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Agencies · WhatsApp CRM

One dashboard — separate workspaces for every client WhatsApp.

Marketing and digital agencies juggle multiple client brands. In Wadwin, each client is a separate workspace tied to their own WhatsApp Business number: contacts, campaigns, and analytics stay isolated. You keep template libraries per brand, assign account managers per client, and export performance for client reviews — without mixing inboxes.

Workspace per client number
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Templates per brand
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Campaign reporting
HKD
Plans in Hong Kong dollars

What breaks when agencies run WhatsApp manually

Spreadsheets and personal phones do not scale when retainers multiply.

Too many client inboxes to monitor

Account managers lose track of which thread belongs to which brand — risky for compliance and tone.

Reporting is anecdotal

Clients ask for proof of delivery and engagement; screenshots are not a report.

Brand voice drifts

Without a shared template library per client, junior staff improvise on the fly.

Three pillars agency teams adopt first

Everything routes through Meta’s official WhatsApp Business Platform — templates still need Meta approval where required.

Separate workspace per client number

Each connected WhatsApp number is its own workspace: contacts, broadcasts, and analytics do not cross over.

Template library per brand

Store approved wording, languages, and variables so every send matches the client’s voice.

Campaign metrics for client decks

See delivery and engagement in one place so account leads can answer client questions with data, not guesses.

How agencies structure delivery

Performance shops, PR firms, and e-commerce retainers share the same pattern.

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Workspace per client account

Hand off a client — hand off a self-contained workspace with its own number and team access.

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Brand-specific templates

Onboard a new brand with a fresh template pack instead of copying from another client.

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Campaign reporting

Pull recent broadcast stats before the weekly client call — no spreadsheet gymnastics.

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Team assignment by client

Give each account pod access only to the workspaces they manage — fewer mistakes, clearer ownership.

Why agencies standardise on Wadwin

HKD-native pricingQuote retainers in Hong Kong dollars without constant USD conversion on invoices.
Official API pathCampaigns flow through Meta’s Cloud API — template submission rules still apply, but tooling stays in one stack.
Fast client onboardingSpin up a workspace when a new WhatsApp number is connected; invite the client’s reviewers when they are ready.
Cantonese-ready AI personasServe Hong Kong brands with bots that can follow formal Cantonese, conversational Cantonese, or bilingual prompts — tuned per workspace.

Add WhatsApp operations to your agency stack?

Start free. No credit card required. Connect your first client workspace when contracts are signed.