AI & Automation

Workflow & CRM Routing

Every lead and request reaches the right person automatically.

The problem

Leads arrive from forms, ads and WhatsApp, then sit in separate inboxes. Follow-up depends on someone remembering, and nobody can say where a given request stands.

What's included

  • Process mapping of your current lead and request flow
  • CRM setup, or a custom mini-CRM where that fits better
  • Routing rules by product, region or value
  • WhatsApp and email notifications to your team
  • Status pipelines and follow-up reminders
  • Reporting on source, stage and outcome

How it fits together

Workflow & CRM Routing architectureForms & adsWhatsAppRouting rulesCRMTeam alertsReports
Workflow & CRM Routing architecture: Forms & ads, then WhatsApp, then Routing rules, then CRM, then Team alerts, then Reports.

The stack

  • Node.js
  • WhatsApp Business API
  • PostgreSQL
  • CRM APIs
  • Webhooks

Typical outcomes

  • One place to see every lead
  • Clear ownership of each request
  • Reporting that links enquiries back to their source

Results depend on your starting point and scope.

Common questions

Not necessarily. We connect to the CRM you use if it has an API. If you have none, a focused mini-CRM is often easier to adopt than a large platform.

Yes. Ad clicks can carry UTM data through to the WhatsApp conversation and your CRM, so you can see which campaign produced which lead.

We log every run and alert your team on failure, so a lost lead becomes a visible problem you can fix.

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