WhatsApp CRM
Route direct messages, ad enquiries, QR leads, website CTAs and handoff requests into one inbox.
Pillar 2
Convert WhatsApp leads, bookings and billing in one CRM.
CRM Studio gives service teams one operating layer for WhatsApp intake, bot scripts, lead qualification, pipeline, bookings, payments, automatic invoicing through integrations, dunning and renewals.
Hi, I saw your offer on Instagram.
Great. Which service are you interested in?
A trial class this week.
Perfect. I found Thursday at 18:30 and saved the campaign source.
What it solves
No more lost context between enquiry, follow-up, billing and payment.
CRM Studio keeps the conversation, source, owner, booking, invoice, payment status and renewal record together, so the team always knows what happened and what must happen next.
Bot intake
Use structured scripts to collect name, need, intent, preferred time and missing details before handoff.
Pipeline
Move leads through new, contacted, qualified, booked, won, lost and renewal stages.
Bookings
Connect appointments, trials, classes or consultations to the customer record and campaign source.
Billing and invoicing
Connect invoicing tools so confirmed bookings or contracts can trigger invoice creation and customer records stay current.
Payments
Track deposits, payment links, subscriptions, payment status and receipts beside the customer timeline.
Dunning
Spot failed, late or missing payments and trigger structured reminder workflows before revenue leaks.
Renewals
Keep contracts, recurring services and renewal moments visible so the team can act before customers lapse.
Team handoff
Assign ownership and preserve the full history when marketing leads need human follow-up.
Workflow
Capture, qualify, book, bill, collect, renew.
Message arrives
Ethera captures source, message and contact details from WhatsApp.
Bot qualifies
The script asks only the questions needed to prepare the next action.
Team converts
Sales or reception handles the lead with context, owner and booking timeline.
Billing runs
Invoice and payment workflows connect through the tools the business already uses.
Dunning protects revenue
Late or failed payments can trigger reminders and follow-up tasks.
Renewals stay visible
Recurring customers, renewals and revenue connect back to the original demand source.
Connected system
CRM outcomes become strategy inputs.
Strategy Studio uses CRM conversion data to decide which growth actions deserve repeating, changing or stopping.