Sales CRM with WhatsApp Integration
Challenge
A trading company with 15+ sales reps was tracking leads in Excel and WhatsApp groups. Leads from website inquiries, phone calls, and trade shows were scattered across personal phones. Follow-ups were missed regularly, and management had zero visibility into the pipeline.
Solution
- Custom CRM with auto lead capture from website forms and WhatsApp
- Visual pipeline with drag-and-drop deal stages
- Automated follow-up reminders via WhatsApp and email
- Mobile app for field sales team
- Real-time dashboards for management
Results
Within 3 months, conversion rates jumped 32%. The WhatsApp auto-capture eliminated manual lead entry entirely. Sales managers could now see every deal's status in real time, and no lead fell through the cracks.