Omnichannel CRM &
CX Middleware Systems
Zero lead leakage. We integrate the official Meta WhatsApp Business API, build AI-powered conversational routing systems, and wire deep bi-directional sync with your CRM — automating thousands of customer dialogues without losing a single lead.
CRM & CX Engineering Deliverables
Every system is built for high-volume customer communication — reliable, compliant, and deeply integrated with your business data.
WhatsApp Business API Integration
Official Meta WhatsApp Cloud API integration with webhook configuration, message templates approval, and business verification — fully compliant with Meta's commerce policies.
Bi-directional CRM Sync
Real-time, two-way data sync between your WhatsApp conversations and HubSpot, Salesforce, Zoho CRM, or custom ERP systems — zero manual data entry.
AI Conversational Chatbots
Intelligent WhatsApp and website chatbots with natural language processing, multi-step qualification flows, and seamless human-in-the-loop escalation routing.
Agent Inbox & Routing
Custom shared team inboxes where multiple agents manage conversations with smart routing rules, tags, labels, and SLA timer alerts.
Automated Campaign Broadcasts
GDPR-compliant bulk message campaigns with personalization variables, delivery tracking, read receipts logging, and opt-out management systems.
CX Analytics Dashboard
Custom dashboards tracking response times, conversation resolution rates, agent performance, lead conversion funnels, and campaign ROI metrics.
How Businesses Use Our CRM Systems
Automated WhatsApp lead qualification system: prospective buyers send a message, AI collects requirements (budget, location, BHK preference), scores leads, and routes hot leads to senior agents within 60 seconds.
Clinic appointment reminder and follow-up system: automated WhatsApp messages 24h and 2h before appointments with rescheduling option — reducing no-shows by 55%.
Admission inquiry automation: WhatsApp bot handles 200+ daily student queries about courses, fees, and eligibility — freeing counsellors to focus only on high-intent leads.
Order confirmation, dispatch tracking, and delivery notification via WhatsApp with one-click support escalation — achieving 92% customer satisfaction on post-purchase experience.
Platforms & APIs We Integrate
How We Deploy CRM Systems
CRM Audit & Data Mapping
We document all existing customer touchpoints, data fields, and communication workflows to design a zero-leakage integration architecture.
API Configuration & Webhooks
We set up Meta Cloud API credentials, configure webhook endpoints, register message templates for approval, and establish secure data pipelines.
CRM Sync & Chatbot Build
We wire bi-directional CRM sync, build conversational flows, train the AI on your FAQ knowledge base, and configure routing logic.
Launch & SLA Monitoring
We go live with full message delivery monitoring, CRM sync validation, and a custom dashboard to track every conversation metric.
Common Questions
Do you use the official Meta WhatsApp Business API?
Yes — always. We only work with the official Meta WhatsApp Cloud API, ensuring your account is fully policy-compliant, secure, and eligible for high-volume messaging. We never use unofficial "grey market" WhatsApp tools.
Can this system handle bulk broadcast messages?
Yes. With an approved Business Account and pre-approved message templates, you can send bulk broadcasts to opted-in users. We build the delivery queue, manage template approvals, and set up opt-out compliance.
Which CRMs can you integrate with?
We have built integrations for HubSpot, Salesforce, Zoho CRM, custom PostgreSQL ERPs, Airtable, and Google Sheets. If your CRM has an API, we can sync it.
How long does a full WhatsApp CRM integration take?
A standard integration (WhatsApp API + one CRM + basic automation) takes 2–4 weeks. A fully customized system with AI chatbot, routing, and analytics dashboards typically takes 6–10 weeks.
Stop losing leads. Start automating.
Schedule a free 30-minute CRM audit. We will map your current customer communication gaps and propose a custom automation roadmap.