What can I manage inside FlowZo CRM?

You can manage leads, contacts, companies, deals, tasks, meetings, notes, chats, emails, call activities, files, and dashboard insights — all from one system.

Can I create custom fields for leads and companies?

Yes. Create lead attributes, company attributes, assign them to attribute sets, and verify them during record creation — fully configurable to your workflow.

Can I filter and save views?

Yes. Use filters, advanced filters, and smart views to organize records the way your team works best. Save any view for instant access.

Can I export deal and lead data?

Yes. Deals, leads, companies, and reports can all be exported from the CRM for analysis, sharing, and business intelligence.

OFFICIAL META API PARTNER

Turn Ad Clicks IntoSales Conversations

Stop losing 70% of your ad traffic to clunky landing pages and slow web forms. Connect your Facebook and Instagram ads directly to WhatsApp with CalBot.

Every click starts a personalized conversation, qualifies the lead automatically, and captures them in FlowZo CRM — all in under 60 seconds.

Start Converting Better

98% Open rate

Zero form friction

Instant CRM capture

Auto-assignment

FlowZo CRM

Standard Ads Are Leaking Your Budget

Every step between an ad click and a lead capture is a chance for your prospect to leave. Traditional ads send users to a mobile landing page, where they have to wait for it to load, scroll, and type into tiny form fields.

The result? Over 60% of people who click your ad never actually become a lead. You're paying for clicks that never convert.

Prospect clicks your Facebook Ad< 1 second

Landing page loads. Form has 6 fields. Mobile pinch-zoom. Tab switches.60-80% abandon

Lead never captured. ₹400 ad spend wasted. Competitor answers first.Revenue lost

67% of mobile users abandon web forms before submitting.

FRICTIONLESS JOURNEY

Convert Clicks to Conversations

With CalBot, the conversation starts the millisecond they click. No loading screens, no forms, no friction. Just a native, high-energy WhatsApp environment they already love and trust.

One-Tap Lead Flow:Click ad → Open WhatsApp.
Verified Data:Instant access to their WhatsApp name and phone number.
Zero Typing:Quick-reply buttons handle the initial qualification.

FB Ad Click

Message

→

Hot Lead

FB Ads

CAMPAIGN ATTRIBUTION

Live

Facebook Ad — Real Estate April

48 leads₹14.2L

Instagram Story — B2B SaaS

31 leads₹9.8L

Facebook Ad — EdTech May

19 leads₹6.4L

Instagram Reel — BFSI

11 leads₹4.2L

FULL VISIBILITY

Know Exactly Which Ad Is Winning

Don't guess where your leads are coming from. Meta passes campaign metadata directly to CalBot, which automatically logs the source in FlowZo CRM.

Auto-Tagging:Every lead is tagged with campaign, ad set, and ad ID.
ROAS Analysis:Connect your ad spend to actual pipeline value.
Multi-Channel:Track Facebook Feed, Instagram Stories, and Reels in one view.

SMART BOT FLOWS

Qualify Before You Close

Why waste your agents' time on low-intent leads? CalBot asks the mandatory qualification questions (Budget, Location, Timeline) via interactive WhatsApp buttons before your team ever gets involved.

Lead Scoring:Auto-rank leads based on their responses.
Hot Lead Alerts:Instant notifications for high-score prospects.
Enriched CRM:Data captured by bot is instantly saved to CRM fields.

←

CalBot · FlowZo CRM

Online

Hi Arjun! I noticed you clicked our property management ad. Are you exploring a CRM for your real estate team?

10:47 AM

Yes, let's talkJust browsing

Yes, let's talk

Great! To connect you with the right team member, a couple of quick questions. How many agents are on your team?

1–56–2021–5050+

21–50

And what's your approximate monthly budget for CRM tools?

< ₹5K₹5K–15K₹15K+

Message

▶

Hot Lead — Score 82/100

Budget confirmed · Ready to talk

IF CAMPAIGN =Real Estate Mumbai April→ASSIGN TOMumbai Sales Team (5 reps)

IF CAMPAIGN =EdTech May Campaign→ASSIGN TOPriya Kumar · Education Rep

IF CAMPAIGN =B2B SaaS June→ASSIGN TOEnterprise Team (Round Robin)

AUTO-DISTRIBUTION

Route Leads Instantly to the Right Team

Don't let hot leads grow cold. CalBot's rule-based engine routes every new Click-to-WhatsApp lead based on their source or bot answers.

Round Robin:Fairly distribute leads among your sales team.
Tag-Based Routing:Assign leads from specific ads to specific vertical experts.
Handoff to Sales:Instant mobile notifications for your reps when a "hot" lead arrives.

IMPLEMENTATION

Quick Setup, Massive ROI

5 Simple steps to connect your Meta ads to FlowZo CRM via WhatsApp.

Create Your Campaign in Meta Ads Manager

Set your campaign objective to Messages and destination to WhatsApp. Creative, targeting, and budget stay exactly as you have them.

Standard ad creation — no extra steps

Connect Your WhatsApp Number to CalBot

Link your WhatsApp Business API number to FlowZo CRM. All conversations from all campaigns flow in automatically from that moment.

Under 30 minutes — one-time setup

Configure Your CalBot Flow for the Campaign

Build a qualification flow specific to this campaign — the right questions for the right audience. Set the opening message, assignment rules, and handoff.

Under 10 minutes per campaign

Prospect Clicks → CalBot Handles Everything

Ad goes live. Prospects click. WhatsApp opens. CalBot greets, qualifies, scores, and routes — fully automated, at any time of day or night.

Zero rep effort required

Rep Receives a Pre-Qualified Lead

Assigned rep gets a notification with the full CalBot conversation, lead score, contact details, and the exact ad campaign that generated the conversation.

30 seconds for rep to review and begin closing

APPLICATIONS

Where CTWA Ads Win

Real Estate Sales

Book site visits instantly. Bot qualifies by budget, location, and BHK preferences.

EdTech Admissions

Send brochure PDFs automatically. Bot verifies course interest and student details.

Auto Dealerships

Book test drives 24/7. Bot collects model interest and trade-in car details.

B2B Lead Gen

Offer a whitepaper download for lead info. Qualify by team size and current software.

Clinic Appointments

Reduce missed appointments. Bot checks slot availability and symptoms for doctors.

Financial Services

Qualify applicants for loans or cards based on income and documentation readiness.

TECHNICAL FEATURES

Built for Modern Marketers

️ Anti-Ban Security

Official WhatsApp Business API integration ensures your number remains protected during high-volume ad campaigns.

ROAS Dashboard

Track the exact return on investment from every campaign. See pipeline value linked to your Meta ad spend.

Sub-Second Sync

Conversations appear in FlowZo CRM the moment they start in WhatsApp. No delays in lead notification.

️ Quick Actions

Add interactive buttons to your ads that trigger specific bot flows (e.g. "Pricing" or "Book Trial").

Multi-Media capture

Let users send voice notes, images, or documents to further qualify their request (e.g. KYC docs).

Smart Follow-ups

Auto-send reminders if a user abandons the bot flow before finishing qualification.

WHO USES CTWA

High-Conversion Across Sectors

Property Developers

E-Learning Platforms

BFSI Companies

SaaS Startups

Hospitals & Clinics

WHY UPGRADE

CalBot vs. Traditional Ads

Landing Page Form

Phone Call CTA

Click-to-WA + CalBot

Friction Level

High — form fields

Must call

Zero — one tap

Mobile Experience

Poor — zoom & type

Average

Native WhatsApp

First Response

Hours (manual)

May miss

< 60 sec auto

Qualifies Lead

Partially

Full CalBot flow

Works After Hours

Form collects only

Missed calls

CalBot 24/7

Abandonment Rate

60–80%

40–60% missed

Under 20%

CRM Capture

Manual import

Manual logging

Instant auto

Source Attribution

Manual UTM

Manual logging

Automatic

COMMON QUESTIONS

Frequently Asked Questions

Do I need to change how I create my Facebook ads to use CalBot Click-to-WhatsApp?

Minimal changes are required. In Meta Ads Manager, select Messages as the campaign objective and WhatsApp as the destination. Your creative, targeting, and budget stay exactly the same. CalBot handles everything on the CRM side automatically from the first conversation.

How does CalBot know which specific ad a lead came from?

Meta passes campaign metadata with every Click-to-WhatsApp conversation — campaign name, ad set, and ad ID. CalBot captures this automatically and stores it as the lead source in FlowZo CRM. No manual UTM parameters or tagging required from your side.

Does Click-to-WhatsApp work on Instagram ads as well as Facebook?

Yes. Both Facebook and Instagram placements support Click-to-WhatsApp — feed posts, stories, reels, carousels, and marketplace listings. Any Meta ad placement with a Send Message button can be connected to your WhatsApp number through CalBot.

Stop Losing Leads Today

Connect your Meta ads directly to WhatsApp and see your conversion rates triple. Every click is a conversation waiting to happen.

Official WhatsApp Business Partner

No credit card required

Active in 30 mins