CRM & Lead Management Platform
Multi-channel lead ingestion from Website, WhatsApp, and Google Ads with round-robin salesperson assignment, follow-up alerts, and conversion pipeline analytics.
The Business Problem
High-value real estate inquiries from Meta ads, Google ads, WhatsApp, and websites were falling through the cracks due to delayed responses and scattered spreadsheets across 40+ sales agents.
The Engineering Solution
Deployed a centralized Flutter Web & Cloud CRM platform with real-time webhook ingestion, automated round-robin sales agent assignment, instant WhatsApp greeting triggers, visual pipeline tracking, and manager escalation alerts.
What We Engineered & Shipped
Key functional modules deployed during the 8-10 Weeks implementation cycle.
Instant multi-channel lead ingestion (WhatsApp, Ads, Web)
Verified in production with comprehensive audit trails and failover mechanisms.
Automated round-robin agent distribution algorithm
Verified in production with comprehensive audit trails and failover mechanisms.
Drag-and-drop deal pipeline stage visualizer
Verified in production with comprehensive audit trails and failover mechanisms.
Automated follow-up reminders and WhatsApp notifications
Verified in production with comprehensive audit trails and failover mechanisms.
Manager performance analytics and conversion dashboards
Verified in production with comprehensive audit trails and failover mechanisms.
Frameworks & Tools Deployed
Architecture & Security Inquiries
Specific questions regarding this deployment's integration, data privacy, and exception handling.
Does the CRM integrate with WhatsApp Business Cloud API?▾
Yes. Inbound WhatsApp messages instantly create or update lead records, and outbound automated templates can be dispatched directly from the CRM.
Can we restrict salesperson visibility to only their assigned leads?▾
Yes. Granular Role-Based Access Control (RBAC) ensures sales representatives only see their allocated deals while managers see team performance.
Read the Complete Engineering Breakdown
Learn the technical nuances, failover recovery strategies, and operational metrics in our in-depth blog post.
Connect With Our Engineering Desk
Speak directly with our automation consultants about robotic process automation, ERP rollout feasibility, or custom Flutter platforms.
Direct Call & WhatsApp
+91 87226 29900Cloud & Google Desk
+91 83905 00190Direct Official Email
customerdelight@bhar.co.inBlue Horizon Automation Research Pvt. Ltd. (BHAR India)
Office No. 26/27, 3rd Floor, Matru Chhaya Apartment,
Opp. Kapeesh Mall, MG Road, Mulund West,
Mumbai, Maharashtra – 400080
Send a Direct Enquiry
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