Unified CRM & WhatsApp API, drip automation, automation, dialer ,.ivr Platform
Budget: ₹12,500 – ₹37,500 INR
I need a single, cloud-based application that unites core CRM workflows with omnichannel customer outreach. The heart of the build is a fully-featured CRM focused on Healthcare and our in-house marketing agency, so HIPAA-friendly architecture and flexible branding are essential.
Key CRM functions
• Contact Management with custom fields, tags and segment filters
• Sales Pipeline Management that lets my team drag-and-drop deals through configurable stages
• Real-time Reporting & Analytics dashboards, exportable to CSV/Excel
Communication layer
– Native integration with the WhatsApp Business API for both one-to-one chats and automated drip sequences. Templates must pass WhatsApp’s approval flow, and message metrics (delivered/read/replied) should feed straight back into the CRM timeline.
– Email and SMS drip campaign builder: visual editor, trigger options (time, deal stage, behaviour) and A/B testing.
– IVR system: multi-level menus, text-to-speech, call recording and time-of-day routing.
– Dialer module: click-to-call from any contact record, power/predictive modes, agent disposition codes and auto-logging of every call.
Admin & tech requirements
• Role-based permissions with audit trail
• REST/GraphQL API so we can push data to our BI tools
• Responsive web UI (React or Vue preferred); mobile-friendly out of the box
• Deployable on AWS, Azure or GCP with Docker/Kubernetes for portability
• Source-controlled in Git; weekly staging drops for review
Acceptance criteria
1. A user can import 10k+ contacts via CSV without data loss.
2. Outbound WhatsApp template is approved and can be scheduled in a drip that records status updates.
3. IVR routes calls to a live agent or voicemail based on a time condition.
4. Predictive dialer delivers at least a 1.5:1 call-to-agent ratio without dropping connected calls.
5. All contact, deal and communication data appear in dashboards with filter, group and export options.
Please outline your proposed tech stack, timeline, and any prior work that shows experience integrating telephony or WhatsApp APIs.
Key CRM functions
• Contact Management with custom fields, tags and segment filters
• Sales Pipeline Management that lets my team drag-and-drop deals through configurable stages
• Real-time Reporting & Analytics dashboards, exportable to CSV/Excel
Communication layer
– Native integration with the WhatsApp Business API for both one-to-one chats and automated drip sequences. Templates must pass WhatsApp’s approval flow, and message metrics (delivered/read/replied) should feed straight back into the CRM timeline.
– Email and SMS drip campaign builder: visual editor, trigger options (time, deal stage, behaviour) and A/B testing.
– IVR system: multi-level menus, text-to-speech, call recording and time-of-day routing.
– Dialer module: click-to-call from any contact record, power/predictive modes, agent disposition codes and auto-logging of every call.
Admin & tech requirements
• Role-based permissions with audit trail
• REST/GraphQL API so we can push data to our BI tools
• Responsive web UI (React or Vue preferred); mobile-friendly out of the box
• Deployable on AWS, Azure or GCP with Docker/Kubernetes for portability
• Source-controlled in Git; weekly staging drops for review
Acceptance criteria
1. A user can import 10k+ contacts via CSV without data loss.
2. Outbound WhatsApp template is approved and can be scheduled in a drip that records status updates.
3. IVR routes calls to a live agent or voicemail based on a time condition.
4. Predictive dialer delivers at least a 1.5:1 call-to-agent ratio without dropping connected calls.
5. All contact, deal and communication data appear in dashboards with filter, group and export options.
Please outline your proposed tech stack, timeline, and any prior work that shows experience integrating telephony or WhatsApp APIs.