WhatsApp Business API & Marketing Automation · 06
Shared inbox & CRM
Configure supported team inbox assignment and CRM fields so authorised staff can track enquiries, ownership and follow-up status.
Tailored scope · Agreed deliverables · Clear handover
Imagine your project
A sales team assigning incoming conversations
This is an example use case—not a client case study. Your goals, content and existing systems determine the final solution.
PROJECT OUTLINEConcept
Shared inbox & CRM
01Inbox roles and assignment rules
02Agreed customer-record fields
03Follow-up ownership and status labels
04Team training on handover
Scope confirmed before work begins
What we can provide
Deliverables you can review.
Choose the items your project needs. Quantities, formats, revisions, timelines and availability are confirmed in a written proposal—not assumed to be a fixed package.
Agreed customer-record fields
Follow-up ownership and status labels
Team training on handover
Your starting point
What to bring
Provider capabilities, CRM access and team responsibilities.
Room to expand
Optional additions
Additional departments, escalation routing and reporting.
Optional additions require a separate scope and estimate.
Before we begin
Important scope details
Shared-inbox subscriptions and integration capabilities vary by provider.
Explore the visual direction
A related design concept
From brief to handover
A clear path through the project.
- 01 · Understand
Review your goals and the inputs listed above. Identify missing content, access or decisions.
- 02 · Agree
Select deliverables and confirm the estimate, schedule, revision rounds and responsibilities.
- 03 · Create & review
Prepare the agreed work, review it with your nominated contact and address scoped feedback.
- 04 · Deliver
Provide the agreed files, configuration or report. Confirm ownership, access and any ongoing support.
Common questions
Before you enquire
Can I request only shared inbox & crm?
Yes, we can discuss this as a standalone project. We will identify any dependencies before confirming scope.
What will it cost and how long will it take?
We quote after reviewing your inputs, deliverables, complexity and required integrations. The proposal specifies the timeline, fees, payment stages and revision limits.
Are the images examples of completed client work?
No. These are illustrative concepts showing possible visual directions. Sample content, figures and interfaces are not claims about actual clients or guaranteed results.
Let’s define your project
Start with a conversation.
Tell us your goals, current setup and preferred timeline.