Solution
B2B Sales CRM
A CRM that pulls buyer inquiries from B2B marketplaces, WhatsApp, a chatbot and email into one queue, with assignment rules, follow-up discipline and live alerts for the sales desk.
WeyBeeThe business
An agricultural products company received buyer inquiries from B2B marketplaces, WhatsApp, a website chatbot and email. Leads sat in separate inboxes, assignment was informal, and managers could not see follow-up discipline or which sources actually produced business.
The challenge
- Pull leads automatically from India's two largest B2B marketplaces, WhatsApp and a chatbot, without creating duplicates.
- Give managers a fine-grained permission matrix rather than a single admin switch.
- Alert the sales desk the moment a new lead or WhatsApp message arrives.
- Keep a secured API ready for a future mobile app.
What we did
We delivered the system end to end, with project management, on .NET 8 using Clean Architecture: a browser CRM for the sales desk and a versioned, secured API on the same business layer. Marketplace push webhooks and scheduled pulls, WhatsApp Cloud API ingest, a connected Google Workspace mailbox, document storage on AWS S3 and real-time SignalR alerts all run on that shared core.
Modules
Lead desk
Lead numbering, company deduplication, assignment and status history, remarks and documents.
Follow-ups
Due today, missed, upcoming and completed views that keep the team on schedule.
Marketplace ingest
Push webhooks and a background poller land every marketplace inquiry in one queue.
WhatsApp channel
Inbound messages create or link leads; message templates stay in sync.
Email from the team's mailbox
Templated emails with attachments sent through the connected company mailbox.
Dashboard and reports
7-day trends, leads by source and status, a source-by-status matrix and Excel reports.
How it is built
- Clean Architecture modular monolithDomain, application, infrastructure, web and API layers.
- Claims-based permissions shared by the web app and the API.
- Audit fields and soft delete on business data; unit tests on authentication, roles and users.
- Responsive, installable web app with light and dark themes.
Results
- Every lead channel lands in one CRM instead of spreadsheets and inboxes.
- Managers enforce assignment and follow-up discipline through permissions and reports.
- The sales desk sees new leads and WhatsApp messages in real time.
AI-ready by design.
Where AI fits next.
Inquiries from four channels already land in one queue. AI can read, score and answer them first.
Extract product, quantity and location from every inquiry and score it.
Draft WhatsApp and email follow-ups for the sales desk to send.
Show which sources and products convert best.
One to two weeks to pick the use case and prove the data is ready.