WhatsApp CRM for agencies: manage multiple clients

Agency that delivers results on WhatsApp to clients needs a tool that scales without causing friction. Zapext is used by dozens of Brazilian agencies as the basis of their automation service.

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Marketing agencies as WhatsApp operation reseller

Brazilian agencies are creating a service line dedicated to structuring the client's WhatsApp — using tools like Zapext as an operational base. The typical scenario: the agency runs Click-to-WhatsApp Ads on Meta, sets up a qualifying chatbot, and delivers it to the client with an organized funnel and weekly lead report.

The Recurring Revenue Model

Instead of charging just for the ad (model % of investment), the agency charges a monthly fee for "managed WhatsApp operation": configuration + monitoring + optimization + report. Typical tickets: R$1,500-5,000/month per client, depending on lead volume. High margin because the operation is replicable — same Kanban pattern, same tags, same report template.

Multi-account in practice

The agency maintains one Zapext account per client (each client signs the license in their own name), and the agency team has access to the panel via multi-user. Zapext Webhook feeds the agency's CRM (HubSpot, RD Station, Pipedrive) with each new lead — allows a centralized dashboard with the performance of all active clients.

Typical service includes

Initial configuration: Kanban + tags + quick messages + qualifying chatbot (5-10h of setup).
Continuous operation: daily monitoring, template adjustment, new flows according to seasonality.
Click-to-WhatsApp Ads: creation and optimization of Meta campaigns.
Weekly report: lead volume, qualification rate, conversion, cost per acquisition.
Monthly meeting: strategy, new opportunities, adjustments.

The pains we solve

Clients want professionalized WhatsApp but the agency doesn’t have a tool
Difficult to show campaign ROI without report
Each customer account managed differently
Team changes, knowledge is lost

What changes with Zapext

Replicable pattern

Configure once, double for other agency clients.

Campaign Reports

Show the customer how many messages, how many responses, conversion rate.

Multiuser per account

Your team and the customer's team access the same number.

Outbound webhooks for integration

Each event (new lead, tag, conversation) goes out to HubSpot, Bitrix24, RD Station, Pipedrive or Google Sheets in real time.

Features that matter for your industry

Ready-made chatbot templates by niche
sending segmented messages with cadence control
List import/export
Priority support on the Plus plan

Frequently asked questions

Is there a discount for agencies with multiple clients?

Yes, we offer special conditions for volume. Speak to support on WhatsApp.

Can I resell as my solution?

Zapext is an independent brand. You can deliver configuration/automation as a service, but the extension is in the name of the end customer.