A recognizable button opens a conversation with your connected WhatsApp business number.
WhatsApp lead qualification + CRM
Turn WhatsApp enquiries into structured leads
Add a familiar WhatsApp button to your website. LeadRelay asks your qualification questions, organizes each enquiry in a lightweight CRM, and gives you the context to follow up.
1 clickVisitor opens WhatsApp
Your fieldsCustom qualification
1 inboxLeads and replies
5 stagesNew through won or lost
One focused workflow from click to close
Concrete tools for capturing, understanding, organizing, and converting WhatsApp enquiries.
Capture budget, timeline, scope, and the other details your business actually needs.
See contact details, qualification answers, summaries, and conversation history together.
Take over, reply, add private notes and next actions, then track the lead through five stages.
See the complete lead journey
The WhatsApp entry point is only the beginning. LeadRelay turns the conversation into usable CRM work.
A visitor taps WhatsApp
Your website snippet presents a familiar click-to-chat action.
Chat on WhatsApp
LeadRelay qualifies
The conversation gathers the custom details you configured.
What would you like help with?
A kitchen renovation.
What budget range are you considering?
A structured lead appears
The CRM highlights the new enquiry and sends the owner an email notification.
Maya · Kitchen projectNew
Sam · ExtensionQualified
You follow up and track it
Review the timeline, reply, save notes and a next action, and update the outcome.
Qualification completed09:42
New → Qualified10:06
Next: consultation callThu
WhatsApp is a trademark of Meta Platforms, Inc. LeadRelay is an independent product and is not endorsed by or affiliated with Meta.
Bring your website enquiries into one working inbox
Start setup
Create an account, configure your qualification fields, and connect your WhatsApp business setup.
A lightweight CRM built for WhatsApp leads
Every qualified chat lands in one place. Review lead details, continue the conversation, and track outcomes without switching tools.
- See qualification answers and chat history together
- Reply over available WhatsApp or email channels
- Search, filter, export, add notes, and plan the next action
- Move each opportunity from New to Qualified, Contacted, Won, or Lost
Kitchen renovation inquiry
Qualified
Budget
£45,000
Timeline
Start in April
Next action
Book consultation call
Sign in to CRM
What you need to get set up
LeadRelay removes CRM busywork, but it cannot remove the provider and website steps that make WhatsApp work.
You will connect a business number through Meta and complete any verification Meta requires.
You or your site builder will add a small script snippet and configure the allowed domain.
Tell LeadRelay what matters—such as service, scope, budget, location, and timeline.
Frequently asked questions
Everything you need to launch your WhatsApp qualification flow confidently.
Can I customize the qualification questions?
Yes. Add and edit your lead fields at any time, and AI will use the latest setup.
Do I need engineering support to set this up?
You need access to your Meta business setup and the ability to add a script snippet to your website. LeadRelay guides the product configuration, but those external steps may require your site administrator.
Can I still reply manually?
Yes. LeadRelay qualifies the lead, then the account owner can pause automation and take over from the integrated inbox.
Where can I review legal and data policies?
Privacy policy, terms and conditions, and user data deletion are available in the footer.
Clear controls around your lead data
LeadRelay keeps the one-owner MVP focused on tenant-scoped access, practical data controls, and visible lead context.
Access controls
The MVP uses one owner account per workspace, with tenant-scoped lead access.
Data controls
Edit lead details and export core CRM and qualification data from the inbox.
Activity context
Review conversation history and CRM stage changes in one lead timeline.
Policy transparency
Clear policy documents linked directly in the footer.