01 — The problem
Channels multiply faster than process.
Instagram DMs, WhatsApp and web chat each have their own inbox, and nobody knows which conversation became a deal.
respond.io can automate routing and qualification, but only if lifecycle stages and assignment rules are agreed. Otherwise workflows fire at random and contacts duplicate across channels.
02 — What we build
What the engagement delivers.
Channel connections
WhatsApp Business API, Instagram, Messenger, web chat and email connected, with contact merging across channels.
Lifecycle design
Stages from new lead to customer agreed with sales and mirrored in the CRM.
Workflows
Routing by language, product and hours, auto-replies, qualification questions and handover to agents.
CRM sync
Contacts, lifecycle, assignee and closing notes pushed to Zoho, HubSpot or Salesforce through HTTP request steps or middleware.
Reporting
Response time, conversations per agent and conversion by channel.
03 — Configuration vs custom
What is set up, and what is written.
Configuration
- Workspace, channels and teams
- Lifecycle stages and closing notes
- Workflows and shortcuts
- Native integrations
Custom development
- Middleware for two-way CRM sync
- Contact merge rules
- Channel attribution reporting
04 — Typical effort
What it usually takes.
Ranges from comparable projects. You get a fixed-scope quote after a 30-minute call.
05 — What you own
Yours at handover.
- respond.io workspace configuration
- Workflow documentation
- Sync code if custom
- Agent guide
FAQ
Questions about respond.io.
Does respond.io replace a CRM?
No. It manages conversations. The CRM still holds accounts, deals and history. We sync the two so each does its job.
Can one contact message on WhatsApp and Instagram?
Yes. respond.io can merge contacts across channels so agents see one conversation history.
Can workflows ask qualifying questions?
Yes, with question steps that save answers to contact fields before routing to an agent.
What about AI replies?
respond.io has AI features. For phone and complex qualification, our AI voice agents can work alongside it.
Next step
Start with a 30-minute call.
Tell us what you run today and where it breaks. You get a fixed-scope quote afterwards. We don’t publish rates, because the honest price depends on scope.
Enquire
Talk to us about respond.io omnichannel inbox to CRM.
We have started the message for you. Add what you run today and we will reply within one business day.