Financial services

A custom CRM for a real-estate agency with WhatsApp Business integration

A mid-sized real-estate agency with 120 agents. Leads were being lost between WhatsApp, email, and several Excel files.

Duration
3 months
Team
4 members
Sector
Financial services

The challenge

  • Leads slipping through the cracks for lack of a follow-up system
  • First response delayed beyond 30 minutes
  • No lead classification by seriousness or budget
  • Hard to measure each agent's performance

The solution

  • A unified CRM with automatic WhatsApp Business message ingestion
  • Smart lead classification based on conversation behaviour
  • Automatic distribution of new leads to available agents
  • Live performance dashboards for managers

Technical choices

Laravel 10

Fast development with a built-in permission system.

Livewire 3

Instant UI updates without going to a full SPA — well-suited to a sales team.

MariaDB

A MySQL-compatible drop-in with stronger search query performance.

WhatsApp Cloud API

Official Meta integration without fragile middleware.

Pusher

Live notifications when a new lead arrives.

Results

38%
increase in lead conversion
30→4
first-response time cut from 30 to 4 minutes
+120
agents using the system daily