CRM Automation System
A CRM that automatically followed up with leads so the sales team could focus on closing deals.
The Problem
A growing B2B company was losing leads because follow-up happened manually - sales reps had to remember to check their pipeline, draft individual messages and track responses in spreadsheets. Leads fell through the cracks, and management had no visibility into the pipeline.
The existing CRM was too generic: fields that did not match their process, no automation and a mobile interface that nobody used.
Requirements
- Automatic lead capture from website forms, email and phone calls.
- Pipeline stages matching their actual sales process with drag-and-drop.
- Automated follow-up sequences triggered by pipeline stage and time elapsed.
- WhatsApp integration for two-way lead communication.
- Dashboard with pipeline value, conversion rates and team performance.
- Mobile-friendly interface for field sales reps.
Architecture
- 01React and TypeScript frontend with Tailwind CSS.
- 02Python backend with FastAPI.
- 03Postgres database with row-level security.
- 04Supabase for auth, real-time updates and storage.
- 05WhatsApp Business API for messaging.
- 06Edge functions for automated follow-up scheduling and message sending.
- 07Cron jobs for pipeline reminders and stale lead alerts.
Results
- Lead response time dropped from 4 hours to 12 minutes.
- Follow-up completion went from 60% to 95%.
- Pipeline visibility improved - management can see real-time deal status without asking sales reps.
- Sales reps spend 70% less time on admin and more time on actual selling.
- Monthly pipeline review meetings now use live data instead of spreadsheets.
Frequently Asked Questions
What technologies were used?
React, TypeScript, Python, FastAPI, Postgres, Supabase and WhatsApp Business API.
How long did the project take?
The core CRM shipped in 6 weeks. WhatsApp integration and advanced automation added in the following 3 weeks.
Is the system still maintained?
Yes - ongoing feature development and maintenance on a monthly retainer.
Want something similar?
I can build a custom solution for your business. Let's talk about your project.