Website, CRM and WhatsApp: how to stop losing leads between them
Leads slip through the gaps between your website, WhatsApp and sales follow-up. A practical guide to connecting them, for businesses in Pakistan.
For many businesses in Pakistan, WhatsApp is customer service. Orders, bookings, complaints and questions all arrive there. So when people ask us about “WhatsApp automation”, the first question is always the same: do you need the WhatsApp Business App, or the WhatsApp Business Platform?
They sound alike, but they are different products made by Meta for different situations. This guide explains both in plain words, checked against Meta’s own documentation (links at the end). We have deliberately left out prices, because Meta changes them. Always check Meta’s current pricing page before you decide.
Most small businesses should start with the App. The Platform makes sense when you outgrow it.
The Business App looks and works much like normal WhatsApp, with extra tools for businesses. It is free to download.
According to Meta, the App lets you:
Meta’s features page also lists quick replies, saved shortcuts for messages you send often, and labels to organise and filter important chats.
The Platform is Meta’s offering for businesses that want to connect WhatsApp to their own systems. Developers use its main interface, the Cloud API, to send and receive messages from software instead of a phone.
That is what makes automation possible: a chatbot that answers common questions, an online store that sends order updates by itself, or a CRM that records every conversation.
Based on Meta’s documentation:
1. The 24-hour customer service window. When a customer messages you, a 24-hour window opens. During it, you can reply freely with normal messages. Once it closes, you can only send message templates.
2. Templates and opt-in. Templates are pre-written messages, such as order confirmations or appointment reminders. They generally need Meta’s approval before use. Meta also requires you to get the customer’s opt-in before sending them template messages, and the opt-in must state your business name and what the messages are for.
These rules protect customers from spam. A good setup works with them: templates for updates people asked for, and fast human or AI replies inside the window.
Using the Platform has costs that the free App doesn’t, both Meta’s fees for certain messages and the cost of the software or provider you use. We’re not quoting figures here because they change. Check Meta’s pricing page for current rates in Pakistan.
Often, yes. Meta now supports a setup where a business can keep using the WhatsApp Business App and connect the same number to the Cloud API through a Meta partner. Meta calls this onboarding “WhatsApp Business app users”.
There are conditions. The business must be on a recent version of the App, onboarding goes through a Meta Solution Partner or Tech Provider, and some features behave differently. For example, broadcast lists are turned off, group chats are not synced, and some linked devices are not supported. Your provider should explain these before you switch.
Ask yourself these questions:
If the App is enough for now, set up your business profile, greeting message and quick replies properly. That alone makes a big difference.
If you’re ready for more, see our WhatsApp Automation service, or read what an AI chatbot is. When you’re ready, book a free consultation and we’ll recommend the setup that fits your business.
Book a free consultation with our team in Lahore. We listen first, then send you a written plan, timeline and quote.