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Agencies & Service Businesses Automation

Keep clients informed at every project milestone — automatically on WhatsApp

WhatsPortal sends automated milestone alerts to clients on WhatsApp when project phases are completed — design approved, development done, campaign live — so they feel involved without constant check-in calls to your project team.

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  • Official WhatsApp BSP
  • Free plan — no credit card required
  • Instant webhook integrations
  • Custom WhatsApp Flows
  • Billed in INR via Razorpay

A client calls your project manager for a status update. The answer is 'we're on track.' That call cost 20 minutes that shouldn't have needed to happen.

01

Project clients want to feel informed and in control. When they don't hear from the agency, they assume something is wrong. They schedule calls, send emails, and interrupt project work — not because they're difficult, but because nobody is telling them what's happening.

02

Project managers at agencies spend significant time on client communication that isn't project delivery. Status calls, email updates, and Slack messages about progress consume hours every week that could be spent delivering the actual project.

03

Milestone communication is a moment of perceived value. When a client receives a message — 'Your website homepage design is ready for review' — they experience progress and feel that their investment is working. Silence, even when work is ongoing, creates doubt.

The solution

WhatsPortal sends project milestone updates to clients on WhatsApp — automatically when phases complete, without your team typing a single message.

Milestone completion alerts

When a project phase is marked complete in your project management tool — or triggered manually — WhatsPortal sends a personalised WhatsApp to the client — 'Phase 1 of your brand identity project is complete. Here's what was delivered and what's next.'

  • When a project phase is marked complete in your project management tool
  • or triggered manually
  • WhatsPortal sends a personalised WhatsApp to the client
  • 'Phase 1 of your brand identity project is complete

Review and approval requests

For deliverables requiring client sign-off, include a review link and a response prompt — 'Your website mockups are ready for review. Reply APPROVED or REVISIONS.' Captures feedback in the same thread.

  • For deliverables requiring client sign-off, include a review link and a response prompt
  • 'Your website mockups are ready for review
  • Reply APPROVED or REVISIONS.' Captures feedback in the same thread

Timeline update notifications

When a project timeline changes — ahead of schedule or delayed — WhatsPortal sends a proactive update — 'Great news: development is ahead of schedule. Updated go-live: [Date].' Proactive beats reactive every time.

  • When a project timeline changes
  • ahead of schedule or delayed
  • WhatsPortal sends a proactive update
  • 'Great news: development is ahead of schedule

Project completion and handover

When a project is delivered, WhatsPortal sends a handover message — deliverables list, next steps, support access, and an invitation to leave a review — closing the project professionally.

  • When a project is delivered, WhatsPortal sends a handover message
  • deliverables list, next steps, support access, and an invitation to leave a review
  • closing the project professionally

How it works

Streamlined automation in four simple steps.

  1. 01

    Connect your project management workflow

    Trigger WhatsPortal via webhook when milestones are marked complete in your PM tool — Asana, Trello, Notion, or custom workflow. Or trigger manually in WhatsPortal.

  2. 02

    Client receives a WhatsApp update

    The milestone message fires automatically with the relevant project details. No message drafting by the project manager required.

  3. 03

    Client feels informed, project runs smoothly

    Status calls reduce. Client confidence increases. Your team delivers without constant communication interruptions.

  4. 04

    Sync project dashboard

    Onboarding files, milestones, and invoice tracking data are pushed directly to your client portal or CRM.

A

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 briefSchedule kick-offMeet the team

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

“Since we added WhatsApp milestone alerts, our clients say they feel more in the loop than with any agency they've worked with before. Our project managers spend less time on status calls and more time actually delivering.”

— [Agency project director]

Live

Agencies sending proactive project milestone updates via WhatsApp report significantly fewer client-initiated status enquiries during projects

< 1 min

Average setup time for standard workflows

3×

Increase in response rates compared to email alerts

₹0

Get started for free — free plan included

FAQ

Common questions about agency project milestone alerts

Can I customise the milestone message for each client and project type?

Yes. Create different message templates for different project types — website development, brand design, marketing campaigns — each referencing the relevant milestones and deliverables.

Can clients respond with feedback or revision requests via WhatsApp?

Yes. Client replies come into your shared team inbox with the conversation context visible. Your project manager can respond and assign revision tasks without leaving the same communication thread.

Can I send milestone alerts to multiple stakeholders at the client organisation?

Yes. Add multiple WhatsApp contacts per client project — the project sponsor, the marketing manager, and the procurement contact all receive the relevant updates.

What does WhatsPortal cost?

Free plan: ₹0, 100 messages/month. Standard: ₹1,199/month (5,000 messages). Premium: ₹2,499/month (unlimited). All in INR via Razorpay.

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Informed clients are happy clients. Keep them updated on WhatsApp.

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