WhatsApp & E-mail Marketing System

The hardest part of sales is reaching the right company, at the right time, with the right message. This system runs inside the CRM but is a marketing tool in its own right: the prospect pool, e-mail campaigns, WhatsApp campaigns, and a single send log for both channels live on one screen.

The prospect pool finds new companies by province, district, and sector from map data and gives each a score from 0 to 100: fit with our offering, business model, and scale, with the reasoning visible on every row. The system finds the company’s website itself, verifies it by matching phone or address, and extracts the e-mail address from the site’s own pages; uncertain matches go up for approval. Duplicates are weeded out by name, domain, and similarity; suitable companies are added to the CRM as prospects with one click, and competitors never enter campaigns.

The e-mail side is a three-step wizard: audience, letter, review and send. The audience is chosen by province and sector, each sector can get its own letter, and fields like company name and contact person fill in automatically. A test goes to your own inbox first, then sending starts after confirmation. The same company is not written to again within a short period, and there is a waiting gap between e-mail and WhatsApp too. Opens, clicks, bounces, and replies are tracked; unreachable addresses drop off the list automatically.

The WhatsApp side runs on Meta’s official business API and sends only Meta-approved templates. Carousel templates with swipeable cards, quick-reply buttons (such as "I’d like a quote"), the line’s daily quota and quality rating, delivered and read status, and incoming replies each have their own panel.

Opting out takes one click and applies to both channels: the one-click unsubscribe button in the e-mail, a link, or a reply saying "remove me" is enough, and opt-out requests on WhatsApp are caught too. Every send is tracked in a single list by channel, status, and date.