One CRM for every lead, from every channel
A lead and customer management system for an airline ticketing agency, bringing WhatsApp, Facebook, phone and walk-in enquiries into one place.
4 lead channels in one system
7 live KPIs
Conversion tracking per agent
In daily use
The challenge
Enquiries arrived through WhatsApp, Facebook, phone calls and walk-ins, with nowhere to manage them together. It was hard to tell who owned each lead, there was no live view of conversions or lost sales, and management could not see how each agent was performing.
What we built
- Lead capture for WhatsApp, Facebook and manual entry, organised without duplicates
- A booking pipeline matched to how agents sell: in progress, itinerary sent, payment made
- A dashboard showing total leads, follow-ups, conversions, lost sales and progress against the monthly target, for any date range
- My leads and my follow-ups views so every agent knows what to do next
- Agent performance showing leads collected, conversions and conversion rate, plus customer history and quick search
What changed
The agency has one source of truth for every lead instead of scattered chats and spreadsheets. Management sees performance against target in real time, and every agent owns their own pipeline.
Built with
React, TypeScript, Vite, REST APIs
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Let’s look at how your business runs today.
A 30-minute call with our founder. No pitch. Just where things get stuck and whether a system would fix it.
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