Marketing Automation / CRM / WhatsApp Campaign Manager
WhatsAutomate – Simplified WhatsApp Bulk Messaging & CRM Tool
WhatsAutomate is a powerful bulk WhatsApp messaging tool designed for marketers, sales teams, and business owners to automate, schedule, and personalize campaigns. With features like list management, message templating, and live status tracking, WhatsAutomate removes the hassle of manual outreach and delivers high conversion through smart automation.
Overview
Manual messaging on WhatsApp is time-consuming and inconsistent.
Hard to manage contact lists and segment them by campaigns.
Lack of transparency in tracking delivery, read status, or campaign performance.
WhatsApp API tools are either too technical or limited in UI clarity for non-tech users.
A web dashboard that allows creating and managing WhatsApp campaigns in simple steps.
Upload and segment contacts, personalize messages, and monitor delivery statuses—all in one tool.
Easy message previews and templating ensure consistency.
Seamless UI flow from contact list creation → message → preview → launch.
Research
Interviews with 20+ SMB owners using WhatsApp for lead generation.
Pain point surveys around repetitive manual messaging.
UI usability tests with non-tech sales reps from real estate, education, and e-commerce.
Design
🔹 Color Palette:
Clean white background
Primary green buttons (for CTA actions like “Save”, “Next”, “Create Campaign”)
Side navigation in gray
🔹 Navigation:
Sidebar: Dashboard, Campaigns, Contact Lists, Templates, Settings
Main panel: Changes based on user flow (Create List, Add Message, etc.)
📺 Screens Overview:
✅ Screen 1: Dashboard
Campaign summary with name, message type, number of contacts, and status (Running / Sent / Draft).
Button to create a new campaign.
Status indicators and quick actions (View, Edit, Delete).
✅ Screen 2: Create Contact List
Form with fields: List Name and Description.
Tabs for Upload from CSV/Excel or Manual Entry.
✅ Screen 2.1: Upload Contacts
Upload CSV or XLS file.
Fields for mapping columns: Name, Phone Number, Tags.
Validate contact structure before submission.
✅ Screen 3: Create Campaign
Enter Campaign Name.
Choose Target Contact List from dropdown.
Select Message Type: Text, Image, Video, Document.
✅ Screen 4: Campaign Overview
Table showing recipients from selected contact list.
Preview of their name, number, tags, and status (Pending/Sent).
Ability to delete or edit entries.
✅ Screen 5: Message Template Creation
Compose WhatsApp message text with support for dynamic variables (like {name}).
Preview section showing how message looks for a sample contact.
✅ Screen 6: Final Review
Overview of Campaign Name, List Name, Total Contacts.
Preview message.
CTA button to “Send Campaign”.
✅ Screen 6.1: Edit Final Message
Optional edits before sending.
Allows last-minute corrections without restarting flow.
✅ Screen 7: Success/Confirmation Screen
“Campaign Sent Successfully” message.
Options to view reports or create another campaign.
Results
70% faster campaign launch time compared to manual WhatsApp sending, as reported in closed beta.
Repeat campaign usage increased by 3x due to saved contact lists and templates.
User satisfaction score 4.6/5 for ease of use, especially among sales teams without tech background.
