WhatsApp for SaaS & B2B: Book more demos and keep trial users active.
SAMWAD replies to new leads on WhatsApp and books demos, nudges trial users from your product, sends renewal and invoice reminders, and answers support questions with AI before handing over to your team.
Thanks, Sana! Pick a time for a 20-minute demo:
11:20 amTue 3:00 pmWed 11:00 amBooked! Your demo is on Tuesday at 3 pm. Here’s the meeting link.
11:21 amAdd to calendarYou’ve added 2 of 5 team members. Want a quick setup call?
10:00 amBook a callShow me howYour Ledgerly plan renews on 15 December. Your invoice is attached.
9:30 amView planIllustrative chat. Every message is sent automatically.
The customer journey
Follow one customer from lead to renewal.
Five moments where software companies lose deals or customers, and what SAMWAD sends on WhatsApp at each one.
The momentA lead fills in your website form, then waits two days for a sales email they never open.
Reply to new leads and book demos in the chat.
- Leads from your website or ads get a WhatsApp reply
- They pick a demo slot in the chat
- The lead and the booking go to your CRM
Illustrative chat
The momentTrial users sign up, look around once and never come back.
Keep trial users moving.
- Messages triggered by what users do, or don’t do, in your product
- Setup help and short guides in the chat
- A call with your team when they need one
Illustrative chat
The momentA user gets stuck, and the support ticket waits in a queue for hours.
Answer product questions straight away.
- YARA, our AI agent, answers questions from your help docs
- Hard questions go to your support team with the full chat
- One shared inbox for sales and support
Illustrative chat
The momentRenewal emails land in spam, and invoices go unpaid.
Renewals and invoices on time.
- Renewal reminders before the date
- Invoices sent as PDFs
- Payment-due reminders with a link to pay
Illustrative chat
The momentHappy customers could use more of your product, but nobody tells them what’s new.
Tell customers what’s new.
- Product updates for customers who opted in
- Upgrade offers for the right accounts
- Webinar invites, with reminders
Illustrative chat
Your systems and team
Works with your CRM, your product and your teams.
Leads, bookings and product events flow between SAMWAD and the tools you already use.
Your CRM and product
- Ready-made integrations for popular CRMs
- Your product through the SAMWAD API, webhooks or Zapier
- Leads and demo bookings sent to your CRM
- Messages triggered by events in your product
Our team sets up the connection with you.
Your sales and support teams
- One shared WhatsApp inbox for sales and support
- Leads handed to the right rep with the full chat
- Notes and tags on every account
- Campaigns and templates from ChatGPT or Claude with the MCP connector
Everyone uses one WhatsApp Business number.
Using a CRM already? Tell us which one and we’ll show you how it connects.
Talk to our teamLink your WhatsApp Business number, your CRM and your product.
We set up your lead, trial and renewal messages with you.
Approve the messages and switch on the journeys. Change them any time.
Where to start
What SaaS and B2B teams switch on first.
Start with the messages your team sends most, then add more when you’re ready.
New leads get a WhatsApp reply and book a demo in the chat.
Chatbot Builder →Messages triggered by what users do in your product.
API integration →Renewals and invoices sent before the due date.
Templates →YARA answers questions from your help docs, any time.
AI Agents →Resources
More on WhatsApp for SaaS and B2B.
Customer stories, whitepapers and guides for SaaS and B2B companies.
FAQ
WhatsApp for SaaS and B2B: FAQs
Want to see it with your own product? We’ll walk you through it.
Book a live demoCan SAMWAD reply to website leads on WhatsApp?
Yes. Leads from your website or ads get a WhatsApp reply, pick a demo slot in the chat, and the lead and booking go to your CRM.
Can we trigger WhatsApp messages from our product?
Yes. Use the SAMWAD API, webhooks or Zapier to send messages when users sign up, get stuck or reach a milestone in your product.
Can we send invoices and renewal reminders?
Yes. Renewal reminders, invoices as PDFs and payment-due reminders with a link to pay can go out from your billing system.
Can AI answer product questions?
Yes. YARA answers questions from your help docs and hands harder ones to your support team with the full chat.
Does SAMWAD connect to our CRM?
Yes. SAMWAD has ready-made integrations for popular CRMs, and any other tool can connect through the SAMWAD API, webhooks or Zapier.
Can we message business customers who haven’t opted in?
No. WhatsApp only lets businesses start conversations with people who have opted in. Customers can always message you first.
How much does it cost?
See the pricing page for plans. Meta’s WhatsApp charges are passed through at cost, with no markup.
The features behind it
Other industries →
For software companies
Book more demos on WhatsApp.
Start a free trial. Our team sets up your lead, trial and renewal journeys with you.
Start free trialFor enterprises
Run WhatsApp at scale, on your terms.
Multiple numbers, on-prem or VPC AI, custom integrations and a priority SLA.
Book a live demo