Overview

Consulting firms win engagements through expertise, credibility and process. Gaptix captures enquiries, shares credentials, books consultations and manages engagements on WhatsApp — converting more mandates, speeding proposals and keeping clients engaged across the engagement lifecycle.

Use Cases

WhatsApp use cases for Consulting Firms

Every step from discovery to repeat purchase — automated on the channel your customers check most.

Enquiry & needs capture

Capture challenge, scope and objectives.

Credentials & case studies

Share credentials and case studies.

Consultation booking

Book scoping consultations.

Proposal & SOW

Share proposals and statements of work.

Onboarding

Onboard clients and gather information.

Engagement updates

Share progress and deliverables.

Document exchange

Collect and share documents securely.

Referrals & retention

Drive referrals and retention.

The Platform

Everything Gaptix gives your Consulting Firms business

One platform to run marketing, sales and support for consulting firms on WhatsApp.

AI Agents

Trained on your catalogue and policies to answer, recommend and sell 24/7.

WhatsApp Catalogue

Showcase products with images, prices and variants right inside chat.

Broadcasts & Campaigns

Segment customers and send offers, launches and reminders that get seen.

Shared Team Inbox

Your team and AI collaborate on one inbox with full context.

Payments & Checkout

Accept UPI, cards, netbanking, EMI and COD with secure links.

CRM & Leads

Capture, tag and nurture every customer automatically.

Chatbot Flows

Design multi-step journeys with conditions, delays and actions.

Analytics

Track opens, replies, conversions and revenue by campaign.

In Action

See it in a real conversation

This is how a consulting firms customer goes from question to checkout — automatically, in seconds.

10xhigher open rates than email

24/7instant AI responses

3xfaster response & resolution

↑more conversions & repeat orders

Gaptix AI online

We need help improving our operations efficiency.

We can help. Could you share your industry, team size and the main challenges you're facing? I'll share relevant case studies and book a scoping consultation to define an engagement.

Manufacturing, 200 staff.

Great 📊 I'll share relevant manufacturing engagements and book a scoping call. After it, I'll send a proposal and SOW with approach, timeline and fees. You'll get progress and deliverables here through the engagement.

FAQ