WhatsApp chatbots and CRM so no lead goes unanswered

We automate the repetitive replies, organize your leads in a CRM and connect your tools, so your team spends its time closing sales instead of copy-pasting messages.

WhatsApp chatbots and CRM so no lead goes unanswered

What’s included

  • WhatsApp chatbot

    A bot on the official WhatsApp Business API with menus, answers and handoff to a person.

  • Bilingual replies

    English and Spanish flows that detect or ask for the customer's language.

  • CRM and sales pipeline

    Clear stages for every lead, from the first message to the closed sale.

  • Automated follow-up

    Reminders and follow-up messages so quotes don't go cold.

  • Make and Zapier integrations

    Your forms, bookings, email, spreadsheets and CRM, all connected.

  • Training and tuning

    We train your team and refine the flows based on real conversations.

WhatsApp is your sales channel, so treat it like one

If you're running a business in Mexico, you already know it: most customers would rather send a WhatsApp message than call or fill out a form. In Puerto Vallarta that means the tourist asking about a tour at 11 p.m., the overseas buyer writing from a different time zone and the local client trying to book an appointment. If nobody replies quickly, that person simply messages the next business on the list.

Our chatbot and automation service makes sure every message gets an answer, every lead gets logged and every quote gets a follow-up. It's the part of your digital marketing in Puerto Vallarta strategy that turns interest into revenue.

WhatsApp Business API chatbots

Instant answers, any time of day

We set up a chatbot on the official WhatsApp Business API that handles your most common questions: hours, reference rates you define, location, what a tour includes, general availability or appointment requirements. The bot collects the key details (dates, group size, language, service of interest) and hands them to your team ready to go.

Bilingual from the first message

The bot can ask for the customer's language up front or simply reply in the language they write in. That way, visitors from the US get clear answers in English and Mexican customers get them in Spanish, and your staff doesn't have to switch languages every other chat.

A human when it matters

A good chatbot doesn't try to handle everything. When a conversation needs a personal touch, like a custom quote, a complaint or a big sale, the bot passes the chat to the right person along with the full context. The goal is to save time, not to push customers away.

CRM: every lead in one place

A clear sales pipeline

We implement or configure a CRM with stages that mirror how you actually sell: new lead, quoted, following up, booked or sold, and lost. Every lead coming in from your website, your ads or your social channels is logged with its source, so you can see which channel brings in the best customers.

Follow-up that doesn't rely on memory

Plenty of sales are lost simply because nobody wrote back. We automate reminders for your team and polite follow-up messages: a booking confirmation, a reminder the day before the tour, a review request after the visit or a low-season offer for past guests.

Built for real estate and high-ticket services

In real estate, healthcare or events, the sales cycle can run for weeks or months. A well-configured CRM shows you who's ready to move forward, who needs more information and who hasn't heard from you in a while.

Your data, finally organized

When every contact lives in one place, you make better decisions: which months bring the most inquiries, which services get quoted most often and how long your team takes to reply. That insight also helps you plan campaigns and promotions for the next season.

Make and Zapier integrations

Most businesses already use several tools that don't talk to each other. With platforms like Make or Zapier we connect your forms, booking engine, email, spreadsheets, CRM and WhatsApp. A few examples:

  • A website form automatically creates the contact in your CRM and alerts your team.
  • A confirmed booking triggers a welcome message with arrival instructions.
  • Leads from Meta and Google campaigns enter the pipeline with their source already tagged.
  • After the service, a review request goes out and feeds your local SEO.

How we work

First we map how you handle customers today and where opportunities slip away. Then we design the flows, test them with your team and roll them out in stages. Finally, we train your staff and review real conversations to keep improving the replies. We connect automation with the rest of your marketing channels so everything runs as one system, and we document it in plain English so you're never locked out of your own setup.

Tell us how you handle messages today and we'll suggest where to start automating.

FAQ

Frequently asked questions

Will the chatbot work on my current WhatsApp number?

We use the official WhatsApp Business API, which requires a number registered on it. We'll look at whether it makes more sense to migrate your current number or use a new one, based on how you work today.

Does the bot replace my sales team?

No. The bot handles the repetitive questions, collects details and organizes conversations; your team handles anything that needs judgment and a personal touch. The idea is that they can serve more people, better.

Which CRM do you recommend?

It depends on your team size, your sales process and the tools you already use. We can configure the CRM you have or recommend one that integrates well with WhatsApp.

What are Make and Zapier?

They're platforms that connect apps to automate tasks, like sending form data to your CRM or alerting you when a booking comes in, without custom coding from scratch.

Can I change the bot replies later?

Yes. Flows evolve over time. We review real conversations and update replies, promotions or seasonal information whenever you need.

Let’s talk

Your next customer is already searching for you on Google

Tell us about your business and we will get back to you within one business day with an initial proposal. No strings attached.

  • Free initial diagnosis
  • Clear written proposal
  • Service in English and Spanish
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