Octonex – Unified CRM integrating Meta Ads and WhatsApp

Summary: Octonex centralizes Meta Ads, WhatsApp automation, and sales pipeline management into a single platform, reducing lead loss between marketing and sales. It captures leads from Meta instantly, automates initial WhatsApp conversations, and tracks deals through a Kanban pipeline while syncing conversion events back to Meta.

What it does

Octonex connects Meta Ads with CRM and WhatsApp, automating lead capture and communication. It manages sales pipelines in real-time and sends conversion data to Meta via CAPI to optimize ad performance.

Who it's for

It is designed for agencies and small to medium businesses seeking to streamline lead management and sales processes.

Why it matters

Octonex addresses lead loss caused by fragmented tools by providing a unified workspace that links marketing inputs directly to sales outputs.