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Freelance CRM & WhatsApp Automation Developer for Clinics Project Description: Hello! I’m looking for an experienced freelancer to build a CRM + automation system for clinics. Our system recovers lost clients, warms up new leads, and allows easy lead status management and KPI tracking. Key Tasks: CRM / Dashboard Lead statuses: New / Hot / Closed / Lost Track old messages → tag “Follow-up needed” KPI metrics: % of returned clients, hot leads, revenue recovered Import old WhatsApp messages (1–3 months back) Filter business-related messages only, ignore personal chats Detect lead status based on message content and date Automated Follow-up Time triggers: 2–14 days after last message Personalized messages for each client Track replies → lead becomes Hot or sends notification to the business owner Animations / Mockup for BASE44 Visual flow of a returning client and a new client Show how the system automatically brings back leads (for website / pitch purposes) Freelancer Requirements: Previous experience with CRM / No-code (Airtable, Bubble, Make/Integromat) Experience with WhatsApp Business API / Twilio / WATI Ability to set up triggers and automated follow-ups Experience in UI/UX and BASE44 – a plus Deliverables: CRM + dashboard with all triggers implemented Import of old messages and automated filtering Fully working automated follow-up Visual animations / mockup ready for the website Notes: We’ll start with a small pilot – 1–2 clinics, to verify lead recovery, then expand. Must show measurable results: % of leads returned, hot leads, revenue recovered
ID Projek: 40288079
115 cadangan
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I’m a Full Stack Developer with 5+ years of experience in SaaS platforms, CRM systems, and automation. I can build a custom CRM with WhatsApp automation using tools like Airtable, Bubble, Make/Integromat, and integrate WhatsApp Business API via Twilio or WATI for automated lead follow-ups and status tracking. I focus on scalable, secure, and performance-driven systems that help recover lost leads and nurture new ones automatically. My milestone-based approach ensures clear progress and measurable results like improved lead recovery and engagement. Let’s discuss how we can automate and grow your clinic’s lead systemtogether using my extensive experience in UI/UX and BASE44. I’ve successfully delivered AI-driven automation projects for businesses, integrating intelligent workflows that minimize manual operations and deliver measurable results. I can do the same for your clinics, setting up automated follow-ups triggered by intelligent time intervals with personalized messages tailored to each client. Moreover, I’ll ensure that old WhatsApp messages are imported, filterings out personal chats and focusing only on business-related messages to avoid clutter.
$600 USD dalam 7 hari
1.5
1.5
115 pekerja bebas membida secara purata $508 USD untuk pekerjaan ini

Hello! I have gone through with your requirement and understand that you need a CRM and WhatsApp automation system for clinics that can manage leads, recover lost clients, and track KPIs through an organized dashboard. I can help build a structured CRM using tools like Airtable, Bubble, or a custom dashboard, combined with WhatsApp automation through APIs such as Twilio or WATI. The system will manage lead statuses such as New, Hot, Closed, and Lost, automatically detect follow ups based on message history, and trigger personalized messages after specific time intervals. I can also implement message import and filtering to identify business related conversations, detect lead intent from message content, and update lead status automatically. KPI tracking for returned clients, hot leads, and recovered revenue will be integrated into the dashboard for clear visibility. Additionally, I can prepare simple visual flow mockups showing how the system recovers leads for use on your website or pitch materials. I would be happy to discuss the pilot setup for the first clinics and define the automation flow. Best regards, Jasmin
$500 USD dalam 7 hari
9.5
9.5

⭐⭐⭐⭐⭐ CnELIndia and Raman Ladhani can design and implement a fully integrated CRM + WhatsApp automation system tailored for clinics, ensuring seamless lead recovery and KPI tracking. We will import and filter 1–3 months of old WhatsApp messages, tagging business-related chats for follow-ups while ignoring personal messages. Automated follow-ups will be configured using time-based triggers (2–14 days), with personalized messages, reply tracking, and lead status updates (New → Hot → Closed). Dashboard will display key metrics: % returned clients, hot leads, and revenue recovered, enabling data-driven decision-making. Using Airtable, Bubble, and Make/Integromat, we will build no-code solutions for easy maintenance and scalability. Twilio/WhatsApp Business API integration ensures reliable messaging and real-time notifications. UI/UX design and BASE44 animations will visualize the journey of returning and new clients for website/pitch purposes. Pilot deployment for 1–2 clinics with measurable results before scaling to multiple clinics. Continuous monitoring and optimization to maximize lead recovery and automation efficiency.
$500 USD dalam 7 hari
9.0
9.0

Hi there, I reviewed your CRM and WhatsApp automation requirements for the beauty clinic — looks like something I can definitely handle well. I've built clinic management systems with Twilio integration and automated patient communication workflows before, so the stack is familiar territory. I have a couple of questions about your current setup and timeline that'll help me scope this properly. Let's chat? I have delivered 1500+ web and mobile projects over 14+ years — happy to share relevant examples. Thanks, Hasan
$250 USD dalam 21 hari
8.7
8.7

Hi there, I have built CRM and WhatsApp automation systems for clinics and service-based businesses where leads were tracked, followed up automatically, and conversions were measurably improved. For your project, I can build a complete CRM + dashboard that tracks leads (New / Hot / Closed / Lost), imports old messages, filters business-related chats, and triggers personalized automated follow-ups based on your timing rules. I can also create visual mockups and animations showing how the system recovers returning clients and warms up new leads, ready for your website or pitch materials. I will ensure everything is fully functional in the pilot clinics, with clear metrics for returned leads, hot leads, and revenue recovered. I would request a quick call to review your existing message setup, clinic workflows, and any specific triggers you want to implement so I can provide a clear plan for the pilot. Thanks, Rahul A.
$710 USD dalam 56 hari
8.6
8.6

Hello Greetings, After reviewing your project description, I feel confident and excited to work on this project for you. But I have some crucial things and queries to clear out. Please leave a message on chat so we can discuss this, and I can share my recent work similar to your requirements. Thanks for your time! I look forward to hearing from you soon. Best Regards.
$750 USD dalam 8 hari
8.1
8.1

⭐⭐⭐⭐⭐ Build an Efficient CRM & WhatsApp Automation System for Clinics ❇️ Hi My Friend, I hope you are doing well. I've reviewed your project requirements and see you are looking for a CRM and WhatsApp automation system for clinics. You don't need to look any further; Zohaib is here to help you! My team has successfully completed 50+ similar projects in CRM development and automation. I will create a user-friendly CRM that tracks client status, automates follow-ups, and manages key performance indicators efficiently. ➡️ Why Me? I can easily build your CRM and automation system as I have 5 years of experience in CRM development, WhatsApp automation, and UI/UX design. My expertise includes using No-code tools like Airtable and Bubble, as well as working with WhatsApp Business API and Twilio. I also have a strong grip on data management, automation triggers, and creating visual mockups. ➡️ Let's have a quick chat to discuss your project in detail. I can show you samples of my previous work and how I can meet your needs effectively. Looking forward to our conversation! ➡️ Skills & Experience: ✅ CRM Development ✅ Automation Systems ✅ WhatsApp Business API ✅ Twilio Integration ✅ No-code Development ✅ KPI Tracking ✅ UI/UX Design ✅ Data Filtering ✅ Lead Management ✅ Follow-up Automation ✅ Visual Mockups ✅ Client Recovery Strategies Waiting for your response! Best Regards, Zohaib
$350 USD dalam 2 hari
8.0
8.0

Hello!! "Beauty Clinic CRM & WhatsApp Automation " I have similar kind of expertise and work experience. I am having more then 10+ years of experienced in programming and i believe that i can start working step by step and achieve the project goal in short time frame. Features -->> CRM dashboard with lead status tracking and KPI monitoring -->> Automated WhatsApp follow-ups with time-based triggers and personalized messages -->> Import and filtering of old messages for lead detection -->> Visual mockups/animations for client recovery flows I WILL PROVIDE 2 YEARS OF FREE ONGOING SUPPORT AND COMPLETE SOURCE CODE. WE WILL WORK WITH AGILE METHODOLOGY AND WILL ASSIST YOU FROM ZERO TO PUBLISHING ON STORES. I am interested in this project. Lets connect to discuss the project in detail so that we can proceed with the . Thanks Julian
$400 USD dalam 7 hari
8.5
8.5

We own two platforms directly relevant to this: Watilio (WhatsApp marketing automation) and Foxaf CRM (GoHighLevel-based). Both are live in production serving real businesses. We can set up your clinic CRM with automated follow-ups, lead scoring, and WhatsApp message import within days — not weeks.
$500 USD dalam 7 hari
8.2
8.2

Hello, I can build a CRM and WhatsApp automation system for clinics that tracks leads, recovers lost clients, and provides clear KPI insights. Using tools such as Airtable, Make (Integromat), and WhatsApp Business API (Twilio/WATI), I will design a structured CRM dashboard with lead stages (New, Hot, Closed, Lost), automated tagging, and analytics to measure returned clients, hot leads, and recovered revenue. The system will import historical WhatsApp conversations, filter business-related messages, and classify lead status using message timing and content patterns. Automated follow-ups will trigger between 2–14 days after the last interaction, sending personalized messages and updating the CRM when clients respond, ensuring clinics never lose potential bookings. I will also create visual workflow mockups/animations (for BASE44 or website use) demonstrating how the automation converts inactive leads into returning clients. The final system will be scalable so you can expand from a pilot with 1–2 clinics to a larger network. Thanks, Asif
$750 USD dalam 11 hari
6.8
6.8

Hi, As per my understanding, you need a CRM and WhatsApp automation system for clinics to manage leads, import past messages, detect lead status, and trigger automated follow-ups while tracking KPIs like returned clients and recovered revenue. I will share my portfolio on your first message. Implementation Approach: • Design CRM dashboard with lead statuses and KPI tracking • Import and filter WhatsApp messages using API integration • Build automated follow-up triggers based on message timelines • Create visual workflow mockups for client journey demonstration Queries: Which WhatsApp API provider do you prefer (Twilio, WATI, or others)? I will be waiting for your response. Regards,
$850 USD dalam 20 hari
6.9
6.9

As an integral part of many successful projects over the last decade, my team at Web Crest have become experts in developing comprehensive CRM and automation systems much like what you're looking for. Our proficiency with CRM systems such as Airtable and Bubble, along with our experience in setting up automated triggers, aligns perfectly with your requirements. Additionally, we possess a deep understanding of WhatsApp Business API, Twilio, and WATI which are crucial for smooth communication, follow-ups and lead management. One key aspect that sets us apart is our ability to combine technical prowess with creative design. Our UI/UX skills allow us to not only create efficient systems but also mockups that convey how they work effectively even to non-technical stakeholders. Being able to envision how returning client flows and automated lead recovery can be visualized in BASE44 is an invaluable asset for us. At Web Crest, our mission is to build digital products that don't just look appealing but also deliver measurable results—a perfect fit for your requirement of showcasing the percentage of leads returned and revenue recovered. By working alongside us, you not only get an excellent CRM system but also a valuable long-term technology partner dedicated to scaling your clinics to new heights.
$700 USD dalam 5 hari
6.6
6.6

Hi I have read your requirements and I am sure I will be able to help you. Please message me so that we will have detail technical discussion. I have 9+ years of combined experience in Mobile Application development, Website development, Desktop application development, 3rd party Artificial Intelligence api, AR/ VR, Chatbot, Blockchain- Cryptocurrency, CRM & ERP, Game Development and any other Software development. Please consider me and initiate a chat for further detailed discussion. Regards, Anju
$500 USD dalam 7 hari
6.6
6.6

Hello, I’ve gone through your project details, and this is something I can definitely help you with. With over 10 years of experience in developing CRM systems and automation tools, I’m skilled in efficiently managing lead statuses, KPI tracking, and automating follow-ups to recover lost clients. I’ve worked with UI/UX design and have hands-on experience with solutions like Airtable and the WhatsApp Business API, which aligns closely with your requirements. I will start with a review of the current processes, import your old WhatsApp messages, and build a CRM dashboard that tracks lead statuses and generates actionable insights. This will include animated mockups for better visualization. Here is my portfolio: https://www.freelancer.in/u/ixorawebmob I’m keen to learn more about your precise needs. Could you clarify: 1. What specific KPIs are you looking to track? What specific KPIs are you looking to track? Let’s discuss over chat! Regards, Arpit Jaiswal
$250 USD dalam 25 hari
7.5
7.5

Hello There!!! ★★★★ ( Beauty Clinic CRM & WhatsApp Automation System ) ★★★★ I understand you want a CRM and automation system that helps clinics recover lost clients, warm up new leads, and manage conversations through WhatsApp. The platform should track lead status, import past messages, and automate smart follow-ups while showing clear KPI metrics for business growth. ⚜ CRM dashboard with lead statuses: New / Hot / Closed / Lost ⚜ Import WhatsApp messages and filter business related chats ⚜ Auto detect lead status based on message timing & content ⚜ Automated follow-ups with time triggers (2–14 days) ⚜ Reply tracking and alerts when a lead becomes Hot ⚜ KPI dashboard for returned clients, hot leads & revenue ⚜ Visual flow / mockup animations for BASE44 website demo I have 9+ years experience building CRM systems and automation workflows for service businesses. I’ve worked with Airtable, Make, Twilio and WhatsApp integrations to create lead recovery and follow-up systems that actually bring clients back. My approach is to first structure the CRM in Airtable or a scalable backend, connect WhatsApp via Twilio/WATI, then create automation triggers and KPI dashboards. After testing with the pilot clinics, we refine the flows before scaling. Would love to discuss your pilot setup and help bring this system to life. Warm Regards, Farhin B.
$256 USD dalam 10 hari
6.7
6.7

You need a CRM that actively brings back lost clients and warms up new leads using WhatsApp automation. In a past project for a health service provider, I built a similar system using Airtable and Make to track lead statuses and automate personalized follow-ups based on message history. Importing old WhatsApp chats and filtering business messages can be handled by parsing WhatsApp Business API exports and applying keyword/date filters to update lead status automatically. To make sure tracking is accurate, would you prefer the KPI dashboard to update in real-time or as batch reports? Also, for personalized follow-ups, do you want message templates to adjust dynamically based on client behavior or just tailored by lead status? I can deliver the CRM, auto-import of old messages, follow-up triggers, and a clean dashboard showing lead recovery metrics. I’ll also create the visual flow animations for your website to showcase how leads come back automatically. We’ll begin with your pilot clinics to measure return rates and revenue impact before scaling. Ready to start building an easy-to-manage system that drives measurable client recovery and growth.
$750 USD dalam 7 hari
6.0
6.0

Hi There Your CRM and WhatsApp automation system for clinics is very achievable using tools like Airtable or a custom dashboard combined with WhatsApp Business API integrations through Twilio or Make for triggers and follow-ups. I can help structure the lead pipeline, import and filter past WhatsApp conversations, automate follow-ups based on timing and message activity, and build a dashboard that tracks KPIs like hot leads, returned clients, and recovered revenue. I’ve worked on automation workflows where CRM logic, messaging triggers, and reporting all need to work together smoothly for real business results. Do you already have access to the WhatsApp Business API or a provider like Twilio or WATI, or should that setup be included as part of the project as well? Best Regards Waqas Ahmad
$500 USD dalam 7 hari
6.1
6.1

Please initiate the chat so we can thoroughly discuss the requirements for the app, prior to the start. Happy to provide the final budget in chat. You will get a one-stop solution from my end as, throughout my 5+ years of freelancing Android/iOS App development career, I have created plenty of Mobile applications. I ensure to give the best quality app with good performance and responsive attractive UI and I have provided the clients with excellent results. I have expertise in Swift, React Native, Node.js, React.js, Angular, Laravel, and PHP. I am equipped to develop apps using these languages in all industries Pharmaceutical, Travel, Media & Entertainment etc. I also handle backend integrations for third-party collaborations on your systems. well versed in Mobile App Development in-App-Purchases, User Authentication, User Profile Creation, Location, Chat and Messaging, Map Integration, Payments, Social Media Account Integration, and many more to show. Have considerable knowledge of Android ANT SDK, BLE, Google Cast SDK, ads SDK, offerwall SDK and Titanium. I use libraries such as Sherlock Action Bar, OpenGL, Media Framework, and WebKit to build IoT integration app solutions. I am always interested in making long term professional relationships with my clients to ensure that every project becomes successful. So, if you hire me, I can assure you that you will not regret your decision. Best Regards Tejash J.
$500 USD dalam 7 hari
5.8
5.8

Failing to precisely filter and categorise WhatsApp messages risks contaminating your CRM data, undermining lead recovery outcomes from your specific clinic-focused automation project leveraging Twilio and Airtable. Your system demands a robust import process that discriminates business from personal communications while dynamically adjusting lead statuses. At DigitaSyndicate, a UK-based agency, we don't just write code; we architect infrastructure to protect your investment. Our approach ensures complete visibility and local accountability, mitigating ambiguity inherent in third-party integrations for critical healthcare workflows. Have you thoroughly mapped how retained message context influences KPI calculations across your triggers, especially when scaling from pilot clinics to larger operations? Casper M. DigitaSyndicate
$550 USD dalam 14 hari
5.5
5.5

Hi, I can build a CRM and WhatsApp automation system for your clinics that tracks leads, manages statuses, and triggers personalized follow-ups to recover lost clients. I have experience with no-code platforms like Airtable and Bubble, and integrating WhatsApp Business API through Twilio or WATI for automated messaging. My approach includes importing and filtering past messages, setting up time-based triggers, and creating a dashboard with KPIs for lead recovery, hot leads, and revenue recovered. Do you want the visual animations and client flow mockups to be interactive or static for the pilot phase? I’m available to start immediately and can deliver a functional pilot for 1–2 clinics efficiently. Let’s get your CRM system running with automated lead recovery and measurable results. Best Regards, Fizza Nadeem K
$250 USD dalam 5 hari
5.7
5.7

Hello! I am a Florida-based senior software engineer with extensive experience in CRM development and automation solutions. I've carefully reviewed your project description for the Beauty Clinic CRM & WhatsApp Automation Developer role, and I believe I am the right fit to help you achieve your goals. With around 15 years in software development, I specialize in building robust systems that integrate seamlessly with platforms like Twilio and Airtable. I have hands-on experience creating custom CRM solutions that enhance client engagement and streamline operations. My approach combines both technical proficiency and an understanding of business needs, ensuring that the solutions I deliver are efficient and user-friendly. To clarify my understanding of your requirements, could you please clarify the following questions to help me better understand the project? 1. What specific features do you envision for the CRM and WhatsApp automation? 2. Are there any existing systems or platforms we need to integrate with, or will this be a standalone solution? 3. What is your preferred timeline for this project? I am eager to discuss how I can bring your vision to life and contribute to the success of your clinic. Let's connect and explore the possibilities! -James
$500 USD dalam 5 hari
5.2
5.2

Yokneam Ilit, Israel
Kaedah pembayaran disahkan
Ahli sejak Feb 17, 2026
$30-250 USD
€12-18 EUR / jam
₹1500-12500 INR
$10 USD
$250-750 CAD
₹600-1500 INR
$250-750 AUD
£1500-3000 GBP
₹12500-37500 INR
₹600-1500 INR
$14-100 NZD
₹1500-12500 INR
$50 USD
$30-250 USD
€30-250 EUR
$250-750 USD
€12-18 EUR / jam
$250-750 USD
$15-25 USD / jam
₹600-1500 INR
$30-250 USD