WhatsApp API + CRM
Keep property details and automation requirements together.
All use cases
Converso for home automation integratorsKnow the home.
Know the home.
Before you design the experience.
Capture the property brief, understand automation interests and coordinate surveys, demos and proposal follow-ups.
For smart-home integrators, lighting control specialists and connected-home installers.YOUR NEXT SALES CONVERSATIONIllustrative inquiry
NP
Nirav Patel
Qualified inquiry- Property
- New 3 BHK apartment
- Interested in
- Lighting & curtains
- Project stage
- Electrical planning
- Location
- Vadodara
NEXT STEP FOR YOUR TEAMIntegration specialist discusses scope and a site survey.
Property context ready for a useful first call.
WhatsApp campaigns
Share relevant smart-home demos with interested homeowners.
Automation workflows
Follow up from site survey to scope and proposal approval.
01 / FROM FIRST INQUIRY TO THE NEXT STEPSelect a stage to see how it works.
From a smart-home idea.
To a clear project brief.
Your team sets the rules.
Converso handles the repeatable follow-ups.
EXAMPLE WORKFLOW / Property inquiry
Build the brief before the first consultation.
WHEN THIS HAPPENS
A homeowner asks about automating their property.
Converso can
- 1Ask about property type, location and project stage.
- 2Capture interest in lighting, curtains or other systems.
- 3Save budget and timeline preferences.
Your team takes it from here
Review the requirements and plan a discovery call.
Your smart-home teamExample WhatsApp conversation
HOMEOWNER CONVERSATION
Hi Nirav! Is this a new home or an existing one, and what would you like to automate?
A new 3 BHK. Lighting and curtains, while electrical work is being planned.
Property brief capturedReview the project stage
Example flows configured around your stages, message content and contact permissions.
02 / CAMPAIGNS WITH A REASON TO REPLYShow what is possible.
Show what is possible.
Start with what they need.
Use saved requirements and tags to organise audiences for your WhatsApp campaigns.
01
Experience-centre visit
WHO IT’S FOR
Opted-in homeowners considering an automation project.
EXAMPLE MESSAGE
Would you like to experience lighting and curtain control in person? Let’s arrange a demo.
Arrange a demonstration
Show a relevant experience before discussing the full scope.
02
Project-stage reconnect
WHO IT’S FOR
Homeowners who agreed to a follow-up near electrical planning or renovation.
EXAMPLE MESSAGE
Is your project ready for the next planning discussion? We can revisit your automation requirements.
Refresh the property brief
Reconnect at the stage the homeowner shared.
03
Relevant system upgrade
WHO IT’S FOR
Opted-in existing customers interested in additional automation.
EXAMPLE MESSAGE
Thinking about adding another room or control? Our team can review what fits your setup.
Discuss an upgrade
Your specialist checks compatibility before recommending a change.
The campaign starts the conversation. Your team follows up with the customer’s context.
03 / A CLEARER PICTURE FOR YOUR TEAMKeep the details.
Keep the details.
Lose the guesswork.
At your desk or on the move.
Your team can work from iOS and Android.
Continue the conversation.
Review rooms, control preferences and project stage before calling.
Give each lead an owner.
Assign inquiries to an integration specialist by location or project fit.
See which inquiries progress.
Track consultations, surveys, proposals and confirmed projects.
04 / MAKE IT WORK FOR YOUR BUSINESSYour integration services.
Your integration services.
Your ideal projects.
Your consultation process.
Build the flow around how your team actually sells.
- 01
Choose your qualification questions.
Property type, location, construction stage, systems of interest, budget and preferred completion date.
- 02
Define the next steps.
Set Hot, Warm or Cold labels, assignments and follow-up messages.
- 03
Connect campaigns with conversations.
Bring connected ad and website inquiries into the same process.
Choose the support you need.
Compare plans Starter for CRM and campaigns. Growth adds WhatsApp and email automation.
Growth+ adds Meta campaign setup, creatives, CAPI integration and automation setup.
Your next smart-home project
starts with the right questions.
See how Converso can support your business, from inquiry to customer.
Explore other use cases