Sales Call Tracker From WhatsApp
Budget: ₹1,500 – ₹12,500 INR
Every morning my sales reps drop their day’s call plan—client name plus live location—into a single WhatsApp group. As they finish each visit they post an update in the same thread. I do not want them opening yet another app, but I do need the information captured, organised and analysed.
I’m looking for a lightweight, web-based dashboard (mobile-friendly) that silently collects those WhatsApp messages through the WhatsApp Cloud API, stores the data in a small CRM-style database and presents clear metrics for me (Admin) and my managers. The reps themselves will never log in.
Core workflow
• Parse new group messages in near real-time, tagging each one as PLAN, COMPLETED, LEAVE or OTHER.
• Extract client name, latitude/longitude, rep’s name and timestamp.
• If a rep edits the plan during the day, keep both the original intent and the actual visit for “plan vs completed” reporting.
What I want to see
• Calls listed by date, rep and client with a side-by-side view of planned versus visited.
• Automatic flags when a rep sends no update at all for a work-day.
• Client visit frequency and gap days per account, visualised.
• Sales-effectiveness ratios such as visits per plan and average daily calls.
• A Google Maps overlay that highlights differing coordinates posted for what appears to be the same client so we can clean up duplicates.
Roles
• Admin – full access to configuration, user and API keys.
• Manager – read-only analytics and CSV/Excel export.
Deliverables
1. Deployed web dashboard secured with basic auth or JWT.
2. Message-ingest service hooked to the designated WhatsApp group.
3. Relational database schema and seed script.
4. Analytics components with downloadable reports.
5. Source code and a step-by-step hand-off guide for self-hosting.
Acceptance criteria: a live demo using a week’s worth of my group chat that shows >95 % correct message classification, plan vs. visit comparison, and Google Maps client clustering.
Preferred stack suggestions include WhatsApp Cloud API, Python or Node.js for the backend, PostgreSQL/MySQL for storage, and React or a simple template engine for the UI—but I’m open if you can meet the brief efficiently.
I’m looking for a lightweight, web-based dashboard (mobile-friendly) that silently collects those WhatsApp messages through the WhatsApp Cloud API, stores the data in a small CRM-style database and presents clear metrics for me (Admin) and my managers. The reps themselves will never log in.
Core workflow
• Parse new group messages in near real-time, tagging each one as PLAN, COMPLETED, LEAVE or OTHER.
• Extract client name, latitude/longitude, rep’s name and timestamp.
• If a rep edits the plan during the day, keep both the original intent and the actual visit for “plan vs completed” reporting.
What I want to see
• Calls listed by date, rep and client with a side-by-side view of planned versus visited.
• Automatic flags when a rep sends no update at all for a work-day.
• Client visit frequency and gap days per account, visualised.
• Sales-effectiveness ratios such as visits per plan and average daily calls.
• A Google Maps overlay that highlights differing coordinates posted for what appears to be the same client so we can clean up duplicates.
Roles
• Admin – full access to configuration, user and API keys.
• Manager – read-only analytics and CSV/Excel export.
Deliverables
1. Deployed web dashboard secured with basic auth or JWT.
2. Message-ingest service hooked to the designated WhatsApp group.
3. Relational database schema and seed script.
4. Analytics components with downloadable reports.
5. Source code and a step-by-step hand-off guide for self-hosting.
Acceptance criteria: a live demo using a week’s worth of my group chat that shows >95 % correct message classification, plan vs. visit comparison, and Google Maps client clustering.
Preferred stack suggestions include WhatsApp Cloud API, Python or Node.js for the backend, PostgreSQL/MySQL for storage, and React or a simple template engine for the UI—but I’m open if you can meet the brief efficiently.