Everything IvyFlow Does for
Lead Capture, CRM Updates, and Follow-Up
IvyFlow captures enquiries, qualifies leads, updates your CRM, sends follow-ups, and moves every customer conversation toward the next action.
WhatsApp Automation
IvyFlow captures enquiries from WhatsApp, your website, ads, and campaigns the moment they arrive. It asks the qualifying questions you configure — budget, requirement, timeline, contact details — and routes every answer where it needs to go.
- 24/7 lead capture from ads and website
- Automated qualifying questions
- Follow-ups triggered for warm and hot leads
CRM Automation
IvyFlow keeps your pipeline moving by creating and updating lead records automatically. Lead source, score, status, and next action stay in sync in real time — without anyone retyping them.
- Connect your CRM to WhatsApp and forms
- Keep lead source and status in sync
- Assign tasks and next actions automatically
Lead Qualification
IvyFlow separates serious enquiries from the rest as they arrive, scoring each one and routing it accordingly — so your team spends its calls on the prospects most likely to convert.
- Budget and timeline vetting flows
- Filtering out low-intent enquiries
- Routing hot leads straight to a call
Customer Support Automation
IvyFlow answers the questions your team answers a hundred times a week, collects the details a human will need, and routes what is left to the right person.
- Answer common customer questions
- Collect issue details before human handoff
- Route support requests by category
Workflow Automation
IvyFlow connects the whole path — enquiry, qualification, CRM update, notification, follow-up — into one flow, so the process runs the same way every time without anyone switching between apps.
- Connect enquiry to CRM to follow-up
- Automate client and employee onboarding
- Make a process repeatable end to end
Payment Follow-Up Automation
IvyFlow keeps cash flow moving without the awkward chasing: automated reminders, payment links generated by your own provider, and follow-ups that fire on success or failure.
- Send payment reminders on a schedule
- Share secure payment links
- Trigger follow-ups after a successful or failed payment
Frequently Asked Questions
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.
Ready to stop chasing enquiries by hand?
Set up your first flow today and let IvyFlow handle the capture, qualification, and follow-up.