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Engrana

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Engrana - Conversational CRM that answers WhatsApp and phone calls, with a built in calendar

About Engrana

Engrana is an AI-driven CRM designed for businesses that manage recurring customer appointments and communications, particularly through WhatsApp. The platform automates client interactions, appointment scheduling, reminders, review requests, and segmented campaigns, all while integrating with existing calendars and CRMs. Engrana distinguishes itself by using real customer data to personalize conversations and by offering a built-in client database and booking system. It is suitable for a range of sectors, including clinics, legal practices, and service businesses. The service is offered at a monthly fee, with setup completed in under a week and no long-term commitment required.

Best for: service businesses with recurring clients, clinics and medical practices, law firms, small and mid-sized businesses using WhatsApp

Key features

  • Automates appointment booking, rescheduling, and cancellations via WhatsApp
  • Sends personalized reminders before and after appointments
  • Automatically requests Google reviews after each service
  • Runs segmented WhatsApp campaigns based on visit frequency or service
  • Integrates with calendars and CRMs like Google Calendar, Calendly, HubSpot
  • Identifies customers by phone number and accesses their appointment history
  • Provides weekly reports and business metrics via WhatsApp
  • Operates 24/7 and escalates to staff when human judgment is needed

Use cases

  • Managing appointment scheduling and changes for recurring clients
  • Reducing missed appointments with automated reminders
  • Reactivating inactive clients through proactive outreach
  • Collecting customer reviews automatically after services
  • Sending segmented marketing campaigns via WhatsApp
  • Receiving business performance reports directly in WhatsApp

Pros

  • No long-term contract required; cancel anytime
  • Setup completed in less than a week
  • Direct support from the founders

Limitations

  • WhatsApp Business API message costs are billed separately by Meta

Screenshots

Engrana screenshot
Engrana screenshot
Engrana screenshot

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