Custom Development and Workflow Automation

A visual overview showing what the service includes and how it works.

Benefits

Key advantages like saving time, cutting costs, or improving results.

Tired of jumping between WhatsApp, spreadsheets, and CRMs? Our WACRM Custom Development & Workflow Automation service connects everything into one seamless ecosystem — so your messages become actions, your actions become measurable, and your team finally works in sync, not in circles.

Description

A brief explanation of the service, who it's for, and what it solves.

Save 10+ Hours Weekly — Custom WhatsApp CRM Workflows Built for Your Business

### 1. The Hidden Cost of Manual Workflows

Every day, your team spends hours switching between WhatsApp, spreadsheets, and CRMs — replying, copying, forwarding, updating. Each manual action seems small, but collectively it costs you hundreds of lost hours every month.

A missed follow-up here, a lost lead there — and your customers feel the friction.

According to HubSpot’s 2024 CRM Efficiency Report, 64% of small businesses lose deals due to fragmented tools. That’s the gap WACRM was built to close.

### 2. Why It Happens

The average SME runs 4–7 disconnected apps for chat, CRM, and support. WhatsApp wasn’t built to integrate natively — meaning:

  • No automatic ticket creation or lead hand-off.
  • No unified client history for sales managers.
  • No workflow intelligence to prioritize hot leads.

As your business grows, this lack of connection scales chaos — not results.

### 3. What Clients Actually Need

You don’t need more tools — you need connection.

WACRM Custom Development links your WhatsApp directly with your CRM, AI, and automation stack (n8n, Zapier, or custom API). The result?

  • Every chat becomes a client note inside CRM.
  • Every question becomes a ticket assigned automatically.
  • Every follow-up becomes a scheduled message powered by AI.

No more copy-paste. No more forgetting.

### 4. Real-World Transformations

Case Story 1 – Legal Firm (US):

Before: 3 assistants manually logged WhatsApp consultations into Excel.

After: WACRM automation summarized messages → created client notes + reminders → saved 14 hours/week.

Case Story 2 – Real Estate Team (Brazil):

Before: 200 WhatsApp leads per month, no tracking.

After: Automated lead tagging + follow-up flows → conversion up 28% in 60 days.

Case Story 3 – E-commerce Brand (India):

Before: Support chats lost, refund requests missed.

After: AI auto-tag + ticket system via WACRM → response time down 70%.

Read more client results on our Cloodo WhatsApp CRM Case Studies.

### 5. The WACRM Custom Automation Process

  1. Discovery: We analyze your current chat & CRM workflow.
  2. Blueprint: Map custom automation paths for your business type.
  3. Development: Build n8n/Zapier + AI integrations for WhatsApp CRM.
  4. Testing: Validate trigger accuracy, data sync, and chat integrity.
  5. Launch: Deliver production-ready automation with full training.

Every workflow is tested for real-world performance — ensuring reliability, speed, and compliance with Meta’s API standards.

### 6. Outcomes You’ll Experience

  • Save 10+ hours per week by cutting repetitive manual work.
  • Increase lead conversion 25–40% with instant AI follow-ups.
  • Automate 70% of support chats with natural-language replies.
  • Unify WhatsApp + CRM data in one dashboard (WorkSuite).
  • Scale globally with multilingual message templates.
Want to explore how automation fits your team?
Visit Cloodo WACRM Custom Development & Workflow Automation or message us directly on WhatsApp.

Terms of Service

Terms and conditions for using the service.

Terms of Service – WACRM Custom Development & Workflow Automation

### 1. Scope of Work for WhatsApp CRM Custom Development

Cloodo WACRM will provide a tailored automation solution designed to integrate WhatsApp Business with your CRM system, AI assistants, and workflow tools such as n8n automation or WorkSuite.

The scope includes:

  • Requirement analysis and workflow mapping
  • Development of custom triggers, automations, and CRM integrations
  • Testing, debugging, and QA validation
  • User training and deployment

Deliverables vary by package tier (Starter, Growth, or Pro). Learn more about our WACRM Pricing Plans.

### 2. Delivery Timeline & Milestones for Workflow Projects

Each project follows milestone-based delivery:

  1. Discovery & Planning (1–3 days): Process mapping via our WorkSuite Dashboard.
  2. Development (3–10 days): Building workflow automation and CRM sync.
  3. Testing & QA (2–4 days): System validation and end-to-end testing.
  4. Launch & Training (1–2 days): Deployment and onboarding via the WACRM

Typical project duration: 7–15 business days. Delays due to client feedback or third-party API changes may extend timelines.

### 3. Communication and Support via Cloodo WACRM Dashboard

All communication is handled through the Cloodo WACRM Project Dashboard and its integrated Ticket System.

Urgent support can be requested via WhatsApp Support or email.

Response SLA:

  • Active projects — within 24 hours (business days)
  • Post-launch support — within 48 hours

### 4. Payment Terms for Workflow Automation

Payment schedule:

  • Starter: 100% upfront
  • Growth & Pro: 50% upfront, 50% on completion

Invoices are issued via the WorkSuite billing module.

Accepted methods: Stripe, PayPal, or bank transfer.

Late payments beyond 7 days may trigger a temporary project hold or delayed API delivery.

### 5. Warranty and Bug Fixes for Custom Automations

Each delivery includes a 30-day warranty from the final handover date.

During this period, Cloodo WACRM will correct any defects, logic errors, or misconfigurations arising from implementation.

After warranty expiration, clients may extend coverage through our Extended Support Subscription (renewable every 6 months).

### 6. Custom Development & Workflow Updates

Custom workflows and API integrations are designed specifically for your system.

Future updates of the WhatsApp Business API, CRM tools, or AI models may require re-customization.

Such updates fall outside the initial scope and will be quoted separately under our Custom Maintenance Program.

### 7. Refund and Cancellation Policy

Cloodo WACRM offers a 30-day money-back guarantee for unused or non-started projects.

Refunds apply if:

  • The project cannot be delivered due to verified technical limitations.
  • No deliverables were produced within the contractual timeline.

Partial refunds for in-progress projects will be prorated based on completed milestones.

Refund requests are processed through your WorkSuite account dashboard.

### 8. Client Responsibilities in WhatsApp CRM Integration

Clients agree to:

  • Provide accurate API keys, business data, and WhatsApp credentials.
  • Ensure Meta Business API compliance.
  • Review deliverables promptly.
  • Maintain uninterrupted access credentials during the project period.

Cloodo WACRM will not be liable for integration delays caused by client-side inaction or policy violations.

### 9. Third-Party Licenses and Integration Dependencies

Workflows may rely on external tools like n8n, Zapier, or third-party CRM APIs.

Licenses or credits for these services are client-owned unless stated otherwise in the signed proposal.

Cloodo ensures full transparency on dependencies prior to development.

You can explore recommended tools in our Automation Marketplace.

### 10. Change Requests & Scope Adjustments

After initial approval, any new feature or modification request is treated as a Change Request.

Evaluation includes timeline impact and cost estimation.

Minor logic or text updates within 7 days post-delivery are free.

Significant adjustments will require an updated proposal through the WACRM Project Dashboard.

These terms ensure every WACRM Custom Development & Workflow Automation project is delivered transparently, efficiently, and with full professional accountability.

Step by Step

A simple outline of how the service is delivered from start to finish.

Step 1
Needs Assessment: Understand specific requirements and workflows.
Step 2
Development Planning: Create a custom development plan.
Step 3
Implementation: Develop and integrate custom solutions.
Step 4
Testing: Thoroughly test solutions to ensure functionality.
Step 5
Deployment and Support: Deploy solutions and provide ongoing support.

Request Services Deal

STARTER

Sme businesses who want to automate core WhatsApp workflows fast.
$199
One-time payment

On Going Support $"0 / month

    What You Get:

    Integration with WACRM Basic WhatsApp CRM via QR code
    Setup of 3 automation flows (lead capture, follow-up reminder, message summary)
    AI auto-summary configuration for 10 recent chats
    Workflow mapping + 1 iteration revision
    30-day warranty for bug fixes (see support terms)
    Direct access to Cloodo Support

Categories & Tags

Service classification and relevant tags for better discovery.

Categories

Business Business Strategy

Tags

whatsapp workflow automation

Service Pricing

Pricing That Scales with Your Business

 Starter

  •  Sme businesses who want to automate core WhatsApp workflows fast.

$ 199
One-time payment

    What You Get:

     Integration with WACRM Basic WhatsApp CRM via QR code
     Setup of 3 automation flows (lead capture, follow-up reminder, message summary)
     AI auto-summary configuration for 10 recent chats
     Workflow mapping + 1 iteration revision
     30-day warranty for bug fixes (see support terms)
     Direct access to Cloodo Support

 Growth

  •  Service teams scaling operations with structured CRM & AI workflows

$ 499
One-time payment

    What You Get:

     Full integration with WACRM Advanced Dashboard
     Setup of 5 custom workflows (lead scoring, ticket creation, auto-proposal generation, multi-channel follow-up, email sync)
     Connection to AI Threads for personalized replies
     Automation via n8n or Zapier
     Detailed analytics dashboard setup
     1-hour onboarding training + 45-day post-launch support

 Pro

  •  Multi-agent companies requiring automation and AI workflow intelligence.

$ 999
One-time payment

    What You Get:

     Integration with WACRM Business API
     for unlimited automation
     Setup of 10+ automation workflows (CRM sync, AI follow-up, invoice reminders, chat-to-proposal pipeline, task generation, KPI tracking)
     Multi-agent and permission setup (Team Agents Module)
     Custom AI-driven decision workflows (proposal triggers, lead intent detection)
     1-on-1 training for admins and project leads
     60-day extended warranty + dedicated success manager
     Priority access to new beta tools on Cloodo Automation Marketplace

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