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RGS Solution
Meta Ads & Leads

Turn Click-to-WhatsApp ad spend into high-converting sales pipelines

Every rupee spent on Facebook and Instagram Click-to-WhatsApp ads should lead to closed deals. RGS Solution automatically captures inbound ad leads with full campaign attribution, welcomes them with smart automated replies, and moves opportunities through a visual Kanban pipeline.

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Meta Ads and WhatsApp Lead Management Pipeline with CTWA attribution and Kanban stages
Meta Ads & Lead Pipeline — RGS Solution

Instant CTWA Lead Capture & Ad Attribution

When a customer clicks your Facebook or Instagram ad and taps "Send Message", RGS Solution instantly captures their phone number, profile name, ad source ID, headline, and creative context. Your sales team knows exactly what product or offer the customer saw before typing their first word.

  • Automatic lead creation from Click-to-WhatsApp (CTWA) ads
  • Full ad attribution: Ad ID, headline, body copy, and referral source
  • Seamless jump from lead record to the active shared inbox chat
  • Searchable lead directory with stage and value filters

Visual Kanban Deal Pipeline

Stop losing deals in cluttered chat lists. Organize your leads across customizable pipeline stages like New Lead, Contacted, Qualified, Proposal, Won, and Lost. Monitor total pipeline value and see bottlenecks at a glance.

  • Customizable stages tailored to your sales process
  • Estimated deal value tracking and pipeline forecasting
  • Rep assignment to ensure clear sales ownership
  • Structured loss reasons to understand why deals slip

Smart Ad Auto-Responder with Agent-Skip Safeguard

First response time makes or breaks ad conversions. Welcome leads instantly or after a natural delay (30s, 1m, 5m). If an agent steps in and manually replies first, the system automatically cancels the scheduled automated reply so the customer never receives duplicate or awkward double messages.

  • Configurable delay intervals for natural, human-like engagement
  • Intelligent agent-skip: cancels automated reply if an agent answers first
  • Audit activity trail for all auto-replies sent or skipped
  • Option to restrict auto-responses to official business hours

Pipeline Stage Retargeting Campaigns

Bring stalled opportunities back to life. Launch targeted WhatsApp broadcast campaigns straight to contacts in specific pipeline stages (e.g. stalled proposals or uncontacted leads) with approved templates and official Cloud API delivery pacing.

  • 1-Click broadcast creation filtered by pipeline stage
  • Delivery, read, and reply conversion metrics
  • Audit log recorded on every targeted lead profile
  • Safe, rate-paced dispatch to protect your number rating
Questions

Meta Ads & Leads, answered

When you run Click-to-WhatsApp (CTWA) ads in Meta Ads Manager, Meta sends referral metadata with the first message. RGS Solution detects this referral, creates a lead profile with the ad ID and headline, and links it directly to the customer’s conversation in your shared inbox.

Every feature on this page is unlocked during the RGS Solution free trial.