Agencies & Service Businesses Automation
WhatsPortal gives agencies and service businesses a complete WhatsApp automation platform — client onboarding, proposal follow-up, project milestone alerts, reporting, invoice reminders, and testimonial collection — so you deliver great work and communicate it just as well.
Official Meta BSP · No credit card required
01
Agency retainer churn is rarely about performance. It's about clients feeling disconnected — not hearing about progress, not seeing the results of the work, not receiving proactive updates that reassure them their investment is working. A regular WhatsApp touchpoint — weekly summary, milestone alert, monthly report — changes this entirely.
02
Proposal follow-up is the most important and most neglected sales activity at most agencies. A proposal sent and not followed up on is a deal left on the table. A structured WhatsApp follow-up sequence — day 3, day 7, day 14 — converts proposals that would otherwise go silent.
03
Invoice collection is a persistent operational challenge for agencies. Following up on overdue invoices via email is slow and awkward. A WhatsApp reminder — professional, direct, with a payment link — gets faster responses and preserves the client relationship better than a phone call.
The solution
Automate proposal follow-up sequences on WhatsApp — timely, personalised nudges that keep deals moving without manual effort from your BD team.
Send new clients a structured WhatsApp onboarding sequence — welcome message, document collection, kickoff scheduling, team introductions — so every client starts with confidence in your process.
Send milestone completion alerts, review requests, and timeline updates automatically on WhatsApp. Clients stay informed throughout the project without scheduling status calls.
Automate invoice payment reminders, post-project testimonial collection, and performance reporting on WhatsApp — protecting your revenue and building your reputation simultaneously.
How it works
Connect your project management and invoicing tools
Trigger WhatsPortal via webhook when proposals are sent, projects hit milestones, invoices are raised, or projects are completed.
Automated sequences handle routine client communication
Proposal follow-up, onboarding, milestone alerts, reporting summaries, and payment reminders all run without your team manually sending them.
Your team does the work, WhatsPortal communicates it
Account managers focus on strategy and relationships. WhatsPortal ensures clients are always informed, invoices get paid, and testimonials are collected.
Sync with your CRM
All customer profiles, messages, and automated workflows sync in real time with your database and CRM platforms.
Account Manager
Alpha Media
Hi Rohan! Welcome to Alpha Media. 🎨 We are excited to begin your branding project.
11:00 AM ✓✓
Our onboarding process is entirely on WhatsApp. To start, please choose your next step.
11:00 AM ✓✓
Upload design brief
11:02 AM ✓✓
Please upload your brand guidelines or design brief document (PDF/Word).
11:02 AM ✓✓
📄 Sent brand_brief.pdf
11:03 AM ✓✓
Brand brief received successfully! We will review it and get back to you with initial moodboards in 48 hours. 🚀
11:03 AM ✓✓
Example conversation — automated by WhatsPortal
What our customers say
“We automated proposal follow-up, project updates, and invoice reminders on WhatsPortal. Our close rate improved, client churn dropped, and our average payment time shortened noticeably. The ROI is clear.”
Live
Agencies using WhatsApp for client communication see higher retainer renewal rates, faster invoice collection, and more client referrals than those relying on email-only communication
10+
Agencies & Service Businesses workflows ready to run
3×
Increase in response rates compared to email alerts
₹0
Get started for free — free plan included
All workflows
Select any ready-to-use automation template to see detailed triggers, features, and setup steps.
Client Reporting Bot
Automate client performance reporting on WhatsApp. Weekly summaries, campaign milestones, full report delivery. Official Meta BSP. Start free.
See workflow
Proposal Follow-Up
Automate proposal follow-up on WhatsApp. Tiered sequence, personalised messages, deal-won handling. Official Meta BSP. Start free.
See workflow
Project Milestone Alerts
Send automated project milestone updates to clients on WhatsApp. Phase completions, review requests, timeline changes, project handover. Official Meta BSP. Start free.
See workflow
Invoice & Payment Reminders
Automate invoice delivery, due date reminders, and overdue follow-ups on WhatsApp. Faster payment collection, no awkward chasing. Official Meta BSP. Start free.
See workflow
Testimonial Collection Bot
Collect client testimonials and case study content on WhatsApp automatically after project delivery. Google review prompts, guided feedback flow. Official Meta BSP. Start free.
See workflow
Onboarding New Clients
Automate new client onboarding on WhatsApp. Welcome sequence, document collection, kickoff scheduling, team introductions. Official Meta BSP. Start free.
See workflow
FAQ
Yes. Solo freelancers and small agencies benefit significantly from WhatsPortal — proposal follow-up, invoice reminders, and client onboarding are high-value for any size of service business. The free plan is a natural starting point.
Yes. Set up separate inbox segments or conversation labels per client or project. Each account manager sees their clients' conversations; management has a full overview.
Yes. WhatsPortal handles both inbound (leads, referrals, web enquiries) and outbound (follow-up sequences, proposal nudges) communication — covering the full business development and client management cycle.
Free plan: ₹0, 100 messages/month. Standard: ₹1,199/month (5,000 messages). Premium: ₹2,499/month (unlimited). All in INR via Razorpay.
No credit card required. Free plan available. Official Meta BSP.
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