New Business Leads. Retainer Clients.
Both on WhatsApp. One CRM.
WhatsApp CRM for Indian digital marketing agencies — capture leads, share proposals, automate client follow-up, send invoices and track renewals. All from the same app your team already uses.
The digital agency juggle
Arjun runs a 7-person digital agency in Hyderabad. New business enquiries come from Facebook Lead Ads, IndiaMart and Instagram DMs. He handles them on WhatsApp — but manually, from his personal phone. Proposals go as PDFs over WhatsApp too. Retainer clients ask for campaign updates over the same number. Nobody is 100% sure which client's renewal is due next month.
The fix is a WhatsApp CRM that treats leads and clients as the distinct pipelines they are, connects to Facebook Lead Ads automatically, and reminds the team about retainer renewals before the client cancels.
Where WhatsApp fits for digital agencies
The six moments in the agency sales cycle where WhatsApp makes the difference.
Inbound lead response
Facebook Lead Ads, IndiaMart and JustDial enquiries land in CRM instantly and trigger an instant WhatsApp reply — before the prospect goes cold.
Proposal and invoice sharing
Create quotations and invoices inside 3Sigma and send them as PDFs directly over WhatsApp. Track whether the client has opened and followed up.
Retainer renewal follow-up
Automated reminders 30, 15 and 7 days before a retainer contract ends. No account manager forgets a renewal because the CRM tracks it.
Monthly reporting messages
Automate the monthly 'here's your report' message to each client, triggering on a schedule with a content link or PDF attachment.
Sales calls with SIM auto-dialer
Call through a list of inbound enquiries back-to-back on your SIM — auto-logged every time. No manual dial, no missed outcome.
AI bot for initial qualification
Let the AI bot ask budget, timeline and service questions to new enquiries on WhatsApp — available for eligible accounts.
A full client pipeline from lead to renewal
Each stage transition can trigger a WhatsApp message: a proposal-sent confirmation, a welcome message after contract signing, a monthly report reminder. You build it once; the automation runs every time.
Proposals and invoices on WhatsApp — without a separate billing tool
Quotation
- Create from product catalog or custom line items
- Add tax, discount and payment terms
- Send as PDF over WhatsApp in one tap
- Track status: sent / viewed / accepted
Invoice
- Convert accepted quotation to invoice in one click
- Customise with your agency branding
- Send invoice PDF over WhatsApp to the client
- Track payment status inside the lead record
Explore more for your agency
Digital Agency CRM (full overview)
Complete CRM for digital agencies — all channels, team management, 18+ reports and more.
WhatsApp CRM
Pipeline, calling, automation and AI bot — the full WhatsApp CRM your agency runs on.
Sales documents
Quotations, invoices and orders — create and send from your phone over WhatsApp.
Talk to us
Book a personalised demo for your digital agency and see how the pipeline works.
Questions from digital agencies
How does a WhatsApp CRM help a digital marketing agency?
A WhatsApp CRM gives a digital agency a single place to manage new business leads and existing client relationships. Inbound enquiries from Facebook Lead Ads, IndiaMart or JustDial land in the CRM automatically. Proposals and invoices go out over WhatsApp. Retainer clients get monthly update messages via automation. The team never loses a thread.
Can I manage both new business leads and existing clients in one CRM?
Yes. 3Sigma lets you create separate lead lists and pipeline stages for new prospects (Discovery → Proposal Sent → Negotiation → Won) and for active clients (Onboarded → Month 1 → Reporting → Renewal). You assign each to the right team member and track follow-ups independently.
Can I send quotations and invoices for digital marketing services on WhatsApp?
Yes. 3Sigma has built-in quotation and invoice creation — product catalog, line items, tax/discount fields. Once the document is ready, you send it as a PDF directly from WhatsApp inside the lead's thread. No switching to Zoho Books or email for billing.
How do I handle client retainer follow-ups automatically?
You can set up WhatsApp automation sequences that fire at the right time — a monthly performance update message on the 1st of each month, a renewal reminder 15 days before the contract end, a check-in message if a client goes quiet. These run without the account manager having to remember each one.
Can my agency manage Facebook Lead Ads leads from this CRM?
Yes. 3Sigma integrates with Facebook Lead Ads. Every form submission from your Meta ads campaigns lands in the CRM automatically and triggers an instant WhatsApp reply to the prospect. No manual CSV downloads, no leads falling through the cracks.
How is this different from the 3Sigma Digital Agency CRM page?
The /industries/digital-agency page covers the complete CRM for digital agencies — all channels, reporting, team management and more. This page focuses on the WhatsApp angle specifically: how WhatsApp fits into lead nurture, proposal sharing, client update communication and retainer follow-up. The two are complementary.
Can the AI bot qualify inbound leads for the agency?
The Gemini AI bot (available for eligible accounts) can be configured to ask initial qualifying questions: business type, monthly budget, services needed, current marketing spend. It captures the answers as notes in the CRM and either routes the lead to a salesperson or continues the conversation based on your settings.
Run your agency on WhatsApp. Close more clients.
Book a free demo and see how 3Sigma CRM works for digital marketing agencies — leads, proposals, retainer follow-up and invoices in one app.