WhatsApp lead handling & CRM automation
A multi-location services business receiving enquiries from ads, the website and walk-ins.
The challenge & its impact
Enquiries arrived on WhatsApp, calls and forms and were tracked by hand. Responses were slow outside office hours, and follow-ups depended on individual executives.
Leads went cold before anyone replied, and management had no reliable view of the pipeline.
How we analysed it
- Mapped every lead source and how each enquiry was handled today
- Identified the questions the team answered repeatedly
- Defined qualification rules and hand-off points to sales
Solution & implementation
- WhatsApp Business API bot for instant replies and qualification
- Leads created automatically in a custom CRM with source tracking
- Rule-based assignment, reminders and scheduled follow-up messages
- Dashboard for pipeline, response status and team activity
Illustration of the process before and after. Drag or use arrow keys to compare.
Technology
- WhatsApp Business API
- Node.js
- Express
- MongoDB
- React
What changed for the business
- Every enquiry gets an immediate, consistent first response
- Follow-ups run on a schedule instead of relying on memory
- Management sees the full pipeline in one place
