WhatsApp Marketing & Automation for sales, service and repeat orders
We set up the official WhatsApp Business Platform for your brand, then run opt-in broadcast campaigns, automated journeys and chatbots on it. Order updates, payment reminders, catalogues and support replies connect to your CRM, ERP and online store, so your team handles fewer repetitive chats.
- WhatsApp Business account and phone number registered to your business
- Every message template reviewed for Meta policy before it is submitted
Business API number
Verified profile, display name and message templates · Account
Campaigns
Segmented broadcasts, offers and back-in-stock alerts · Marketing
Chatbot & journeys
Menus, FAQs, lead capture and human handover · Automation
Integrations
CRM, ERP, Shopify, WooCommerce and payment links · Connected
- Tracked for delivery, read rate, replies and revenue per campaign
Everything needed to sell, support and send updates on WhatsApp
Start with API set-up and one campaign, or move your whole customer communication to WhatsApp. Each service lists what we deliver and the tools we use.
WhatsApp Business API Set-up
Official WhatsApp Business Platform onboarding through Meta Cloud API or an approved provider, with your number and brand profile.
- Meta Business verification support
- Number migration from the WhatsApp Business app
- Display name, profile and business hours
Verified Profile & Account Health
Keeps your number in good standing so messages are delivered and sending limits can increase.
- Meta Verified application support
- Quality rating and messaging limit monitoring
- Block and report rate reduction
Message Template Design & Approval
Marketing, utility and authentication templates written to pass Meta review and get read.
- Correct template category for each message
- Buttons, media headers and variables
- Rejection handling and resubmission
Opt-in Collection & Contact Hygiene
Builds a consented contact list from your website, store, ads and QR codes, with easy opt-out.
- Opt-in widgets, QR codes and click-to-chat links
- Consent records stored with each contact
- Opt-out keywords handled automatically
Broadcast Campaigns & Offers
Segmented campaigns for launches, sales, festive offers and events, sent at a pace that protects your quality rating.
- Segments by purchase, location and interest
- A/B tests on copy, media and send time
- Delivery, read and click reporting
Click-to-WhatsApp Ads
Facebook and Instagram ads that open a WhatsApp chat, with an automated first reply that qualifies the lead.
- Ad creative and audience set-up
- Welcome message and lead questions
- Cost per conversation and per sale tracking
WhatsApp Catalogues & Shopping
Your products inside WhatsApp, so customers browse, add to cart and send an order without leaving the chat.
- Catalogue synced from Shopify or WooCommerce
- Single and multi-product messages
- Cart-to-order and payment link flow
Drip Sequences & Re-engagement
Timed message sequences for onboarding, repeat purchase reminders and win-back of inactive customers.
- Welcome and onboarding series
- Refill and repeat-order reminders
- Win-back offers for lapsed customers
WhatsApp Chatbots & Menus
Rule-based menus or AI assistants that answer common questions, capture leads and hand over to staff when needed.
- Menus, quick replies and list messages
- Answers trained on your products and policies
- Hand-over to a live agent with chat history
WhatsApp Flows & In-chat Forms
Multi-screen forms inside WhatsApp for bookings, lead forms, feedback and applications.
- Appointment and slot booking
- Lead and enquiry forms with validation
- Surveys and NPS inside the chat
Order, Delivery & Payment Notifications
Automatic utility messages for confirmations, shipping, invoices and payment due dates.
- Order confirmation and shipping updates
- Invoice and receipt PDFs
- Payment reminders with UPI links
Abandoned Cart & COD Confirmation
Recovers unfinished checkouts and confirms cash-on-delivery orders before they are shipped.
- Cart reminders with product image and link
- COD confirm or cancel buttons
- Prepaid conversion offers
Shared Team Inbox & Live Chat
One WhatsApp number used by your whole sales and support team, with chats assigned and tracked.
- Chat assignment by team or region
- Labels, notes and saved replies
- Response-time reports per agent
CRM, ERP & E-commerce Integration
Connects WhatsApp to the systems your team already uses, so every chat, lead and order is recorded.
- Zoho, HubSpot and custom CRMs
- Tally and EPA ERP suites
- Shopify, WooCommerce and Magento
Appointment & Booking Automation
Booking, confirmation, reminder and rescheduling messages for clinics, salons and service businesses.
- Booking via Flows or chatbot
- Reminders before the appointment
- Reports and follow-up messages
Dealer, Distributor & B2B Ordering
Lets retailers and dealers see schemes, place repeat orders and check outstanding balances on WhatsApp.
- Catalogue with dealer pricing
- Order booking and order status
- Ledger and outstanding balance on request
Campaign Analytics & Revenue Reporting
Shows which campaigns and journeys produce replies, orders and revenue, not just messages sent.
- Delivered, read, clicked and replied rates
- UTM and order attribution
- Monthly report with recommendations
Managed WhatsApp Marketing
A team that plans, writes, sends and reports on your WhatsApp campaigns every month.
- Monthly campaign calendar
- Template writing and approvals
- List growth and quality monitoring
From first number to running campaigns in five stages
You approve the message plan and templates before anything is sent to customers.
Audit & planning
Current WhatsApp use, contact lists, customer journeys and the systems WhatsApp must connect to.
API & account set-up
Business verification, number registration, profile, provider choice and team access.
Templates & journeys
Message templates submitted for approval, chatbot menus, Flows and automated journeys built.
Integration & testing
CRM, ERP and store connections tested with real orders, payments and hand-over to staff.
Campaigns & optimisation
Campaign calendar, A/B tests, quality monitoring and a monthly performance report.
Which WhatsApp messages suit which job
Meta charges and reviews messages by category. We plan each journey around the right type so costs stay predictable and templates get approved.
Marketing
Promotional templates sent to opted-in customers, such as sale announcements, new collections and win-back offers.
Utility
Transactional templates linked to something the customer did, such as order confirmations, delivery updates and invoices.
Authentication
OTP templates for login, account verification and payment confirmation.
Service
Free-form replies within 24 hours of a customer message, handled by staff or a chatbot.
Catalogue
Single and multi-product messages that let customers browse and order without leaving WhatsApp.
Flows
Multi-screen forms for bookings, lead capture and feedback, submitted straight to your CRM.
WhatsApp marketing by industry
Each sector uses WhatsApp differently. These are the journeys we build most often.
Sarees & apparel
New-collection broadcasts with photos and videos, catalogues for retail and wholesale buyers, and order booking in the chat.
Hospitals, clinics & diagnostics
Appointment booking and reminders, lab report delivery and follow-up messages, linked to our Hospital Management Suite.
Salons, spas & wellness
Booking, reminders, membership renewals and birthday offers, connected to the Salon & SPA Suite.
D2C & online stores
Abandoned cart recovery, COD confirmation, shipping updates and repeat-purchase campaigns.
FMCG & distribution
Scheme broadcasts to retailers, dealer ordering, outstanding balance reminders and payment links.
Education & coaching
Admission enquiries, counselling bookings, fee reminders and class updates for students and parents.
WhatsApp connected to how your business actually runs
A WhatsApp tool on its own only sends messages. Because we also build ERP, billing, e-commerce and chatbot software, we connect WhatsApp to your orders, customers and payments so messages are triggered by real events and replies are recorded.
Accounts in your name
The Meta Business account, WhatsApp number and provider account are registered to your business.
Policy-safe sending
Opt-in, template categories and send pacing planned to protect your quality rating and avoid blocks.
Hindi and English messaging
Templates, chatbot replies and Flows written in the languages your customers use.
One team end to end
The same team sets up, integrates, writes campaigns and reports on results.
Handed over at launch
- Verified WhatsApp Business API number
- Business profile, display name and logo
- Approved marketing, utility and service templates
- Opt-in widget, QR code and click-to-chat links
- Chatbot menu with human hand-over
- CRM or store integration
- Team inbox access for your staff
- Delivery, read and reply dashboard
Every campaign
Delivery, read and click report
Monthly
Revenue, quality and list growth review
Quarterly
Journey and template refresh
Choose how you want to work with us
Services are quoted after the audit. Meta’s per-message charges and any provider subscription are shown separately.
WhatsApp API Set-up
Business verification, number registration, profile and first approved templates.
- Meta and number set-up
- Five approved templates
- Opt-in widget and QR code
Automation Build
Chatbot, Flows and integrations built and tested with your systems.
- Chatbot and hand-over
- CRM, ERP or store integration
- Order and payment notifications
Managed Campaigns
A monthly calendar of WhatsApp campaigns written, sent and reported by our team.
- Campaign calendar and copy
- Template approvals
- Monthly performance report
WhatsApp Growth Team
Strategy, campaigns, automation and ads managed together with your sales team.
- Click-to-WhatsApp ads
- Journey and chatbot improvements
- Revenue and attribution reviews
WhatsApp marketing questions we are asked most
Something not covered here? Call +91 91150 89470 or email info@epaits.com.
What is the difference between the WhatsApp Business app and the WhatsApp Business API?
The free WhatsApp Business app suits one or two people replying from a phone. The WhatsApp Business Platform (API) lets you send approved campaigns to large opted-in lists, use chatbots and Flows, connect CRM and store systems and give many staff access to one number.
Can we use our existing WhatsApp number?
Yes. A number already on the WhatsApp Business app can be moved to the API. Chat history on the phone is not transferred, so we plan the migration and back up chats first.
How much does WhatsApp marketing cost?
Meta charges per delivered template message, with different rates for marketing, utility and authentication messages. Replies to customers within the customer service window are free. Our set-up and management fees are quoted separately after the audit.
Will our number get blocked for sending broadcasts?
Numbers are restricted when many recipients block or report messages. We send only to opted-in contacts, segment lists, pace campaigns and watch your quality rating so problems are fixed early.
How do we get the green tick?
Meta now offers verification through Meta Verified for business, which depends on business verification and eligibility. We prepare the documents and apply for you, but approval is decided by Meta.
Can WhatsApp connect to Shopify, WooCommerce or Tally?
Yes. We connect WhatsApp to Shopify, WooCommerce, Magento, Zoho, HubSpot, Tally and EPA ERP suites so order updates, invoices, reminders and leads flow automatically.
Can customers pay inside WhatsApp?
Customers can pay through UPI or payment gateway links sent in the chat, such as Razorpay or PayU. Payment status is updated back to your order system.
How soon can campaigns start?
Once business verification and templates are approved, most businesses send their first campaign within two to three weeks. Integrations and chatbots may take longer depending on your systems.
Services that work alongside WhatsApp
Get a WhatsApp plan for your business
Tell us how you use WhatsApp today and what you want it to do. Within 3 working days we send a set-up checklist, message plan, integration list and estimate.
- API set-up checklist and message plan
- Journey and integration list
- Meta charges estimated separately
Request your WhatsApp consultation
We reply within one working day.