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WhatsApp CRM

A multi-tenant CRM + WhatsApp Business platform for sales teams to manage leads, automate messaging campaigns, and build workflow automations.

All in one place. Real-time. Enterprise-grade.

31+
Pages Built
20+
API Services
4
Core Modules
Live
WebSocket

Why WhatsApp CRM Exists

Businesses juggle disconnected tools for sales, WhatsApp, and automation. WhatsApp CRM unifies everything into one real-time platform.

The Problem

Disconnected tools for sales tracking
Missed follow-ups & lost leads
Hours wasted switching platforms
No unified WhatsApp + CRM experience

Our Solution

Unified CRM + WhatsApp + Automation
Real-time lead tracking & notifications
Single dashboard for everything
Multi-tenant, white-label ready
See what we built

Platform at a Glance

4
Core Modules
CRM, WhatsApp, Integrations, Admin
31+
Pages Built
Fully functional & responsive
20+
API Services
Backend microservices
Live
Real-time
WebSocket-powered updates
Multi-tenant
Architecture
Multi-service microservices
JWT + RBAC
Authentication
Role-based access control

Four Powerful Modules

Each module is independently toggleable — enable only what each client needs.

CRM & Sales Pipeline

Lead Management

Full CRUD with scoring (0-100), priority levels, custom fields, bulk ops, CSV/JSON import-export

Kanban + Table Views

Drag-and-drop pipeline boards alongside sortable data tables

Activity Tracking

Log calls, emails, meetings, notes, SMS against each lead

Task Management

Create, assign, and track tasks with Kanban board view (TODO / In Progress / Done)

Meeting Scheduler

Schedule meetings linked to leads with calendar view

Custom Pipeline & Fields

13+ field types — Text, Number, Email, Phone, Date, Dropdown, Multi-Select, Currency

WhatsApp Business Suite

Real-time Chat

Full messaging with media support, read receipts, and 24-hour window awareness

Message Templates

Meta-approved templates across Marketing, Utility, and Authentication categories

Bulk Campaigns

Broadcast to thousands with delivery/read tracking

WhatsApp Flows

Visual flow builder for sign-ups, lead gen, booking, surveys, support

QR Codes

Generate QR codes with pre-filled messages for offline marketing

Scheduling

Schedule messages and event-based reminders with timezone support

Workflow Automation

Visual Builder

Drag-and-drop trigger-action workflows like Zapier

Triggers

Google Sheet Row, Webhooks, Schedules, Manual triggers

Actions

Create/Update Leads, Contacts, Send Email/SMS, Webhooks

Data Mapping

Map fields between triggers and actions with transformation support

Execution Logs

Full audit trail of every workflow run with success/failure tracking

Google Sheets

OAuth-connected, read/write spreadsheet data

Admin & Multi-Tenancy

User Management

Create users, assign roles, activate/deactivate accounts

Role-Based Access

Granular permissions per module and action

Tenant Config

Custom branding (logo, colors), feature toggles per organization

Module-Level Access

Enable/disable CRM, WhatsApp, Integrations per tenant

Built with Modern Tech

A carefully chosen stack for performance, scalability, and developer experience.

Frontend

React 18TypeScript
Component-driven UI
ViteTooling
Lightning-fast builds
Tailwind CSSCSS
Utility-first styling
Shadcn UIDesign
Production-grade components
RadixA11y
Accessible UI primitives
ZustandState
Lightweight state mgmt
React QueryData
Server-state caching
PusherReal-time
WebSocket layer
@dnd-kitDnD
Drag-and-drop Kanban
ApexChartsCharts
Analytics dashboards
Hook FormForms
Performant forms
ZodValidation
Schema validation

Backend (Microservices)

DjangoPython
Auth, CRM, Integration services
FastAPIPython
WhatsApp messaging service
LaravelPHP
WhatsApp business logic
JWT AuthSecurity
Access + refresh tokens
WebSocketReal-time
Event broadcasting
OAuth 2.0Auth
Third-party integrations

Infrastructure

4 Services
Microservice architecture
Multi-tenant
Data isolation per org
OAuth Flows
Google Sheets, 3rd-party
Real-time
Pusher WebSocket layer

Architecture Overview

4 independent backend services unified by a React SPA and real-time WebSocket layer.

Client — React SPA
React 18 + TypeScript + Vite + Tailwind + Shadcn
Auth Service
Django
JWTUsersRolesPermissions
CRM Service
Django
LeadsActivitiesTasksMeetings
WhatsApp Service
FastAPI + Laravel
MessagingTemplatesCampaignsFlows
Integration Service
Django
WorkflowsGoogle SheetsWebhooks
Real-time Layer — Pusher WebSocket
Live chat, notifications, lead updates, workflow events

28+ Pages Built

Every page is fully responsive with dark/light mode and production-grade UI.

Dashboard
1 page
Overview with metrics, charts, activity
CRM
7 pages
Leads (Kanban + Table)
Lead Detail
Activities
Tasks
Meetings
Pipeline Statuses
Field Settings
WhatsApp
9 pages
Onboarding
Contacts
Chats
Groups
Templates
Campaigns
Flow Builder
QR Codes
Scheduling
Integrations
5 pages
Catalog
Workflow Builder
Workflow Editor
Execution Logs
OAuth Callback
Admin
4 pages
Users
Roles
Tenant Settings
Debug Tools
Auth
2 pages
Login
404

What Makes This Stand Out

All-in-One Platform

CRM + WhatsApp + Automation in a single product.

Real-time Everything

WebSocket-powered live chat, lead updates, notifications.

Multi-tenant Ready

SaaS from day one with tenant isolation and per-org config.

WhatsApp-Native

Deep Meta Business API — Flows, Templates, Campaigns.

Workflow Engine

Zapier-like automation without leaving the platform.

Enterprise UI

Shadcn + Radix with dark mode, responsive, accessible.

Modular Architecture

Each module independently toggleable per client.

Custom Fields

Fully configurable to match any sales process.

Deliverables

31+ pages (responsive, dark/light)
4 core modules
20+ API integrations
Real-time WebSocket
Multi-tenant with RBAC
Workflow automation engine
WhatsApp Business API
Shadcn + Radix design system
JWT auth + token refresh
CSV/JSON import-export
PDF generation & print
Chart analytics dashboards
"WhatsApp CRM is built for WhatsApp-first businesses. Your sales team manages leads, runs campaigns, and automates workflows — all from one dashboard."

The Digitech Solutions

360° digital growth partner for hospitals, clinics and healthcare brands

A creative technology studio, built in Pune

20+
Live Builds
3.2x
Lead Lift
120+
Reels
15
Years
ISO 9001-aligned
In-house design + dev
Weekly reporting
Fixed-price discovery

11 Core Services

Web & App Dev
SEO
Social Media
Content
Google Ads
Email
SMS
GMB
Branding
Video & Photo
Analytics

Our 4-Step Process

01

Discovery

Tour facility, interview clinicians, map patient journey

02

Strategy

Written plan with positioning, channels, KPIs, 90-day roadmap

03

Build & Launch

Design, dev, content, creative & paid media by one team

04

Grow & Optimise

Weekly reviews, monthly reports, quarterly business reviews

A tight-knit team of designers, developers, strategists and storytellers. Every engagement is led by a senior partner, staffed by a dedicated team and reported on weekly. No handoffs. No account-manager theatre.

Let's Build Something Great

Interested in a platform like this? We'd love to hear from you.

The Digitech Solutions

Phone / WhatsApp
+91 98228 57421
Location
Pune, Maharashtra, India

Ready to white-label?

WhatsApp CRM is production-ready, white-label-friendly, and built to scale. We can tailor it to your brand.

"Websites, branding, SEO, paid media, social and content that move real patient volume"