Product & services

From WhatsApp leads to structured CRM workflow

A growing service company moved from manual WhatsApp and Excel tracking to a tailored CRM with quotes, status pipelines, and invoice generation.

Client context

Client: Service business (anonymized)

Legacy stack: PHP, MySQL, PDF invoicing

Timeline: 8 weeks

Follow-up speed: Improved Missed leads: Reduced Reporting: Centralized

Leads were lost in chat threads, follow-ups were inconsistent, and management had no pipeline visibility.

Custom CRM with lead stages, automated reminders, quote PDFs, and a simple admin dashboard accessible to the sales team on mobile and desktop.

Faster follow-up, fewer missed enquiries, and clear reporting for management — typical outcome for our CRM engagements.

Need a similar audit for your current stack? Start with the highest-risk module or admin workflow.