduces risk, aligns teams and keeps the project focused on real outcomes.
Map customer questions
Each phase is reviewed with clear responsibilities and acceptance criteria.
Design flows and handoff rules
Each phase is reviewed with clear responsibilities and acceptance criteria.
Connect WhatsApp and CRM
Each phase is reviewed with clear responsibilities and acceptance criteria.
Measure and optimize
Each phase is reviewed with clear responsibilities and acceptance criteria.
Best fit for
Built for real business contexts.
Sales teamsReservationsEducationHospitalitySupportService businesses
Related Goatify solutions
Connect this page with the rest of Goatify.
Frequently asked questions
Answers before implementation.
Does it use the official WhatsApp platform?
Implementation depends on the selected authorized provider and account configuration.
Can it book appointments?
Yes, through links or calendar integrations.
Can it connect to CRM?
Yes. Conversations and captured data can update customer and opportunity records.
Are there external WhatsApp costs?
WhatsApp and providers may charge separate fees depending on country and message type.
Can a person reply manually?
Yes. Human takeover can be included in the workflow.
Explore the Goatify ecosystem
CRM, AI agents, websites, apps, portals, productivity and digital growth in one connected company.
Build the right solution for your company.
Book a working session to define modules, channels, integrations and priorities.