Automations

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.

Follow-ups on time Stops when they reply Off switch on everything
Day 0
welcome
Day 1
catalogue
Day 3
offer
Reply?
sequence stops
What it looks like

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.

Sep 14 · he emailed
stop logged where it landed
Oct 6 · renewals open
each account, its own zone
Nov 1 · clocks back
still 6:00 PM where she is
5:58 PM · she replies
step 4 cancelled, not queued
Three in one day?
no cap here follows a person
How it works

Pick what starts it, set the steps, then leave it alone

Automations exist for the week nobody has time to follow up in.

  1. 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.
  2. 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.
  3. 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.
What you can count on

Safe to leave running, on every step

These hold on every step, whatever anyone configures.

People who said STOP get no follow-upsEvery 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.
It steps aside for your teamWhen a person is in the conversation, the series does not talk over them. A reply from your side ends the automatic follow-up on that chat.
Nobody is messaged at 3amSteps respect your business hours and the customer's time zone, so a well-meaning series never wakes a customer up in your name.
Off means off, in secondsPause one automation or all of them; it takes effect immediately, and nothing already queued goes out after the switch.
What it can use

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 you get

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.

WhatsApp · Sunday Nov 1 · 5:58 PMseasonal renewal · step 4 of 6
Rosalind Kvammen, Duluth. Minneapolis desk, accounts west into the Dakotas — the Rapid City sites sit an hour behind on Mountain. Clocks went back at 2:00 AM; step 4 still fires at 6:00 PM in each account's own zone, so the instant moved overnight and the hour on her phone did not.
Hold on before another one of these goes out. That season figure you quoted — is it what lands on the invoice, or does it grow?
It's what lands: $625.00 for the season, every mandatory fee already inside it. Same way it's advertised — a Minnesota price has had to carry those since last year. Per-visit salting is quoted all-in too.
Good. And drop my brother's place off this — he emailed you about it back in September.
He did, September 14. It's logged as a stop with that date and the route it arrived on, and the email steps ended there. I've just pulled him off the rest by hand, because a stop that lands in one place doesn't crawl into channels it never mentioned.
Her message came in at 5:58 and step 4 was cancelled outright, not parked behind the conversation. The window itself ships switched off: across nine statutory time zones — and a Uniform Time Act that lets a state opt out of daylight saving without recording anywhere who did — no single American hour is defensible as a default. You set it, and we hold it in each recipient's own zone, through the night the country changes its clocks. What we will not do is count how many messages one person has had from you across your campaigns and your sender numbers. If that cap matters, it is a decision you take before the run, not a rule enforced inside it.

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.

FAQ

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.

More features
Lead Capture Website Forms Website Chat AI Agent Team Inbox Pipeline Broadcasts Meetings Reports Segments AI Voice Roles & Teams Attribution

Never forget a follow-up again.

Write it once, and every enquiry gets the right message on the right day, until they reply.

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