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
- Discovery: We analyze your current chat & CRM workflow.
- Blueprint: Map custom automation paths for your business type.
- Development: Build n8n/Zapier + AI integrations for WhatsApp CRM.
- Testing: Validate trigger accuracy, data sync, and chat integrity.
- 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:
- Discovery & Planning (1–3 days): Process mapping via our WorkSuite Dashboard.
- Development (3–10 days): Building workflow automation and CRM sync.
- Testing & QA (2–4 days): System validation and end-to-end testing.
- 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.
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STARTER
One-time payment
On Going Support $"0 / month
What You Get:
Categories & Tags
Service classification and relevant tags for better discovery.
Categories
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Service Pricing
Pricing That Scales with Your Business
Starter
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Sme businesses who want to automate core WhatsApp workflows fast.
One-time payment
What You Get:
Growth
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Service teams scaling operations with structured CRM & AI workflows
One-time payment
What You Get:
Pro
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Multi-agent companies requiring automation and AI workflow intelligence.
One-time payment
What You Get:
Other Services
Custom Development and Workflow Automation
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