Automatic WhatsApp follow-ups, even on your busiest day
Write your follow-ups once, a welcome today, your prices tomorrow, an offer a few days later, and every new enquiry gets them on time. When the customer replies, the follow-ups stop and your team takes over.
In plain words:An automation is a small set of rules: when this happens (a new enquiry, a stage change), do that (send a message, create a task). It does the follow-up your team would do, without anyone remembering to.
A three-step follow-up that stops the moment they reply
A welcome today, your prices tomorrow, an offer a few days later, each step skipped automatically once the customer has done the thing you were following up about.
Pick what starts it, set the steps, then leave it alone
Automations exist for the week nobody has time to follow up in.
- 01Pick what starts it.A new enquiry, a stage change, an answer on a form: the moments you care about, chosen from your own board rather than a generic list.
- 02Set the steps and the waits.Messages over days or weeks, with two versions you can test against each other, and your business hours and the customer's time zone respected without you setting quiet hours twice.
- 03It runs, and it records itself.Every automatic action lands on the customer's timeline marked as automatic, so the history reads the same whether a person or a series did the work.
Safe to leave running, on every step
These hold on every step, whatever anyone configures.
It works with what BM CRM already knows
Named, so you know what an automation can act on.
Starts on
- A new enquiry
- A stage change
- A form answer
- A label added
- A schedule
Can do
- Send an approved message
- Hand to the AI assistant
- Create a follow-up task
- Add a label
- Assign a teammate
Always respects
- Who agreed to hear from you
- Your business hours
- The customer's time zone
- Its own off switch
What changes in your week
Follow-up that survives a busy week
The second and third contact is where most sales are actually won, and it is the first thing to disappear when the team is busy. A series does it on the day it said it would, skips the step when the customer has already replied, and hands a warm conversation to whoever owns the customer.
Two versions, decided by replies
Test two versions of what you say and keep the one that starts conversations. It turns an argument about wording into a number, and the number comes from your own customers rather than from a blog post about best practice.
A history that reads like a person's
Every automatic message, task and label sits on the customer's timeline marked as automatic. Six weeks later a salesperson can see exactly what this customer has already been told, which is what stops the same offer arriving twice in different words.
Questions people ask before they buy
What do I need to set this up?
A connected WhatsApp number and the messages you want to send. For messages sent outside the 24-hour reply window, WhatsApp requires an approved message, which you write and submit inside BM CRM.
Who sets it up?
You can, from ready-made starting points: pick what starts it, write the steps, switch it on. Our team sets it up for you on the Lead Generation + CRM plan.
Which plan includes it?
Every plan, with unlimited active automations. The pricing page shows what each plan includes.
Who writes the messages?
You do, in your own words, or our team does on the Lead Generation + CRM plan. The AI assistant can also fill an approved message with details from the conversation.
What if the customer replies in the middle of a series?
The remaining steps are skipped, so nobody is chased for something they have already answered.
Can an automation message someone who said STOP?
No. Every send checks that the person still agreed to hear from you, so a series written months ago never reaches someone who has since opted out.
Can messages go out at night?
No. Steps respect your business hours and the customer's time zone, so a series never wakes someone up in your name.
Can I stop everything at once?
Yes. Pause one automation or all of them; it takes effect in seconds and nothing already queued goes out afterwards.
Never forget a follow-up again.
Write it once, and every enquiry gets the right message on the right day, until they reply.