WhatsApp-to-CRM Platform
Our own SaaS that turns WhatsApp conversations into assigned, tracked CRM leads automatically.
- Type
- NavikX product · SaaS
- Stack
- React, Node, Firebase, Redis, AI
- Security
- AES-256-GCM · 2FA
- Billing
- Subscription
What the client needed.
Sales teams that sell on WhatsApp lose leads in personal phones. Managers can't see response times, and when an agent leaves, the conversations leave with them.
We built WhatsApp2CRM to capture every chat, classify it with AI and turn it into a lead the team can assign and follow up.
Messages in, qualified leads out.
A WhatsApp gateway streams messages into a queue. Workers classify them with AI, extract contact details and create or update CRM records in real time.
- 01WhatsApp gatewayBusiness numbers · webhooks
- 02Job queueRedis · 14 workers
- 03AI classifierIntent · lead details
- 04CRM coreLeads · owners · follow-ups
- 05Web appReact · dashboards
- 06Billing & securitySubscriptions · 2FA · encryption
The decisions that made it work.
- 1
Queue everything
Every message passes through a job queue, so spikes never drop a lead.
- 2
AI only where it helps
AI classifies intent and extracts details; assignment rules stay predictable and configurable.
- 3
Enterprise-grade security
Encrypted message storage, two-factor login and a 67-point security audit before launch.
- 4
The engine inside our CRMs
The same capture engine powers the custom CRMs we build for brokerages.
What the client got.
- security audit checks passed
- 67/67
- API routes in production
- 104
- WhatsApp API
- CRM
- SaaS
Building something similar?
Tell us about it. You'll talk to the engineer who designed this one.
