Publish · Advertise · Capture · Segment · Engage · Automate

One system for
every marketing move.

Post to Instagram, run Google Ads, capture the lead, segment your audience, WhatsApp a broadcast, automate the follow-up. All in your CRM. Not seven tools stitched together.

The stack you cancel

Six tools. Six subscriptions. One replacement.

Every agency runs the same six-tool stack. Techuni collapses it into one — with data that actually talks to your CRM.

Publishing

Buffer · Hootsuite

$29–99/mo

Meta Ads

Ads Manager

Separate tool

Google Ads

Ads Editor

Separate tool

WhatsApp broadcast

AiSensy · Interakt · WATI

$50–120/mo

Lead forms

Typeform · Google Forms

$25–40/mo

Automation

Zapier · Make

$30–100/mo

Save $135–$360/mo. Cancel six subscriptions. Data lives in your CRM instead of six vendors' databases.

Pillar 06 · Automate

The workflow engine on top of it all.

Every lead capture, every DM, every list change can trigger a workflow. Watch a real one being built — WhatsApp comes in, auto-reply fires, lead routes to the right counsellor. Same drag-and-drop your team uses in the CRM.

crm.techuni.com/workflows/create
LIVE
BS
4
BS
Bridge Studies
Tenant Admin
Auto-reply · WhatsApp → Counsellor
END

Auto-playing the same build sequence as the desktop demo. The full interactive builder is available on desktop.

The six pillars

Everything a modern agency needs to
bring leads in and convert them.

Six distinct jobs, one platform. Publish, advertise, capture, segment, engage, automate — every job wired to your CRM, no more spreadsheet exports or Zapier duct tape.

Each pillar is a full-featured tool. Together they replace the entire marketing tool stack you're paying for today.

Pillar 01 · Publish

Every social post, from one calendar.

Compose once, publish to Instagram, Facebook, and TikTok — as posts, stories, or shorts. Schedule ahead. See the whole month at a glance, colour-coded by platform.

  • Post + Shorts composer for images and video — drag, drop, caption, publish.
  • Publish now or schedule for later — set-and-forget content plans.
  • Drafts + preview per platform — Instagram doesn't look like TikTok, and neither does Facebook.
  • Cancel Buffer, Hootsuite, Later — $29–$99/mo saved.
Content Calendar
July 2026
Instagram Facebook TikTok
S
M
T
W
T
F
S
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18

Pillar 03 · Capture

Every lead form, one system.

Embedded forms for your website, Meta Lead Ads, TikTok Lead Ads, Google Lead Form Extensions — all with field-mapping straight into your CRM. Every capture becomes a Lead record with the right destination, intake, and source tagged automatically.

  • 4 form types — Embedded, Meta, TikTok, Google. All configured in one place.
  • Field mapping — pick which platform field lands in which CRM field. No CSV export, no re-mapping.
  • Zero-delay handoff — a form submit fires the workflow the same second.
  • Cancel Typeform, Google Forms, Facebook downloads — one config, all sources.
Create New Form Meta
AU Enquiries — July Intake
Meta (Facebook / Instagram)
Bridge Studies — Melbourne
Field mapping
full_name
Lead.name
email
Lead.email
phone_number
Lead.phone
destination_of_interest
Lead.destination

Pillar 04 · Segment

Every audience, always fresh.

Lead Lists let you carve your database into precise audiences — hand-picked (Static) or filter-driven (Dynamic). A Dynamic List updates itself every time a lead's fields change, so campaigns always target the right people.

  • Static Lists — hand-picked ("VIP walk-ins from Karachi"), locked-in members.
  • Dynamic Lists — filter-driven ("AU PG enquiries, unassigned, cold >30 days"), auto-refreshing.
  • Compound filters — AND/OR across destination, intake, stage, source, custom fields.
  • Feed anything — WhatsApp broadcasts, ad audiences, workflow triggers, bulk emails.
Cold AU PG Leads
Dynamic list · auto-refreshing
247
Filters (all match)
Destination is Australia
Study Level is PG
Stage is Enquiry
Last Contact > 30 days ago
Assigned To is Unassigned
📣 WhatsApp Broadcast
✉ Bulk Email
⚡ Trigger Workflow
🎯 Meta Custom Audience

Pillar 05 · Engage

Every conversation, one inbox.

Instagram DMs, Facebook messages, TikTok comments, WhatsApp — all land in a single Social Inbox. Send broadcasts to 1,000 recipients using Meta-approved templates. No tab-switching, no missed messages.

  • Unified Social Inbox — Instagram, Facebook, TikTok DMs + comments in one thread view.
  • WhatsApp broadcast — up to 1,000 recipients per send, using approved templates.
  • Bulk actions from CRM Leads — pick any list, Send Email or Send WhatsApp inline.
  • Templates library — WhatsApp / Email / SMS with Meta MARKETING vs UTILITY compliance built in.
Social Inbox 3 new
A
Aisha Malik Instagram DM
Hey! Can you send info on Australia PG for Jan 2027?
2m
R
Rohan Sharma Facebook
Do you help with UK Tier 4 visa applications?
11m
K
Kiran Patel TikTok comment
Is Canada worth it in 2027? 🤔
37m
WhatsApp Broadcast
Templatejan_intake_open · APPROVED
AudienceCold AU PG Leads · 247 recipients
CategoryMARKETING
Send Broadcast

Playbooks · Where the six pillars meet

9 real marketing plays. Ship in 5 minutes each.

Every play combines multiple pillars — a form captures, a workflow fires, an audience updates, a broadcast goes out. Full stack, one template.

Featured

New Meta Lead → Assign by Destination

Australia leads to the Karachi team. UK leads to Lahore. First WhatsApp in 60 seconds.

4 steps

New Google Lead → Route by Study Level

UG enquiries to junior counsellors. PG + PhD to seniors.

4 steps

TikTok Lead → 60-Second WhatsApp Welcome

Instant reply with destination-specific brochure, offer a counselling slot.

5 steps
Killer feature

Website Form → Send Destination Brochure

Email the right brochure, WhatsApp the counsellor's booking link, tag the lead by source.

4 steps

Walk-in Registration → Digital Lead File

Front-desk QR scan creates the lead, tags the branch, notifies the counsellor on shift.

5 steps
Rate-limited

Next Intake Open → Bulk WhatsApp Campaign

Segment by destination, drip 3,400 leads on WhatsApp — Meta-safe, personalised, metered per message.

3 steps

Cold Lead 30 Days → Re-engagement Drip

3-message sequence over 7 days: student success story, deadline reminder, personal counsellor DM.

5 steps

Referral Received → Reward Both

Existing student refers a friend? Add referral tag, credit both accounts, notify counsellor.

4 steps

Post-Webinar Attendees → Follow-up Sequence

Send recording, book 1:1 counselling calls, tag by destination interest.

4 steps
Anything else

Build any workflow you can describe

15+ triggers · 23+ actions · unlimited branching.

Book a demo — we'll build one live

Enterprise-grade

The details that separate real workflow tools from toys.

Version history

Every save is a version. Editor / History tabs let you diff and roll back to any prior state in one click. Break something? Undo the entire workflow.

Rate-limited bulk

Bulk-fire a workflow across thousands of leads with drip execution: 20 per hour, 100 per day, whatever pace you set. WhatsApp API-safe.

Multi-pipeline scoping

Application Status triggers can target specific Process Timelines (Student Visa SC-500 vs Spouse Visa). Your workflows never cross-contaminate pipelines.

Compound conditions

Each branch supports multiple rules with AND / OR logic. City = Mumbai AND Study = PG. Or Country = UK OR Ireland. Real conditional depth, not just if/else.

Auto-generated Else branch

"None of the above" is built in. Nothing falls through the cracks — every lead is caught by some branch, always.

Sub-status triggers

Fire on the exact sub-status — Conditional Offer Received, Visa Granted, Interview Passed — not just the parent stage. Sibling sub-statuses don't fire.

Why not just use Zapier

Zapier connects tools. Techuni runs your agency.

Zapier doesn't know what a "Winning Stage" is. Doesn't know your commission slabs. Doesn't know onshore vs offshore. Techuni does.

Ability Zapier + your stack Techuni Workflows
Per-source Zaps (Meta / Google / TikTok)Separate Zap eachOne workflow, all sources
Native WhatsApp Business APIThird-party BSP required ($50+/mo)Direct Meta Cloud, included
Rate-limited bulk sends (WhatsApp-safe)DIY queue + error handlingBatch + interval dropdown
Route by destination / study level / branchDoesn't know your dimensionsNative fields
Compound branching (AND/OR, unlimited branches)Paid "Paths" upgradeIncluded
Marketing $/msg pricing (transparent)Per-Zap fee stacks up$0.04/msg, metered live
Push qualified leads into your CRM pipelineSeparate CRM integrationSame system, one click
Version history + rollbackNot availableEvery save
Data lives in one placeSplit across 4 toolsAll in Techuni
Cost at 100 workflows$50–$300/mo$0 · included
Understands your businessSees generic "events"Speaks your domain

Objections, answered

Everything you're probably wondering.

Does this really replace Buffer / Hootsuite for social publishing?+

Yes — for Instagram, Facebook, and TikTok publishing. Compose Post or Shorts, drag-and-drop media, caption, publish now or schedule. See the whole month in a colour-coded calendar. The one thing we don't cover yet is LinkedIn and X/Twitter — if that's the majority of your posting, you'd keep one channel elsewhere.

Can I actually run Google + Meta + TikTok ads from Techuni?+

Yes. A single 6-step wizard covers all three networks — pick the network, define the campaign, build ad groups, target the audience, upload creative, review. You connect your Google Ads, Meta Ads, and TikTok Ads accounts once in Settings → Platform Connections. Every ad's leads land straight in your CRM, tagged with source, campaign, ad group, and ad creative.

How does lead capture actually work end-to-end?+

Create a form in the Forms module — Embedded (JS snippet for your website), Meta (Facebook + Instagram Lead Ads), TikTok Lead Ads, or Google Lead Form Extensions. Map each form field to a CRM Lead field (name, email, phone, destination, intake). Publish. Every submission creates a Lead record instantly with the right source, ready for routing and workflows.

Static vs Dynamic Lists — when do I use which?+

Static Lists when the membership shouldn't change: "attendees of the 15th Feb webinar", "referred leads from Batch 42". You add members by hand.

Dynamic Lists when the membership is a filter: "AU PG enquiries, cold >30 days, unassigned". As leads' fields change, they join or leave the list automatically. Best for ongoing campaigns and retargeting.

Do I need a developer to build workflows?+

No. If you can drag a card and pick from a dropdown, you can build every workflow on this page. We designed it for agency owners and accounting managers — not engineers.

How many workflows can I have running?+

Unlimited on every paid plan. We don't charge per workflow, per run, or per action. Build 5 or build 500 — pricing is the same.

What if I break a workflow — can I roll back?+

Every save creates a version. The History tab in the workflow builder lets you diff and roll back to any prior state in one click. See exactly what changed between v3 and v7, restore v3 if v7 was a mistake.

Won't WhatsApp flag my number if I bulk-send campaigns?+

No — bulk triggers have drip execution baked in. Batch size + interval (20 per hour, 100 per day, whatever) keeps you under WhatsApp Business API rate limits and preserves your sender reputation. Meta's spam classifier never flags you. Marketing WhatsApp is priced at $0.04/message, metered from the first send — no surprises on your bill.

Can conditions actually use compound logic (AND/OR)?+

Yes. Each branch supports multiple rules with AND / OR logic. Source = Meta AND Destination = Australia is one branch. Add unlimited branches, each with its own compound rules. And "None of the above" is auto-generated.

Can workflows trigger on custom fields I've defined?+

Yes. Any custom field on the Contact, Application, or Student — triggers, conditions, and actions all recognise it automatically. No wiring, no republishing.

How does WhatsApp template approval work?+

All outbound WhatsApp campaigns use pre-approved templates (Meta's rule, not ours). During onboarding we help you write and submit your first 5-10 templates — welcome, campaign, offer nudge, deadline reminder, follow-up. Meta usually approves in 24-48h. After that, you send campaigns from the CRM in one click.

What's the difference between "utility" and "marketing" WhatsApp?+

Meta categorises every business-initiated WhatsApp. Utility is transactional — offer received, visa granted, invoice due, IELTS reminder. Marketing is promotional — new intake open, discount campaign, new destination launch. Utility is bundled in your plan allowance. Marketing is metered per message at $0.04/msg so a big blast never eats your allowance. Meta sets these categories at template-approval time, not us.

What happens if a workflow step fails mid-run?+

Every run is logged with success / failure / retry status. Failed steps auto-retry three times. If it still fails, an owner-level notification fires — nothing dies silently.

Can I pause a workflow without deleting it?+

One click to pause. Anything mid-flight completes gracefully. New triggers won't enter the workflow until you resume it.

Does it integrate with WhatsApp Business API?+

Yes — official WhatsApp Business API. Send template messages, receive replies, handle media, and auto-tag conversations. Included on every paid plan, no separate WhatsApp integration fee.

Six marketing tools. One CRM. Zero export gymnastics.

Book a 15-minute demo. Bring your current stack — we'll show you exactly which tools you can cancel and which pillar takes over each job.