The Problem
Client conversations lived in three places at once — a WhatsApp thread, a calendar invite and a spreadsheet row. Answering “where is this deal?” meant asking the person who happened to own it.
What We Built
One Kanban pipeline became the single view of every client, with WhatsApp wired in so messages attach to the client record rather than sitting in someone's phone. Profiles build up over time, so history survives handover.
Visual Kanban Tracking
WhatsApp Integration
Client Profile Building
How We Delivered It
1
Strategic Scoping
2
Workflow Design
3
Implementation
4
Verified Launch
Deployment Profile
Customer Management
Solution Type
India
Region
Active
Deployment Status