N8N-Based Robust Sales & Lead Management System
Budget: ₹1,500 – ₹12,500 INR
# N8N Sales Automation & Lead Management System
## Project Overview
We are looking for an experienced N8N Automation Developer to build a complete Sales Automation, CRM Workflow, and WhatsApp Lead Management System for our compliance and certification business.
The system should automate the entire sales lifecycle from lead capture to quotation, follow-up, customer conversion, and renewal reminders.
---
## Required Integrations
### Lead Sources
* Website Contact Forms
* Website Quote Request Forms
* WhatsApp Business API
* Facebook Lead Ads
* Google Forms
* Email Inquiries
* Manual Lead Entry
### Communication Channels
* WhatsApp Business API
* Gmail / Google Workspace
* SMS Gateway (optional)
* Telegram Notifications (optional)
### CRM
* Airtable / Supabase / Google Sheets (recommend best option)
* Lead Database
* Customer Database
* Opportunity Pipeline
---
## Required Workflows
### 1. New Lead Capture Workflow
When a new lead is received from:
* Website
* WhatsApp
* Email
* Facebook Lead Ads
System should:
* Create lead automatically
* Assign unique lead ID
* Store in CRM
* Notify sales team via WhatsApp and Email
---
### 2. WhatsApp Auto Response
When a lead contacts us:
* Send welcome message
* Ask required details
* Collect product information
* Store responses automatically in CRM
---
### 3. Lead Qualification Workflow
System should:
* Identify hot/warm/cold leads
* Assign lead score
* Move lead through stages automatically
Stages:
* New Lead
* Contacted
* Qualified
* Quotation Sent
* Negotiation
* Won
* Lost
---
### 4. Quotation Workflow
Generate quotation request task automatically.
When quotation is sent:
* Update CRM
* Schedule follow-up reminders
---
### 5. Automated Follow-Up Workflow
Automatic reminders:
* Day 1
* Day 3
* Day 7
* Day 14
via:
* WhatsApp
* Email
Sales team should be notified if no response received.
---
### 6. Customer Conversion Workflow
When deal is marked Won:
* Move lead to customer database
* Generate onboarding task
* Create customer record
---
### 7. Renewal Reminder Workflow
For certification projects:
* 30 Days Before Expiry
* 15 Days Before Expiry
* 7 Days Before Expiry
Automatic reminders through:
* WhatsApp
* Email
---
### 8. Dashboard
Required Dashboard:
* Total Leads
* New Leads
* Open Opportunities
* Won Deals
* Lost Deals
* Monthly Revenue
* Follow-up Due Today
---
## Technical Requirements
* N8N Self Hosted Setup
* Documentation
* Error Handling
* Logging
* Backup Workflow
* Scalable Architecture
---
## Preferred Experience
Experience with:
* N8N
* WhatsApp Business API
* Meta Cloud API
* CRM Automation
* Lead Management Systems
* Sales Funnel Automation
Please provide:
* Similar projects completed
* Estimated timeline
* Proposed architecture
* Fixed price quotation
## Project Overview
We are looking for an experienced N8N Automation Developer to build a complete Sales Automation, CRM Workflow, and WhatsApp Lead Management System for our compliance and certification business.
The system should automate the entire sales lifecycle from lead capture to quotation, follow-up, customer conversion, and renewal reminders.
---
## Required Integrations
### Lead Sources
* Website Contact Forms
* Website Quote Request Forms
* WhatsApp Business API
* Facebook Lead Ads
* Google Forms
* Email Inquiries
* Manual Lead Entry
### Communication Channels
* WhatsApp Business API
* Gmail / Google Workspace
* SMS Gateway (optional)
* Telegram Notifications (optional)
### CRM
* Airtable / Supabase / Google Sheets (recommend best option)
* Lead Database
* Customer Database
* Opportunity Pipeline
---
## Required Workflows
### 1. New Lead Capture Workflow
When a new lead is received from:
* Website
* Facebook Lead Ads
System should:
* Create lead automatically
* Assign unique lead ID
* Store in CRM
* Notify sales team via WhatsApp and Email
---
### 2. WhatsApp Auto Response
When a lead contacts us:
* Send welcome message
* Ask required details
* Collect product information
* Store responses automatically in CRM
---
### 3. Lead Qualification Workflow
System should:
* Identify hot/warm/cold leads
* Assign lead score
* Move lead through stages automatically
Stages:
* New Lead
* Contacted
* Qualified
* Quotation Sent
* Negotiation
* Won
* Lost
---
### 4. Quotation Workflow
Generate quotation request task automatically.
When quotation is sent:
* Update CRM
* Schedule follow-up reminders
---
### 5. Automated Follow-Up Workflow
Automatic reminders:
* Day 1
* Day 3
* Day 7
* Day 14
via:
Sales team should be notified if no response received.
---
### 6. Customer Conversion Workflow
When deal is marked Won:
* Move lead to customer database
* Generate onboarding task
* Create customer record
---
### 7. Renewal Reminder Workflow
For certification projects:
* 30 Days Before Expiry
* 15 Days Before Expiry
* 7 Days Before Expiry
Automatic reminders through:
---
### 8. Dashboard
Required Dashboard:
* Total Leads
* New Leads
* Open Opportunities
* Won Deals
* Lost Deals
* Monthly Revenue
* Follow-up Due Today
---
## Technical Requirements
* N8N Self Hosted Setup
* Documentation
* Error Handling
* Logging
* Backup Workflow
* Scalable Architecture
---
## Preferred Experience
Experience with:
* N8N
* WhatsApp Business API
* Meta Cloud API
* CRM Automation
* Lead Management Systems
* Sales Funnel Automation
Please provide:
* Similar projects completed
* Estimated timeline
* Proposed architecture
* Fixed price quotation