MSME Ready ERP Cloud · Marketing Automation

Stay Relevant Without Repetitive Manual Outreach

Your next opportunity should not depend on someone remembering to manually send the next brochure or follow-up message.

  • Segments CRM audiences and schedules campaigns across Email, SMS & official WhatsApp APIs
  • Triggers workflow-based nurturing sequences from lead stages, dates, or customer actions
  • Connects campaign delivery and engagement signals back to CRM enquiries and outcomes
Standalone at ₹9,990 + GST / month (Unlimited Users) · or Full ERP Cloud Pricing & Demo ↓

Marketing Automation · End-to-End Flow

LIVE WORKFLOW
01 Select Audience
02 Choose Channel
03 Personalize
04 Approve
05 Schedule & Send
06 Measure
07 CRM Follow-Up
Connected Campaign Nurturing 6 Core Capabilities · Unlimited Users

What changes: More consistent prospect engagement with communication history tied to customer context.

Why MSMEs Upgrade Marketing Automation

What breaks on spreadsheets & WhatsApp — and how Webyappy solves it.

Every screen and rule in Marketing Automation is designed around the practical day-to-day bottlenecks growing Indian MSMEs face.

Challenge 01

Campaigns are isolated

Email, SMS, WhatsApp and CRM customer records sit in disconnected tools.

✓ Webyappy Solution
Connected campaign planning

Segment audiences and schedule campaigns through configured communication channels.

Challenge 02

Leads receive inconsistent communication

Follow-ups depend on individual habits, so prospects may be missed or contacted repeatedly.

✓ Webyappy Solution
Workflow-based nurturing

Send approved follow-ups based on lead stage, scheduled dates or customer actions.

Challenge 03

Marketing impact is uncertain

Teams send messages but struggle to connect outreach with engagement and sales enquiries.

✓ Webyappy Solution
Track meaningful results

Connect delivery and engagement signals, where supported, directly to CRM enquiries and conversions.

Configured Around Your Business

What changes: More consistent prospect engagement with communication history tied to customer context.

Configurable: Channel providers, approval chains, audience tags, templates & consent/opt-out rules.

Inside Marketing Automation

Complete capabilities with live Desktop, Tablet & Mobile previews.

Every core workflow is ready out of the box—and fully customisable around your MSME’s fields, approval rules, statutory needs and MIS reports.

01 WHATSAPP, SMS & EMAIL STUDIO

Scheduled Broadcasts, Approval Gates & Multi-Day Drip Flows

Schedule approved Official WhatsApp Business API, Email, and SMS campaigns—turning cold inquiries into warm buyers automatically through sequenced nurturing drips.

  • Scheduled broadcasts with pre-send approval check for festive offers & launches
  • Automated Day-0 → Day-2 → Day-5 follow-up drips for unclosed quotes
  • Alerts assigned Sales Rep the moment a prospect clicks a brochure link
✦ 84% WhatsApp Read Rate Request Marketing Automation Demo →
Live Preview · WHATSAPP, SMS & EMAIL STUDIO
🔒https://cloud.webyappy.com/marketing-automation/whatsapp-sms-email-studio
● Cloud Synced
WY
Marketing Automation WHATSAPP, SMS & EMAIL STUDIO
● Live
Marketing Automation / WHATSAPP, SMS & EMAIL STUDIO
+ New
● Role Filter Active
Automated Lead Nurturing Journey (Active Drip) Active Workflow
01
DAY 0 • INSTANT
WhatsApp Brochure
Sent on Inquiry Capture
02
DAY 2 • NURTURE
Email Case Study
Industry ROI Proof
03
DAY 5 • VIDEO
Plant Tour Link
78% Watch Rate
04
LINK CLICKED
Alert Sales Rep
Hot Call Task Created
✓ Sample flow: Consented prospects who requested a price list receive a timely follow-up.
✓ Role-Based Access · Configurable fields, approvals & MIS Webyappy Cloud
02 CAMPAIGN ENGAGEMENT & FUNNEL

Delivery Logs, Engagement Signals & CRM Enquiry Linking

Connect campaign delivery and engagement signals—where supported by your configured email, SMS, or official WhatsApp provider—directly to CRM follow-ups.

  • Dynamic audience segments synced from CRM tags, stages & industries
  • Consent and opt-out controls built into audience management
  • Clear campaign funnel from Scheduled → Delivered → Engaged → Enquiry
✦ Connected Campaign Funnel Request Marketing Automation Demo →
Live Preview · CAMPAIGN ENGAGEMENT & FUNNEL
🔒https://cloud.webyappy.com/marketing-automation/campaign-engagement-funnel
● Cloud Synced
WY
Marketing Automation CAMPAIGN ENGAGEMENT & FUNNEL
● Live
Marketing Automation / CAMPAIGN ENGAGEMENT & FUNNEL
+ New
● Role Filter Active
Audience Segment Consented List
1,420
Price-List Drip Approved Template
310 Sent
CRM Follow-Ups Assigned to Sales
46 Triggered
Illustrative Campaign Engagement by Channel
Approved WhatsApp Business Templates High Open
Price-List Follow-Up Email Sequence 46 Replies
Service & Renewal SMS Reminders Scheduled
✓ Role-Based Access · Configurable fields, approvals & MIS Webyappy Cloud
03 AUDIENCE SEGMENTS & TRIGGERS

Smart CRM Audience Lists & Dormant Lead Reactivation

Automatically wake up cold 60-day inquiries and expiring AMC accounts without manually exporting CSV contacts between tools.

  • 1-click audience sync with CRM Industry, Region & Deal Value filters
  • Auto-enrolls inactive leads into Success Story reactivation campaigns
  • Built-in DND & Official WhatsApp template opt-in compliance
✦ 140 Cold Leads Woken Up Request Marketing Automation Demo →
Live Preview · AUDIENCE SEGMENTS & TRIGGERS
🔒https://cloud.webyappy.com/marketing-automation/audience-segments-triggers
● Cloud Synced
WY
Marketing Automation AUDIENCE SEGMENTS & TRIGGERS
● Live
Marketing Automation / AUDIENCE SEGMENTS & TRIGGERS
+ New
● Role Filter Active
Live Synced CRM Segments & Reactivation Triggers Configured Rules
AUTO-SYNCED LIST
1,840 MIDC Industrial Buyers

Segmented by West & South manufacturing clusters

✓ 84% WhatsApp Delivery
WIN-BACK TRIGGER
92 Unclosed High-Value Quotes

60-day dormant proposals >₹5L enrolled in ROI drip

✓ 19 Deals Re-Opened
RETENTION WAVE
185 Expiring AMC Customers

T-45 day WhatsApp + Email renewal alert automation

✓ 33 Renewed Automatically
✓ Role-Based Access · Configurable fields, approvals & MIS Webyappy Cloud
04 TEMPLATES & CONSENT GUARDRAILS

Approved Message Templates, Opt-In Consent & DND Controls

Manage pre-approved WhatsApp Business, Email, and SMS templates with built-in consent status so outreach stays professional and compliant.

  • Central library of approved WhatsApp, Email & SMS message templates
  • Dynamic personalization tokens (Client Name, Product, Quote Ref, Due Date)
  • Automatic opt-out / DND suppression protects sender reputation
✦ 100% Opt-In Compliant Request Marketing Automation Demo →
Live Preview · TEMPLATES & CONSENT GUARDRAILS
🔒https://cloud.webyappy.com/marketing-automation/templates-consent-guardrails
● Cloud Synced
WY
Marketing Automation TEMPLATES & CONSENT GUARDRAILS
● Live
Marketing Automation / TEMPLATES & CONSENT GUARDRAILS
+ New
● Role Filter Active
Approved Campaign Templates
VERIFIED BUSINESS TEMPLATE

Product Brochure & Technical Case Study Intro

Variables: {{contact_name}}, {{company}}, {{product_line}} • Opt-Out Footer Active

Consented Contacts 1,840 Active
Suppressed / Opt-Out 38 Excluded
Read Engagement 82% Avg
✓ Meta / DLT Template Approved✓ Consent Timestamp Logged✓ Personalized Per Industry
✓ Role-Based Access · Configurable fields, approvals & MIS Webyappy Cloud
05 CAMPAIGN TO CRM HAND-OFF

Instant Sales Hand-Off When Prospects Click or Reply

Bridge marketing outreach directly to sales execution—routing high-intent clicks and replies into assigned CRM follow-up tasks automatically.

  • Detects brochure downloads, pricing clicks & direct WhatsApp replies
  • Auto-creates prioritized callback tasks for the assigned account owner
  • Attributes closed sales orders back to the exact nurturing campaign
✦ Marketing → Sales Sync Request Marketing Automation Demo →
Live Preview · CAMPAIGN TO CRM HAND-OFF
🔒https://cloud.webyappy.com/marketing-automation/campaign-to-crm-hand-off
● Cloud Synced
WY
Marketing Automation CAMPAIGN TO CRM HAND-OFF
● Live
Marketing Automation / CAMPAIGN TO CRM HAND-OFF
+ New
● Role Filter Active
Campaign Engagement Signals
86 Brochure Link Clicks✓
46 Direct Price-List Replies✓
29 Case Study Views✓
19 AMC Renewal Inquiries✓
AUTO-ROUTED TO CRM Sales Follow-Up & Pipeline 46 Hot Tasks

Assigned to territory owners with full campaign context & history

✓ Role-Based Access · Configurable fields, approvals & MIS Webyappy Cloud
06 EXHIBITION QR, WEB FORMS & AD CPL

Trade-Show Booth QR Capture, Website Lead Forms & Channel CPL Analytics

Capture every exhibition visitor and digital ad click with full UTM source attribution—and compare true Cost-per-Lead (CPL) across channels.

  • Exhibition / trade-fair booth QR codes send instant WhatsApp brochures while logging visitor leads
  • Embeddable website & landing-page enquiry forms auto-tagged with UTM Campaign, Ad Set & Keyword
  • Compare marketing spend vs. Cost-per-Lead (CPL) and qualified pipeline generated per channel
✦ Booth & Ad-to-Pipeline ROI Request Marketing Automation Demo →
Live Preview · EXHIBITION QR, WEB FORMS & AD CPL
🔒https://cloud.webyappy.com/marketing-automation/exhibition-qr-web-forms-ad-cpl
● Cloud Synced
WY
Marketing Automation EXHIBITION QR, WEB FORMS & AD CPL
● Live
Marketing Automation / EXHIBITION QR, WEB FORMS & AD CPL
+ New
● Role Filter Active
Exhibition QR & Digital Ad Capture-to-CPL Attribution Active Workflow
01
Scan / Click
Expo QR & Web Form
Visitor scans stall QR or submits landing form
02
Auto-Kit
Instant Brochure PDF
Catalog & video delivered in 5 seconds
03
UTM Tag
Source Attribution
Locks Expo / Google / Meta campaign source
04
CPL Report
Spend vs. Pipeline
Measures CPL & revenue won per rupee spent
✓ Know exactly which trade show, keyword, or ad creative brings profitable B2B buyers.
✓ Role-Based Access · Configurable fields, approvals & MIS Webyappy Cloud
Enterprise Foundations Included

Built-in controls, customisation & data portability.

Every Marketing Automation deployment includes enterprise governance, no-hassle data migration, and customisation around your MSME’s exact rules.

01 · Access & Governance

Role, Branch & Maker-Checker Control

  • Granular View / Create / Edit / Approve / Export permissions per role
  • Multi-branch, plant, warehouse & department data scoping
  • Immutable user & timestamp audit log on sensitive edits
02 · Customisation

Custom Fields, Workflows & Print Layouts

  • Add custom fields, dropdowns, numbering series & validation rules
  • Configurable multi-level approval thresholds mapped to your hierarchy
  • Company-branded PDF print formats with logo, GSTIN & terms
03 · Data & Connectivity

Bulk Import/Export, Alerts & Mobile Ready

  • Guided historical master & opening-data import via Excel / CSV
  • 1-click Excel, CSV & PDF exports across registers and MIS views
  • Configurable WhatsApp, Email & in-app notifications on Web & Mobile
One Connected Operating Rhythm

Explore all 15 configurable ERP modules.

Begin with Marketing Automation today and connect additional departments whenever your team is ready — all sharing one unified database.

Sales

CRM

Lead and client management, interaction tracking, reminders and analytics.

Explore →
People

HRMS

Recruitment, onboarding, attendance, payroll, policies, documents and learning.

Explore →
Management

Productivity

Daily reviews, KRA/KPI/OKR tracking, performance monitoring and reports.

Explore →
Management

Clarityboard

Director dashboard for BI, sales, production, client, HR and cross-functional analytics.

Explore →
Sales

Quotation

Quotation creation, version control, approvals, PDFs, emails and quote history.

Explore →
Sales

Sales Performance

Calls, meetings, calendar, targets, geo-tracking, sales kit and reports.

Explore →
Sales

Marketing Automation

Campaigns, email/SMS/WhatsApp, lead nurturing, follow-ups and analytics.

● Viewing Module
Operations

Production Suite

Planning, job cards, MRP, work orders, stage monitoring, QC and inventory.

Explore →
Operations

Service Suite

AMC, assignment, service requests, feedback, SLA and renewal alerts.

Explore →
Operations

Distributor / Franchise

Distributor login, pricing, orders, stock, commissions, analytics and invoices.

Explore →
Sales

Ecommerce Suite

Catalog, inventory, orders, customers, payments, discounts and reviews.

Explore →
Finance

Accounts & Finance

Purchase, invoices, vendors, Tally/GST, expenses, payments and reports.

Explore →
Operations

Project Management

Goals, milestones, tasks, status tracking, alerts and project reports.

Explore →
Management

Task Management

Task creation, assignment, deadlines, status updates and manager dashboards.

Explore →
Finance

Admin

Assets, office inventory, petty cash, supplies, documents and policies.

Explore →
Pricing & Personalised Walkthrough

Start with Marketing Automation at ₹9,990/month — or run your entire MSME on one cloud.

Zero per-user charges on every plan. Begin with Marketing Automation standalone today and upgrade to the full 15-module ERP Cloud whenever your team is ready — your data carries over seamlessly.

Start With This Module

Marketing Automation (Standalone)

₹9,990 + GST / month
FLAT MONTHLY PRICE · UNLIMITED USERS
  • Multi-channel Email, SMS & WhatsApp broadcast studio
  • Automated multi-day lead nurturing & reactivation drips
  • Exhibition QR lead capture, web forms & UTM tracking
  • Instant CRM sales hand-off when prospects click or reply
  • Campaign ROI, CPL & closed-revenue attribution MIS

No per-seat shock: add your entire sales, operations or admin team without paying extra per user.

★ Most Popular · All 15 Modules

Complete MSME Ready ERP Cloud

₹49,900 + GST / month
BILLED QUARTERLY IN ADVANCE · UNLIMITED USERS
💡 Pay annually & save 10% on your subscription fee.
  • Includes Marketing Automation + all 15 connected ERP modules
  • Unlimited users across every department & branch
  • Dedicated cloud instance mapped to your MSME workflow
  • Team onboarding, training & ongoing support included
  • Need bespoke custom module engineering? ₹75,000 one-time per custom module

Ready to see Webyappy Marketing Automation mapped to your workflow?

Book a free 1-on-1 consultation and live product walkthrough with our implementation specialists.