Document collection takes a week of email tag
The advisor needs PAN, ITR, and bank statements. Three rounds of email later, two of the four documents are missing. The client gives up before they start.
WHATSAPP FOR PROFESSIONAL SERVICES
Client communication, intake, and follow-ups on the channel clients actually answer.
Capture inquiries, qualify and book consultations, collect documents, send invoice reminders, and run review-request campaigns. Multi-tenant for marketing agencies running WhatsApp for multiple service-business clients.
Get Started — Free ForeverFree forever · No card required
Apply for Founding Reseller9:41
ClearTax Advisors
online
Hi, need help with ITR filing for FY 25-26
11:05 AM
Sure — quick intake first. Salary income, business income, or both?
Salary
Business
Both
11:05 AM ✓✓
Salary
11:06 AM
Got it. Please share PAN + Form 16 + bank statements (Apr–Mar). You can attach them here.
How to find Form 16
11:06 AM ✓✓
[Sent 3 files]
11:09 AM
Built on the technology businesses trust
🤩 We're Official
Official WhatsApp
Business Cloud API
0% markup on
Meta charges
Custom domain
supported
Sound familiar?
Three things every D2C team already lives with
Consultation no-shows kill billable hours
Half the discovery calls book and never show. The 30-minute slot is gone, the partner's calendar is gridlocked, the lead is cold.
Invoice follow-ups feel awkward and get ignored
Email reminders sound robotic; phone calls feel pushy. The invoice sits unpaid for 60 days. Cash flow waits for someone to chase it down manually.
The four pieces
What you actually need to run WhatsApp marketing at scale
Client intake without the email-tag
Build a flow that captures everything you need before the first call: documents, identifiers, scope answers. Files attach inline, get tagged to the contact, and route to the right team.
Consultation booking with reliable reminders
Calendly or Google Calendar integration shows live slots; the client picks one in WhatsApp; reminders fire T-24h and T-1h. No-shows drop because the reminder lands somewhere they actually check.
Multi-client mode for marketing agencies
An agency running WhatsApp for 8 service-business clients gets one master account with 8 sub-tenants. Clients see only their own brand; the agency runs them all from one dashboard.
Document collection and invoice follow-ups
Templated requests for missing docs; secure link delivery for sensitive files; invoice reminders at T+7d, T+14d, T+30d with payment links. Stops automatically when the invoice is paid.
Scenario 01 / Client intake
Run a structured intake in one WhatsApp thread — not three rounds of email.
A new client messages your firm. A WhatsApp Flow asks the structured questions you'd ask in your intake form (entity type, scope, fiscal year, prior advisor) and accepts file attachments inline. Answers and files save to the contact's profile and surface to the partner before the first call.
- WhatsApp Flow handles structured intake (radio, checkbox, file upload)
- Files attached in-chat save to the contact and your document store
- Branch logic by service type (tax, audit, consulting, recruitment)
- Webhook to your CRM (HubSpot, Pipedrive, Zoho) on intake complete
app.whatsmark.io/flows/builder
Blocks
⚡
Trigger
💬
Message
↕
Condition
⏱
Delay
🎯
Action
TRIGGER
Keyword: "PROMO"
Incoming message match
MESSAGE
Welcome + menu
Template: welcome_v2
CONDITION
Button reply?
Check: reply_id
YES
Send offer
NO
Assign agent
Scenario 02 / Consultation booking
Book discovery calls that the client actually shows up to.
Live calendar slots from Calendly or Google Calendar surface as buttons in the chat. The client taps one; the booking writes back to your calendar. T-24h and T-1h reminders fire on WhatsApp instead of email. Reschedules are one tap. Conversation history persists, so the partner walks into the call with full context.
- Live calendar slots surfaced as buttons in WhatsApp
- Two-way reminders (T-24h, T-1h) on the channel they answer
- One-tap reschedule with live availability
- Full intake history visible to the partner before the call
9:41
Halo Legal
online
📅 Halo Legal — discovery call slots Pick a time that works for you:
Today 4 PM
Fri 11 AM
Mon 3 PM
2:15 PM ✓✓
Fri 11 AM
2:18 PM
✅ Discovery call confirmed — Fri, 11:00 AM IST 💼 Topic: Trademark filing 👤 Partner: Adv. Mehta 💻 meet.google.com/abc-defg-hij
2:18 PM ✓✓
⏰ Reminder — discovery call in 1 hour (11:00 AM IST). Joining link: meet.google.com/abc-defg-hij
Confirmed
Reschedule
Fri 10:00 AM ✓✓
Scenario 03 / Multi-client agencies
Run WhatsApp for every client your agency serves under one master dashboard.
A marketing agency with 8 service-business clients sets up a master account; each client is a sub-tenant. Clients see only their own brand and data; the agency dashboard sees everything. Templates can be cloned across clients; reporting rolls up. White-label domain hides WhatsMark from the client's customers entirely.
- Sub-tenant per client — isolated contacts, inbox, and staff
- Clone-and-localize templates across clients in seconds
- Aggregated funnel reporting at the agency level
- White-label custom domain (Pro + Reseller plans)
app.whatsmark.io/contacts
Contacts
2,847 total · 5 segments
All 2,847VIP 184New (30d) 512Trial 67
NamePhoneTagsSource
AS
Aarav SharmaVIPMumbai
CSVPP
Priya PatelNewDelhi
APIRV
Rahul VermaTrial
CSVSI
Sneha IyerVIPBangalore
ManualKG
Karan GuptaLead
APICSV · API · Manual
What your customers see
Sample messages for service firms and agencies
Real WhatsApp threads — drop them straight into your account or use them as starting templates.
ITR-filing intake
9:41
ClearTax Advisors
online
Need help filing my ITR
11:05 AM
Welcome — quick 90-second intake first. Income type?
Salary
Business
Both
11:05 AM ✓✓
Both
11:06 AM
Got it. Please share: 1. PAN card 2. Form 16 (if salary) 3. Bank statements Apr–Mar You can attach them right here.
How to find Form 16
Skip for now
11:06 AM ✓✓
[Sent 3 files]
11:10 AM
Consultation reminder (T-1h)
9:41
Halo Legal
online
Reminder — discovery call in 1 hour. 📅 Today, 4:00 PM IST 💼 Topic: Trademark filing 💻 Google Meet: meet.google.com/abc-defg-hij Partner: Adv. Mehta
Confirmed
Reschedule
3:00 PM ✓✓
Confirmed
3:04 PM
✅ See you in 1 hour. Joining link works 5 minutes before start.
3:05 PM ✓✓
Invoice reminder (T+14d)
9:41
CFO Studio
online
Hi Anjali — gentle reminder on invoice INV-2451 (₹78,000). Due 14 days ago. Do let us know if there's anything pending on our side.
Pay Now
Talk to Account Manager
10:00 AM ✓✓
Pay Now
10:12 AM
Opening secure payment link… processing.
10:12 AM ✓✓
✅ Payment received. Receipt sent to your email. Thank you. 🙏
10:13 AM ✓✓
Integrations
Plays well with what you already use
Connect natively where we have direct adapters. Use webhooks or our REST API for everything else. Honest status flags — we don't pretend an integration ships when it doesn't.
Hu
HubSpot
CRM
Via API / WebhookPi
Pipedrive
CRM
Via API / WebhookZo
Zoho CRM
CRM
Via API / WebhookCa
Calendly
Scheduling
Via API / WebhookRa
Razorpay / Stripe
Payments (invoices)
AvailableBy the numbers
Specific, defensible, no fabricated stats.
Open rate
98%
WhatsApp industry-wide; vs ~20% for email
Unlimited team members
Always
Partners, associates, ops — no per-seat fee
0% Meta markup
Always
Direct billing to your Meta Business Account
FAQ
Common questions, honest answers
Don't see your question? Email me at [email protected] — I read and answer every one personally.
WhatsApp Cloud API uses transport encryption between Meta and your server. For genuinely sensitive client material (signed agreements, financial statements, KYC), the recommended pattern is short-lived secure links rather than raw attachments. WhatsMark templates support time-bound signed URLs by default. If your firm has specific compliance obligations, we can share our security architecture for review.
Yes — WhatsApp Cloud API supports PDFs up to 100 MB, images, and other file types. For sensitive documents, use signed short-lived links so the file is accessible only to the recipient and only for the configured window. Every shared document logs to the contact's record with timestamp.
Reseller plan. Each client is a sub-tenant with its own contact list, inbox, agents, and templates. The agency runs everything from one master dashboard with rollup reporting. White-label custom domain means each client's customers see the client's brand, not WhatsMark or any sibling client.
Yes. Connect Razorpay, Stripe, or your existing payment processor; the invoice template includes a payment link generated dynamically. The client taps, pays, and a confirmation flows back automatically. Reconciliation against your accounting tool happens via the payment processor's webhook.
Native via-API connectors for HubSpot, Pipedrive, and Zoho CRM are on the integration roadmap; today, the pattern is webhooks both ways — your CRM fires a webhook on lead creation; WhatsMark fires webhooks on incoming messages, intake completions, and document uploads. Most modern CRMs accept this without custom code.
Yes. The shared inbox supports assignment, transfer, and internal notes. An associate handles intake; the partner takes over the consultation; an ops person follows up on documents. Each is logged and the client sees a single seamless thread.
The Business App is one phone, one user, manual replies. WhatsMark is built on WhatsApp Cloud API: shared multi-partner inbox, automated intake and booking flows, document workflows, multi-client sub-tenants, CRM webhooks, role-based access. The moment your firm has more than one professional handling client work, the app stops scaling.
Industries we also serve
Different industry? Same playbook, tuned for fit.
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