SMS and WhatsApp marketing
Every enquiry gets a personal reply in under a minute, by text or WhatsApp, at any hour. This is a marketing text message service built into your CRM: two-way conversations, missed-call text-back, campaigns and calls on one record, with consent tracked and messaging billed as used.
- Missed call to the main numberFri 17:48
- Text-back sent: how can we help?Fri 17:48
- WhatsApp reply with the detailsFri 17:55
- Call booked for Monday 10:00Fri 18:02
- Call held and recordedMon 10:00
Your enquiries reply by text and you answer by email tomorrow
Revenue has stopped growing, and the enquiries that do come in are answered late. A call is missed at 17:45, a web form arrives on Saturday, a WhatsApp sits on someone's personal phone. By the time anyone replies, the person has spoken to someone else.
Texting is how people expect to reach a business now, and a marketing text message service that sits outside your CRM cannot see who is texting, whether they agreed to hear from you or what happened last. Here SMS, WhatsApp and calls run from the same platform as your CRM, so the first reply goes out on its own and the conversation carries on with a person.
Missed calls go nowhere
A call nobody could answer is often the last you hear from that person.
WhatsApp lives on personal phones
Client conversations sit on one person's device, invisible to the rest of the team.
Replies wait until the morning
Enquiries after hours get an answer when the office opens, which is too late.
Nobody can prove consent
Bulk texts go out from a list with no record of who opted in, when or how.
A missed call is an enquiry.
Text back in seconds.
Keep the whole thread.
Every enquiry answered by text in under a minute
This is SMS automation at work: the first reply, the reading and the hand-off to a person, before anyone has had to pick up the phone.
Instant lead response
- Trigger
Form or ad lead
Website form, ad form or portal email
- Trigger
Message or missed call
Chat, social, WhatsApp or phone
Text, WhatsApp or missed call received
An SMS, a WhatsApp message or a missed call creates or updates the contact with its source.
InstantFind the contact
Match on email or phone
- New contactNot in the CRM yet
Reply sent by text or WhatsApp
A personal reply goes out on the same channel, with a link to book, at any hour.
Under 60 secondsWait for an answer
Up to 2 minutes
Intent read
AI reads the message and labels what the person wants, so the right follow-up starts.
Seconds- Ready to talkWants a call or a time
Call-back within 5 minutes
The owner is connected to the lead
Owner alerted
The person responsible gets the enquiry, the history and the next step on their phone.
InstantDeal opened
A deal is created in the pipeline with its source, so the enquiry is tracked to the outcome.
Instant- Done
- Just lookingNo time yet
Moved to nurture
Useful follow-up on a rhythm
- End
- Ready to talkWants a call or a time
- Existing clientAlready in the CRM
Sent to their account owner
With the full history attached
Owner notified
By text and in the app
- End
- New contactNot in the CRM yet
- Inbound call missed, caller matched to a new contactnew
- Missed-call text-back sent by SMSsent
- Reply received on WhatsApp, intent labelled
- Booking link sent, owner alerted on their phone
- Call booked for Monday 10:00booked
- Reminder sent by WhatsApp templatedone
Illustration. Messages, rules and timings are set by you.
What replying after the first hour costs you
Enquiries reached within an hour book more often than enquiries reached later. Put in your own figures and see the difference for your business.
Based on the figures you entered
This is your own arithmetic on the figures you entered, not a result levelpartner.ai has produced for anyone.
How this is calculated
late enquiries = enquiries × share answered after an hour
low estimate: late enquiries × (your fast booking rate − your late booking rate)
high estimate: late enquiries × (your fast booking rate − your fast rate ÷ 7)
revenue = meetings lost × your close rate × first-year value
The low end uses only your own booking rates. The high end applies the finding that enquiries reached within an hour were nearly seven times as likely to qualify (B-01). That study is from 2011, covers many sectors and describes likelihood, not a promise. Speed does not turn a poor lead into a good one.
Sources for the defaults. B-01: Oldroyd, McElheran and Elkington, "The Short Life of Online Sales Leads", Harvard Business Review (figures as quoted in SmartCompany coverage), published March 2011 (source, checked 2026-10-16).
Worked example. 100 enquiries a month, half answered after an hour, booking rates of 20% (fast) and 10% (late), a 25% close rate and a first-year value of 5,000: about 5 to 9 meetings a month, worth roughly 6,250 to 10,710 of first-year revenue each month.
An SMS marketing platform and WhatsApp in one CRM
Texts, WhatsApp messages and calls sit on the same contact record as your pipeline, calendar and email, so every message knows who it is going to, whether they agreed to it and what happened last.
Two-way SMS from a business number
Text customers from a local business number, with picture messages where the network supports them. Replies land in the shared inbox on the contact's thread, so the whole team sees the conversation and nobody texts clients from a personal phone.
WhatsApp Business on the record
Connect a new WhatsApp number, or keep the WhatsApp Business app on the office phone and run the same number from the platform side by side. Free-form replies work once a customer has written to you; approved templates, built with a live preview, start conversations outside that window.
Missed-call text-back
When a call goes unanswered, a text goes out within seconds asking how you can help. The caller has a conversation instead of a voicemail, and the owner sees it straight away.
Automated texting that stops when people reply
Confirmations, reminders and follow-ups go out by text or WhatsApp on the timings you set, from a workflow, and stop as soon as the person replies. The routine runs on its own and the conversation goes to a person.
Text message marketing campaigns
Send a campaign to a segment built from tags, stages or past behaviour, personalised from the contact record and scheduled for a sensible local time. Opted-out contacts are skipped automatically, and a reply to a campaign becomes a conversation in the inbox.
Calls on the same timeline
Make and take calls from the browser or the mobile app on your business number, with optional recording and voicemail, all logged against the contact. Every call, text and WhatsApp message sits on one timeline the next person can read in seconds.
- When a call is not answered
- Then text the caller within seconds
- If they reply, label the intent
- And send the booking link, alert the owner
- Always log the call and the thread
Registration and consent, sorted during onboarding
Carriers and Meta now check who is sending before they deliver. These are the steps, in the order they happen.
Register US numbers
Texting US contacts from a local number needs your brand and your messaging campaign registered under A2P 10DLC. Unregistered traffic is filtered or blocked. Toll-free numbers go through their own verification instead.
Set up WhatsApp with Meta
WhatsApp Business needs a Meta business portfolio, a verified number and approved message templates. You can start fresh, connect the WhatsApp Business app you already use, or move from another provider.
Capture consent at the source
Forms, booking pages and chat record the opt-in on the contact with where and when it was given, so every campaign can be traced back to a yes.
Send, and honour every stop
Opt-out replies are applied to the contact at once, campaigns skip anyone who has opted out, and the record shows the history if anyone asks.
Before and after texting from your CRM
Personal phones and a bulk text app
- Missed calls become voicemails nobody returns
- WhatsApp threads on one person's phone
- After-hours enquiries wait until morning
- Campaigns sent with no record of consent
SMS and WhatsApp on the record
- Missed calls get a text within seconds
- Every thread visible to the whole team
- First replies go out at any hour
- Opt-ins and opt-outs kept on each contact
People text because they want an answer now. A system that answers at once, and remembers who said yes, keeps the conversation.
The business that answers first usually gets the conversation.
Texting works best next to these features
A text is the start of a conversation. These features carry it on.
Built for four kinds of business, equally
The same text and WhatsApp tools, with messages in each industry's own terms.
Agencies
Agencies answer inbound calls by text and keep client WhatsApp threads where the whole account team can see them.
Consultants
Consultants text back every missed call and send session reminders that clients actually read on the day.
Mortgage brokers
Brokers chase missing documents by text and keep every client WhatsApp on the case record, not a phone.
Real estate
Agents reply to portal enquiries by text within a minute and confirm every viewing by WhatsApp the day before.
One licence, no tiers
Every feature is available on one licence, with no tiers to climb and no per-seat fees. Usage is billed as used, including WhatsApp, premium workflow steps, local listings sync and AI; implementation and custom work are priced separately and agreed before any work starts.
levelpartner.ai
€7,512
a year, the platform licence
- Every feature is available on one licence, with no tiers
- Unlimited users and unlimited contacts, no per-seat fee
- 30 hours of onboarding included, plus a 30-day check-in after launch
- Implementation beyond the included hours at €85 an hour, scoped and approved first
- Custom builds quoted to scope
- Usage billed as used: email, SMS, calls, WhatsApp, AI, premium workflow steps and local listings sync, at published rates
Guides worth reading first
SMS marketing: how it works and how to set it up
What SMS marketing for business is for, the four parts of doing it properly from consent to first send, and the three decisions behind every message.
Missed call text back: how it works and how to set it up
Missed call text back replies to unanswered callers within seconds. Set the ring timeout, write a text that sounds human and decide where AI helps.
Conversational SMS: how it works and how to set it up
With conversational SMS a reply is a lead. Decide who owns each thread, route and alert on replies, qualify in the chat and know where AI fits.
What messaging rules expect of you
A summary of the ground rules we set the platform up around, with the US and the UK as two common examples. Canada, Australia, New Zealand and Ireland also require consent for marketing texts; check the rules in each country you sell to. It is not legal advice; for anything specific to your business, take advice from someone qualified.
United States
Federal rules require prior consent for automated marketing texts, written consent for most marketing, and some states add their own rules and quiet hours. Carriers expect every sender to be registered.
United Kingdom
Marketing texts to individuals need prior consent, with a narrow exception for existing customers who bought similar services and were offered an opt-out. UK data protection rules cover how you keep the record.
Meta expects an opt-in before you message first. Free replies are allowed once a customer has written to you; outside that window you send an approved template.
Every message
Say who you are, keep marketing separate from service messages, and give a simple way to stop. Do not text bought or scraped lists, in any country.
Calls
Recording is a setting, not a default. Tell callers when a call is recorded, and keep recordings only for as long as you need them.
Questions buyers ask
How much does SMS and WhatsApp messaging cost?
Messaging is billed as used, with no minimum: SMS from €0.010 per segment, WhatsApp from €0.0048 per message plus €30.00 a month for the connection, and calls from €0.022 a minute. A business number is from €1.53 a month depending on the country. The inbox, automations and campaigns are part of the licence; WhatsApp itself is not, it carries its own monthly fee plus per-message charges.
How is this different from a standalone marketing text message service?
A standalone marketing text message service sends bulk texts from its own list. Here texts and WhatsApp messages run on the CRM record, so replies land in the shared inbox, campaigns know who is already a client and who has opted out, and every message is logged on the deal.
Do we need to register before we can text US contacts?
Yes, for local US numbers. Your brand and the type of messages you send are registered under A2P 10DLC before carriers will deliver reliably, and toll-free numbers have their own verification. We complete the registration with you during onboarding, so plan for it before your first campaign rather than the week of it.
Do we need consent to send text message marketing?
Yes, in the US, the UK, Canada, Australia and most other markets. In the US, marketing texts need the recipient's prior consent, and in most cases written consent. In the UK, they need prior consent unless a narrow existing-customer exception applies. The platform records each opt-in and applies opt-outs at once; the legal judgement for your business is yours, so take advice if you are unsure.
Can we keep using the WhatsApp Business app on our phone?
Yes. You can connect the WhatsApp Business app you already use, keep it on the office phone and run the same number from the platform, with recent chat history brought across. Template messages are sent from the platform rather than the app.
What is missed-call text-back?
When a call to your business number goes unanswered, the caller gets a text within seconds asking how you can help. The conversation continues by text with the owner alerted, so the call is not lost to a voicemail.
Can we keep our existing phone number?
In most cases, yes. Numbers can usually be ported to the platform, or you can add a new local number and forward your existing one while the port completes.
Who is this not for?
If you want to send one-way bulk texts to a bought list, this is the wrong tool and the wrong idea in both markets. It is built for conversations with people who asked to hear from you.
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Answer every enquiry while it is still warm
Two-way SMS, WhatsApp, calls and missed-call text-back, running from the same CRM as everything else.