Campaign Marketing
CSV/XLSX broadcasts, scheduling, segmentation and recipient reporting.
Explore solution →Solutions by business goal
Start with the outcome. Build the WhatsApp workflow around it.
Guply connects campaigns, team conversations, AI, CRM and automation so each customer interaction can move naturally to the next business action.
One platform, different teams.Marketing creates demand. Sales converts. Support retains. AI and automation connect the gaps.
Choose your use case
What do you want WhatsApp to help you do?
Sales & CRM
Capture leads, qualify buyers, assign owners and follow up clearly.
Explore solution →Customer Support
Shared inbox, team notes, AI assistance and human handoff.
Explore solution →AI Template Builder
Create three editable WhatsApp template copy styles using shared AI credits.
Explore solution →AI WhatsApp Agents
Knowledge-based AI replies, business FAQ answers and assisted escalation.
Explore solution →Automation Builder
Create trigger, condition, wait, message and handoff workflows.
Explore solution →QR & Website Leads
Branded QR forms, connected website lead forms and Google Sheets.
Explore solution →Meta Ads & Growth
Track Click-to-WhatsApp source, campaigns, audiences and attribution.
Explore solution →Commerce Retention
Shopify/WooCommerce carts, order updates and repeat purchase.
Explore solution →GST Billing
Optional invoicing, quotations, notes and collection records.
Explore solution →Automatic Wishes
Eligible birthdays, anniversaries and custom recurring WhatsApp messages.
Explore solution →Finance Automation
Connected invoice events, payment updates and reminders.
Explore solution →Developer Integrations
Scoped APIs, rate limits, event webhooks and custom software.
Explore solution →Agencies & Partners
Agency workflows and an official partner application.
Explore solution →CSV / Excel bulk WhatsAppExplore WhatsApp Marketing →
Turn a spreadsheet into a personalized WhatsApp campaign—without manual copy-paste.
Upload customer data, map columns to approved template variables, preview records, validate the audience, schedule the send and follow recipient-level status.
1
Upload CSV / ExcelName, phone, city, order ID, amount and other fields.
2
Map columnsConnect spreadsheet data with template variables.
3
Preview & validateReview recipients and message output before launch.
4
Send & reportTrack queued, sent, delivered, read and failed statuses.
Festival CampaignAudience setup
customers-september.xlsx12,480 rows • Ready to map
Template variableSpreadsheet column
{{1}} CustomerFull Name ▾
{{2}} OfferOffer Name ▾
{{3}} Valid TillExpiry Date ▾
WHATSAPP PREVIEW
Hi Priya 👋
Your Festive Upgrade Offer is available until 8 Sep.
12,326 Valid154 Need review
New→Qualified→Proposal→Won
Sales & lead management
Move every serious conversation toward a clear next step.
Capture WhatsApp leads, assign ownership, organize pipeline stages, track won/lost outcomes and use AI or automation to keep follow-ups moving.
Lead captureAssignmentPipeline stagesFollow-upsAI summariesLost reasons
Explore CRM →Customer support
Give the whole team context before they reply.
Bring conversations, customer details, assignments and internal notes into one shared inbox. Let AI answer common questions and hand off complex conversations with context intact.
Customer→AI / Routing→Right Agent→Resolution
Explore Team Inbox →
Shared contextOwnership • notes • history • handoff
From one action to the next
Connected solutions for marketing, AI and operations.
Each process can start small and expand with the modules and plan capacity you need.
Ad or QR scan → Qualified lead → CRM follow-up
Identify where a conversation started. Use branded QR contact forms or website leads, then route qualified contacts to a pipeline.
Explore growth & lead capture →AI-assisted draft → Approved template → Broadcast
Draft editable WhatsApp copy with shared AI credits, review variables and Meta approval, then use the template in campaigns.
Explore AI Template Builder →Inbound question → AI answer → Human handoff
Ground common questions in your knowledge base. When a person is needed, the shared inbox keeps the relevant context.
Explore AI support →Abandoned cart → Follow-up → Order update
Use compatible commerce events to send relevant approved messages and keep the customer informed.
Explore commerce →Invoice created → Due reminder → Paid confirmation
Connect eligible billing sources to controlled notifications with duplicate and already-paid safeguards.
Explore finance workflows →Saved date → Scheduled greeting → Delivery history
Send eligible birthday and anniversary wishes through consent-based, approved template workflows.
Explore wishes →Designed for real teams
Pick a use case for your industry.
Real estate & property
Capture QR and ad enquiries, qualify budget and preferences, assign site visits and track follow-ups.
Retail & e-commerce
Send approved campaigns, order notifications, cart reminders and re-engagement messages.
Healthcare & appointments
Keep consenting clients informed with appointment notifications, support and handoffs; follow applicable privacy rules.
Agencies & consultants
Operate client workspaces and apply for Guply's separate partner program where eligible.
Not sure which workflow fits?
Talk to Sales