Agencies
CRM for marketing agencies and paid traffic agencies
A paid traffic agency delivers the lead, but the client is the one who answers. When the sale does not come, the campaign takes the blame. Here every chat arrives tagged with the ad that brought it, the pipeline shows where the lead stopped and the conversion report becomes proof of your work.
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The short answer
A CRM for a marketing agency does two things: it organizes the agency's own sales and helps prove results to its clients. atendIA tags which click-to-WhatsApp ad on Facebook or Instagram brought each chat, follows the lead in a pipeline until the close and produces the report of incoming chats, closings and conversion. The agency recommends it, and the client answers on the same number as always.
From the ad click to the close
| Step | What the agency needs to see | How atendIA shows it |
|---|---|---|
| Ad click | Which creative generated the chat | The chat arrives tagged with the source ad |
| First reply | Whether the lead was answered fast | The AI replies right away, at any hour |
| Qualification | Whether the lead was a fit | Pipeline with the client's stages |
| Close | Whether it became a sale | Last pipeline stage |
| Results meeting | A number to show | Report of incoming chats, closings and conversion |
When the problem is not the campaign
Every paid traffic agency has heard that the leads are bad. With the source tagged on each conversation and a record of who did what, you can see what happened to the lead after the click: whether it was answered, by whom and at what stage it stopped. With the AI on the Essential plan, a lead who writes in the middle of the night gets a reply right away, in the client's tone, instead of going cold until the next morning.
What the agency gains by recommending atendIA
- The ad source on every conversation, with no hand-built UTM spreadsheet
- A conversion report by period for the monthly meeting with the client
- 24-hour AI on WhatsApp, Instagram and Messenger, with the AI cost included in the plan
- An unlimited client team, so the bill does not grow when they hire a salesperson
- A documented API and webhooks as an add-on, to bring messages, contacts and appointments into your data dashboard
- A 7-day free trial on any plan, no credit card
The agency's own sales team
The agency also sells on WhatsApp and Instagram. With atendIA your sales team gets a pipeline with the agency's stages, such as diagnostic, proposal and contract, the diagnostic meeting goes on the calendar of whoever will run it and service for active clients sits in a department separate from sales. The whole atendIA operation has already reached:
- More than 220,000 messages exchanged with end customers
- More than 26,000 conversations handled from start to finish
- More than 20,000 appointments booked inside WhatsApp
How to get started
- 1Create your accountSign up with your company details. 7 days free, no credit card.
- 2Connect WhatsAppScan the QR code, just like WhatsApp Web. Your number and conversations stay the same.
- 3Build the client's pipelineWith the stages they use. The ad source shows up on its own in every new conversation.
Plans and pricing
The ad source, the pipeline and the conversion report are included from the Basic plan, at $49 a month. For leads to get a reply right away, at any hour, the Essential plan, at $99, brings the AI with its cost included.
See all plansFrequently asked questions
Does the ad tag work with any campaign?
It works with click-to-WhatsApp ads on Facebook and Instagram. Every chat that arrives through one of them comes tagged with the source ad, and the pipeline shows the stage that lead is in.
Can it integrate with the system I already use?
Yes. atendIA has a documented API and webhooks for messages, contacts and appointments, available as an add-on on any plan.
Do I have to pay for OpenAI or another AI separately?
No. On the Essential and Professional plans the AI cost is already in the plan price. You do not create an OpenAI account, paste an API key or get a usage bill, not even in the month it answers the most. The Basic plan has no AI.
Can I change plans later?
At any time, from the dashboard. Moving to a bigger plan takes effect right away; to a smaller one, on the next billing cycle.
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