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I need a CRM system specifically designed to capture leads from the WhatsApp Business app. The system should allow for automatic import of messages and provide both automated and manual options for follow-up scheduling. Additionally, it should facilitate effective salesperson management. Key Requirements: - Automatic lead capture from WhatsApp messages - Follow-up scheduling with both automated reminders and manual options - Salesperson management features Ideal Skills & Experience: - Expertise in CRM development - Experience with WhatsApp Business API - Strong understanding of lead management and sales workflows - Proficiency in setting up automation and scheduling systems
Project ID: 39753942
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Active 7 mos ago
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16 freelancers are bidding on average ₹5,766 INR for this job

Hey, I can build a dedicated CRM that automatically captures leads from your WhatsApp Business messages and gives you both automated and manual follow-up workflows plus salesperson management tools. I’ll integrate with the WhatsApp Business API (or a Business Cloud/API provider you prefer) to ingest incoming chats, parse contact details and message context, and create lead records automatically. Each lead will include message history, source tags, and basic fields (name, phone, notes) and you’ll be able to enrich records manually. Follow-ups can be scheduled automatically based on rules you define (e.g., new lead → reminder in 24 hours; unanswered → N reminders) while also allowing reps to set manual reminders and snooze items. The CRM will provide a salesperson dashboard showing assigned leads, follow-up queue, performance metrics, and a simple activity log. An admin area will let you manage user roles, assignment rules, templates for replies, and reporting. Data will be stored securely (relational DB) and webhooks or background jobs will handle inbound messages, scheduled notifications (email / in-app / optional SMS), and retries. If that sounds good, let’s schedule a quick call or share access details and I’ll produce a milestone plan and fixed quote. Regards, Monica
₹35,000 INR in 7 days
4.4
4.4

With 8 years of experience in CRM development, I am the best fit to complete this requirement. I have the relevant skills to create a CRM system tailored for capturing leads from the WhatsApp Business app. My past experience includes working on similar solutions, ensuring a successful project delivery. How I will be completing this project: - Designing a system for automatic lead capture from WhatsApp messages - Implementing follow-up scheduling with automated reminders and manual options - Developing features for effective salesperson management What tech stack I will be following: - Utilizing WhatsApp Business API for seamless integration - Developing the CRM system with a strong focus on lead management and sales workflows - Implementing automation and scheduling systems to streamline processes Having worked on similar projects in the past, I understand the importance of meeting the key requirements such as automatic lead capture, follow-up scheduling, and salesperson management features. My expertise in CRM development and experience with WhatsApp Business API make me the ideal candidate for this project.
₹600 INR in 7 days
4.4
4.4

Hello, AppITron Solutions, with 10 years of IT expertise, specializes in building custom CRM systems integrated with WhatsApp Business API for seamless client communication. We leverage Node.js, React.js, Laravel, Flutter, React Native, Android, iOS, and handle REST API, JSON, XML, PHP for smooth data exchange. Our team is proficient in MySQL, MongoDB, SQLite for secure contact management, message tracking, and analytics. The system can include automated notifications, workflow automation, reporting dashboards, and supports all devices, backed by strong backend architecture and version control via GitHub, Bitbucket, and GitLab. Do you require real-time WhatsApp messaging and multi-agent support? Will the CRM include analytics and reporting dashboards? Are there other third-party integrations planned? Let’s connect to explore your requirements in detail. Profile: https://www.freelancer.com/u/humanspdy Swati Sharma
₹1,050 INR in 7 days
3.3
3.3

Having been in the web and app development industry for a significant time, my skills in CRM development alongside competency with technologies such as PHP and MySQL would be a great asset to your WhatsApp-integrated CRM project. To cater to your needs, I’ve notably garnered expertise in setting up automation systems that precisely align with your requirement of automatic lead capture and follow-up scheduling, delivering convenient and effective salesperson management features. Moreover, I do have hands-on experience with the WhatsApp Business API which I believe is crucial for this project. As an additional advantage to my skillset, I possess a strong understanding of lead management and sales workflows which ensure comprehensive coverage in creating an efficient CRM system. Also, à propos my sales capabilities, I’m well-versed with successful and strategic scheduling practices that are essential for any CRM system to function reliably. My previous projects have earned me flattering testimonials validating my work ethic of regularly updating clients on the progress and delivering projects on-time—fitting perfectly into your need roster. With competitive rates along with extended support post-delivery, hiring me ensures you not only get an adept freelancer qui assure quality but also values long-term client satisfaction. Let’s collaborate to turn your vision into reality!
₹25,000 INR in 7 days
3.5
3.5

I am a seasoned software developer with 13 years of experience, holding a degree from IIT Delhi. My expertise aligns perfectly with the required skills for your project. I have successfully delivered complex solutions across diverse domains with a focus on quality and scalability. I bring strong problem-solving ability, hands-on technical depth, and client-centric delivery. I am confident I can add value to your project and deliver results within timelines.
₹1,050 INR in 7 days
2.5
2.5

Hello there, I will help you to build a custom CRM system tailored to capture and manage leads directly from WhatsApp Business, streamline follow-ups, and optimize salesperson performance. With proven experience in CRM development, WhatsApp Business API integrations, and automation workflows, I can deliver a solution that fits your exact requirements. My approach: Automatic Lead Capture: Integrate with WhatsApp Business API to import incoming messages and auto-create/update leads in the CRM. Follow-Up Scheduling: Provide both automated reminders (via notifications/WhatsApp/email) and manual scheduling to ensure timely client engagement. Salesperson Management: Assign leads to sales staff, track interactions, monitor performance, and generate reports for effective oversight. Scalable Design: Clean, modular code with an intuitive UI, ensuring the system is secure, fast, and easy to extend with future features. Deliverables: Custom CRM dashboard with lead capture & tracking Integrated WhatsApp Business API module Automated & manual follow-up scheduling system Salesperson management tools with reporting Documentation & training for smooth adoption My focus will be to deliver a reliable, automation-driven CRM that simplifies lead handling, increases efficiency, and empowers your sales team. I’d be glad to discuss your preferred tech stack and outline a timeline for delivery. Best regards, Aditya
₹3,000 INR in 1 day
1.5
1.5

I am a perfect fit for your project as your CRM system should seamlessly capture leads from WhatsApp Business app. My expertise in CRM development and experience with WhatsApp Business API align perfectly with your needs. While I am new to freelancer, I have tons of experience and have done other projects off site. I would love to chat more about your project! Regards, Alexander
₹1,000 INR in 10 days
0.6
0.6

As an experienced CRM developer, I am the ideal candidate for your project. With a strong understanding of lead management and sales workflows, I can create a system that seamlessly captures leads from WhatsApp messages and facilitates effective follow-up scheduling, both automated and manual. My expertise in setting up automation systems will ensure a smooth process for your sales team. I have the skills required to deliver a professional, integrated, and user-friendly CRM tailored to your needs. Let's discuss how I can help bddigitalagency achieve its goals. Regards, Dylan Carlisle
₹750 INR in 14 days
0.0
0.0

I am the right fit for your project. The CRM system I develop will seamlessly capture leads from WhatsApp messages, featuring automated importing and versatile follow-up scheduling options. With expertise in CRM development and the WhatsApp Business API, I guarantee efficient salesperson management and lead workflow understanding. While I am new to the platform, I have tons of experience as a Masters in Computer Science Student and a Software Engineer in Fintech as well as doing a few other projects off site. I would love to talk to you more about your project to see where your head is at and what other feature requirements are needed. Regards, Keresh
₹600 INR in 14 days
0.0
0.0

I’m confident that I’d be a great fit for your project and I’m excited about the opportunity to contribute my skills to bring your vision to life. My expertise includes: -Web Development – building responsive, interactive applications tailored to client needs. -UI/UX Design – crafting intuitive designs that keep users engaged. -Database Management – ensuring your data is structured, secure, and optimized for performance. Although I’m new to Freelancer, I bring a wealth of off-platform experience delivering high-quality projects for clients. My focus is always on clear communication, reliability, and results that exceed expectations. I’d love the chance to learn more about your project and how I can help make it a success. Looking forward to your reply! Best regards, Jared Pretorius
₹750 INR in 14 days
0.0
0.0

I am a perfect fit for your project. I understand the key requirements for a CRM system tailored to capture leads from WhatsApp Business, automate follow-ups, and manage salespeople effectively. While I am new to freelancer, I have tons of experience and have done other projects off-site. My expertise lies in CRM development, WhatsApp Business API integration, lead management, sales workflows, and setting up automation and scheduling systems. I would love to chat more about your project! Regards, Ross Wilson
₹750 INR in 14 days
0.0
0.0

We propose developing a WhatsApp-Integrated CRM that empowers businesses to manage customer interactions, automate communication, and streamline workflows. The CRM will integrate directly with WhatsApp Business API, enabling features like automated replies, bulk messaging, chat history tracking, and real-time notifications. Core modules will include lead management, customer segmentation, sales pipeline tracking, and analytics dashboards. Built with a modern tech stack, the system ensures scalability, security, and seamless integration with existing tools (CRM, ERP, or third-party apps). Our agile development approach delivers iterative updates, thorough testing, and post-launch support, ensuring your business drives engagement, improves conversions, and enhances customer satisfaction.
₹4,500 INR in 9 days
0.0
0.0

can design and develop a custom CRM system that seamlessly integrates with WhatsApp Business to capture leads automatically and streamline your sales process. The system will import messages in real-time via the WhatsApp Business API, ensuring no lead is missed, and provide flexible follow-up scheduling with both automated reminders and manual options. It will also include salesperson management features such as task assignment, performance tracking, and lead distribution to optimize your team’s efficiency. With my experience in CRM development, API integrations, and sales workflow automation, I will deliver a solution that is scalable, easy to use, and tailored to your business needs. The end result will be a powerful tool that reduces manual effort, improves follow-up consistency, and enhances overall sales productivity.
₹1,050 INR in 7 days
0.0
0.0

Have you already mapped out the specific workflows you’d like to automate for lead capture from WhatsApp? I specialize in custom CRM development and have experience with WhatsApp API integration, lead management, and sales workflow automation. For your project I can: Set up automatic lead capture from incoming WhatsApp messages. Configure follow-up scheduling with both automated reminders and manual override options. Implement salesperson management features to assign leads, track follow-ups, and monitor performance. Ensure the system is scalable and easy to use, providing clear dashboards for oversight. Next Step: Could we schedule a short call to review your current workflow and WhatsApp setup? That way, I can provide a detailed plan and timeline for building a CRM that fits your exact needs.
₹1,050 INR in 7 days
0.0
0.0

Ahmedabad, India
Member since Sep 2, 2025
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₹12500-37500 INR
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₹12500-37500 INR
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