Omnichannel Mini CRM Automation

I need a lightweight CRM layer that pulls every new lead generated through our existing touchpoints—Offerly on Shopify, abandoned checkouts on Shopify, Instagram DMs, WhatsApp Business messages, and calls or website chat handled by Podium—into one central place. The system must merge duplicates and store the essentials (name, contact, channel, message history, and timestamp) so my team can stop juggling tabs and focus on closing sales.

Once a lead lands in the database it should immediately:
• assign that lead to an associate automatically (round-robin is fine for now, but please build the logic in a way that I can swap in other rules later), and
• open a follow-up task with a clear due date and the channel context pre-filled.

A concise web dashboard—or an embedded Shopify app—is all I need on the front end. Back-end tech is your choice so long as it reliably hits the Shopify, Instagram Graph, WhatsApp Cloud, and Podium APIs. Real-time or near real-time updates are required; anything slower than a five-minute lag won’t work for us.

Deliverables
1. Working mini CRM interface for the team
2. Background integrations that fetch and refresh data from all specified channels
3. Automated lead assignment and task creation fully tested
4. Deployment guide plus a short handover call

Acceptance criteria: every new lead from the five channels appears in the CRM within five minutes, shows an assigned associate, and displays an open follow-up task; duplicate capture accuracy must reach at least 95 percent.