WhatsApp Lead Generation Agency

CRM & Lead Management from WhatsApp chat to booked visit

We set up and run the lead management system your sales team needs: every Meta, Google and Google Maps lead lands in one pipeline, gets qualified on WhatsApp, and is followed up until a visit is booked and the sale is recorded.

Powered by ChatAgent

Where leads get lost

Slow first response

Buyers ask several businesses at once. A reply that takes hours sends them to a competitor.

Chats scattered across phones

When leads live in personal WhatsApp accounts, management cannot see follow-ups, and history leaves with the salesperson.

No link to the ads

Without a pipeline, you cannot tell which ad produced visits and sales, only which produced clicks.

What we do

Implementation and ongoing management

Pipeline setup

Stages built around your sales process, for example new lead, qualified, visit booked, visited, quoted, won.

WhatsApp qualification

Qualifying questions for budget, need, location and timeline, so salespeople call the right buyers first.

Lead capture and routing

Click-to-WhatsApp ads, Meta lead forms, Google Ads, Google Business Profile and landing pages feed one inbox, assigned to the right salesperson or branch.

Follow-up workflows

Reminders and message templates so no qualified buyer goes quiet without a follow-up.

Sales-team enablement

Training and playbooks for your sales team, and regular reviews of response time and conversion.

Ad-to-sales reporting

Dashboards that connect ad spend to qualified leads, visits and sales, with those events sent back to Meta and Google.

Our tech stack

Built on ChatAgent

We implement ChatAgent, a WhatsApp lead management platform, as the core of the system. ChatAgent is a separate company; Pipeline implements and runs it for clients. If your team already uses another CRM, we can work with it.

Visit ChatAgent.so

Two ways to pay for the software

Subscribe directly

Your company subscribes to ChatAgent directly. Pipeline charges only for implementation and management.

Bundled in your retainer

The ChatAgent licence is included in your Pipeline retainer, with one invoice for software and service.

Find where your WhatsApp funnel loses buyers

Request a WhatsApp Lead Audit

Frequently Asked Questions

Is this a software product?
No. Pipeline is a service company. We set up, run and improve your lead management, and the software we use is ChatAgent.
How are Pipeline and ChatAgent related?
ChatAgent was founded by Pipeline’s founder and operates as a separate company. Pipeline implements and runs it for clients, and you can subscribe to ChatAgent directly if you prefer.
Can you work with our existing CRM?
Yes. We recommend ChatAgent for WhatsApp-first sales, but we can implement the same process on a CRM your team already uses.
Who is this service for?
Businesses whose customers chat on WhatsApp before they visit and buy, with a sales team that handles those chats: real estate, home improvement, education, healthcare and automotive.
Does this include an AI agent?
It can. An AI agent can reply to every WhatsApp chat in seconds, qualify buyers and book visits before handing them to sales. See AI lead qualification.
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