WA Workflow
WhatsApp-centred workflow for enquiries and follow-ups — stages, quick replies, automations and team handoffs.
Subscription (check vendor)★ 4.5
Overview
WA Workflow (WAWF) adds structure to high-volume customer messaging: boards, saved replies and keyword automations so office teams move leads from first message to booked job with less manual copying. It complements job management and accounting tools rather than replacing them.
Key features
- Conversation stages and CRM-style boards
- Quick replies and templated follow-ups
- Keyword-triggered automations
- Team transfer between sales and operations
- Calendar and contact integrations
Pros
- Cuts repetitive typing on repeat enquiries
- Clear handoffs when multiple staff answer messages
- Fast to layer on top of existing tools
Cons
- Needs consistent internal process to get value
- Confirm messaging compliance for your trade and region
- Not a full field service or ledger replacement