Frequently Asked Questions
Common questions about IvyFlow — WhatsApp automation, lead qualification, CRM sync, human handoff, payments, and what it takes to get running.
What is WhatsApp automation?
WhatsApp automation replies to customers, asks questions, collects details, sends follow-ups, and updates your team or CRM without anyone doing it by hand. IvyFlow runs all of that from one place.
Can IvyFlow qualify leads?
Yes. IvyFlow asks about budget, requirement, timeline, location, and intent, then scores each enquiry so hot, warm, and low-priority leads are separated before anyone picks up the phone.
Does IvyFlow connect to my CRM?
Yes. IvyFlow connects to major CRMs, dashboards, Google Sheets, forms, and databases, and reaches anything else through Zapier or a webhook.
Which businesses is IvyFlow for?
Any business handling a steady stream of customer enquiries — real estate, clinics, education, ecommerce, agencies, and service companies are the most common.
Will this replace my team?
No. IvyFlow takes the repetitive work so your team spends its time on serious leads, sales calls, and the conversations that need judgement.
Can IvyFlow send payment links or booking links?
Yes. IvyFlow sends payment links, appointment links, booking instructions, reminders, and next-step messages based on where the customer is in your flow.
What is CRM automation?
CRM automation updates customer records, lead status, source, score, and follow-up stage on its own, so nobody has to re-enter what was already said in the conversation.
What is customer follow-up automation?
It sends timely messages, reminders, booking links, and next-step instructions automatically, so fewer opportunities are lost to someone simply forgetting.
How do I know if IvyFlow fits my business?
If you receive enquiries regularly, update customer records by hand, or lose track of follow-ups, IvyFlow is built for that shape of work. You can sign up and try it against your own process rather than deciding in the abstract.
Does IvyFlow work with website forms?
Yes. A form submission can trigger lead capture, a CRM update, a team notification, a WhatsApp message, and a follow-up sequence.
Do I need to change my existing software?
No. IvyFlow connects to the CRM, scheduling tools, and databases you already use. There is no migration to complete before it is useful.
What happens if a customer asks something complex?
IvyFlow hands the conversation to a person. When it cannot resolve an enquiry it routes the chat to the right team member with the full history attached, so nobody has to ask the customer to start again.
Is this safe for handling payments?
IvyFlow does not process payments. It shares links generated by your own payment provider and tracks whether the payment completed — card details never pass through IvyFlow at all.
How long does it take to get running?
You can sign up and have your first flow live the same day. IvyFlow ships with flows you can start from and edit, so setup is configuration rather than a project with a delivery date.
Can I change my flows after they are live?
Yes. Flows are yours to edit whenever the process changes, and the change applies to the next conversation. There is nothing to rebuild and no one to raise a ticket with.
Ready to stop chasing enquiries by hand?
Set up your first flow today and let IvyFlow handle the capture, qualification, and follow-up.