What is WhatsApp sales workflow software?

Software that designs, automates, and measures every step of the lead-to-revenue journey inside WhatsApp — routing, qualification, cadences, appointments, proposals, and pipeline progression.

How is it different from a CRM?

A CRM stores deals. Workflow software executes them — running the rules, automations, SLAs, and cadences that move a deal from lead to closed-won.

How is it different from sales automation?

Sales automation usually means one motion (e.g. follow-ups). Workflow software orchestrates the entire lead-to-revenue process end-to-end.

Does it replace my CRM?

It can stand alone or sync two-way with HubSpot, Salesforce, Zoho, and Pipedrive so the CRM stays current.

Can I build my own workflows?

Yes. No-code visual builder with triggers, conditions, actions, delays, and stage transitions.

What triggers are supported?

Inbound WhatsApp message, click-to-WhatsApp ad, form submission, webhook, scheduled time, lifecycle stage change.

What actions can a workflow take?

Send WhatsApp messages, assign owner, move stage, create task, send proposal, take payment, sync to CRM, call webhook.

How fast can the first response fire?

Sub-60 seconds with context-aware templates or AI replies.

How are leads auto-qualified?

Rule-based and AI-based qualification on BANT, intent, fit, and budget — applied in-thread.

How are leads auto-assigned?

Round-robin, territory, skill, source, language, business-hour, or load-balanced routing.

Can I run multi-step cadences?

Yes. Multi-step branching cadences with reply detection and skip logic.

Can I A/B test workflows?

Yes. Split tests on messages, cadences, and routing rules with significance reporting.

Can customers self-schedule?

Yes. Native calendar slots inside the chat — no third-party scheduler needed.

Does it support payments inside WhatsApp?

Yes. Send pay links and capture tokens or full payments in-thread.

Does it support e-sign?

Yes. Send proposals for signature inside the conversation.

Can I auto-move pipeline stages?

Yes. Stages auto-advance on signal — reply, click, booking, signed proposal, payment.

Can workflows trigger on inactivity?

Yes. Idle, no-reply, and SLA-breach triggers fire re-engagement flows.

Does it support team collaboration?

Yes. Notes, mentions, internal chat, and shared playbooks per workflow.

Can supervisors monitor workflows live?

Yes. Real-time dashboards across SLAs, conversion, and pipeline health.

What escalation rules are supported?

Time-based, owner-based, value-based, and sentiment-based escalations.

Can I set per-team SLAs?

Yes. SLAs by team, source, segment, value tier, or stage.

Do SLAs respect business hours?

Yes. Workspace and per-team calendars including holidays and shift overrides.

What analytics are available?

Velocity, conversion, stage age, SLA adherence, rep productivity, forecast.

Can I forecast pipeline?

Yes. Weighted forecasting on stage probability × deal value, rolled up live.

Does it support custom fields?

Yes. Unlimited custom fields on leads, deals, and workflows with validation.

Can I tag leads and deals?

Yes — manual tags, rule-based auto-tagging, and AI intent tagging.

How is revenue attribution handled?

First-touch, last-touch, linear, and custom multi-touch attribution to closed-won.

Does it use the official WhatsApp API?

Yes. LandinChat is an Official Meta Tech Partner and provisions the API during onboarding.

Can multiple agents share one number?

Yes. Shared inbox with ownership, collision detection, notes, and mentions.

Is there a mobile app?

Yes. iOS and Android with push for new tasks, mentions, and SLA breaches.

Is the platform GDPR compliant?

Yes. Consent capture, retention rules, and erasure requests are first-class.

Where is data stored?

Secure cloud regions with EU residency available on request.

Yes. At rest and in transit, with strict access controls and audit logs.

Does it support role-based access?

Yes. Granular roles, teams, and field-level permissions.

Can I integrate with HubSpot or Salesforce?

Yes. Native two-way sync for contacts, deals, and activity.

Does it support webhooks?

Yes. Outbound webhooks for every workflow event.

Is there an open API?

Yes. REST APIs for leads, deals, workflows, and reports.

Can I migrate from another tool?

Yes. CSV import and assisted migration are available.

Will I keep my existing WhatsApp number?

Yes. Numbers port via Meta's standard BSP migration.

How long does setup take?

Typical workspaces go live within a day.

Do I need a developer?

No. The workflow builder is no-code; APIs are optional.

Does it support multi-language workflows?

Yes. Per-contact language with translated templates and AI replies.

Can I version workflows?

Yes. Versioning, draft mode, and rollback are first-class.

Can workflows be paused?

Yes. Manual or scheduled pauses with fallback routing.

Are reports schedulable?

Yes. Daily, weekly, and monthly reports via email or WhatsApp.

Does it support post-sale workflows?

Yes. Onboarding, training, renewal, and upsell workflows are native.

Can I template workflows?

Yes. Pre-built templates per industry; clone, edit, and ship.

Does it support approvals?

Yes. Multi-step approval workflows with role-based gating.

How is pricing structured?

Per-user or per-conversation plans, plus Meta's standard messaging fees.

Where can I see plans?

All plans and a workspace start option are on the pricing page.

LandinChat

See pricing

Sales OS · Revenue Execution Engine · Workflow Command Center

Build A Sales Process That Runs Itself

Automate lead routing, follow-ups, qualification, appointments, pipeline progression, and customer communication — through one WhatsApp sales workflow platform.

Start Using LandinChat See Plans

No-code builder
Stage automation
BANT scoring
Cadence engine
Pipeline forecasts
WhatsApp-native

Live workflow · Inbound Sales Running

New WhatsApp Lead

trigger

Qualified (BANT)

condition

Assign Aisha

action

Send Reply <60s

action

Book Appointment

action

Stage → Proposal

stage

Steps

1.8s

Avg run

99%

SLA hit

+34%

Win lift

The Problem

The Broken Sales Process

A six-link chain where every weak link costs you revenue.

Lead Arrives

Inbound enquiry lands in a personal WhatsApp.

No Process

No owner, no playbook, no SLA — every rep improvises.

Delayed Response

Minutes turn into hours. Buyer attention decays.

Missed Follow-Ups

Cadences live in heads, not systems.

Lost Opportunities

Pipeline stalls in 'contacted' — forever.

Revenue Loss

Forecast misses. CAC rises. LTV slips.

Framework

The Sales Workflow Framework™

Six stages that turn ad-hoc selling into a repeatable revenue engine.

Capture

Every lead from ads, forms, QR, click-to-WhatsApp lands on the workflow.

Qualify

Auto-score inbound by BANT, intent, fit, and budget — instantly.

Assign

Route by territory, segment, skill, language, source, or load.

Engage

Trigger sub-60s replies and multi-step cadences in WhatsApp.

Convert

Move qualified deals through stage automation to closed-won.

Retain

Onboarding, renewals, and upsells fire on lifecycle triggers.

Journey

The Complete Sales Journey

Eight checkpoints from lead to retained customer — automated end-to-end.

STEP 01

Lead Generated

Inbound captured + deduped.

STEP 02

Lead Qualified

Score & route in seconds.

STEP 03

Assigned

Owner accountable, SLA armed.

STEP 04

Conversation Started

First reply <60s.

STEP 05

Appointment Booked

Self-serve slots in-thread.

STEP 06

Proposal Sent

Quote + e-sign inside WhatsApp.

STEP 07

Deal Closed

Stage → Won; payment captured.

STEP 08

Customer Retained

Onboarding cadence fires.

Audiences

Who Needs Sales Workflow Software?

Eight industries running revenue execution on LandinChat.

Real Estate Teams

Inbound enquiries to broker round-robin with site-visit booking.

Insurance Agencies

Quote → policy → renewal flows on autopilot.

Recruitment Firms

Candidate intake, screening, and interview cadences.

Solar Companies

Lead → survey → proposal → financing motion.

Education Consultants

Counsellor routing through admissions decision windows.

Financial Advisors

KYC + onboarding flows inside compliance SLAs.

Marketing Agencies

Discovery → proposal → retainer journey threaded per client.

B2B Sales Teams

Multi-stakeholder pipelines with approvals and e-sign.

Command Center

Sales Workflow Command Center

One deal card. Eight signals. Zero spreadsheets.

DEAL · #L-2241

Priya Sharma · 3-bed unit

Live workflow

Lead Status

Qualified

Assigned Rep

Aisha · APAC

Pipeline Stage

Proposal

Next Task

Send pricing · 2:30 PM

Follow-Up

Cadence step 3 of 6

Deal Value

$12,400

Win Probability

62%

Time in Stage

2d 4h

Automation Engine

Workflow Automation Engine

Six engines that take humans off the critical path of the deal.

Engine · 01 / 06

Lead Routing

Round-robin, territory, skill, language, source, load.

Output

<1s · auto

<1s

Latency

99.95%

Reliability

100%

Coverage

Performance

Revenue Execution Dashboard

Six numbers a head of sales should never have to chase.

+58%

Lead Velocity

Capture-to-qualified speed lift after workflow goes live.

92/100

Pipeline Health

Composite score: stage age, owner activity, SLA adherence.

+34%

Conversion Rate

Inbound-to-closed-won lift with playbook standardization.

−41% time

Deal Progression

Median time from first touch to closed-won.

+2.4×

Sales Productivity

Deals per rep per quarter with task automation on.

Weighted

Revenue Forecasting

Stage probability × value, rolled up live.

ROI Calculator

Sales Workflow ROI Calculator

Estimate the revenue, efficiency, and pipeline lift from a unified workflow.

Monthly Leads1,200

Average Deal Value (USD)3,500

Current Conversion Rate (%)8

Sales Team Size6

Revenue Growth / mo

$504,000

Efficiency Gains

+150%

Time Saved / mo

432 hrs

Pipeline Improvement

$1,470,000

Scenarios

Real Business Scenarios

Five complete workflow journeys teams are running today.

Insurance Agency

Quote intake → advisor → renewal

Auto quote ack
Product-based routing
Renewal cadence 90/60/30

Recruitment Company

Candidate intake → screen → offer

Role-based routing
Interview reminders
Offer e-sign in-thread

Real Estate Team

Ad enquiry → visit → booking

Broker round-robin
Site-visit slots
Token payment link

Solar Business

Lead → survey → proposal → financing

Survey scheduling
Proposal nudges
Financing follow-up

Education Consultancy

Inquiry → counsel → fee → enrol

Course routing
Decision-window cadences
Fee reminder loop

Why LandinChat

Why Businesses Choose LandinChat

The outcomes that matter to revenue leaders.

Workflow Visibility

Every stage, owner, SLA, and signal on one canvas.

Process Standardization

Same playbook, every rep, every shift, every region.

Automation

From first reply to e-sign — no manual hops.

Sales Accountability

Per-rep SLA, cadence, and conversion dashboards.

Revenue Growth

Speed, standardization, and automation compound on every deal.

Scalability

Add reps, regions, products without rebuilding the process.

Maturity Model

Sales Operations Maturity Model

From manual selling to a revenue operations system.

Manual Sales

Each rep their own process. Nothing is shared.

Shared Communication

Shared inbox or phone. No SLAs or routing.

Spreadsheet Processes

Pipeline lives in cells — updated weekly at best.

Sales Workflow Platform

Routing, cadences, stage automation, analytics.

Revenue Operations System

Forecasting, attribution, and coaching loops on top.

Buyer Decision

Buyer Decision Framework

Five approaches to sales workflow management, compared.

Approach	Automation	Time-to-Value	Risk	Best Fit
Manual Process	0%	Weeks	Drop-offs at every stage	Solo operators
CRM Tasks	20%	Months	Reps mark done without acting	Process-mature orgs
Spreadsheets	0%	Stale	No SLAs, no automation	Tiny teams
Workflow Software	60%	Weeks	Generic — not WhatsApp-native	Multi-channel teams
LandinChat	95%	Live in a day	Low — WhatsApp-native workflow engine	WhatsApp-led revenue teams

Interactive

Workflow Designer

Click a block to add it to the canvas. Build your own lead-to-sale workflow live.

Palette

Tap to add

Canvas · 6 steps

01New WhatsApp Lead· Trigger
02Qualified (BANT)· Condition
03Assign Owner· Action
04Send WhatsApp Reply· Action
05Book Appointment· Action
06Send Proposal· Action

Demo only — LandinChat's full builder ships branching, delays, A/B splits, sub-workflows, and 200+ integrations.

Explore

Related Platforms

Sales Follow-Up Software Lead Response Management Software Lead Management Software Sales Pipeline Software WhatsApp CRM Sales Automation

FAQ

Sales Workflow — 50 Questions

Workflow design, automation, qualification, cadences, pipeline, and pricing.

Explore the full LandinChat WhatsApp suite

Every product below is built on the official WhatsApp Business Cloud API and works with the rest of the LandinChat stack — CRM, broadcast, chatbot, automation and analytics — out of the box.

WhatsApp CRM

Unified inbox, contacts, pipelines and notes for WhatsApp.

WhatsApp Broadcast

Send approved templates to thousands without getting flagged.

WhatsApp Chatbot

No-code flows, AI replies and 24/7 lead qualification.

WhatsApp Automation

Triggers, sequences and CRM sync without code.

Lead Management

Capture, score, assign and nurture WhatsApp leads.

Lead Assignment

Round-robin, skill and territory routing in seconds.