Mark360

Professional services

WhatsApp for CA firms, agencies and consultants

Book the call, collect the documents, send the quote, and remind the client to pay. The appointment agent and a Flow cover the first two. Razorpay covers the last.

  • Appointment booking
  • Document Flows
  • Quotes and reminders
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Free plan, no credit card required. Built on the official WhatsApp Cloud API.

Illustration
Illustration of booking a consultation on WhatsApp. A meeting is booked for Tuesday 3:00 PM, 12 Nov, beside a small calendar.

A client engagement, in order

Send the quote

A template from the inbox, assigned to the person who owns the client.

Open the related page
Illustration
Illustration of a client project: enquiry, proposal sent, quote accepted, invoice and payment link, and a project update.

The call, the files, the quote

The call on the calendar

The appointment agent or a date picker in a Flow collects the time. The calendar shows the month, and you can switch to week or year.

Appointment calendar
Mark360 appointment calendar in month view for October 2026, with day, week, month, and year controls. The connected phone number and workspace name are blurred.

A quotation, then a PDF

The quotation form takes a name, a phone number, and line items, then previews a PDF. It opens empty.

Quotation
Mark360 new quotation form with fields for name, phone, and email, quote settings, empty line items, and a PDF preview. The connected phone number and workspace name are blurred.

The quote, then the payment link

Send the quote from the inbox to the person who owns the client. A payment link is a later step, with the payment-reminder drip if the invoice needs a chase.

Illustration
Illustration of a quotation PDF with a send-on-WhatsApp action.

The PDF is a template of variables

The visual designer lays out a quotation with fields for the company, the client, and the line items. The template name starts empty.

PDF template
Mark360 PDF template designer with an empty template name, a visual designer, and a quotation preview that uses variables for the company, the client, and the totals. The connected phone number and workspace name are blurred.

How it works

  1. 01

    One number for the firm

    Partners and staff share it through the inbox. Seats are part of the plan.

  2. 02

    Working hours

    Routing can follow office hours so a bot answers when the office is shut.

  3. 03

    Hand off

    Mention a colleague in an internal note when the question is theirs.

Questions

The short version of what this page already says.

Talk to us

Yes. A Flow accepts photos and documents. You choose what to request and how long you keep it. Mark360.ai does not give tax or legal advice.

Yes. Mark360.ai has a Free plan at $0/month with no credit card required. Paid plans start with Scale at $19/month billed quarterly (list price $35/month). Scale+ is $99/month. WhatsApp messages are billed per message on top of the plan. Annual billing is 10% off.

In India, a Marketing message costs ₹0.94 and a Utility message costs ₹0.138. Those are the prices on Mark360.ai. Rates differ by country and category. Meta publishes its own rate card, and every message you send is itemised in Transaction History with its category, unit price and status.

Start free on Mark360.ai

Connect your WhatsApp number on the free plan and set up the first automation. Move to Scale at $19/month billed quarterly when you need more triggers, seats or campaigns.

Trusted by 100+ businesses. Free plan, no credit card.

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