WhatsApp CRM & Broadcast Setup

Our e-commerce store has accumulated roughly 100,000 WhatsApp Business chats coming from multiple ad campaigns and landing pages. The contacts are saved with different prefixes that reveal the source, but the data is messy, riddled with duplicates, and impossible to segment the way we need for targeted broadcasts.

Here is what I need from you:

• Consolidate the raw contact export, strip out duplicates, and tidy up each record so that the first and last names are correctly assigned while preserving the existing source prefixes.
• Design a clean tagging structure that lets me filter by source, interest, region, or any future dimension we decide to track.
• Import the polished database into a robust CRM that works seamlessly with WhatsApp Business (I’m flexible on the platform—HubSpot, Zoho, Salesforce, or another tool you’re confident will scale).
• Build ready-to-use WhatsApp broadcast lists based on the new tags so my team can launch segmented campaigns immediately.
• Configure basic automations—welcome flows, follow-ups, and dormant-lead re-activation—so every new contact is nurtured without manual effort.
• Finally, walk me through the workflow you set up and leave me with clear documentation so my staff can maintain and expand it.

I’ll share the current CSV export plus a sample of the prefixes we already use. Success for this project means I can open the CRM, pull a list like “FB-Interest-Shoes” in seconds, hit broadcast, and reach only those people—no duplicates, no mis-tagged profiles.

If this is your wheelhouse, let’s get the ball rolling.