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Build a CRM for a company losing 70% of its quotes in scattered WhatsApp chats

Builder Omar Villalobos says a client was losing 70% of its quotes because everything lived in scattered WhatsApp chats, so he built three parts with AI: a WhatsApp-linked form that auto-updates a CRM instead of manual copying, a pipeline dashboard showing $1.28M at stake with follow-ups due and won deals, and an ROI calculator showing a client their investment, monthly gain and payback. No recovery of the lost quotes is claimed yet.

How it works

  1. Take the client's WhatsApp sales process
  2. Build a WhatsApp-linked form that auto-updates the CRM
  3. Build a pipeline dashboard ($1.28M at stake, follow-ups due, won deals)
  4. Build an ROI calculator (investment, monthly gain, payback)
  5. Share the system (GitHub repo per the narration)

Why it’s worth knowing

A bespoke CRM — form, pipeline dashboard and ROI calculator — was built for a business whose entire sales process lived in chat threads.

Where it’s from

Summarized from a public post on instagram.com. See the original ↗

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Every idea is a real post from someone who tried it, summarized in our words, with a link to the original. App names are swapped for plain words.