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