IndustriesB2B, SaaS & agencies
WhatsApp AI CRM for marketing agencies
One login, every client as its own account: their number, their agent, their pipeline, their balance — and proof per ad of what your campaigns produced.
- On your own WhatsApp number
- Official Meta API
- Set up with you on a call
Saw your ad for the teeth whitening offer. Price?
The whitening offer in the ad is ₹4,999 for a single sitting (regular ₹7,500), valid till the 30th. Would you like to book — this week we have Thursday 5 pm and Saturday 11 am?
Saturday 11
Booked: Saturday 11:00 am, teeth whitening offer. The clinic is at Jubilee Hills; see you then.
Your customers
What marketing agencies get asked on WhatsApp
Every one of these gets an answer in seconds, from your own price sheet and documents.
- How many leads did the Diwali campaign bring — and how many replied?" — the client's question your report answers
- Can the clinic's number auto-reply at night?
- Set up the builder's new project with its own WhatsApp number.
- Which ad set gave the leads that actually booked?
- The client wants to see the inbox but not change anything.
The AI agent
What the agent does for you
One organisation holds many accounts. Each client is an account with its own WhatsApp number, Instagram, catalogue, pipeline, team seats and prepaid message balance — billed by the organisation or by the client, per account.
Each client's AI agent answers only from that client's documents and offerings; switching it on is a plan the operator sets per account, so a client who wants humans only gets humans only.
Campaign pages per client show leads → replied → won per ad, per link and per QR code; click-to-WhatsApp ads carry the ad id on the first message, and Meta lead-form leads land phone-matched.
Each CRM stage can fire a Meta Conversions API event with the click id, so the client's ad account optimises for the leads that booked, not the ones that clicked.
Copy a finished setup (business profile, pipeline, criteria, timezone) into a new client's account, then load their offerings and documents.
On the agency's campaign page this lead is tagged to the ad it tapped: one lead, one reply, one booking, attributed. The clinic's team sees the same chat in its own inbox.
Your pipeline
Every lead on one board, in your words
You name the stages and write who belongs in each. Leads move as the chat fills in the details, and the reason is kept on the card.
Per client, in their words
Each account has its own stages — a clinic's 'Appointment booked', a builder's 'Site visit', a school's 'Admitted'.
Holding
A campaign can land leads in a holding area for nurture instead of the sales pipeline; a reply promotes them.
Won
The stage you mark as won is the one the report counts.
Campaigns
Campaigns that fit
Every client campaign as one object: name, offer, sources (ad ids, short links, QR codes), the destination (sales team or holding), dates — and a report with Alerts, Leads → Replied → Won, and per-source rows.
Short tracked links on the client's own domain (`client.bananaleaf.ai/go/offer`) with tap counts per placement; previews by WhatsApp and Facebook are not counted as taps.
Broadcasts per client from their own approved templates and balance, with daily drips for big lists.
Getting started
Live in three steps
Connect your number
Link the WhatsApp number you already use (the WhatsApp Business app keeps working) and, if you like, Instagram.
Teach it your business
Upload your price sheet and documents, check what the agent read, and set your pipeline stages.
Rehearse, then go live
Try it in a test chat until the answers are right. We do all of this with you on a call; nothing to install.
Questions
Questions buyers ask
Still unsure? Ask us on WhatsApp — a person replies.
Can clients log in and see their own account only?
Yes. A client's people are added to their account with a role — admin, editor or view-only — and see nothing of your other clients.
Who pays for messages?
Per account: the organisation's balance or the client's own, switched at a billing-cycle boundary. Each account's balance and ledger are visible to whoever pays.
Is there an agency price?
Plans are set per organisation after a call; there is no public price list.
Can we white-label it?
No. The admin app is bananaleaf.ai; your clients see it under your organisation.
Does it work on the WhatsApp number we already use?
Yes, including a number you keep using in the WhatsApp Business app. The agent answers through the API alongside the app, and a reply you type in the app pauses the agent on that chat.
Which languages does it reply in?
It reads the language of each message and answers in it: English, Hindi, Hinglish and the regional languages your customers write in. Your team can take any chat over.
Where next
Keep exploring
What marketing agencies use most, and businesses like yours.
- ProductClick-to-WhatsApp AdsKnow which ad, link or QR brought each lead
- ProductAI Sales AgentAnswers every lead on your own number
- ProductAI CRM PipelineStages that fill from what customers say
- ProductConversation InsightsWho is waiting, who is ready to buy
- IndustryFranchises & multi-outlet brandsOne agent, every outlet, HQ-approved answers
- IndustrySaaS & software companiesPlans priced per user per month from your sheet, features answered from your docs, demos booked — the enterprise asks handed to sales.
- PricingSee what it costsOne quote for your accounts, the AI agent and your WhatsApp messages.