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Professional Services

Coordinate consultations, quotations, service requests and client communication without scattered messages.

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Priya Sharma

+91 98•• ••• 214 · Pune

WhatsApp

New

Qualified

Proposal

Won

Activity

Sample workflows

Three workflows, start to finish

Not a feature list — what a day in professional services could look like with conversations, people and follow-ups connected.

New client enquiry

Workflow 01
  1. 1

    Prospect describes what they need

  2. 2

    Requirement captured

  3. 3

    Right specialist assigned

  4. 4

    Consultation offered

Quotation

Workflow 02
  1. 1

    Scope agreed in chat

  2. 2

    Quote shared

  3. 3

    Follow-up task created

  4. 4

    Outcome recorded

Ongoing work

Workflow 03
  1. 1

    Client sends a document or question

  2. 2

    Linked to their profile

  3. 3

    Owner replies with context

  4. 4

    Next milestone scheduled

Workflows are illustrative. Availability depends on your connection method, connected tools and launch status.

What you'll use

The capabilities behind these workflows

WhatsApp CRM

Turn conversations into organized leads, customer profiles, follow-ups and pipeline activity without losing the context behind the relationship.

Team Inbox

Stop juggling conversations. Assign chats, collaborate with teammates, keep customer context and give every enquiry an owner.

Workflow Automation

Connect messages, CRM activity, conditions, delays, notifications and external services into repeatable workflows.

Tell us how your professional services team works on WhatsApp.

We're shaping FlashReply with early-access businesses. Share the workflows you'd like to improve and we'll show you what fits.

Join FlashReply Early AccessTalk to Our Team

Tell us about your business and the WhatsApp workflows you want to improve.