Challenge
- Customer conversations were scattered across individual sales reps' devices.
- Deal stages could not be tracked from a single place.
- The company's operating flow did not fit the standard pipeline of off-the-shelf CRM tools.
All references
Case study
B2B Enerji: WhatsApp API Based Customer Tracking and Operations Panel
Prosis built B2B Enerji a customer tracking panel connected to the official WhatsApp Business API, with pipeline and workflow modules customized to the company's own operating model.
Tek panelÖzel iş akışıUçtan uca takip
Approach
- Set up the official WhatsApp Business API with unlimited agents on one number.
- Built company, contact, conversation history, document, and quote modules around the company's data needs.
- Customized pipeline stages, task assignment, and workflow steps to the company's operating model.
Results
- WhatsApp conversations are written to customer records automatically and became institutional memory.
- The sales team can track every opportunity by stage on a single pipeline screen.
- Quotes, tasks, and follow-up steps were unified in one panel aligned with the company's own workflow.