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WhatsApp for Sales

Turn WhatsApp conversations into closed deals.

Capture every lead on the app your customers already open, let AI qualify them in seconds and route each one to the right person on your team — with the full context attached.

  • Official Business API
  • AI lead qualification
  • Shared sales inbox

Compliant by design

The official WhatsApp Business API keeps every conversation compliant and your number's quality rating safe.

The right lead, the right agent

Round-robin, skill-based and manual routing put every conversation with the person who can close it.

From lead to close in one tool

Capture, qualify, track and follow up without CRM setup, developers or extra software.

The challenge

Your best leads are buried in personal WhatsApp.

Customers already want to talk on WhatsApp — but today that means personal chats, private phones, lost context and no one accountable for a follow-up.

  • Leads land in personal WhatsApp, mixed with family chats and locked to one phone
  • No qualification or ownership — hot signals go cold while the thread sits unanswered
  • Follow-ups slip away: customers reply days later and the context is gone
  • No visibility into which ad, form or link actually brought in revenue
Click-to-WhatsApp ads

Turn ad clicks into self-qualified leads.

Run ads that open WhatsApp with a pre-filled question already on screen. The people who click arrive ready to be qualified — and their source is recorded automatically.

Sponsored

Atelier Lumière — transform your studio workflow

Chat with a specialist on WhatsApp and get a tailored plan before your competitors do.

Start a chat on WhatsApp
Opens WhatsApp with your question pre-filled
  • Every ad click lands in a conversation, not a dead-end landing page
  • The leading question qualifies intent before your team lifts a finger
  • Source tracking shows exactly which ad delivered the lead
9:41

Talk to our sales team

Start the conversationLead captured • scored & routed
Lead capture

Capture leads straight into WhatsApp.

Embed forms on your site or share them as links and QR codes. Every submission opens a live conversation — scored, routed and ready to sell.

  • Forms on your website, in your bio or as shareable links
  • Source and consent recorded automatically with every capture
  • Each submission opens a real WhatsApp conversation with your team
AI qualification

Qualify in seconds, not phone calls.

Dealup asks the questions that matter and reads every reply. Budget, timeline and intent surface automatically — before the lead ever sees a human.

Qualifying Salma B.AI
Thanks for your interest! Around what budget are you looking to start with?
$2k – $5k per month, flexible.
Great — and is there a timeline in mind?
We'd love to launch within a month.
QualifiedBudget $2k–5k · 30-day timeline · high intent · routed to Sara
  • Conversation-driven qualification captures signals no form can
  • Intent, budget and timeline update the lead the moment they reply
  • Qualified leads move straight to the right agent, already warm
Lead scoring

Know which lead closes first.

Every interaction feeds a live score. Hot leads reach sales instantly; cold ones keep an automated follow-up sequence instead of silence.

Lead score

Score
848 replies in one day · budget confirmed · high intent
Hot — Assigned to sales
Cold — Automatic follow-up sequence
  • Score updates live from replies, speed, budget and intent signals
  • Hot leads are routed to sales the moment they qualify
  • Cold leads stay engaged by automation — never forgotten
Smart assignment

Every lead lands on the right desk.

Use round-robin, skill-based or manual assignment and let your team scale without tripping over each other.

Assignment

Round-robinNext available agent gets it
Skill-basedLanguage, topic or deal size match
ManualOne-click claim from the unassigned queue
SAAssigned toSara A.Enterprise deals • replies in 2 min
  • Auto-assign by workload, language or lead stage
  • Reassign any conversation with full context preserved
  • Presence shows who's online so nobody double-answers
A small sales room mid-handover, one colleague passing a conversation to another
Shared sales inbox

One inbox. Your entire team.

Every conversation lands in a shared workspace complete with the lead's history, context panel and teammates in internal notes.

Handed to Sara • Sales

+12

Salma B.

Budget $2k–5k — when could we start?

Omar K.

Can you send the full pricing?

Yassine M.

We need 6 licenses by March

Hi! We saw the ad — how fast can we get started with 4 seats?
Hey Salma! 4 seats is perfect for your size. I'll send a tailored quote today — does a demo slot on Thursday work?
Thursday 14:30 works. Excited to see it live!

Lead context

Score
84 / 100
Stage
Quoting
Source
Click-to-WhatsApp ad
Tags
Enterprise · Morocco
Owner
Sara A.

Internal note

Discussed custom pricing — follow up Thursday after the demo.

  • Full history, tags and custom fields beside every conversation
  • Internal notes and @mentions stay invisible to the customer
  • Manager view shows queue depth and response times live
Automated follow-up

Never let a lead go cold alone.

Build sequences that re-engage on schedule, re-score every reply and hand the thread back with full context the moment interest returns.

Trigger: new lead lands
AI qualification handles the small talk
Score the lead 0–100
Hot — assigned straight to sales
Cold — automatic follow-up sequence

Every step repeats until the lead replies or you choose to close it.

Pipeline as statuses

See every deal, even inside WhatsApp.

Represent each conversation as a status with the label your team already uses. Tap to move it — no separate CRM to maintain.

Sales pipeline

4
Unassigned12
Qualified34
Quoting18
Won9
  • Custom statuses, tags and custom fields live beside each chat
  • Update a stage with a tap — no CRM migration or new tool
  • Managers see counts, owners and age per status in real time
Quotes, bookings & catalog

Close inside the conversation.

Send quotes from structured requests, book demo slots that land on your calendar and share catalog items — all within the same thread.

Quote for 4 seats
Plan
Business Pro
Quantity
4 seats
Deadline
End of month

$8,400

WhatsApp Pay

Catalog

  • Business Pro

    $2,100 / yr

  • Growth add-on

    $450 / yr

Demo slot

Thu 14:30 • confirmed & added to calendar

Synced
  • Quote requests collect exactly what your team needs to price
  • Demo bookings are confirmed in-chat and added to your calendar
  • Catalog items can be shared as part of the conversation
Human handover

The bot qualifies. People close.

When a lead gets complex or ready to buy, the conversation hands over seamlessly — the next agent picks it up with every answer already summarized.

Salma B.

AI → Human

What the bot already handled

Qualified · budget $2k–5k · asked for pricing on 4 seats · booked demo Thu 14:30

Sara A. joined the conversation
SASara A.Sales team
Hi Salma — great news, your quote is ready and I can walk you through it right now.
  • Handover keeps the whole thread — no repeating yourself
  • The agent sees qualification, questions and context in one glance
  • Team presence shows who picks up a hot lead first
AI sales assistant

Draft, qualify and reply at scale.

Dealup's AI drafts on-brand replies, qualifies conversations and prepares everything your team needs to respond — even during peak hours.

AI suggested

Reply to Salma B.
ReplyThanks for waiting, Salma! Your quote is ready — shall I send it over now?Insert
QualifyTo move things faster, could you confirm your expected volume and deadline?Insert
Hand offThis one is ready for a human — I'll bring Sara up to speed with full context.Insert
  • On-brand reply drafts in seconds, in your tone
  • Qualifies new conversations automatically before a human joins
  • Hands the conversation off with a ready-made summary
Works with your stack

Your data stays yours.

Sales conversations, leads and reports plug into the tools you already run — from your store to your spreadsheets.

Connects with the tools you already use

  • Shopify
  • WooCommerce
  • WordPress
  • Zapier
  • Google Sheets
  • Make
Sales analytics

Measure revenue, not just messages.

Follow the funnel from conversation to won deal, see which source delivers buyers and steer your team toward what actually closes.

Sales performance

6d
Conversations1,248
+14%
Qualified528
+11%
Quoted176
+22%
Won84
100%50%0%
MonTueWedThuFriSat

Ads

412 leads

Forms

263 leads

Links

184 leads

Campaigns

97 leads

  • Funnel from conversation to qualified, quoted and won
  • Source breakdown shows which channel brings buyers
  • Per-agent views for coaching and accountability
Playbooks

Proven WhatsApp sales plays.

Steal the plays that work — built from WhatsApp Commerce best practices and ready to adapt to your team.

First-reply sprint

Answer every new conversation in minutes with a warm, consistent opener.

Qualification checklist

Dig budget, timeline and priority with a repeatable in-chat script.

Price in the chat

Share catalog items, send quotes and confirm bookings without leaving WhatsApp.

Beat the silence window

Re-engage stalled leads with a scheduled nudge right before they go cold.

Team handover

Route qualified conversations to the specialist best placed to close them.

Close on WhatsApp

Turn every conversation into a quote, booking or won order with context open.

One connected motion

From first message to signed deal.

The context carries through every step — capture, qualify, route, close and measure on WhatsApp.

  1. Capture

    Turn ads, forms and links into WhatsApp conversations.

  2. Qualify

    AI asks the right questions and scores every lead.

  3. Assign

    Route each lead to the right agent with full context.

  4. Engage

    Reply instantly with sales-approved messaging.

  5. Follow up

    Automated sequences keep every thread alive.

  6. Close

    Quote, book and confirm deals inside the chat.

  7. Measure

    See which sources convert to revenue, not just chats.

Frequently asked questions

Why sell on WhatsApp instead of email or phone?

WhatsApp is where your customers already reply — messages open in minutes, not days. Dealup turns that channel into a governed sales workspace with qualification, assignment and follow-up built in.

Can Dealup qualify and score leads automatically?

Yes. AI asks the questions that matter in the conversation itself and updates a live lead score from every reply — budget, timeline and intent surface before a human ever gets involved.

How does lead assignment to my team work?

Round-robin, skill-based or one-click manual assignment. Every handover keeps the full conversation, notes and context, and presence shows who is online so nothing gets double-answered.

Is this a CRM? How do I track my pipeline?

Dealup keeps every deal inside the conversation: statuses, tags, custom fields and owners sit beside each chat, updatable with a tap — no separate CRM to migrate or maintain.

What happens when the bot can't answer?

The conversation hands over to a human agent seamlessly. The bot summarizes qualification, questions and context so the next person picks up without making the customer repeat anything.

Can customers book demos or get quotes in the chat?

Yes. Quote requests collect exactly what your team needs to price, and demo bookings are confirmed in the conversation and added straight to your calendar.

Is selling on WhatsApp compliant?

Every conversation runs on the official WhatsApp Business API with consent and opt-out respected, protecting your number's quality rating while you scale.

Do I need developers to set this up?

No. Capture, qualification flows, assignment rules and follow-up sequences are configured from the Dealup dashboard without code or infrastructure.

Ready when you are

Start closing deals where your customers chat

Capture, qualify and close your first WhatsApp conversation in minutes — no code required.